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CleanTechnica•20 days ago

•The article analyzes 2025 US EV sales data to identify which automakers are leading in electrification, indicating a significant and accelerating shift in the automotive sector towards electric vehicles.
•Rapid EV adoption will drive substantial growth in electricity demand, creating new opportunities for generation (especially renewables), storage projects, and potentially impacting wholesale power prices.
•The underlying growth in EV sales is likely influenced by existing policies like the IRA, which incentivize EV purchases and domestic manufacturing, further stimulating demand for clean energy.

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CleanTechnica•20 days ago

•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.

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