In 2025, China’s automotive maker BYD became the world’s largest seller of electric vehicles (EVs), overtaking U.S. EV pioneer Tesla for the first time. Data from multiple industry trackers shows that BYD sold about 2.26 million battery electric vehicles (BEVs) in 2025.

In contrast, Tesla delivered about 1.64 million EVs in the same year, marking a decline from its 2024 figures. This shift marks a major change in the global EV market.

From Challenger to Market Leader: BYD’s Breakthrough Year

BYD’s EV sales showed strong momentum throughout 2025. Its pure battery electric vehicle deliveries rose by roughly 28% year on year, reaching more than 2.25 million units worldwide. This steady growth allowed BYD to move ahead of Tesla in total annual BEV sales.

Tesla, by comparison, reported a decline of about 9-10% in overall vehicle deliveries versus the previous year. As a result, 2025 marked the first full calendar year in which BYD sold more battery electric vehicles than Tesla.

The gap became more visible in the second half of the year. Demand for EVs softened in some of Tesla’s key markets, particularly as higher interest rates and reduced incentives affected consumer spending. BYD, however, continued to benefit from strong demand in China and improving sales abroad.

By year’s end, the gap in total EV deliveries between the two companies grew to several hundred thousand units. This marked a clear shift in market leadership.

Quarterly data reinforced this trend. In the fourth quarter of 2025, Tesla delivered around 418,000 vehicles, representing a 15–16% drop from the same period in 2024. This decline reflected slower sales growth and increased competition.

BYD’s fourth-quarter BEV deliveries, in contrast, continued to rise. Its consistent quarterly growth helped push its full-year sales past Tesla’s and confirmed its position as the world’s largest EV seller by volume.

• SEE MORE: Tesla at a Crossroads: Sales Slump Meets Regulatory Headwinds, But Stock Rises, Why?

Why China’s EV Champion Is Scaling Faster

Several factors helped drive BYD’s expansion in global EV sales during 2025. A key driver was strong domestic demand in China, the world’s largest electric vehicle market.

Chinese automakers lead in local EV sales. This is thanks to consumer trust in domestic brands and a strong charging network in big cities. BYD benefited directly from this environment.

From January to November, industry estimates China’s NEV wholesale sales are about 13.78 million units. This shows a 29% increase compared to last year, and BYD captured a dominant 32% domestic share. This home-market strength fueled its global BEV leadership.​

The product range also played an important role. BYD offers a wide lineup of EV models, including many lower-priced options that appeal to cost-conscious buyers. These vehicles attracted customers looking for practical electric cars rather than premium models. This broader appeal helped BYD reach a larger customer base than some competitors.

At the same time, BYD’s exports hit 1.05 million units in 2025, up 200% from the previous year. Europe and Latin America are key drivers of this growth. Globally, BYD claimed 12.1% of the BEV market in 2025, ahead of Tesla’s 8.8% and Volkswagen’s 5.2%, cementing the competitive shift.

• RELATED: BYD Sales Surges 272% in European Union as Tesla Slumps

Competitive pricing and improving vehicle quality helped BYD gain traction in these markets. Policy support also contributed, as incentives and trade policies in several regions made imported EVs more competitive.

Together, these factors allowed BYD to sustain sales growth even as demand softened for some rival brands.

Tesla Under Pressure in a Crowded EV Arena

Tesla’s sales declines in 2025 were linked to several challenges, including:

• Reduced demand after EV tax incentives ended in the United States, particularly the federal EV tax credit that expired in late 2025. This had encouraged buyers to purchase earlier in the year.
• Stronger competition from Chinese brands, not only BYD but also other manufacturers, is entering global markets.
• Market saturation in some regions, where potential customers postponed purchases or chose alternatives.

Tesla remains a major EV maker, but it saw its first consecutive annual drop in deliveries. By contrast, BYD increased its volume while expanding into new regions.

The EV Market Is Still Growing—But Leadership Is Shifting

The global EV market continues to grow, with total EV sales rising annually as more countries push toward cleaner transport. Analysts see strong demand for electric cars continuing this decade. Climate goals and stricter emissions rules in many areas support this trend.

