
- EV sales in North America grew 20% year-to-date, thanks to an influx of Chinese EVs in Mexico and Tesla's rivals stepping up in the U.S.
- China's embrace of EVs reached new heights. The country accounted for 1.4 million of the 2.4 million EVs and PHEVs sold globally in the first two months of 2025.
- It's unclear how long EV sales will continue to grow in the U.S., with the Trump administration's tariff threats and the potential end of tax credits.