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Are brand power dynamics shifting in the US EV market?

The first half of 2025 saw Tesla at the top of the US electric vehicle (EV) landscape. However, domestic rivals and European brands are moving upwards to meet it. Autovista24 web editor James Roberts explores the data. EV sales in the US, consisting of battery-electric vehicles (BEVs) and plug-in hybrids (PHEVs), increased by 3.7% between January and June 2025. A total of 744,740 plug-in vehicles took to US roads in this period, according to the latest data from EV Volumes. Breaking down the six-month EV total, battery-electric vehicles (BEVs) captured a 76.3% share, down from its 77.9% market hold 12 months prior. PHEVs made up 23.7% of overall volumes, up 1.6pp year on year.   Tesla EV dominance subsiding? The Tesla Model Y and Model 3 drove the brand’s dominance of the US EV market in the first half of 2025. Aside from its two flagship models, Tesla’s BEV offering includes the Cybertruck, the Model X, and the Model S. Despite its established vehicle portfolio, the first six months of 2025 saw Tesla’s sales in the US slide by 14% year on year. This translates to a sizeable 6.7 percentage point (pp) drop in market share compared with 2024. The carmaker’s Model Y and Model 3 were responsible for 224,000 sales in the period. That amounted to 92.4% of Tesla’s deliveries in the country. However, these combined sales were down 10.2% year on year. Additionally, sales of the Model X and Model S have tailed off in 2025. Between January and June 2024, the Model S saw 7,600 deliveries. Fast forward 12 months, and that volume has fallen to 3,288. The decline of sales in Tesla’s two vanguard models reflects a wider decline across its portfolio. Despite a strong model range, the company’s once iron grip on the US market has weakened in 2025. EV market ascendency At the halfway point of 2025, Jeep commanded second in the US EV brand top 10. However, the Stellantis-owned carmaker saw its market share fall by 0.3pp, with 52,950 sales equating to a drop of 0.7%. Most of the brands' EV deliveries came from its PHEVs. Combined, the Jeep Grand Cherokee and Jeep Wrangler accounted for 46,677 sales six months into 2025. However, this equated to a year-on-year drop of 12.4% for the two models. Chevrolet enjoyed a year-on-year sales surge of 131.2% between January and June. The US brand slotted into third with 46,047 vehicles leaving dealerships. This provided Chevrolet with the biggest gain in the top 10. Part of this success was down to the carmaker’s varied range. Chevrolet’s EV portfolio includes models such as the Silverado, Bolt, Blazer, and Equinox. So far this year, the latter model’s performance looks to have driven the company’s EV presence. EV market inertia Ranking fourth in the top 10 EV sellers, Ford’s EV progress slowed, despite its varied model offering. The marque recorded a 0.5% year-on-year improvement with 41,321 plug-in units sold. However, due to increased market competition, its share dropped by 0.2pp. Another brand to record a decline was Hyundai in sixth. It witnessed a year-on-year sales slump of 4.8% to 31,321 units. This meant its market share dropped by 0.4pp to 4.2%. Toyota followed in seventh. It endured a 9.4% sales drop to 28,230 units. This equated to a 0.5pp year-on-year decline in market share to 3.8%. The biggest EV brand decline in the US was witnessed by Kia. Ranking ninth in the first half, its sales slumped by 33.6% year on year to 24,052 units. One factor was the performance of its EV6 and EV9 BEVs, with combined deliveries falling by 47.5% to 10,813 units. European brands on the rise Amid the mix of prosperity, decline and stagnation within the US EV market, some European brands enjoyed a positive first half. BMW recorded 37,148 electric vehicle sales in the country. This marked a 25.3% year-on-year upswing. It also brought the brand’s market share to 5%, a 0.9pp jump. Key to this success were the gains made by BMW’s plug-in hybrids. The brand recorded 12,516 PHEV sales in the first half, up by 157.9% year on year. While it moved a greater volume of BEVs at 24,632 units, this was down by 0.6% in the US. In eighth, Mercedes-Benz reached 27,427 units, translating to an impressive 35.3% year-on-year sales boost. With this, the carmaker extended its market share by 0.9pp to 3.7% six months into the year. Volvo rounded out the EV top 10 in the US. In the first six months of the year, the brand enjoyed a 10.5% upswing in sales to 20,595 units. Strong performances from its BEV and PHEVs helped it to secure a 2.8% EV market share, up 0.2pp.
