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Profiting from the surge in EV gross sales that was undoubtedly going to return from Republicans killing the US EV tax credit score, California rose to new heights within the third quarter. The Golden State had 29.1% of its new automobile gross sales coming from totally electrical automobiles. That’s a better EV share than the state has ever achieved.
Do not forget that by itself, California is among the largest economies on the planet (the 4th largest!), and it’s additionally a closely auto-dependent state. So, yeah, Californians purchase quite a lot of automobiles. On this case, 124,755 totally electrical zero-emission automobiles (ZEVs/EVs) had been bought within the progressive state.
“That is unprecedented — we’re nearing a 3rd of all new automobiles bought within the fourth largest financial system on the planet being clear automobiles,” stated Governor Gavin Newsom, who has made it a behavior to humorously troll President Donald Trump on social media these days. “We’re setting new information as a result of this state believes in innovation, not isolation. Whereas Trump sells out American innovation to China, California will hold charging forward on our path to a way forward for cleaner air.”
That’s one technique to put it.
“It is a defining second for California’s ZEV progress and sends a transparent message to Washington: ZEVs are right here to remain,” stated California Vitality Commissioner Nancy Skinner. “The work and investments by the California Vitality Fee (CEC), and its company and trade companions, to develop the state’s community of EV chargers has resulted in almost each Californian residing inside 10 minutes of an EV quick charger. Now, new EV house owners can take pleasure in a fantastic driving expertise bidding goodbye to smelly fuel stations, messy oil adjustments, and dear engine tune-ups.”
I completely agree that EVs are right here to remain and the EV charging infrastructure California has accomplished makes it a lot simpler to drive an EV for extra folks and extra of the time. Nonetheless, they almost skipping over the truth that a surge in EV gross sales got here from Republicans ending EV subsidies, and that the third quarter won’t be a brand new regular (but), however moderately a peak for a short time that might be arduous to return to. The 124,755 ZEV gross sales of Q3 2025 had been a 30% improve over Q2’s complete.
“Whereas the federal authorities stumbles backward with reckless rollbacks and short-sighted insurance policies, California costs forward lighting the trail to a cleaner, extra affluent future,” stated California Air Assets Board Chair Lauren Sanchez. “From pioneering clear transportation within the Nineteen Seventies to turning into the world’s 4th largest financial system at this time, we’ve confirmed repeatedly that defending air high quality and the local weather isn’t simply the appropriate factor to do, it’s good financial coverage.”
All true. All true.
The California Vitality Fee (CEC), which is the core vitality coverage and planning company in California, additionally highlighted that EV mannequin selection has soared in its jurisdiction. There have been 146 totally different ZEV fashions available on the market within the 1st quarter of this yr, which is even up significantly from the first quarter of 2024, when 105 ZEV fashions had been available on the market.
California continues to innovate and lead on coverage, and it only recently took one other step ahead by requiring a sure stage of EV charging station reliability. “On October 8, 2025, California grew to become the primary state within the nation to undertake EV charger reliability and reporting rules, laying the inspiration for charging station reliability throughout the nation,” the CEC highlights. “The regulation won’t solely enhance the reliability of publicly funded quick chargers but additionally allow correct reporting on EV chargers working in California.”
Moreover, final week the fee gave its stamp of approval to a few extra massive charging station initiatives that had been a part of the Nationwide Electrical Car Infrastructure (NEVI) Method Program. These initiatives will present one other 64 quick chargers in high-traffic areas of the state. Moreover, “the CEC accepted three grants totaling greater than $10 million, which can construct out greater than 1,000 Degree 2 EV charging ports, the overwhelming majority in low-income, deprived, or reasonably priced multifamily housing complexes all through the state.” And so they accepted funding for the restore of 30 publicly accessible non-operational EV chargers and the set up of 30 new quick chargers in these areas. (Is there something the state isn’t doing to hurry up the EV transition?)
The company additionally reminds us that “grants and rebates for hundreds of {dollars} can be found for low-income Californians to buy ZEVs” might be discovered at ClimateAction.ca.gov and ElectricForAll.org.
The CEC did lastly present a quick notice to acknowledge the function of expiring EV subsidies within the Golden State’s newest EV gross sales surge. Nonetheless, they had been eager to place extra emphasis on the enabling infrastructure and why it’s simpler than ever to go electrical in California. And I can respect that. “Whereas qualifying for federal ZEV incentives contributed to the gross sales spike this quarter, turning into an EV driver in California is more and more getting simpler. There are actually over 200,000 publicly accessible EV charging stations statewide. Chargers might be discovered at grocery shops, park and experience tons, and even fuel stations, whereas shared chargers might be discovered at condominium complexes, workplaces, docs’ workplaces, sports activities amenities, and different parking areas which will have some stage of restricted entry. This statewide community of public and shared personal chargers is along with the estimated 800,000 EV chargers put in in single-family houses,” the company famous.
“California is tearing down boundaries to ZEV deployment, dashing up ZEV charging station installations, and deploying infrastructure in hard-to-reach and low-income areas.” Certainly! California continues to guide on electrification, and it’s unlikely that may change anytime quickly for the reason that state is closely managed by Democrats, who’re clearly way more centered on local weather motion, vitality effectivity, and vitality independence. When will the state rise to 30% EV share of gross sales? Who is aware of, however I feel it might truly occur throughout the subsequent yr. With rising mannequin selection and phrase of mouth, even with out the massive US EV incentives, increasingly more folks ought to be shopping for electrical automobiles. There are additionally fashions now that compete fairly effectively with inheritor gasoline rivals on upfront prices, after which additionally provide massive operational monetary financial savings. EVs ought to have the ability to outcompete pungent fuel automobiles for a big portion of the market’s consumers, and the extra EV fashions are launched to the market in car courses which have been uncared for, the extra EV market share will rise — unquestionably. Go on, California, hold exhibiting us the best way ahead and get to 50% EV share of latest automobile gross sales faster than laggards and skeptics assume potential!
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