Sales of electric vehicles (EVs) overtook petrol cars in the EU for the first time in December 2025, according to new figures released by industry group the European Automobile Manufacturers’ Association (ACEA).

The figures show that registrations of battery EVs – sometimes referred to as BEVs, or “pure EVs” – reached 217,898, up 51% year-on-year from December 2024, as shown in the chart below.

Meanwhile, sales of petrol cars in the bloc fell 19% year-on-year, from 267,834 in December 2024 to 216,492 in December 2025.

Overall in 2025, EVs reached 17.4% of the market share in the bloc, up from 13.6% the previous year.

(EVs run purely from a battery that is charged from an external source, plug-in hybrids have both a battery that can be charged and an internal combustion engine, whilst regular hybrids cannot be plugged in, they have a smaller battery that is charged from the engine or braking.)

According to ACEA, 1,880,370 new battery-electric cars were registered last year, with the four biggest markets – Germany (+43.2%), the Netherlands (+18.1%), Belgium (+12.6%), and France (+12.5%) – accounting for 62% of registrations.

In a release setting out the figures, ACEA described this as “still a level that leaves room for growth to stay on track with the transition”.

Meanwhile, registrations of petrol cars fell by 18.7% across 2025, with all major markets seeing a decrease.

France accounted for the steepest decline in petrol registrations at 32% year-on-year, followed by Germany (-21.6%), Italy (-18.2%), and Spain (-16%).

Overall, 2,880,298 new petrol cars were registered in 2025, a drop in market share from 33.3% in December 2024 to 26.6%.

Hybrid vehicles, which are entirely fuelled by petrol or diesel, remain the largest segment of the EU car market, with sales jumping 5.8% from 307,001 in December 2024 to 324,799 a year later, as shown in the chart below.

However, cars that can run on electricity – battery EVs and plug-in hybrids – are growing even faster, with sales up 51% and 36.7% in December 2025, respectively.

The registration figures follow the EU’s automotive package, released in December to “support the automotive sector’s efforts in the transition to clean mobility”.

It includes a proposed shift from banning the sale of new combustion-engine cars from 2035 to reducing their tailpipe emissions.

Under the proposals, the EU will target a 90% cut in carbon dioxide (CO2) emissions from 2021 levels by 2035, rather than all vehicle sales having to be zero-emissions.

If approved, the package would require that the remaining 10% of emissions be compensated through the use of low-carbon steel made in the EU or from e-fuels and biofuels.

This would allow for plug-in hybrids (PHEVs), “range extenders”, hybrids and pure internal combustion engine vehicles to “still play a role beyond 2035”.

There has been repeated pushback from the automotive sector in Europe against the introduction of “clean car rules”, which has led to targets being shifted more than once.

For example, the head of Stellantis, one of the largest car manufacturers in Europe, recently claimed that there was no “natural” demand for EVs.

Automakers have argued that EU targets for cleaner cars should be eased in the face of competition from Chinese producers and US tariffs.

ACEA figures show Volkswagen continued to claim the largest market share in the EU, accounting for 26.7% of new registrations in December, up from 25.6% a year earlier.

It was followed by Stellantis, Renault, Hyundai, Toyota and BMW.

EV giant Tesla saw its market share drop from 3.5% in December 2024 to 2.2% in December 2025. Over the course of 2025, the brand saw its market share in the EU fall 37.9% from 2024, following controversy around its owner, Elon Musk.

Meanwhile, Chinese EV brand BYD tripled its market share from 0.7% in December 2024 to 1.9% in December 2025.

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The post Analysis: EVs just outsold petrol cars in EU for first time ever appeared first on Carbon Brief.

Analysis: EVs just outsold petrol cars in EU for first time ever

Al-Karim Govindji is the global head of public affairs for energy systems at DNV, an independent assurance and risk management provider, operating in more than 100 countries.

Optimism that this year may be less eventful than those that have preceded it have already been dealt a big blow – and we’re just weeks into 2026. Events in Venezuela, protests in Iran and a potential diplomatic crisis over Greenland all spell a continuation of the unpredictability that has now become the norm.

As is so often the case, it is impossible to separate energy and the industry that provides it from the geopolitical incidents shaping the future. Increasingly we hear the phrase ‘the past is a foreign country’, but for those working in oil and gas, offshore wind, and everything in between, this sentiment rings truer every day. More than 10 years on from the signing of the Paris Agreement, the sector and the world around it is unrecognisable.