Industry forecasts say global EV deliveries might keep growing until 2030. This growth is due to lower battery costs and more models from various automakers.

Industry forecasts project global EV sales reaching 40–50% of total car sales by 2030, up from ~20 million units in 2025. Battery pack prices have fallen to $115/kWh in 2024. They could further drop to $80–$99/kWh by 2026 (50% decline), enabling price parity with gas cars.

Nations in Europe and Asia are pushing zero‑emission vehicle targets as part of their climate commitments, which may further expand EV adoption.

Europe targets 90% CO2 cut by 2035 for new cars (easing from 100%, allowing some e-fuels/PHEVs). China aims for ~60–90% EV/NEV sales by 2030.

Still, challenges remain. EV buyer incentives vary by country and can affect sales patterns, as seen in the U.S. when federal credits expired. Some regions face infrastructure gaps, like limited charging networks, which can slow growth. Continued cost reductions and broader infrastructure rollouts will be key to sustaining EV adoption long term.

Emissions, Energy, and the Bigger Climate Picture

Electric vehicles are central to efforts to reduce greenhouse gas emissions from transport by 70–90% over their lifecycle compared to gasoline cars. This holds even with current grids.

• For EVs, emissions range from 200–500 gCO2/km, while ICEVs emit 200–300 gCO2/km.

Global transport represents 24% of CO2 emissions (8 GtCO2e). EVs could slash this by 40% by 2030 at 40% adoption. Clean grids, renewables >60% by 2030, boost EV advantage to near-total decarbonization.

Also, EVs produce zero tailpipe emissions and can lower overall carbon output when charged with renewable electricity. As more power grids shift toward clean energy sources, the lifetime emissions advantage of EVs grows.

BYD’s sales surge contributes to this global transition. As one of the largest EV producers, its growth means more EVs are on the road worldwide. This supports international efforts to cut emissions from passenger cars, which remain a major source of global greenhouse gases.

However, the environmental impact of EV manufacturing, especially battery production, remains a focus of industry and policy discussions. Sustainable practices in sourcing materials and recycling batteries will be crucial to maximizing the environmental benefits of EV growth.

A New Global Auto Order Takes Shape

BYD’s rise to the top reflects broader changes in the global auto sector:

• Chinese carmakers are gaining ground internationally, not just in their home market.
• Competition in EV segments is increasing, pushing companies to innovate faster on cost, range, and technology.
• Tesla’s leadership is challenged, even as it pushes into areas like autonomous driving and energy products.

The shift also highlights how consumer preferences are evolving, with buyers showing strong interest in different EV brands and models beyond traditional market leaders. As EV technology matures, more brands are expected to capture market share and expand globally.

• READ MORE: China Now Controls 69% of the Global EV Battery Market as CATL and BYD Surge in 2025

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The United States is taking a decisive step to rebuild its nuclear fuel supply chain. The Department of Energy has announced a $2.7 billion investment over the next decade to expand domestic uranium enrichment. This move aims to strengthen energy security, reduce dependence on foreign suppliers, and support the next phase of nuclear power growth.

The announcement also reflects a shift in how the U.S. views nuclear energy. Once seen mainly as a legacy power source, nuclear is now positioned as a strategic solution for rising electricity demand, artificial intelligence growth, industrial resilience, and long-term climate goals.

Secretary of Energy Chris Wright said:

“President Trump is catalyzing a resurgence in the nation’s nuclear energy sector to strengthen American security and prosperity. “Today’s awards show that this Administration is committed to restoring a secure domestic nuclear fuel supply chain capable of producing the nuclear fuels needed to power the reactors of today and the advanced reactors of tomorrow.”

To understand why this matters, it helps to look at how DOE is deploying the funding and at where the U.S. stands today.

How the DOE Is Deploying the Funding

Last year, the DOE signed contracts with six enrichment companies, allowing them to compete for future work. Now, the department has awarded task orders to three companies under a strict milestone-based structure to ensure accountability.

• American Centrifuge Operating received $900 million to establish domestic HALEU enrichment capacity.
• General Matter also received $900 million to develop HALEU production.
• Orano Federal Services secured $900 million to expand LEU enrichment within the United States.

