EV Monthly
Overview
Global EV sales reached around 21m units in 2025, with China accounting for approximately 63% of the global market. While sales are expected to grow in the medium-term, complex variables are at play: shifting subsidy regimes and original equipment manufacturer (OEM) cell strategies in Western markets, aggressive price wars among OEMs in China, greater volatility in lithium-ion battery costs and oil prices, and a tense geopolitical landscape governed by tightening regional import regulations and protective tariffs.
REA’s EV Monthly provides clients with a singular, authoritative resource to unpack the macroeconomic forces and structural shifts driving global EV markets.
Our Benefits
Global EV sales
Offers detailed coverage on EV sales by region, including penetration rates, sales volumes, and OEM performance.
Batteries
Provides a detailed analysis of OEM battery strategies, focusing on cell technology trends, pack sizes, and cathode fundamentals.
China tracker
Keeps track of key changes in the Chinese EV market, covering insights into leading OEM strategies, export trends, cell designs, and gasoline balances.
Geopolitics and policy
Tracks the shifting geopolitical landscape and its direct impact on EV sales, OEM margins, and Western localisation trends.
Global EV sales by major region (BEV/PHEVs)
EU EV imports: inflow of vehicles from China
Deliverables
Monthly Report
Alerts
Global EV outlook
Deep dives
Access
Our team responds quickly to client questions on fast-moving market events