USA Electric Vehicle Sales: 2023-2026 (H1)

Some people love them, others dismiss them, while some even dislike them. The electric car. Wherever you sit on the spectrum, they are here to varying degrees depending on where you live. 

The US is a very large car market so are electric cars having much impact there? Federal Electric Vehicle purchase incentives were put in place to entice buyers. Did it work?

2023: US EV sales reached just over 1.2 million, up 46.3%. Tesla contributed 54% of the total. The future looked electric even though at this point they accounted for about 7.5% of all sales.

2024: The total crept up to 1.3 million, up 7.3%. Tesla was the major brand with nearly 50% of the total. Were there signs that a ceiling was being reached?

2025: The national $7,500 new EV and $4,000 used EV incentives ended on September 30, 2025. It left buyers primarily relying on individual state rebates. Coming late in the year, it didn't have a huge impact but a 2% drop in the total showed it did have an effect. 

2026: Half way through the year and with numbers down 23%, it would seem that a lowering of incentives has impacted. Fossil fuel prices are up so will some switch to EVs as a result? Early indicators suggest not too many as yet. 

So EVs still need incentives to encourage some to join the movement. They also aren't practical for many either so even incentives won't sway a sizable number anyway. They are here to stay but in places where incentives don't exist or are limited, they remain an unlikely purchase. 

Data source: Cox Automotive. Photos: Tesla 3, Rivian R2.

Brazil PC/LCV Sales : 2026 (Jan-Jun)

Registrations were up 28% in June and 20% YTD. That's quite an increase considering the size of the numbers involved. Various sources need to be accessed to put the list below and none quite match the each other. 

Legacy brands are feeling the heat from a wave of Chinese entrants. Most have lost share while most Chinese brands ahve gained ground. To be a large player, there needs to be local assembly to avoid tariffs and they are doing just that. 

Fiat is still top, ahead of Volkswagen and GM. VW easily sold more cars than Fiat, but the latter is very dominant in LCVs so is top overall. As this data includes light commercial vehicles, that lessens the impact of what legacy brands are losing. They still have a strong presence in that area. 

Data sources: Mainly Anfavea, Fenebrave. 
Photo source: Fiat Brazil (Fastback) & VW Brazil (Tiguan). 

Uruguay Passenger Car Sales : 2026 (Jan-Jun)

Registrations were up 28% YTD with 26,790 cars and SUVs delivered. Chinese brands are taking over and that's not unexpected. Value pricing is tempting everywhere. 

BYD has taken the top spot for the second year. It replaced Chevrolet in 2025 when it doubled its sales while Chevrolet slipped by 17%. Things are settling down now. Total volume is up 28% and BYD had a 12% increase in market share, so still going well.

Volkswagen and Hyundai are both well down as is Renault. Geely and Dongfeng  are not far off replacing them. That's a trend that happening right down the list.

Photos: Chevrolet Uruguay (Onix & Tracker).

Galaxy/Geometry Deliveries : 2025-26 (H1)

Geely's Geometry is an electric vehicle brand that was started in 2019. In 2024, it came under Geely's Galaxy brand. That latter was launched in 2023, it makes electric and plug-in hybrid cars. It is an independent sub-brand. 

When the two merged, volume was about 50/50 but Galaxy is now the larger of the two. The company doesn't give a breakdown of each brand.

Data source: Geely Auto.
Picture source: Galaxy M9 above (Netcarshow) & Geometry C below (Geely).

Deliveries were expanding rapidly in 2025 but 2026 is thus far a consolidating period. It will be interesting to see how the reat of the year pans out. 

Geely Brand Deliveries : 2025-26 (H1)

Sometimes delivery figures are not totally clear and I refrain from releasing it. I have held off publishing this data until now as I am not 100% sure of what it encompasses.

The Geely Auto Group consists of several brands, the Chinese ones being the Geely brand, Lynk & Co, Zeekr, Geometry, Galaxy, Radar (aka Riddara) and Farizon. Lynk & Co, Zeekr, Geometry, Galaxy are revealed individually. I believe, but not certain, that Radar and Farizon are also not included to the right. 