Together, these projects will help maintain fuel supplies for the nation’s 94 operating nuclear reactors. At the same time, they will create a foundation for future advanced reactors that are still moving through development and licensing.

Importantly, this funding not only supports fuel production. It also drives job creation, strengthens domestic manufacturing, and restores confidence in the U.S. nuclear ecosystem.

• ALSO READ: U.S. Uranium Production Set to Rise as Anfield Energy Gains Velvet-Wood Approval 

HALEU Changes the Nuclear Equation and the U.S. Must Act on Uranium Enrichment

Uranium enrichment plays a critical role in nuclear power. Most U.S. reactors operate on low-enriched uranium, or LEU. However, advanced reactors, including small modular reactors and next-generation designs, require high-assay low-enriched uranium, known as HALEU.

For years, the U.S. relied heavily on foreign enrichment services. In fact, the country currently performs less than 1% of global uranium enrichment. This reliance has raised serious concerns about energy security and supply reliability, especially as new rules will restrict imports of Russian uranium starting in 2028.

As a result, rebuilding domestic enrichment capacity has become urgent. The DOE’s $2.7 billion investment directly addresses this vulnerability by accelerating U.S.-based production of both LEU and HALEU.

Upstream Supply Remains a Weak Link

While enrichment capacity is expanding, upstream uranium production still faces challenges.

EIA revealed that, in the third quarter of 2025, U.S. uranium concentrate production fell to 329,623 pounds of U₃O₈, a sharp drop from the previous quarter. Production came from only six facilities, mainly located in Wyoming and Texas.

This decline highlights a broader issue. Rebuilding the full nuclear fuel cycle requires coordinated growth across mining, processing, enrichment, and fuel fabrication. Progress in one area must be matched by investment in others.

Orano’s Oak Ridge Project Anchors to DOE Funding

One of the most significant projects tied to the DOE funding is Orano’s planned enrichment facility in Oak Ridge, Tennessee.

Known as the IKE project, the facility will provide a new domestic source of enriched uranium. Orano plans to finalize contracts and submit its license application to the U.S. Nuclear Regulatory Commission in the first half of 2026.

Once operational, the plant will help U.S. utilities comply with regulations that ban Russian uranium imports after 2028. It will also support rising electricity demand linked to AI, data centers, and broader electrification.

Nicolas Maes, Chief Executive Officer of Orano, commented,

“This is excellent news for Orano and a decisive step forward on our project for an enrichment plant in the USA! This recognition by the US authorities is an illustration of the confidence they have in our expertise and our capacity to deploy our technology to ensure robust security of supply to our customers.”

AI Growth Shows Why Nuclear Matters

Beyond energy security, another powerful force is shaping this investment: artificial intelligence.

As AI systems grow more complex, demand for computing power continues to surge. Data centers require vast amounts of electricity that must be reliable, affordable, and available around the clock. Renewable energy alone often cannot meet this need without firm backup power.

This is where advanced nuclear reactors come into play. General Matter has highlighted that AI leadership depends on expanding both compute capacity and electricity production. Gen IV small modular reactors, fueled by HALEU, can provide steady power either directly to data centers or through the grid.

By powering AI infrastructure behind the meter, nuclear reactors reduce pressure on public grids while delivering low-carbon electricity. As a result, nuclear fuel is increasingly seen as a critical input for the digital economy.

Keeps Industry and Remote Sites Running

Nuclear energy powers U.S. manufacturing, supplying factories, refineries, and heavy industries with stable, affordable electricity. Disruptions can slow production and raise costs, so a reliable LEU supply is essential. Today, reactors provide nearly 20% of U.S. electricity and almost half of emissions-free power.

Small, containerized microreactors fueled by HALEU are emerging for remote or harsh locations, including military bases, mining sites, and disaster zones. These systems run long with minimal maintenance, delivering dependable power and driving demand for HALEU, strengthening America’s domestic nuclear fuel infrastructure.

The Future of Enrichment Goes Laser-Fast

To support long-term innovation, the DOE also awarded $28 million to Global Laser Enrichment (GLE). The company is advancing the SILEX laser enrichment technology, which promises higher efficiency and lower energy use compared to traditional methods.

