Which automakers electrified fastest in the US in 2025?
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U.S. buyers favored electrified models as Consumer Reports names its top vehicles for 2026
Consumer Reports released its 2026 vehicle rankings, placing electrified variants—hybrids and one EV—across its top picks and spotlighting fuel efficiency and safety. The list spans affordable compact cars to luxury SUVs, emphasizing real-world economy, improved reliability, and practical trade-offs for buyers weighing cost versus performance.
Automakers Face EV Reckoning as Fuel Shock Spurs Demand
A short-term fuel-price spike has triggered a measurable jump in EV interest, pressuring automakers that retreated from electric programs. Rising searches and dealer traffic signal accelerating EV adoption that shifts competitive advantage toward early-moving Chinese makers and strains Western supply chains.

Global EV Rankings Shift: Geely Closing on Tesla as BYD Retains the Lead
BYD finished 2025 as the largest seller of plug-in vehicles worldwide but ceded some late-year share as Geely and several Chinese challengers accelerated deliveries and export activity. Regional dynamics — notably a December BEV surge in Europe, OEM reshoring incentives in North America, and increased China-origin exports — amplified competitive pressure on legacy players such as Tesla and some European incumbents.

EU city bus market: electric powertrains pass majority in 2025
Zero-emission buses crossed the majority threshold across the EU in 2025, driven by battery-electric adoption and Clean Vehicles Directive pressure. Operational setbacks in some hydrogen projects and high-profile procurement shifts toward large BEV tenders are concentrating future demand and accelerating infrastructure and battery investments.

Chinese automakers prepare US push, likely via local factories to avoid 100% tariff
Chinese automakers are positioning for meaningful US market entry within five to ten years, but the 100% import tariff makes building local factories the most viable route. Recent industry moves — Geely’s $1.3B Volvo expansion, Volkswagen routing China‑built cars to export markets, Ford’s talks about using Geely capacity in Europe, and Canada’s 49,000‑unit quota for Chinese EVs — signal pragmatic, multi‑track strategies to gain access while navigating political and regulatory constraints.

UK DfT: Automakers used CO2 credits to clear 2024 EV mandate
The UK cleared its 2024 zero‑emission vehicle requirement once CO2 credit trades were counted, driven by CRTS allowances and banking rules. Credit trading, forward‑borrowing, and low allowance prices create a policy compliance channel that risks slowing direct EV deployment and investment — a pattern visible in other jurisdictions where credit systems and capped imports seed tradable surpluses.

Chicago Auto Show 2026 Signals Market-Ready Shift Toward Consumer EVs
The 2026 Chicago Auto Show (Feb 7–16) emphasizes hands-on consumer engagement and a pragmatic mix of EVs, hybrids, and range‑extended models rather than concept debuts. That practical focus at a major regional show mirrors wider industry pressures — from fragmented BEV leadership to China‑built export pushes — that are forcing manufacturers to prioritize product availability, dealer readiness and charging access in near‑term launch plans.
Tesla and the Used-EV Surge, Charging Momentum
Used electric vehicle transactions have sharply accelerated even as new-vehicle incentives faded, driven by lower price points and improving public charging. Growing resale strength for Tesla , plus policy-backed and commercial charger investment, is reshaping market dynamics for OEMs and infrastructure providers.