Europe EV Gross sales Report — Second Greatest Month Ever!!!

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BEVs attain 21% market share!

EVs are choosing up in Europe, with some 399,000 plugin automobiles being registered in Europe in September, which is the second greatest month ever for plugins, solely behind the 412,000 items of December 2022. Count on December 2025 to determine a brand new document rating, possibly even above the 425,000 unit mark.

The general market additionally had a constructive month in September, rising a pointy 11% YoY to 1.2 million items, which is a major departure from the YTD efficiency, which is up by simply 2% YoY.

Curiously, this 11% progress charge is going on solely resulting from electrified powertrains, with HEVs rising 16% YoY, to 35% share; BEVs up by 22%, to 21% share, or some 265,000 items; after which the spotlight being PHEVs, which noticed their gross sales bounce 59% YoY, their highest progress in over three years, to some 135,000 items, or 11% of the entire market.

On the flipside, in September, petrol was down by 8% YoY, to 24% share, whereas diesel dropped even sooner, down 16% YoY, to … 6% share.

Yep, gone are the times that diesel had +60% market shares in Europe….

Including the 35% market share of HEVs to the 21% of BEVs and the 11% of PHEVs, because of this 67% of all new automobiles in Europe had some form of electrification.

Regardless of the constructive month, the year-to-date numbers for BEVs remained at 18% (28% for PHEVs and BEVs mixed).

Taking a look at the perfect promoting fashions, the large information this month was Tesla profitable the #1 and #2 spots. Though, the Mannequin 3 needed to sweat to remain forward of the third positioned BYD Seal U (European model of BYD Music). Right here’s a extra detailed evaluation of the highest 5 EVs this month:

#1 Tesla Mannequin Y — Tesla’s star participant delivered 27,564 gross sales, with the crossover thus profitable its first high vendor trophy of the yr within the total market in September. Nonetheless, wanting on the yearly efficiency, the decline is seen in comparison with final yr, with the crossover’s +20% decline in gross sales YoY placing it solely seventeenth within the total rating, which is a far cry from the 4th spot earned in 2024 within the total mannequin listing in Europe. Again to September and the plugin listing, with a small 5% drop in gross sales, the Mannequin Y gained this month’s contest and not using a sweat, greater than doubling the results of the #2 Tesla Mannequin 3.

#2 Tesla Mannequin 3 — Tesla’s sedan needed to compete till the tip to earn 2nd place, ending the month with 12,182 registrations in September. Regardless of being sufficient to win the silver medal, that also meant a major 20% gross sales lower YoY. Gone are months like September 2021 (25,592 registrations)…. Nonetheless, regardless of being an 8-year-old mannequin, the Mannequin 3 nonetheless has sufficient attraction (and inertia…) to remain among the many greatest sellers, due to aggressive specs and pricing. With the competitors rising by the day, it’ll change into harder for the Texan model to realize two presences on the rostrum. At 61,000 items delivered this yr, the Mannequin 3 is again to 2022 gross sales ranges, a time when BEVs have been promoting half of what they’re promoting right this moment….

#3 BYD Seal U (BEV+PHEV) — BYD’s midsize SUV is having a second in Europe and managed to win a podium presence due to a document 12,152 registrations in September. Nonetheless, with the BEV model representing lower than 10% of its gross sales, the spine of this efficiency is the PHEV model. With costs beginning at lower than €40,000, the PHEV Music Seal U has an 18 kWh battery in addition to fast-charging capabilities, and whereas it doesn’t look like one thing out of the unusual, take a look at the competitors: the VW Tiguan PHEV (20 kWh battery, CCS charging), beginning at €52,000; the Kia Sportage PHEV (14 kWh battery) beginning at €45,000; and the outgoing Toyota RAV4 PHEV (18 kWh) at €52,500. Taking a look at that, one begins to grasp the worth for cash attraction of BYD’s SUV. You purchase one together with your head, not your coronary heart. (Or, for the latter, BYD has the extra interesting Sealion 07 SUV.)

#4 Skoda Elroq — The just lately launched Elroq gained one other high 5 presence in September, due to 10,361 registrations, its first 10,000+ rating. And I wager it gained’t be its final … Volkswagen Group has struck gold with this one. Regardless of minimal effort (principally, it shortened the Enyaq), Skoda gained a daily high three presence. Though not as spacious as its larger sibling, it compensates for that with a aggressive value, beginning at simply €34,000, which makes it one of many most cost-effective compact crossovers in the marketplace, Chinese language included. May this be the brand new value-for-money king?