GLE has reached Technology Readiness Level 6 and has submitted a full license application for its Paducah facility. If deployed commercially, laser enrichment could significantly improve the economics and flexibility of nuclear fuel production.

Taken together, these developments signal a strategic reset. The DOE’s $2.7 billion investment reflects a clear decision to treat nuclear fuel as a national priority. By strengthening domestic enrichment, supporting advanced reactors, and backing innovation, the U.S. is positioning nuclear energy as a cornerstone of its future energy system.

In an era defined by AI growth, rising electricity demand, and climate pressure, nuclear power is no longer just part of the mix. It is becoming a central pillar of American progress.

• SEE MORE: Nuclear Stocks, Oklo, NuScale, Centrus Energy, Rise as U.S. Army Pushes for Microreactors

The post DOE’s $2.7 Billion Push for Uranium Enrichment Rebuilds U.S. Energy Security appeared first on Carbon Credits.

NVIDIA (NVDA Stock) closed 2025 with a huge portion of the GPU market. Research data shows that the company held about 92 percent of the discrete graphics processing unit (GPU) market in the first half of 2025. This figure covers add-in boards used in personal computers and workstations. Its closest rivals, including AMD and Intel, held much smaller shares.

The company unveiled its new Rubin data center chips. They claim these chips are 40% more energy efficient per watt. This change aims to make artificial intelligence (AI) computing more sustainable.

NVIDIA’s GPUs dominated the sector used for gaming and AI. Despite challenges with its latest Blackwell GPU launch, the company’s lead remained strong. This article explains how Nvidia maintained this market position. It also explains how the company is tackling environmental and energy issues in its products and operations.

How NVIDIA Came to Control the Majority of the GPU Market

NVIDIA’s market share for discrete GPUs reached about 92% in early 2025, according to analysts tracking GPU shipments. This dominance was especially clear in desktop graphics cards. Competing firms such as AMD held much smaller portions, with AMD’s share closer to 8% and Intel below 1% in the same period.

Discrete GPUs are separate from CPUs and are the main components used for high-end graphics and data-intensive tasks. NVIDIA’s rise in market share reflects strong demand for its GeForce and AI-oriented GPU lines. Many industries, from gaming to data centers, use Nvidia chips because of their computing performance.

Despite this strong market position, the rollout of the Blackwell series of GPUs faced setbacks in 2025. Industry reports noted delays and production issues related to complex design and manufacturing steps. These issues slowed initial deliveries to customers. Company leadership said the problems were fixed, but they still affected how quickly new units reached buyers.

Why Energy Use and Efficiency are Significant for GPUs

Graphics processing units are energy-intensive components. AI and data center workloads consume substantial electricity. Because of this, environmental, social, and governance (ESG) concerns are now central to technology markets.

NVIDIA acknowledges the need to improve energy efficiency and reduce emissions. The sustainability report for fiscal year 2025 shows that the company uses 100% renewable electricity for its offices and data centers. This means all the electricity Nvidia buys for those facilities comes from renewable sources, such as wind or solar.

• In product design, NVIDIA promotes energy efficiency as a key measure of sustainability.

At CES 2026, NVIDIA unveiled its new Rubin architecture for data center GPUs. The company claims the chips deliver 40% higher energy efficiency per watt compared to the previous generation.

Unlike a single chip, Rubin combines six specialized chips that work together as one unified system. This rack-level design helps handle large AI workloads more efficiently, reducing power use while boosting speed. The new platform allows large AI data centers to operate more sustainably, making it a notable step in Nvidia’s push toward “Green AI.”

Jensen Huang, founder and CEO of NVIDIA, said:

“Rubin arrives at exactly the right moment, as AI computing demand for both training and inference is going through the roof. With our annual cadence of delivering a new generation of AI supercomputers — and extreme codesign across six new chips — Rubin takes a giant leap toward the next frontier of AI.”