The 2025 year had a modest 3% increase but 2026 looks to have cooled. Half year deliveries are -6% down and -52% compared to a complete 2025. Still, often Chinese car companies have a knack of delivering increases with late year surges. 

Data source: Geely Auto. Photo: Geely NZ.

Land Rover Global Model Deliveries : 2025-26 (H1)

H1 2026 deliveries were down on H1 2025, down 12% YOY. Sales have been affected by a series of negative situations impacting on the company. Quoting JLR, "...Volumes impacted by US tariffs, China market challenges....in addition to production stoppages following the cyber incident". Since that quote, the onging disruptions in the Middle East could be added. 

All models were down but not by as much as they could have been. Of course, there could be still more disruptive problems to affect production and the movement of goods.   

The Defender is just about the same as last year, the Discovery Sport down the most. The latter is getting styling and tech upgrades rather than a new model being released. 

Data & photo source: JLR. (Velar & RR Sport).

If we go regional and include Jaguar's rapidly reducing contribution, then deliveries were down 14%. China and MENA (Middle East & North Africa) suffered the most. The two regions that did best (UK and Europe) in terms of limiting the sales fall are the two closest to the manufacturing plants. 

The Middle East is presumably hit by the upheavals in the region. In China, I believe locally made Land Rovers have ceased and only imported models are now being sold. Big ticket vehicles face even higher duty than mainstrean ones, which won't be helping either.  

The local distributor Chery is about to release the Freelander brand. JLR handles the design and styling, while Chery deals with the engineering, technology, and manufacturing. It's a stand alone brand, using Chery’s electric platforms. 

Jaguar Global Model Deliveries : 2025-26 (H1)

Jaguar stopped making cars in December 2024, although some were still made in China after that date. Sales have persisted because some importers built up stock so they could sell through much of 2025. 

I for one thought that by now the sales volume would sufficiently emaciated to not be worth the bother of publishing. Yet here we are with sales having enough substance to still have a story to tell in H1 2026. This chapter is about over though. 

3,229 cars were delivered in Q1 and 1,429 in Q2. What did surprise was the XF being up 12% over the corresponding period of 2025. 2,286 cars have found homes in 2026, 49% of the total. Most have been sold in China but the number involved was not provided for Q2. 

The F-Type also managed a 7% increase, a classic sports car well worth the last minute rush that seems to have occured. 

I would like to break it down by region but that isn't supplied by JLR anymore. Jaguar by region is now combined with Land Rover. 

Data & photo source: JLR (XF & F-Pace). 

SAIC Global Sales (China Production): 2009-26 (H1)

SAIC is a state owned car company with its headquarters in Shanghai. It was founded in 1955 and gained much success in joint ventures with foreign car companies VW (since 1984) and GM (1988). 

It also eventually acquired MG Rover technology without the Rover name. They instead created their own similar sounding brand, Roewe (photo above). It still runs the SAIC Motor UK Technical Centre. 

So what is covered by SAIC Motor here? Roewe (commenced 2006), MG (2007) and Rising Auto (2020 - briefly as the R brand/photo below). Sales were 90,396 in 2009 and they rose substantially since then, up to 230,020 in 2013. Then it was up and down, overall going up. 

The peak was 2023 at just under a million but then the company hit a speed bump the following year, down to 707,015. 2025 was another solid increase. 2026 is for the first half the year and deliveries are already up 49% YOY.

MG fills the value for money base brand, Roewe is considered upper mainstream and Rising Auto as a more premium electric subbrand of Roewe. 

SAIC IM Deliveries : 2025-26 H1

SAIC's premium marque, IM is small by Chinese standards. With a mere 13,851 deliveries in three months of 2026, it barely registers in a market the size of China. There are some exports included in that too. 

