California hit a new record last year with 21.4% of new cars being all-electric, and once again Tesla led the pack with the two best-selling cars in the state, the Tesla Model Y and Tesla Model 3. But Toyota narrowly maintained its leadership as the top-selling brand in the state, with Tesla nipping at its heels.
The data was released yesterday by the California New Car Dealerâs Association (CNCDA) in their quarterly Auto Outlook. This was the Q4 and full-year report, reflecting on trends in auto sales for the full year in the state that leads the US in EV sales.
Compared to a national market share of 7.5%, EVs commanded 21.4% of sales in California. But just a couple years ago, California was down at ~7% of new EV sales, while the rest of the country was at ~2% â so we like to check in on CNCDAâs data every quarter to get a look at where the trends for the rest of the country might be going soon.
But Californiaâs share of nationwide BEV registrations was down. Not long ago, California accounted for more than half of the EVs in the United States, but in 2023 California accounted for 33.8% of US BEV sales. This means that the rest of the country is picking up pace in EV sales, and that EVs are no longer the sole purview of California. This is an expected trend, but a welcome one â we donât need California to keep hogging all the health benefits of EVs.
Leading the pack, as expected, were Teslaâs vehicles. The Model Y and Model 3 both outsold the competition by a wide margin â with Model 3 holding a 15.3% share in passenger cars (a 61% lead over the Toyota Camry, which had previously been the best-seller in California for decades) and Model Y holding a 10.8% share in light trucks, more than double its highest challenger, the RAV4, with a 4.7% share.
However, since Tesla only has a few models and Toyota has many, Toyota still maintained the crown for most sales in California. Toyota had a 15.7% market share for the whole year, and Tesla had a 13% market share, with Honda in third place at 9.7%.
13% means that one out of every 8 vehicles sold in California last year was a Tesla â from a company in just its 15th year of selling cars anywhere. Earlier in the year, it even looked like Tesla might be able to beat Toyota in California, as Tesla did outsell Toyota in Q2, but Toyota took back the crown in Q3 and maintained it in Q4.
One particularly interesting graph in the report is the share of alternative powertrain vehicles by type of dealership â Direct or Franchised. In this case, âDirectâ refers to dealerships owned by the automaker in question, the vast majority of these sales coming from Tesla.
But in the chart we can see an increasing number of BEVs being sold by franchised dealers, as other manufacturers have finally gotten their BEV programs off the ground and are now selling a variety of vehicles, many of which only hit the market in the last model year or two. A majority of BEVs were still sold direct, but franchised dealer sales are catching up.
Between BEVs, PHEVs, and FCEVs, a full quarter of vehicles could access some sort of dedicated non-combustive energy source. Adding hybrids into the mix (you know, the cars that Toyota loves to pretend are electric, even though they arenât), 35.9% of vehicles had an electric motor in them.
This was on the back of a tick down in EV share quarter over quarter, from 22.3% to 21.1%, and a tick up in hybrid share, from 11.7% to 13.3%. Plug-in hybrid share held roughly steady at 3.6%, up from 3.4%. Plug-in hybrids were buoyed by the exceptional popularity of the Jeep Wrangler PHEV, which is the 4th-best-selling car in the state with a plug on it, behind the two Teslas and the outgoing Chevy Bolt. The Wrangler PHEV outsold the RAV4 Prime almost two to one.
Tesla maintained its position as one of the companies with the best sales growth over the course of the year, up 24.6% from the previous year. Though this level of growth was lower than it has been in the past. With Tesla already being well established in California, itâs inevitable that growth percentages will slow down over time â or perhaps California, moreso than other states, is getting tired of Tesla CEO Elon Muskâs nonsense.
Teslaâs share of Californiaâs BEV market dropped from 71% to 60.5%, another expected result of other vehicles entering the market. This was still higher than Teslaâs share of the overall US EV market, which stood at around 55% for the year.
But the winner in terms of sales growth was Rivian, which saw a 142.7% increase year over year. Big numbers like this are to be expected out of a new company with new models, but Rivianâs ramp up in production and sales this year was impressive nonetheless, with the company even raising (and then beating) production guidance during a year when media spent a lot of time falsely claiming that EV sales were down.
And on that point â in 2022, EVs made up 16.4% of the EV market in California, whereas in 2023 they made up 21.4%. That certainly looks like an increase to me, not a decrease. Meanwhile, one media narrative we havenât heard much of is how ICE car sales actually are not growing. While auto sales as a whole were up in California by 11.9% in 2023, thatâs because 190k more âelectrifiedâ vehicles (BEV/PHEV/HEV) were sold in 2023 than 2022, for a 2023 total of ~638k, whereas sales of pure combustion vehicles were flat at ~1.1 million. So in a year where the auto industry saw a significant recovery, most of that recovery, at least in California, was led by rising electric vehicle sales.
