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Europe’s EV sales soar as North America drops 44% – here’s the catch

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Europe’s EV sales soar as North America drops 44% – here’s the catch

Europe’s EV sales just posted a record September, as global market growth shifts toward Europe and beyond its largest established markets.

Almost 600,000 EVs were sold in Europe in September, up 39% year over year, according to new data from Benchmark Mineral Intelligence. Globally, sales reached 2.15 million, up 17% from August but down 2% from September 2025.

That brings worldwide sales of battery electric vehicles (BEVs) and plug-in hybrids (PHEVs) to 15.5 million through September, up 3% from the same period last year. But where those EVs are selling tells a much more interesting story.

Europe’s September total beat its previous record, set in June, by 10%. BEVs did most of the heavy lifting: Their sales jumped 50% year over year, compared with 16% growth for PHEVs.

The UK, France, Spain, Portugal, and Finland all posted their highest monthly EV sales ever. France’s sales climbed 78% year over year to almost 80,000, while Germany’s rose 61% to 117,000.

UK sales were more than 3.5 times August’s total, although there’s an important point to take into account: September’s new registration plates give the entire British car market a seasonal boost. EVs’ share of UK sales stayed roughly flat from August at around 40%.

Across Europe, EV sales rose 62% month over month as buyers returned after the summer slowdown. Through September, the region has sold 3.9 million EVs, up 30% year over year.

North America went the opposite direction. September EV sales fell 44% year over year to around 130,000 – the region’s steepest percentage decline of 2026.


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