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BEVs Hit Record 21% of Q3 Global Sales as Germany’s Buyer Mix Shifts

PwC reports a record quarter led by China, with Germany now seeing private BEV registrations surpass company fleets.

Overview

  • Across 40 key markets, BEVs captured roughly 20.6% of Q3 registrations with about 3.6 million vehicles sold, according to PwC.
  • China accounted for around 2.3 million Q3 BEV registrations, Europe logged about 607,000 and the U.S. 419,000, where expiring incentives pulled purchases forward.
  • Germany led Europe with roughly 133,000 Q3 BEV registrations, and in September private buyers registered 18,700 BEVs versus 15,300 by businesses.
  • Dataforce said the September fleet uptick was largely due to an extra working day, and leasing-dominated corporate fleets saw limited gains from new tax depreciation rules.
  • PwC notes BEVs still make up a small share of the vehicle stock and projects about a 32% European fleet share by 2035, as charging access, energy costs and a late‑year PHEV surge (PHEVs up 58% in September versus BEVs up 7.6%) shape near‑term trends.