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Sustainable boatbuilder Sunreef Yachts has unveiled another stunning solar electric catamaran, or âsupercat,â which it is calling âDouble Happiness.â This fully-electric yacht is 100 feet, Sunreefâs longest to date.
As weâve pointed out in the past, Sunreef Yachts has been pushing the boundaries of sustainable marine travel since 2002. Over that time, the Polish boatbuilder launched the worldâs first 74-foot luxury oceangoing catamaran with a flybridge.
Over twenty years later, hundreds of Sunreef Yachts can be seen traversing waters worldwide, showcasing the companyâs lineup of sustainable luxury catamarans, all-electric propulsion, and advanced solar panels it calls âsolar skin.â
Over the years, weâve highlighted some of Sunreefâs solar-electric catamarans, ranging in length from 40 to 100 meters, including the Eco Explorer and the 80 Power Eco. Today, Sunreef has introduced its newest addition to its all-electric lineup: a 100-foot catamaran named âDouble Happiness.â
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Sunreefâs newest electric yacht boasts length and power
According to Sunreef Yachts, the new Double Happiness is its first all-electric 100-foot yacht to combine cruising and eco-technology. This 100 Sunreef Power Eco supercat is propelled by four 180 kW electric motors and powered by a massive 990 kWh battery pack onboard.
Thereâs also the option for range extension via two generator sets (350 kW at 622 V DC). Additionally, rooftop solar panels (12 kWp) help power some of the onboard electronics. The result is a 16-passenger super catamaran that can accommodate up to ten guides across five en-suites. Given its size, the all-electric 100 Sunreef Power Eco yacht offers vast and luxurious spaces as well as quiet, secluded areas. Sunreef Yachts Founder and CEO, Francis Lapp, spoke:
The first models of the 100 Sunreef Power were a revolution, they offered unbelievable amounts of space, comfort, proximity with the sea, and seaworthiness. With this 100 Sunreef Power Eco, named Double Happiness, we take the 100 Sunreef Power to the next level. Now, this superyacht is able to navigate in full silence, no vibrations, no fumes, fostering a better connection with the sea and superior energy efficiency.
The 100 Sunreef Power Eco joins the boatbuilderâs growing lineup of quiet, emission-free solar-electric catamarans that are not only sustainable but also ultra-luxurious and well-crafted.
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GM may have decided to pull the plug on the forward-looking Chevy Brightdrop electric van a few months ago, but donât let that stop you, but donât let that fool you. Right now might be the best time ever to get your hands on one.
Despite that, Iâve heard more than one fleet manager express hesitation at the thought of adding a discontinued product to their fleet, even if it is a killer discount. To them, I offer the following, model-agnostic rebuttal:
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Legacy brands support their products
Fleet of FedEx BrightDrop 600 electric vans; via GM.
Companies like GM arenât going anywhere soon, and neither are the customers theyâve spent millions of dollars acquiring over the past several decades. Theyâll keep building parts and offering service and maintenance on vehicles like the Brightdrop for at least a decade â not least of which because they have to!
GM sells each Brightdrop with a minimum 8 year/100,000 mile warranty on the battery and other key components, which can be extended either through GM itself or through reputable third-party companies like Xcelerate Auto for seven more.
So, yes: parts longevity and manufacturer support will be there (something Iâd be less confident about with a startup like Rivian or Bollinger, for example), but thereâs more.
Section 179 and local incentives
McKinstryâs 100th Silverado EV; via GM.
The One Big, Beautiful Bill Act (OBBBA) of 2025 gutted Americaâs energy independence goals and ensuring its auto industry would fall even further behind the Chinese in the EV race, but the loss of Section 45W wasnât the only change written into the IRSâ rulebook. Section 179, an immediate expense reduction that business owners can take on depreciable equipment assets, has been made significantly more powerful for 2025.
The section 179 expense deduction is limited to such items as cars, office equipment, business machinery, and computers. This speedy deduction can provide substantial tax relief for business owners who are purchasing startup equipment.
The revised Section 179 tax credit (or, more accurately, expense reduction) allows for a 100% deduction for equipment purchases has doubled to $2.5 million, with a phase-out kicking in at $4 million of capital investments that drops to zero at $6.5 million. That credit and can be applied to new and used vehicles, as well as charging infrastructure, battery energy storage systems, specialized tools, and more (as long as theyâre new to you).
All of which is to say: donât let a little thing like GM discontinuing the Brightdrop convince you to skip it. If you do that, the bean counters that killed off the Buick Grand National, GMC Syclone, and Pontiac Fiero win.
