Latest EV News This Week: Global Milestone Achieved as Industry

The electric vehicle (EV) landscape in December 2025 has been marked by contrasting developments: a historic global sales milestone celebrating widespread adoption, juxtaposed against major strategic retreats by legacy automakers and policy adjustments in key markets. As EV latest news floods headlines, the sector demonstrates resilience through emerging market growth while navigating challenges in the US and Europe. This week’s roundup explores these pivotal stories, from record-breaking sales figures to Ford’s massive writedown and the EU’s softened stance on combustion engines.

Stay ahead for the latest EV news, in-depth analysis, and updates on the evolving electric vehicle industry.

Global EV Sales Surpass 25% Market Share in 2025 – A Landmark Achievement

A standout highlight in EV latest news this week is the confirmation from energy think tank Ember that more than 25% of new cars sold globally in 2025 were electric or plug-in hybrids. This represents a dramatic acceleration in the electric vehicle market, with EVs now comprising over a quarter of worldwide new car sales – a threshold once projected for much later.

The momentum is propelled by emerging markets leapfrogging traditional adoption curves. Nations like Thailand have hit 20% EV penetration, while regions in Southeast Asia, Latin America, and beyond are rapidly electrifying from low starting points. EVs’ remarkable efficiency – up to three times that of gasoline engines – combined with cleaner grids in many areas, is slashing fossil fuel use and lowering ownership costs.

China continues to lead, with BYD and other domestic manufacturers offering models cheaper than gasoline counterparts on average. Projections indicate sustained growth, with analysts forecasting around 22 million units sold in 2026 and a maintained 24% share. Despite slowdowns in mature markets, the global shift underscores that electrification is irreversible, with falling battery prices and infrastructure expansion paving the way for even broader access.

Ford’s $19.5 Billion Charge Highlights EV Industry Challenges in the US

The week’s most shocking EV news centered on Ford Motor Company, which disclosed a $19.5 billion charge linked to curtailing its all-electric ambitions. This includes substantial writedowns for canceled projects and cash outflows extending into future years.

Ford is scrapping several pure EV models, including next-gen commercial vans and large pickups. The F-150 Lightning, once a flagship pure EV, will evolve into an extended-range electric vehicle (EREV) with a gasoline generator for added flexibility. Battery facilities originally slated for vehicles are being repurposed for stationary energy storage, amid softer demand following the expiration of US federal tax credits and relaxed emissions rules.

CEO Jim Farley stressed adapting to customer preferences, with hybrids and EREVs addressing range anxiety. Ford boosted its 2025 earnings guidance to $7 billion, betting on core gas and hybrid trucks. By 2030, half its volume is expected from electrified options, up significantly from today. This aligns with peers like GM, prioritizing profitability in a post-subsidy era.

The move also ended a joint venture with SK On, reflecting broader US headwinds where EV sales dipped sharply post-incentive.

EU Backs Away from Strict 2035 Combustion Engine Ban

In Europe, the European Commission proposed easing its 2035 ban on new internal combustion engine vehicles, shifting to a 90% CO2 emissions reduction from 2021 levels instead of 100%. This opens the door for continued plug-in hybrid, range-extender, and certain combustion sales using CO2-neutral fuels.

The adjustment responds to automaker lobbying amid intense Chinese competition and slower-than-anticipated EV uptake. Critics warn it could delay infrastructure and hinder Europe’s edge, but supporters view it as realistic, allowing technology flexibility.

Volkswagen welcomed the pragmatism, while Volvo opposed, sticking to full EV plans. National targets vary by GDP, with incentives favoring EU-built clean vehicles. Corporate fleets, driving 60% of sales, face electrification mandates.

This mirrors US policy shifts, signaling a global preference for hybrid bridges during transition.

Battery Innovations and Infrastructure Progress Amid Deals

EV battery technology advancements remain a bright spot. Lithium-iron-phosphate (LFP) cells dominate affordable EVs for cost and safety, with BYD extending warranties. Sodium-ion batteries advance, with CATL and HiNa unveiling denser, faster-charging versions.

Solid-state tech nears commercialization, promising superior range and safety. Global charging points are on track for 20 million by 2030.

Year-end incentives include attractive Kia Niro EV leases and Rivian’s software update 2025.46, adding hands-free driving and enhancements. Rivian offers promotions like free paint, while BYD expands premium lineup.

Chinese EV exports surge, contrasting Western caution.

Broader Challenges and Long-Term Optimism in the EV Sector

Policy volatility – US incentive cuts and EU softening – contributes to tempered growth in developed markets, with North America potentially seeing its first annual decline.

However, emerging regions offset this, with China driving two-thirds of sales. Battery costs continue declining, sustainability improves via recycling, and hybrids/EREVs ease consumer concerns.

Analysts foresee a hybrid-dominant interim, leading to renewed pure EV surge as affordability and infrastructure mature.

2026 Outlook: Adaptation Fuels Continued Growth

This week’s EV latest news reflects an industry adapting to realities while building on milestones. Global achievements affirm electrification’s path, with strategic pivots ensuring viability.

Consumers gain choices: efficient pure EVs, versatile hybrids. Leaders like BYD and Tesla scale advantages, legacies evolve.