#5 VW ID.3 — The German hatchback is lastly dwelling as much as its promise, profitable one other high 5 place in September due to 7,601 registrations, its greatest rating since June 2024. Benefitting from a refresh, and a major value minimize to assist issues alongside, the VW mannequin noticed its gross sales bounce over 45% in September, permitting it to change into the perfect promoting electrical hatchback in September. Count on the Volkswagen EV to proceed working at a tempo of some 6,500–7,500 items per thirty days, and profitable a number of high 5 presences in consequence.

Outdoors the highest 5, with September being the second strongest month in historical past, there have been a number of fashions shining and inserting document performances.

Beginning within the Volkswagen steady, it was time for 2 of the make’s classics (not the Beetle nor the Breadvan) to attain document outcomes. The lengthy working VW Golf PHEV, which debuted 11 years in the past, in 2014, had its greatest rating ever in September, with 4,263 registrations. That allowed it to affix the desk in #19. In the meantime, its crossover sibling, the 6 yr outdated VW Tiguan PHEV, additionally hit a document rating, on this case, of 5,971 registrations. With each fashions just lately benefiting from aggressive specs (20 kWh battery, CCS charging, over 100 km electrical vary), they’re experiencing a second youth (make it a 3rd youth within the case of the Golf), permitting them to achieve unprecedented gross sales.

They’re good examples of what a usable PHEV ought to be (private notice: a couple of days in the past, I noticed a Golf GTE charging at a Tesla Supercharger and thought: “What? Can they try this?!? Oh, proper … it’s one of many new ones …).

One other mannequin becoming a member of the desk was the #18 Ford Puma EV. With a document 4,297 gross sales, Ford’s little crossover with a giant trunk is discovering its spot in the marketplace, which simply raises the query — will we see a future Ford Fiesta EV based mostly on the upcoming VW ID.2? Fingers crossed….

Lastly, the Volvo EX30. Whereas on paper the September efficiency (4,780 items) was unhealthy — in any case, it was down 36% YoY — this was the small Volvo’s greatest rating since shifting the European manufacturing to Gent, Belgium. So, will the nice wanting Swede be again to final yr’s gross sales ranges quickly, now that manufacturing is ramping up at its new house? A whole lot of watchful eyes are taking a look at this explicit mannequin, because it’s the primary mannequin to alter its manufacturing web site as a result of EU’s tariffs….

The destiny of it’d assist others determine whether or not to maneuver EV manufacturing to Europe.

Outdoors the highest 20, the highlights have been aplenty, beginning with the Mini Aceman. Mainly a 5-door model of the Mini Cooper EV, it scored a document end result, 2,793 registrations, making it the perfect promoting Mini EV within the lineup.

The Cupra Tavascan additionally hit a document end result, 3,735 registrations, and the Cupra Born’s end result (4,096 items, a brand new yr greatest), highlighting the Spanish model’s good month. In the meantime, the VW ID.BUZZ continues to … buzz round, scoring one more document efficiency, due to 2,957 deliveries.

May these numbers transfer product managers into providing extra MPVs in Europe? I imply, I consider we now have already had our share of SUVs by now….

Mercedes noticed its model new rangetastic CLA BEV have its first full month in the marketplace, with the streamlined Merc scoring 3,860 registrations already. So, issues look promising for the brand new three-pointed-star EV, even whether it is at the price of making each different BEV within the lineup look a technology behind….

Polestar noticed its 4 crossover-coupé-hatchback-thingy rating a document 3,011 registrations, offering a lot wanted quantity to the Sino-Swede model.

Concerning Chinese language EVs, as one would count on, document scores have been plentiful, with an important belonging to BYD (Sealion 07 — 3,476 items; Dolphin Surf — 2,288 items), SAIC’s MG (S5 — 2,524 items; eHS PHEV — 3,939 items), and Chery’s Jaecoo 7 (3,903 items).

An fascinating notice on Chery’s Europe technique: whereas different Chinese language makes want to go at it with one predominant model (BYD, MG, and so forth.), Chery is doing it with three completely different manufacturers (Jaecoo, Omoda, and Chery itself), with extra on the way in which (Lepas…) — and there’s little to no differentiation between them. A profitable technique? It absolutely appears completely different….

Wanting on the 2025 rating, there have been massive modifications within the high positions.

Whereas the Tesla Mannequin Y remained untouchable, behind it, quite a bit has occurred. The Tesla Mannequin 3 and Skoda Elroq each rose a number of positions, to 2nd and third, respectively. A number of positions again, the BYD Seal U additionally jumped, going from ninth to fifth in only one month, making the European high 5 now look a lot nearer to the worldwide one.