IM says of itself "IM is an industry leading BEV brand characterised by impeccable taste and a futuristic mindset. In out pursuit of innovation, we explore new possibilities for intelligent and amazing travel experiences."

One thing Chinese brands consistently get wrong is overly intrusive technology and IM is no different. They need to dial it back for Western markets. 

With volume less than half of 2025, I'm (no pun) surprised that the brand is up 107% with half the year gone. Unless there is a huge spike in volume for the remainder of the year, matching last year won't be happening. 

The name IM stands for Intelligent Mobility. The bar is set high and ownership reviews are for the most part very favourable. SAIC is trying hard with IM. In a market full of aspiring premium EVs, even getting noticed isn't easy. 

For more on IM, click here.

Data & photo source: SAIC. 

Xiaomi Global Deliveries : 2025-26 (H1)

Xiaomi is laid back when it comes to revealing sales data. It seems 80,000 units is an accepted volume for Q1 and 105,000 in Q2 with no official word, that is it. It's 55% down on a full 2025. 

The market is conjested and competition fierce so so few car manufacturers are expecting an increase in 2026. Trailing 2025 at H1 and then expecting to go past the full 2025 is a big ask. 

The target for 2026 is an ambitious 550,000 units, or 34% up on the previous year. There are refreshed models arriving soon so one could expect an uplift then. Deliveries increase through the year for Chinese manufacturers, so while its target looks overly optimistic, it's achievable. 

Data source: Xiaomi.

Nio & Sub Brand Deliveries : 2026 (H1)

While many Chinese car companies are hitting headwinds, Nio is having no such problem. The 83,465 units delivered in Q1 was up 98%  and Q2 +49%. That figure includes the Nio (premium), ONVO (mainstream) and Firefly (budget) brands.

Deliveries grow substantially as the year progresses and with refreshed models being released, Nio will be expecting that to continue. 

With the total only 41% down on 2025 and half the year still to go, last year's total should be overtaken with ease. 2026 is progressing nicely, with June up by 63%. 

For H1, the Nio brand achieved 119,488 deliveries or 62.5% of the total. The ONVO subbrand made 42,463 sales (22.2%) and the new brand Firefly deliveries were 29,172 (15.3%).

Data & photo source: Nio (Nio ET9 & ONVO L90)

Leapmotor Global Deliveries : 2026 (H1)

Leapmotor deliveries were up 26% Q1 and 84% in Q2. It is pushing hard on exports, which no doubt is compensating for less favourable conditions in the home market. 

The brand has exceeded 100,000 in a quarter six times. The first was in Q4 2024, then from Q2 2025, five consecutive times. With the total only 40% down on 2025 and half the year still to go, last year's total should be easily exceeded. You could say they are leaping ahead.

Leapmotor achieved its first net profit in 2025 with 2026 surely its second year in the black. The company is backed by Stellantis and seems to be one of the few things going well for them at present. 

Data & photo source: Leapmotor (C10 & B10).

Xpeng Deliveries : 2026 (H1)

Deliveries were up 126% in 2025 but it was slowing as the year progressed and Q1 2026 showed the effect of a muted domestic market. It was down 33%, followed by a much improved Q2, which was at least flat. 

Ideally, the total figure at this point would be closer to -50% but Q! stiffled that. The next two quarters will reveal if lost ground can be made up, the company aiming at 550-600,000 deliveries for the year.  

The 10,000th GX model has been produced in June. It's Xpeng's flagship large six seater SUV. The Mona L03 mid sized SUV is soon to arrive. That would account for the optimistic 2026 forecast.

With local deliveries suffering, this will trigger a shift toward export markets as has been the case with other Chinese brands. They do already sell in many markets but will no doubt prioritise that more. . 

Data & photo source : Xpeng (X9 & P7).

Lynk & Co / Zeekr Deliveries : 2024-25 (H1)

Zhejiang Geely Holding Group Co has many brands within its sphere of operation. Data is not its strong point but I've scraped together some data that seems kosher. We will look at two of the brands here.

