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Global EV Sales Fall in September as Europe Hits Record High

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Global electric vehicle sales fell in September 2026 to 2.15 million units, 2% less than in the same month of 2025. This ends six consecutive months of growth. According to data from Benchmark Mineral Intelligence reported by Reuters, sales for January through September are still up 3%, reaching 15.5 million vehicles. The decline reflects weaker demand in China and North America, which outweighed Europe's record. Sales in Europe rose 39% to nearly 600,000 units, with Germany at 117,000 (+61%) and France near 80,000 (+78%).…

🔎 Why it matters: September 2026 ends six straight months of global growth, according to Benchmark Mineral Intelligence. China (1.11 million, −18%) and North America (−44%) outweighed Europe's record.
📈 Upside: Europe recorded a new monthly record, with Germany (117,000, +61%) and France (nearly 80,000, +78%) among the largest gains.
📉 Risk: North America is still down 44% and China down 18%. Benchmark expects more favorable year-over-year comparisons in the U.S. as the market moves past the September 2025 peak, but the source does not quantify that improvement.
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