With 4,000 items separating the 2nd positioned Tesla Mannequin 3 from the seventh positioned VW ID.3, it is going to be an fascinating 4th quarter, with six candidates competing for 2 podium positions. Though, to be frank, solely three of them actually matter — the #2 Tesla Mannequin 3, the #3 Skoda Elroq, and the #5 BYD Seal U, as they appear to be the one ones ready so as to add over 20,000 items within the final quarter of the yr.

How will they cut up the positions? Onerous to say, but when I needed to place my bets, it will be the Skoda in 2nd, the BYD in third, and the Tesla in 4th. To be continued….

Elsewhere, there was no different place change on the desk, with the one shut race to comply with in October being the one for the nineteenth spot, with the Cupra Born defending its place from a #20 Toyota C-HR PHEV simply 42 items behind.

Evaluating September’s total greatest sellers to the plugin greatest sellers by measurement class, one can see a contrasting pattern:

• Within the D-segment (midsize class), all high three sellers are plugins (#1 Tesla Mannequin Y; #2 Tesla Mannequin 3; #3 BYD Seal U), with the perfect promoting ICE mannequin, the Mercedes GLC, ending the month in 4th. And even this one is simply partially ICE, as 39% of its gross sales are coming from the PHEV model.
• Within the C-segment (compact class), the rostrum is all ICE, however with two of them (VW Golf and VW Tiguan) having a major a part of their gross sales coming from their PHEV variations (23% for the hatchback and 33% for the crossover).
• As for the B-segment (subcompacts), the image is much more ICE dominant, as solely one of many podium bearers is partially electrified (26% of the Ford Puma gross sales derive from the BEV model).

Complementing this info, and highlighting the truth that electrification turns into much less outstanding as we go down in measurement (and value), the perfect promoting metropolis EV, the Dacia Spring (2,899 items), represents simply 25% of the entire gross sales of the class’s total winner (Toyota Aygo X — 11,446 items). That determine grows to 37% within the B-segment (Renault 5 vs Renault Clio) and 56% within the C-segment (VW ID.4 vs VW T-Roc).

Having a fast take a look at September’s total model rating, in addition to Tesla being the one model to see its gross sales fall (-12% YoY) on the desk, the highlights have been the rise and rise of Chinese language makes, with the Center Kingdom OEMs rising 149% YoY in September and grabbing a major 7% share of the general European market. The 2 quickest rising makes within the high 20, coming from Chinese language OEMs, have been #15 MG (up 62%) and #20 BYD (surging 404%).

Outdoors the highest 20 (however possibly not for lengthy…), we now have Chery’s Jaecoo in #27, posting an exponential progress charge YoY (5,776%).

As for the plugin auto model rating, the chief, Volkswagen, remained agency (11.2%), holding a snug 2.4% share lead over #2 BMW, which misplaced 0.2% share and is now at 8.8%.

Which means that the German make is on its method to ending a three-year Tesla reign in Europe (2022, 2023, 2024), profitable its first producer title since 2021.

Talking of Tesla, the Texan automaker noticed its share rise by 0.6% from 5.7% to six.3%, maintaining its #4 spot. Not unhealthy, however … we’re speaking in regards to the trophy holder. Tesla’s 2024 title was its third in a row, and now it ought to finish the yr in 4th! The top of an period?

Beneath the highest 5, a deserving point out goes to rising BYD, which noticed its share develop to 4.6%, a 0.3 proportion level improve over August.

Whereas a high 5 place for BYD appears virtually a certainty, in 2026, we would even see BYD compete for the rostrum by the tip of that yr!

Arranging issues by automotive group, Volkswagen Group is firmly within the lead, regardless of dropping 0.2% share in September. It’s now at 27.6% share, a market share that’s akin to BYD’s in China and Tesla’s within the USA. This is a crucial metric for the German conglomerate if it needs to remain related in a totally electrified world automotive market.

For those who can’t win at house….

BMW Group (10.4%, down from 10.6% in August) remained comfy within the runner-up place in September, whereas #3 Stellantis’ freeway to hell appears to don’t have any finish (8.7% in August vs. 8.5% now). With too many manufacturers and too little cash to develop them, possibly it will be good to promote a few them?

There have been rumours that at the very least 50% of Maserati might go to Dongfeng….

However again to the highest 5: Hyundai–Kia (8.0%, down 0.1% in comparison with August) remained in 4th, whereas #5 Geely (7.7%) remained steady.