08/28/2025

State-by-state analysis of U.S. EV market for Q1 2025

Source: aftermarket MATTERS

The Alliance for Automotive Innovation has released its Get Connected Electric Vehicle Report Q1 2025 which summarizes EV sales and purchasing trends across all 50 states.

The report features a breakdown of light-duty market share by powertrain (2016-2025), a geographic distribution analysis of registered EVs, state-by-state charging infrastructure and a look at Chinese EV policies and supply chains.

EV sales dip quarter-to-quarter and up year-over-year

• EVs represent 9.6 percent of new light-duty vehicle sales in Q1 2025, down from 10.9 percent in Q4 2024 (a 59,000 vehicle drop).

 

• Year-over-year, EV market share rose by 0.3 percentage points from Q1 2024 to Q1 2025 and a 9 percent increase in EV volume (approximately 30,500 vehicles). ICE vehicle market share declined 4.6 percentage points.

• 149 EV cars, utility vehicles, pickup trucks and van models now available for sale in the U.S. in Q1 2025. Light truck sales represent 79 percent of EV market, down from 81 percent in Q4 2024.

 

• California (23.7 percent) and District of Columbia (20.6 percent) led the country for EV registrations in Q1 2025.

 

• 11 states with EV registrations above 10 percent in Q1 2025:
  • Washington (19.7 percent) 
  • Colorado (19.2 percent) 
  • Oregon (16.0 percent)
  • Nevada (15.2 percent)
  • New Jersey (13.1 percent) 
  • Hawaii (11.1 percent) 
  • Connecticut (11.1 percent) 
  • Vermont (10.9 percent) 
  • Massachusetts (10.8 percent)
  • Delaware (10.2 percent) 
  • Florida (10.1 percent)

 

• 374,841 EVs registered in the U.S. in Q1 2025—a 9 percent volume increase over Q1 2024.
  • Year-over-year, total light-duty sales (all powertrains) increased 6 percent.
  • Hybrid electric vehicle market share grew 4.3 percent.
  • Internal combustion engine (ICE) vehicle market share contracted 4.6 percent.

 

Public EV charging still lags

• In Q1 2025, the number of publicly available EV chargers increased 5 percent from Q4 2024, while total EVs on the road increased 6 percent.

 

• Nationwide, 374,841 EVs were registered in Q1 2025 but only 8,850 new public chargers were added—a ratio of 42 new EVs for every new public port.

 

• There are 6.2 million EVs on the road (2.1 percent of vehicles in operation—a new high) and a total of 203,617 publicly available charging outlets in the U.S—a ratio of 30 EVs for every public port.

 

• More than 1 million more public chargers (915,852 L2 and 129,531 DC Fast) are required to meet the National Renewable Energy Laboratory’s necessary infrastructure estimate for 2030.
  • 498 chargers will need to be installed every day—nearly 3.5 chargers every 10 minutes—through the end of 2030.

 

U.S. Must Strengthen EV Manufacturing to Compete in Global Markets

Bolstering domestic EV manufacturing is essential for the U.S. to remain competitive.

2030 global EV forecast: 50-60 percent EV market share

• Globally: 17 million EVs sold (20 percent market share)

 

• China: 11+ million EVs sold (65 percent of all global EV sales)

 

• U.S.: 1.6 million EVs (10 percent share)

 

• Europe: 3.2 million EVs (24 percent share)

China has emerged as global leader in EV production

• $230.9 billion in government subsidies between 2009 and 2023

 

• 70 percent of world’s current EV production

 

• Exports of 1.25 million EV units

 

• Nearly 85 percent of global battery cell production capacity

 

• Over 90 percent of global rare earth element processing capacity

 

• 60 percent of the EU’s EV imports (420,000 units) came from China

U.S. exported 1.46 million vehicles (all type) in 2024:

• 43 percent of all U.S vehicle exports went to Canada

 

• More than 1 million vehicles (69 percent) shipped to countries with an EV mandate

 

• More than 900,000 units (62 percent) were destined to markets that intend to ban non-EVs

Read the full Q1 2025 Get Connected Electric Vehicle Report.