US EV registrations fall 0.4 percent in 2025, first annual decline in a decade as December drops 48 percent after tax credit repeal

US electric vehicle registrations declined 0.4 percent to 1.3 million vehicles in 2025, marking the first annual drop in a decade, according to industry data. EV market share fell to 7.8 percent from 8 percent the previous year. December registrations plunged 48 percent following the repeal of federal tax credits.

Why it matters: The sharp December decline and first annual contraction signal potential slowdown in charging infrastructure demand growth. CPOs and site hosts may need to revise expansion timelines as the policy shift dampens near term vehicle adoption rates.