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Which models led the US EV market in the first half of 2025?

Electric vehicle (EV) sales increased in the US across the first half of 2025. A familiar domestic carmaker commanded the battery-electric vehicle (BEV) market, but were its competitors able to gain ground? Autovista24 web editor James Roberts investigates. In the first half of 2025, 568,238 BEVs were sold in the US, according to data from EV Volumes. This equated to a year-on-year increase of 1.6%. Up 1% year on year, 108,814 BEVs were delivered in June. This marked the largest monthly volume in the first six months of 2025. It also signalled a return to growth, following year-on-year declines in April and May. PHEV sales grew by 11.1% compared to the first half of 2025, with 176,502 units hitting the roads. In June, deliveries of PHEV saw notable growth, increasing by 16.8% to 27,198 units. However, this was the second-lowest volume in the first half of the year. Tesla dominates first half of 2025 The Tesla Model Y completed the first six months of 2025 head and shoulders above its competition. A total of 157,000 sales gave the model a 27.6% market share. Following in second, the Tesla Model 3 saw 67,000 sales between January and June. This equated to an 11.8% market share. Third place in the standings went to the burgeoning Chevrolet Equinox. In total, 27,749 units reached customers in the US, meaning a 4.9% market share. Meanwhile, 21,785 sales were enough to put the Ford Mach-E in fourth with a 3.8% market share. The Hyundai Ioniq 5 followed in fifth with 19,092 vehicles reaching US customers, while the resurgent Honda Prologue claimed sixth. It captured a 2.9% market share and moved 16,317 units. Ford snatched seventh with the F-150 Lightning reaching 13,029 sales. Thanks to record deliveries in March, the BMW i4 was the eighth best-selling BEV in the US between January and June. The German-built saloon saw 12,849, giving it a 2.3% share of the market.  Tesla tops June’s US BEV chart Tesla has firmly cemented itself at the head of the US BEV market. Despite some well-documented headwinds, this trend continued in June with record results. EV Volumes data shows that the Model Y held the top spot in the US, with 36,000 sales. This data reveals that June saw the highest volume since the model entered the market in March 2020. The result boosted the Model Y to a 9.1% year-on-year increase, alongside a 33.1% share of the BEV market. This was a 2.5 percentage point (pp) gain on June 2024.  In an established trend, its Tesla stablemate, the Model 3 followed in second. The sedan recorded an 18.8% year-on-year increase in June, with 19,000 units reaching customers. This equated to a 17.5% slice of the BEV marketplace. Since its first recorded sales in July 2017, the Model 3 has seen 1,156,023 units hit US roads. Tesla remains the only manufacturer with a double-digit BEV market share. Combined Model Y and Model 3 sales amounted to just over half of the entire US BEV market in June. Despite this dominance, competitors appeared to be making inroads. GM makes BEV gains Chevrolet enjoyed a strong June. The US carmaker’s Equinox model has proved an increasingly popular all-electric choice with customers. With 5,954 sales, it emerged as the third best-selling BEV in the month. Year-on-year comparisons flatter the figures as the model was only released in May 2024. However, a comparative 584.9% increase in sales and a 5.5% market share are not to be ignored. June was the highest volume month in the first half of the year for the Equinox. However, the model has kept a consistent sales pace so far in 2025, following a peak of 7,097 sales in November 2024. Alongside Chevrolet’s model, only two others enjoyed year-on-year increases in June. Relative newcomer, the Honda Prologue ended up fifth in June’s BEV rankings. It moved 2,799 units, a 237.2% year-on-year boost, claiming 2.6% of the US BEV market. Since launching in April 2024, the carmaker has sold 49,344 of these models. Fellow Japanese brand Nissan emerged in ninth with