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US EV Market Stalls as Global Sales Soar 28% in H1 2025

Recent data shows the global electric vehicle market grew by nearly 28% in the first half of 2025 compared to the same period last year. While the Chinese mainland and Europe continue to see robust gains, the U.S. market is running into roadblocks.

Three Hurdles Slowing U.S. EV Growth

  • Charging infrastructure gaps: Many regions still lack reliable fast-charging networks, dampening consumer confidence.
  • Supply chain constraints: Tight supplies of batteries and critical minerals are driving up costs and delaying deliveries.
  • Policy uncertainty: Flagging incentives and uneven state-level regulations are creating mixed signals for buyers and investors.

In the Chinese mainland, coordinated incentives and a rapidly expanding charging network have kept momentum high. European governments have also tied EV targets to climate goals, spurring both demand and innovation.

As of December 2025, the U.S. EV sector faces a turning point. Automakers, startups, and policymakers must collaborate on infrastructure upgrades, supply diversification, and clearer incentive programs to reaccelerate growth.

For global citizens and clean-tech advocates, the U.S. market’s next moves will offer key insights into how policy, infrastructure, and innovation intersect to shape the future of mobility.

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