Plugin vehicle registrations were up 3% year over year (YoY) globally in September, ending the month at around 2.16 million units, pretty darn close to the all-time record (2.17 million) set last December. Once again, BEVs (+8% YoY) and PHEVs (-9% YoY) are experiencing opposite dynamics. Pure electrics actually set a record high of 1.54 million registrations.
This means that, while plugin vehicle YTD growth remains low (+4% YoY), that is solely due to the PHEV blues (-10% YoY). BEVs are on their way back to normal (+12%).
Share-wise, September saw BEVs end the month at 23% share, with the plugin tally increasing to 32% if we add in PHEVs. This near-record performance pulled the 2026 plugin share to higher levels. BEVs are now at 18%, while plugin hybrids are at 7%. Therefore, 2026 EV share is now at 25%.
Looking at the best selling models, there’s some news. The leader Tesla Model Y hit a new all-time record (165,000 units), thanks to a 17% YoY growth rate. That larger six-seat version is doing wonders here.
The runner-up spot went to the Tesla Model 3. Despite being down 4% YoY, it picked up enough deliveries (65,000) to surpass both the small Geely Xingyuan, also known as the E2 or EX2 in export markets, and the BYD Song.
Regarding Geely’s hatchback, the export highlights were Brazil (2,724 units), Australia (1,211), Indonesia (1,890), and Thailand (1,759).
Despite being relegated to 4th, the BYD Song was actually the fastest grower among the top 5, rising 19% YoY and reaching 54,519 registrations.
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