Key components of the Rubin platform include:

• Vera CPU – a multi-core processor that manages data flow to keep GPUs busy.
• Rubin GPU – the main AI processor with next-generation compute engines and high-speed memory.
• NVLink 6 & ConnectX‑9 – fast interconnects for rapid communication between chips.
• BlueField‑4 DPU & Spectrum‑6 switch – manage networking, security, and data traffic efficiently.

This improvement tackles worries about increased power use in AI tasks. It also helps lower emissions from data center operations. Industry leaders, including Microsoft and Google, quickly endorsed the efficiency gains.

NVIDIA has set internal goals to cut emissions and to align reductions with widely accepted climate science targets. It works with many suppliers, especially those linked to its Scope 3 emissions. This helps encourage them to adopt science-based emissions goals.

NVIDIA’s ESG Progress Under Growing Scrutiny

Investors and customers now place greater focus on ESG performance. Environmental criteria include energy consumption, emissions, and resource use. Nvidia sits among tech companies that increasingly report sustainability metrics.

In fiscal 2025, NVIDIA reported progress on its environmental goals. This includes using more renewable energy and improving efficiency. These efforts do not yet translate directly into a formal net-zero emissions commitment for all scopes of greenhouse gases.

• SEE MORE: NVIDIA Posts Over $46B Revenue in Q2 But Stock Slides, Balancing Record Profits with Green Goals

However, they reflect measurable progress. The company’s renewable energy targets and supplier engagement aim to reduce its emissions footprint over time.

At the same time, critics highlight areas where NVIDIA’s broader impact remains unclear. Some assessments say large chipmakers need to improve supply chain emissions. They should also adopt more energy-efficient production methods. These factors are part of an ongoing discussion among investors and sustainability groups.

Using renewable electricity, improving energy efficiency in products, and tackling supplier emissions are key steps. They help NVIDIA reduce direct and indirect climate impacts from its operations. As AI and high-performance computing grow, these sustainability efforts may shape long-term industry standards.

AI Demand, Competition, and the Future of GPUs

NVIDIA’s strong market position affects the tech and semiconductor industries in many ways. The GPU sector supports not only gaming but also AI, cloud computing, scientific research, and automated systems.

NVIDIA is not just a leader in desktop GPUs. Analysts say its influence also covers AI accelerators in data centers. The company holds over 80% of the AI hardware market. This success relies heavily on its architecture and software ecosystem.

The Rubin architecture strengthens NVIDIA’s competitive position in AI hardware. The new 40% better energy efficiency attracts hyperscalers and large enterprises that want high performance without high power use. Analysts believe this may strengthen Nvidia’s lead in AI accelerators. It also helps address ESG concerns about energy use.

Elon Musk, founder and CEO of xAI, remarked:

“NVIDIA Rubin will be a rocket engine for AI. If you want to train and deploy frontier models at scale, this is the infrastructure you use — and Rubin will remind the world that NVIDIA is the gold standard.”

In data centers, NVIDIA reported strong revenue growth driven by demand for AI computing. Blackwell and other GPU families contributed heavily to this trend.

However, the company relies on third-party manufacturing and complex supply chains. This means production challenges can affect future performance. Continued competition from AMD and other firms may also reshape market share over time.

The strong demand for AI processing power has energy and environmental implications beyond NVIDIA alone. Data centers worldwide are expected to grow in electrical demand as AI workloads expand.

Researchers estimate that data centers could account for about 2% of global electricity use in 2025. This highlights how crucial energy-efficient hardware and renewable energy are for the industry.

What NVIDIA’s Dominance Means Going Forward

NVIDIA’s ability to end 2025 with a 92% discrete GPU market share highlights its technological leadership. It also reflects strong demand for AI and graphics hardware in computing markets. The Blackwell launch issues have shown how production challenges can affect schedules, but demand has remained resilient.

At the same time, NVIDIA’s sustainability actions reveal how ESG and environmental issues are increasingly part of how technology companies operate and compete. Renewable energy use, energy efficiency, and emissions-reduction efforts are not only regulatory or investor concerns. They influence product design and operational planning as energy use grows in AI and data center environments.

• READ MORE: NVIDIA Stock Rebounds as AI Product Launch and Data Center Demand Restore Confidence

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