its Ariya. Since debuting in December 2022, the model has sold steadily. However, the second quarter of 2025 saw momentum increase. In June, 2,003 units meant a 9.9% year-on-year boost, plus a 1.8% market share, 0.1pp up on June 2024. Brand doldrums Despite a strong showing in the top 10 during June, some major players witnessed noticeable year-on-year declines. The Hyundai Ioniq 5 ended up in fourth with 3,172 vehicles reaching customers in the US. This marked a significant 15.5% downshift in sales, and with it, a 0.6pp fall in market share to 2.9%. Notably, the model is produced in the US, meaning some shelter from tariffs. Ford also endured declining fortunes in June. The Mustang Mach-E came in sixth with 2,527 sales. This signalled a year-on-year decline of 27.7%, as well as a slip in market share of 0.9pp to 2.3%. Sitting one place behind the Mach-E in seventh was its Ford stablemate, the F-150 Lightning. It also witnessed a double-digit year-on-year drop in sales. Delivering 2,200 units, this underlined a 13.8% decline compared with June 2024. The Rivian R1S followed in eighth. The US-built BEV recorded 2,100 sales, down 24.2% year on year. The company lowered its sales guidance in May, as despite being US-based, the carmaker is not immune to tariffs. In contrast to its General Motors (GM) sibling, the Equinox, the Chevrolet Blazer saw a slump in June. It rounded out the top 10 with 1,986 sales in June, a 23.7% year-on-year fall.  Model variety in PHEV mix In the first half of 2025, the top PHEV spot was claimed by the Jeep Wrangler. It recorded 23,491 sales, taking a 13.3% market share. In an ongoing battle, the Jeep Grand Cherokee was 305 units behind, and lagging in market share by just 0.2pp. June marked a low point for the Toyota RAV4. It managed 633 sales, its worst performance since its first US deliveries in September 2020. However, it was able to hold on to third in the first half PHEV standings, taking a 6.4% market share. Swerving ongoing tariff uncertainty, several European models enjoyed a strong showing in the US PHEV top 10. In fourth, the Mercedes-Benz GLC recorded 9,643 deliveries with a 5.5% grip on the market. The BMW X5 was not far behind in fifth with 9,545 deliveries and a 5.4% share. In eighth, the Volvo XC60’s 7,181 sales accounted for 4.1% of the US PHEV market in the first half. Taking 10th, the Mercedes-Benz GLE PHEV held a 3.7% market share, marking up 6,507 deliveries. Jeep drives to top of US PHEV market One popular PHEV in the US, the Jeep Wrangler, did not emerge as the best-seller in June. For the first time since March, that honour went to its Stellantis stablemate, the Jeep Grand Cherokee. It reached 4,039 unit sales, marking a 176.6% year-on-year improvement. However, ranking second with 3,971 units, the Jeep Wrangler endured mixed fortunes. This total equated to a 22.5% drop in volumes from 12 months ago. Its market share dipped 7.4pp, to 14.6%. European PHEVs impress The Mercedes-Benz GLC secured third in the monthly PHEV top 10, having first recorded sales in July 2024. June helped consolidate impressive growth in 2025. The German model secured a record 2,227 deliveries, confirming an 8.2% market share. The BMW X5 claimed fourth with 1,750 units leaving US showrooms. This underlined an impressive 400% year-on-year growth. The triple-digit increase is significant for the latest generation, with volumes growing over the last year. The Volvo XC90 came in fifth in June’s PHEV rankings with 1,300 sales, down 5.1% year-on-year. Accordingly, its market share fell by 0.9pp to 4.8%. While the XC90’s appeal seems to be wavering in the US, its sister, the XC60, is growing in popularity. It ended up ninth in June’s PHEV rankings with a 4.4% market share, up 0.3pp. With 1,200 units sold, it saw a sizeable 26.3% year-on-year increase. The Ford Escape took seventh with 1,263 units sold in June. This equated to a 114.4% year-on-year upswing, helping push the vehicle’s market share up to 4.6%. Eighth was claimed by the Toyota Prius with 1,263 deliveries, making up 4.6% of all PHEV sales in the US.  

