The EV Evolution: Shifting Markets and Charging Infrastructure Progress in July 2025

Electric vehicles (EVs) continue to be a cornerstone of sustainable innovation, and July 2025 brought notable shifts in market dynamics and infrastructure development. While some regions experienced a slowdown in overall new car registrations, the surge in electrified vehicles, particularly Battery Electric Vehicles (BEVs) and Plug-in Hybrid Electric Vehicles (PHEVs), signals a sustained global pivot towards a cleaner automotive future. Understanding these trends is crucial for businesses and consumers alike as the industry evolves.

In the EU, the first half of 2025 saw a slight dip in overall new car registrations, yet electrified vehicles defied this trend. BEVs captured a 15.6% market share, with strong growth in key markets like Germany (+35.1%), Belgium (+19.5%), and the Netherlands (+6.1%). PHEVs also saw significant growth, particularly in Spain (+82.5%), Germany (+55.1%), and Italy (+56.3%). This indicates a clear consumer preference for electrification, even amidst broader economic challenges. Meanwhile, in China, new-energy vehicle sales (BEV, PHEV, and extended-range electric cars) reached 5.5 million units in the first half of 2025, representing over 50% of total vehicle sales—a remarkable achievement in market penetration.

Crucially, the expansion of charging infrastructure remains a vital component of EV adoption. The US saw an estimated 703 new high-speed public charging stations open in Q2 2025, largely driven by the private sector. While government programs like NEVI have faced challenges, the private sector’s investment is accelerating the rollout of essential charging points. Additionally, the EU Commission’s new guidance on battery-related data sharing, aimed at enabling real-time, cost-free sharing of EV battery data, will support functionalities like smart and bidirectional charging, further integrating EVs into energy systems. These advancements in both vehicle adoption and supporting infrastructure highlight the ongoing momentum of the EV revolution.

Conclusion: The July 2025 reports paint a picture of an electric vehicle market that is both dynamic and resilient. Despite some regional fluctuations, the global trajectory clearly points towards increasing electrification, supported by growing charging networks and evolving policy frameworks. 

Sources:

• European Automobile Manufacturers’ Association (ACEA) Press Release: “EU Car Registrations H1 2025: Electrified Vehicles Continue Growth.” (Look for H1 2025 reports from ACEA around July 2025).

• China Association of Automobile Manufacturers (CAAM) H1 2025 Sales Data Report (Published July 2025).

• US Department of Energy’s Alternative Fuels Data Center or private charging network operator reports (Q2 2025 data, available in July 2025).

• European Commission Directorate-General for Energy (DG ENER) updates on battery data sharing regulations (Announcements in June/July 2025).