Global sales of electric and plug-in hybrid vehicles rose 24% year-on-year in June, reaching 1.8 million units, according to automotive industry sources and analysis. China led with a 28% increase to 1.11 million vehicles, followed by Europe, up 23% to 390,000 units.

In contrast, North American sales fell 9% to just over 140,000 units, hindered by reduced tax credits from President Trump’s spending bill and weak Canadian demand.

For the first time, North America lagged behind the “rest of the world”—including Southeast Asia and Latin America, which saw a 43% sales jump to over 140,000 units.

In Europe, incentives and more affordable EVs are expected to sustain growth, with Chinese brands like BYD gaining share alongside European makers like Volkswagen and Renault.

Global automakers remain cautious in the U.S. market due to a 25% import tariff and regulatory uncertainty, leading many to withdraw 2025 forecasts.