If youâre considering going solar, itâs always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, itâs free to use, and you wonât get sales calls until you select an installer and share your phone number with them.Â
Your personalized solar quotes are easy to compare online and youâll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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US Energy Information Administration (EIA) data released on November 25 and reviewed by the SUN DAY Campaign reveal that, during the first nine months of 2025 and for the past year, solar and battery storage have dominated growth among competing energy sources, while fossil fuels and nuclear power have stagnated.
Solar set new records in September
EIAâs latest âElectric Power Monthlyâ report (with data through September 30, 2025), once again confirms that solar is the fastest-growing source of electricity in the US.
In September alone, electrical generation by utility-scale solar (>1 megawatt (MW)) ballooned by well over 36.1% compared to September 2024, while âestimatedâ small-scale (e.g., rooftop) solar PV increased by 12.7%. Combined, they grew by 29.9% and provided 9.7% of US electrical output during the month, up from 7.6% a year ago.
Moreover, generation from utility-scale solar thermal and photovoltaic systems expanded by 35.8%, while that from small-scale systems rose by 11.2% during the first nine months of 2025 compared to the same period in 2024. The combination of utility-scale and small-scale solar increased by 29.0% and produced a bit over 9.0% (utility-scale: 6.85%; small-scale: 2.16%) of total US electrical generation for January-September, up from 7.2% a year earlier.
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And for the third consecutive month, utility-scale solar generated more electricity than US wind farms: by 4% in July, 15% in August, and 9% in September. Including small-scale systems, solar has outproduced wind for five consecutive months and by over 40% in September.
Wind leads among renewables
Wind turbines across the US produced 9.8% of US electricity in the first nine months of 2025 â an increase of 1.3% compared to the same period a year earlier and 79% more than that produced by US hydropower plants.
During the first nine months of 2025, electrical generation from wind plus utility-scale and small-scale solar provided 18.8% of the US total, up from 17.1% during the first three quarters of 2024.
Wind and solar combined provided 15.1% more electricity than did coal during the first nine months of this year, and 9.8% more than the USâs nuclear power plants. In fact, as solar and wind expanded, nuclear-generated electricity dropped by 0.1%.
Renewables are now only second to natural gas
The mix of all renewables (wind, solar, hydropower, biomass, and geothermal) produced 8.7% more electricity in January-September than they did a year ago, providing 25.6% of total US electricity production compared to 24.2% 12 months earlier.
Renewablesâ share of electrical generation is now second to only that of natural gas, which saw a 3.8% drop in electrical output during the first nine months of 2025. Â
Solar + storage have dominated 2025
Between October 1, 2024, and September 30, 2025, utility-scale solar capacity grew by 31,619.5 MW, while an additional 5,923.5 MW was provided by small-scale solar. EIA foresees continued strong solar growth, with an additional 35,210.9 MW of utilityâscale solar capacity being added in the next 12 months.
Strong growth was also experienced by battery storage, which grew by 59.4% during the past year, adding 13,808.9 MW of new capacity. EIA also notes that planned battery capacity additions over the next year total 22,052.9 MW.
Wind also made a strong showing during the past 12 months, adding 4,843.2 MW, while planned capacity additions over the next year total 9,630.0 MW (onshore) plus 800.0 MW (offshore).
On the other hand, natural gas capacity increased by only 3,417.1 MW and nuclear power added 46.0 MW. Meanwhile, coal capacity plummeted by 3,926.1 MW and petroleum-based capacity fell by an additional 606.6 MW.
Thus, during the past year, renewable energy capacity, including battery storage, small-scale solar, hydropower, geothermal, and biomass, ballooned by 56,019.7 MW while that of all fossil fuels and nuclear power combined actually declined by 1,095.2 MW.
The EIA expects this trend to continue and accelerate over the next 12 months. Utility-scale renewables plus battery storage are projected to increase by 67,806.1 MW (a forecast for small-scale solar is not provided). Meanwhile, natural gas capacity is expected to increase by only 3,835.8 MW, while coal capacity is projected to decrease by 5,857.0 MW, and oil capacity is anticipated to decrease by 5.8 MW. EIA does not project any new growth for nuclear power in the coming year.
SUN DAY Campaignâs executive director Ken Bossong said:
The Trump Administrationâs efforts to jump-start nuclear power and fossil fuels are not succeeding. Capacity additions from solar, wind, and battery storage continue to dramatically outpace those from gas, coal, and nuclear, and by growing margins.
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Your personalized heat pump quotes are easy to compare online and youâll get access to unbiased Energy Advisors to help you every step of the way. Get started here. â *ad
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