- 149 electric models now available for sale in U.S.
- EVs: 9.6 percent of new U.S. light-duty vehicle sales in Q1 2025, down 1.3 percentage points from Q4 2024
- EVs: 2.1 percent of vehicles in operation
- Gas-powered vehicle market share down 4.6 points in Q1 from prior year; down 23 points since 2016
- Charging infrastructure lags: only one new public charging port added per 42 new registered EVs
- Spotlight: China’s EV production hit 70 percent of global total in 2024
- China sold 11 million units, outpacing U.S. (1.6 million) and Europe (3.2 million)
WASHINGTON, DC — Alliance for Automotive Innovation today released its exclusive state-by-state analysis of the U.S. electric vehicle (EV) market for Q1 2025.
The Get Connected Electric Vehicle Report Q1 2025 summarizes EV sales and purchasing trends across all 50 states. The report features a breakdown of light-duty market share by powertrain (2016-2025), a geographic distribution analysis of registered EVs, state-by-state charging infrastructure and a look at Chinese EV policies and supply chains.
EV sales dip quarter-to-quarter; up year-over-year
- EVs represent 9.6 percent of new light-duty vehicle sales in Q1 2025, down from 10.9 percent in Q4 2024 (a 59,000 unit drop).
- Year-over-year, EV market share rose by 0.3 percentage points from Q1 2024 to Q1 2025, and a 9 percent increase in EV volume (approximately 30,500 vehicles). ICE vehicle market share declined 4.6 percentage points.
- 149 EV cars, utility vehicles, pickup trucks and van models now available for sale in the U.S. in Q1 2025. Light truck sales represent 79 percent of EV market, down from 81 percent in Q4 2024.
- California (23.7 percent) and District of Columbia (20.6 percent) led the country for EV registrations in Q1 2025.
- 11 states with EV registrations above 10 percent in Q1 2025:
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- Washington (19.7 percent); Colorado (19.2 percent); Oregon (16 percent); Nevada (15.2 percent); New Jersey (13.1 percent); Hawaii (11.1 percent); Connecticut (11.1 percent); Vermont (10.9 percent); Massachusetts (10.8 percent); Delaware (10.2 percent); and Florida (10.1 percent).
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- 374,841 EVs registered in the U.S. in Q1 2025 — a 9 percent volume increase over Q1 2024.
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- Year-over-year, total light-duty sales (all powertrains) increased 6 percent.
- Hybrid EV market share grew 4.3 percent.
- Internal combustion engine (ICE) vehicle market share contracted 4.6 percent.
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Public EV charging still lags
- In Q1 2025, the number of publicly available EV chargers increased 5 percent from Q4 2024, while total EVs on the road increased 6 percent.
- Nationwide, 374,841 EVs were registered in Q1 2025 but only 8,850 new public chargers were added — a ratio of 42 new EVs for every new public port.
- There are 6.2 million EVs on the road (2.1 percent of vehicles in operation — a new high) and a total of 203,617 publicly available charging outlets in the U.S. — a ratio of 30 EVs for every public port.
- More than 1 million more public chargers (915,852 L2 and 129,531 DC Fast) are required to meet the National Renewable Energy Laboratory’s necessary infrastructure estimate for 2030.
- 498 chargers will need to be installed every day — nearly 3.5 chargers every 10 minutes — through the end of 2030.
U.S. must strengthen EV manufacturing to compete in global markets
Bolstering domestic EV manufacturing is essential for the U.S. to remain competitive.
Globally: 17 million EVs sold (20 percent market share) in 2024:
- China: 11+ million EVs sold (65 percent of all global EV sales);
- U.S.: 1.6 million EVs (10 percent share);
- Europe: 3.2 million EVs (24 percent share).
China has emerged as global leader in EV production:
- $230.9 billion in government subsidies between 2009 and 2023;
- 70 percent of world’s current EV production;
- Exports of 1.25 million EV units;
- Nearly 85 percent of global battery cell production capacity;
- More than 90 percent of global rare earth element processing capacity;
- 60 percent of EU EV imports (420,000 units) came from China.
U.S. exported 1.46 million vehicles (all type) in 2024:
- 43 percent of all U.S vehicle exports went to Canada;
- More than 1 million vehicles (69 percent) shipped to countries with an EV mandate;
- More than 900,000 units (62 percent) were destined for markets that intend to ban non-EVs.
Read the full Q1 2025 Get Connected Electric Vehicle Report.
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