Insights

The Automotive Update: Trump tariff to take effect worldwide

US President Donald Trump confirms a 25% vehicle import tariff, carmakers make production gains, and Changan expands its European presence. Autovista24 journalist Tom Hooker explores the week’s biggest automotive news stories in The Automotive Update podcast. Which carmakers will be hit hardest by Trump’s automotive import tariffs? How has Europe reacted? Which carmaker is starting production of a much-anticipated future model direction? These questions are answered in the latest edition of The Automotive Update. Subscribe to the Autovista24 podcast and listen to previous episodes on Spotify, Apple and Amazon Music. Major automotive tariff announced US President Donald Trump announced a 25% tariff on all cars and light-commercial vehicles imported into the country. This additional duty will come into effect on 3 April 2025, as reported by Reuters. It will act in addition to the base tariff rate of 2.5% for automotive imports. The 25% duties will also apply to engines and engine parts, transmissions and powertrain components, as well as electrical parts. These tariffs could be implemented up to a month later, however, this will be no later than 3 May. Volvo, Audi, and Mercedes-Benz stated they will relocate parts of their production, according to Reuters. Other companies have stated they intend to raise prices. Domestic manufacturers, such as General Motors and Ford, could also be impacted. These tariffs could unsettle the global supply chain, raise list prices, create consumer uncertainty, and lead to potential job losses. The news resulted in most automotive stocks falling. On Thursday afternoon, General Motors and Ford suffered 7% and 3% share slumps respectively. However, Tesla’s stock grew by around 5%, Reuters stated. Tariff backlash The news has been met with a significant backlash from global leaders, carmakers, and industry bodies. EU Commission President Ursula Von Der Leyen said: ‘The automotive industry is a driver of innovation, competitiveness, and high-quality jobs, through deeply integrated supply chains on both sides of the Atlantic. As I have said before, tariffs are taxes are bad for businesses, worse for consumers equally in the US and the European Union.’ Robert Habeck, Germany’s economy minister, stated ‘what counts now is to have a firm response to these tariffs from the EU’ and that ‘it needs to be clear that we will not take this lying down.’ Meanwhile, French President Emmanuel Macron highlighted that ‘Trump asked Europe to spend more on defence, so it is not coherent to impose tariffs on us.’ The UK’s chancellor of the exchequer,  Rachel Reeves, commented ‘trade wars are no good for anyone’. Canadian Prime Minister Mark Carney said ‘we will defend our workers, we will defend our companies, we will defend our country, and we will defend it together.’ Carmakers’ tariff reaction Volkswagen stressed that ‘the entire automotive industry, global supply chains and companies, as well as customers, will have to bear the negative consequences.’ BMW stated that ‘both sides should therefore promptly find a transatlantic deal that creates growth and prevents a spiral of isolation and trade barriers.’ ACEA’s director general, Sigrid de Vries, urged the US to consider the negative impact of tariffs, not only on global carmakers but on domestic manufacturing as well. In Germany, the VDA said the tariffs are a fatal signal for free and rules-based trade. In the UK, SMMT chief executive Mike Hawes commented that the ‘announcement by President Trump is not surprising but disappointing if, as seems likely, additional tariffs are to apply to UK-made cars.’ Major new production facilities Hyundai Motor Group’s Metaplant America opened its doors this week. The vehicle assembly and battery production plant is the main focus of the OEM’s $12.6 billion (€11.6 billion) investment in Georgia. It will produce up to 500,000 Hyundai, Kia and Genesis electric and hybrid vehicles each year. The group has also committed an additional investment of $21 billion over the next four years. BMW has begun production of its Neue Klasse in Debrecen, Hungary. The first model of the new generation, the iX3, has been produced as a test vehicle at the site since November 2024. Processes and systems can now be optimised for around six months before the switch from pre-series to series production. BMW says the Neue Klasse opens up new possibilities in vehicle assembly. This includes ‘more efficiency thanks to modularisation and fewer different connecting elements.’ Changan to enter Europe Electric vehicle (EV) manufacturer Changan has announced plans to enter 10 European markets in 2025, as revealed by Reuters. The Chinese carmaker showcased its Deepal S07, an electric SUV that starts at €45,000 at an event in Germany this week. The model is the brand’s first model designed specifically for the European market. Changan said it will launch the SUV Deepal S07 in Norway, Denmark, Germany and the Netherlands from April. The UK will see the launch in June as well as additional markets. The manufacturer said its Deepal S05 model will also launch later this year, followed by the Changan E07 by early 2026. Changan added that it also plans to sell hybrid cars in Europe from 2026. Additional plans include a European sales and services network, with more than 1,000 dealerships. Vehicles sold in Europe will come from its production plants in China and Thailand.

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