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EV News Daily - Technology and Business of EVs

DAILY: Global EV Sales Almost 2 Million, EV Consideration Up and Tesla Loses Vehicle Chiefs | 12 Nov 2025

EV News Daily - Technology and Business of EVs

Martyn Lee

Technology, Leisure, Automotive, Business

4.8749 Ratings

🗓️ 12 November 2025

⏱️ 19 minutes

🧾️ Download transcript

Summary

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GLOBAL EV SALES REACH 1.9M IN OCTOBER https://evne.ws/4p6GPUb

EV CONSIDERATION RISING, DRIVEN BY RUNNING COSTS https://evne.ws/4oFK4SN

TESLA CYBERTRUCK AND MODEL Y CHIEFS DEPART https://evne.ws/4p9AtTR

TESLA SEMI UPDATED: SPECS, PRODUCTION TIMELINE https://evne.ws/48d9qkU

FORD PAUSES F-150 LIGHTNING PRODUCTION TEMPORARILY https://evne.ws/48coyz5

MFG RANKED SECOND IN UK EV CHARGING https://evne.ws/4hVRej6

THREE-YEAR USED EVS SELLING FAST https://evne.ws/480Eq6J

VW–RIVIAN PARTNERSHIP: SSP ROLLOUT AND TESTS https://evne.ws/4nVfzXM

UK USED CAR MARKET STRENGTHENS IN Q3 https://evne.ws/47PHh3z

MERCEDES MAYBACH EQS DISCOUNT UP TO $50,000 https://evne.ws/4hVnp26

SUBARU REDIRECTS ELECTRIFICATION BUDGET TOWARD HYBRIDS https://evne.ws/3JBguyC

TOYOTA HILUX ADDS ELECTRIC PICKUP VARIANT https://evne.ws/4p857Nu

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome back to the podcast. Today, global EV sales, almost two million last month.

0:05.2

Evie consideration is up and Tesla loses some vehicle chiefs.

0:09.7

Plus stay tuned later in the show. I'll tell you why I'm now convinced Toyota's new electric pickup is intentionally bad.

0:16.8

On EV News China today, we talked about 50% market share in China now. Solid State batteries and VWs fight back.

0:23.3

Here we go. Let's get into it. Global EV sales were 1.9 million global EV sales last month in October. We're all friends here. Let's call it 2 million. That's year to date. Now 16.5 million. That's 23% more than the same time last year.

0:38.9

Europe led growth in October with 36% up year on year.

0:43.3

Germany's doing really well, up 53% compared to the same month last year.

0:47.6

France up 40% UK, 24%.

0:50.9

China, obviously, though, is still the largest single market in October. 1.3 million EVs were

0:58.4

sold in China. That's up 6% year-on-year, up 22% year-to-date. This must all be wrong because the media

1:05.1

keep telling us that the EV bubble has burst and no one wants to drive an electric car anymore.

1:09.6

So I don't know who made this data up. A benchmark expects some buyers to accelerate purchases in the final

1:14.8

two months of the year. China's full N.EV purchase tax exemption is ending at the end of the year.

1:20.5

And so people might bring forward some purchases in China. But then again, a lot of the big

1:24.5

Chinese car makers are also saying, well, we'll add some offers to sweeten the deal.

1:30.1

North America showed a slowdown, as expected in October, following a surge in demand before the end of the federal tax credit.

1:38.1

But again, there, so many of the car makers have stepped in with some very, very attractive deals.

1:45.6

Do people still want EVs?

1:53.1

Well, consumer interest is rising in the US, even with the tax credit gone. This is new data coming in today from JD Power. Among new vehicle shoppers, 60% say they are likely to consider

2:00.1

buying or leasing an EV in the next 12 months.

2:02.8

So that splits out at 24% very likely and 36% somewhat likely to buy or lease in the next year.

2:13.4

And the very likely share score is up on the last time they did this survey.

...

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