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5d ago

EV Sales Slump in U.S. After Tax Credit Ends as Hybrids Rise and Tesla Gains in China

The lapse of the federal EV tax credit pulled demand forward into September, leaving November sales slumping.

Tesla's Shanghai gigafactory. The company has had a tough year in China.
Cars made by China’s SAIC are seen at the port in Lianyungang, in China’s eastern Jiangsu province before being loaded onto a ship for export on September 25, 2025. (Photo by AFP) / China OUT
A model of the all-new Ford F-150 Lightning electric pickup is parked in front of the Ford Motor Company World Headquarters in Dearborn, Michigan, U.S., April 26, 2022. REUTERS/Rebecca Cook
The Tesla logo is seen at the Everything Electric, the Home Energy & Electric Vehicle Show, in London, Britain, April 16, 2025. REUTERS/Maja Smiejkowska

Overview

  • Ford’s U.S. EV sales fell about 61% to 4,247 in November, with F-150 Lightning production still paused following a supplier fire, as hybrids edged higher.
  • Motor Intelligence estimates Tesla recorded 39,800 U.S. registrations in November, the company’s 2025 low and down 23% year over year.
  • Hyundai Motor Group said U.S. hybrid sales jumped 49% to 36,172 units in November as battery-electric sales dropped 59% to 4,618, leaving overall group volume roughly flat.
  • Smaller EV makers showed pockets of growth: Rivian reached roughly 4,500 U.S. sales and Lucid about 980, while Polestar slipped to 340 with a fifth straight year-over-year decline.
  • CPCA data show Tesla’s China-made sales rose 9.9% year over year in November, with Model 3 and Y output up 41% from October after new longer-range variants launched.