CleanTechnica•20 days ago
Tesla Had 46% of US EV Market in 2025 (Down from 49% in 2024) — GM 13%, Ford 7%
Key Takeaway
The diversifying and rapidly expanding EV market is a primary driver of future electricity demand growth, necessitating significant investment in new generation, transmission, and grid infrastructure for power developers and large consumers.
AI Summary
- •The US EV market saw Tesla's share decline to 46% in 2025 (from 49% in 2024), with GM reaching 13% and Ford 7%, indicating a diversifying and expanding market beyond a single dominant player.
- •Continued rapid growth and diversification of the EV market signals an accelerating electrification of transportation, translating to substantial and sustained increases in electricity demand across the grid.
- •For developers and IPPs, this trend creates significant opportunities for new generation capacity (especially renewables and storage), transmission upgrades, and grid modernization projects to support the growing EV load.
- •Large power consumers, including potential EV fleet operators and charging infrastructure developers, should anticipate increasing electricity costs and plan for robust grid connections and potential on-site generation/storage solutions to manage demand.
Topics
datacenteremissionsinterconnectoempolicyppasolarstoragetransmissionwind
Article Content
It’s taken some time, but we’ve finally crunched the numbers for the US electric vehicle market in terms of auto brands and auto groups. (That’s full battery-electrics, not inclusive of plugin hybrids.) Here’s our report on how different auto brands and auto groups did in the EV market in 2025. ... [continued] The post Tesla Had 46% of US EV Market in 2025 (Down from 49% in 2024) — GM 13%, Ford 7% appeared first on CleanTechnica .