First up, Lynk & Co. 2025 deliveries came to 350,000 units. up 23% in 2024. Then in Q1 2026 they increased 12% and exceeded 81,000. Q2 went south with just 62,553 deliveries for a 23% fall.  

Owner Geely is forecasting 400,000 deliveries for 2026. The 07 GT wagon will start hitting the road in July which will help. The 10+ arrived in May, so its impact will as yet not be fully felt. Is that enough to reverse things?

The models in the range are the 01, 02, 03, 05, 06, 08, 09 and 10+. They are all in the passenger car, crossover, SUV area and surprisingly similar for such a large range of models. The 07 GT wagon will start hitting the road in July. 

Then on to Zeekr and that is a very different story. It had 224,000 deliveries in 2025, up 1%. This year YTD it is already at over 178,000 deliveries, just 20% shy of reaching last year's total. 

The models on offer are the  001, X, 7X, and 009. They like Lynk & Co have passenger car, crossover, SUV options but also a luxury MPV (009). Again apart from the MPV, all rather similar but if they are selling well, it can't be bad. 

The 9X flagship SUV is being released in July. It is a premium offering and with import competition highly tariffed, it has a good chance of success. 

Data source: Geely. Models shown are the Lynk & Co 01 top. The lower photo is of the rear seats of the Zeekr 009 MPV. Quite posh, aren't they? 

Lucid Deliveries : 2026 (H1)

Lucid had a tepid start to 2026 with 3,093 vehicles delivered. Considering the fall in electric vehicle sales, it could have been worse but definitely could have been better. A quality issue with a supplier was cited as the reason for the disappointing delivery number.

If that was the case, why were 5,500 units made? Did they make the vehicles and will retro fit the second row seats, which were the problem? If so, then the difference is understandable. Production was up 149% compared to a low Q1 2025 figure. 

Regardless, in Q2, deliveries went up 19% and production up 24%. They are good numbers, but the volume remains low. Lucid is predicting production for 2026 to be in the 25-27,000 area. One would assume deliveries will come close to that and right there is the challenge ahead. 

Data and photos: Lucid (Gravity model).

Li Auto Deliveries : 2026 (H1)

After January and February experienced subdued deliveries, March sprung into life with over 41,000 units sold. Li Auto said they had now resolved a production bottleneck, which may explain what happened. 

Monthly deliveries have levelled off in the 30-35,000 area. For Q2, that caused a 11% drop. Q3 has a lower figure to compete with,  so another drop is unlikely in that quarter. 

Q4 will decide if an increase will be achieved in 2026. At least it won't be the 19% reduction 2025 endured. The i6 model cumulative production passed 150,000 in June. Total Li historical deliveries exceeded 1.7 million in late May. 

Li Auto is officially entering markets in the Middle East and Central Asia while exploring opportunities elsewhere, possibly Europe. 

Data & photo source: Li Auto (Li6 & Li9).

BYD Passenger Car Deliveries : 2026 (H1)

BYD has recently been flying high. Massive increases in deliveries have been so large that it was hard to comprehend the scale of it all. It always had to hit a ceiling sometime, but when?

Q4 2025 gave a hint of what might have been coming, but sometimes quarterly figures can be aberrations rather than solid trends. A slow down of car sales and aggressive competition in China suggested the latter. Q1 2026 seemed to confirm that Q4 '25 wasn't going to be an exception. 

Q2 has made a comeback, but were still below the lofty achievements of 2025. Electric cars were down 8% and adding hybrids to EVs produced a marginally better 4% drop. 

Adding EV and Hybrid deliveries, BYD forecasts domestic sales at around 3.5 to 4 million vehicles. Exports are estimated to be around 1.5 million. That puts the total in the 5 to 5.5 million area. That is quite a reversal from Q1 2026. My initial reaction says the target is too high, but they must know what they are talking about.  

Data source: BYD. Picture source: BYD (BYD Dolphin & Denza B8).