The decade has, to date, been defined by a gritty reality – geopolitical friction, trade barriers and shifting domestic priorities – and amidst policy reversals in major economies, it is tempting to conclude that the transition is stalling.

Truth, however, is so often found in the numbers – and DNV’s Energy Transition Outlook 2025 should act as a tonic for those feeling downhearted about the state of play.

While the transition is becoming more fragmented and slower than required, it is being propelled by a new, powerful logic found at the intersection between national energy security and unbeatable renewable economics.

A diverging global trajectory

The transition is no longer a single, uniform movement; rather, we are seeing a widening “execution gap” between mature technologies and those still finding their feet. Driven by China’s massive industrial scaling, solar PV, onshore wind and battery storage have reached a price point where they are virtually unstoppable.

These variable renewables are projected to account for 32% of global power by 2030, surging to over half of the world’s electricity by 2040. This shift signals the end of coal and gas dominance, with the fossil fuel share of the power sector expected to collapse from 59% today to just 4% by 2060.

Conversely, technologies that require heavy subsidies or consistent long-term policy, the likes of hydrogen derivatives (ammonia and methanol), floating wind and carbon capture, are struggling to gain traction.

Our forecast for hydrogen’s share in the 2050 energy mix has been downgraded from 4.8% to 3.5% over the last three years, as large-scale commercialisation for these “hard-to-abate” solutions is pushed back into the 2040s.

Regional friction and the security paradigm

Policy volatility remains a significant risk to transition timelines across the globe, most notably in North America. Recently we have seen the US pivot its policy to favour fossil fuel promotion, something that is only likely to increase under the current administration.

Invariably this creates measurable drag, with our research suggesting the region will emit 500-1,000 Mt more CO₂ annually through 2050 than previously projected.

China, conversely, continues to shatter energy transition records, installing over half of the world’s solar and 60% of its wind capacity.

In Europe and Asia, energy policy is increasingly viewed through the lens of sovereignty; renewables are no longer just ‘green’, they are ‘domestic’, ‘indigenous’, ‘homegrown’. They offer a way to reduce reliance on volatile international fuel markets and protect industrial competitiveness.

Grids and the AI variable

As we move toward a future where electricity’s share of energy demand doubles to 43% by 2060, we are hitting a physical wall, namely the power grid.

In Europe, this ‘gridlock’ is already a much-discussed issue and without faster infrastructure expansion, wind and solar deployment will be constrained by 8% and 16% respectively by 2035.

Comment: To break its coal habit, China should look to California’s progress on batteries

This pressure is compounded by the rise of Artificial Intelligence (AI). While AI will represent only 3% of global electricity use by 2040, its concentration in North American data centres means it will consume a staggering 12% of the region’s power demand.

This localized hunger for power threatens to slow the retirement of fossil fuel plants as utilities struggle to meet surging base-load requirements.

The offshore resurgence

Despite recent headlines regarding supply chain inflation and project cancellations, the long-term outlook for offshore energy remains robust.

We anticipate a strong resurgence post-2030 as costs stabilise and supply chains mature, positioning offshore wind as a central pillar of energy-secure systems.

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A new trend is also emerging in behind-the-meter offshore power, where hybrid floating platforms that combine wind and solar will power subsea operations and maritime hubs, effectively bypassing grid bottlenecks while decarbonising oil and gas infrastructure.

2.2C – a reality check

Global CO₂ emissions are finally expected to have peaked in 2025, but the descent will be gradual.

On our current path, the 1.5C carbon budget will be exhausted by 2029, leading the world toward 2.2C of warming by the end of the century.

Still, the transition is not failing – but it is changing shape, moving away from a policy-led “green dream” toward a market-led “industrial reality”.

For the ocean and energy sectors, the strategy for the next decade is clear. Scale the technologies that are winning today, aggressively unblock the infrastructure bottlenecks of tomorrow, and plan for a future that will, once again, look wholly different.

The post For proof of the energy transition’s resilience, look at what it’s up against appeared first on Climate Home News.

For proof of the energy transition’s resilience, look at what it’s up against

A new MIT Global Change Outlook finds current climate policies and economic indicators put the world on track for dangerous warming.

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After yet another international climate summit ended last fall without binding commitments to phase out fossil fuels, a leading global climate model is offering a stark forecast for the decades ahead.

Post-COP 30 Modeling Shows World Is Far Off Track for Climate Goals