Analysis by the Ember organization confirms that 2025 is a turning point: more than 25% or a quarter of all new cars sold worldwide will be electric. In contrast to previous years, sales growth is no longer led only by rich markets, but precisely by countries that until recently had negligible growth in electric vehicles.
According to the data, as many as 39 countries now have more than 10% EV share in new car sales, while in 2019 it was only four countries. The biggest shift comes from the ASEAN region: Singapore and Vietnam reached around 40% share, surpassing the United Kingdom and the European Union. Indonesia reached 15% and overtook the United States for the first time, while Thailand passed 20% and sold more electric cars than Denmark in the first nine months of the year.
EV sales in 2025 increasingly depend on developing markets
Experts explain that developing markets today are no longer “in the catch-up phase”, but are taking a leading position in the global transition to electric mobility. The reasons are practical: from reducing dependence on fossil fuels to better air quality and lower exploitation costs.
Latin America is also seeing strong momentum: Uruguay has reached a 27% share, while Mexico and Brazil are growing rapidly and for the first time overtaking Japan, which is still stagnant at 3%. A particular surprise is Turkey with 17%, which has become the fourth largest electric car market in Europe in terms of volume.
The biggest winners of this growth are certainly Chinese manufacturers. From mid-2023, almost all of China’s EV export growth belongs to non-OECD markets. Brazil, Mexico, the UAE and Indonesia are now among the top ten destinations for Chinese electric cars, boosted by lower taxes, government subsidies and local production.
Growth in EV sales is already reducing global demand for fossil fuels. As electric cars consume on average three times less energy than models with SUS engines, their effect is noticeable even in countries that still predominantly produce electricity from fossil sources. In Brazil, where the energy is mainly renewable, switching to EVs reduces fossil fuel consumption by about 90%, while Indonesia records almost half the consumption.
According to analysis, the way developing countries now set up infrastructure and incentives will directly affect the pace of global transition in the years to come, writes Electrek.