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Global EV sales continued building momentum last month despite claims of a cooling market. Sales of electric vehicles grew by double digits in the top markets globally. China, the world’s largest EV market, continues to break sales records despite ending subsidies.

According to market research firm Rho Motion (via Reuters), EV sales grew 29% year-to-date in China in October.

“What’s notable about October’s figures is that EV demand in China continues to reach record highs even though the subsidies were cut,” the company said in a statement.

The growth comes amid China ending an 11-year subsidy for EV buyers last year. Despite this, Rho Motion claims, “2023 is set to be another banner year for China in terms of EV sales.”

Leading Chinese EV maker BYD has continued building momentum this year. The company came within a few thousand of surpassing Tesla as the world’s largest EV maker in the third quarter.

BYD sold a record 151,193 all-electric vehicles in September, for a total of 431,603 in Q3. Meanwhile, Tesla delivered 435,059 EVs in the quarter as it aims to reach its goal of 1.8 million this year.

Like Tesla, BYD has aggressively cut prices this year to drive out a flurry of new competitors and stimulate demand.

Despite the lower prices, BYD posted a record $1.42 billion in third-quarter profits. The company’s gross margins reached 22.12%, its highest in three years.

EV-sales-momentum
BYD Atto 3 (Source: BYD)

So, is EV adoption slowing, as many are claiming? The data suggests otherwise…

Is EV sales momentum really slowing?

Despite claims that demand for EVs is cooling, the global electric vehicle market grew 34% year-to-date last month.

The top auto markets had double-digit EV sales growth. Outside of China, EV sales grew 26% in European markets, where subsidies were also cut recently.

Several automakers, including Volkswagen and Mercedes-Benz, have warned that higher interest rates and inflation are turning customers away. Volkswagen’s CFO Arno Antiliz said EV orders were down to 150,000 in Q3, 50% lower than last year.

EV-sales-momentum
2023 Volkswagen ID.4 (Source: VW)

In response, Volkswagen has cut production of several EV models in Germany, including the ID.4, ID.7, and Audi Q4 e-tron.

Meanwhile, Chinese automakers, including BYD, are expanding in Europe with affordable EV models like the Dolphin hatchback.

EV sales in North America are up 78% so far this year. “The North American market continues to have a strong 2023, with Tesla still taking the lion’s share of demand as legacy automakers temper ambitions of scaling production,” Rho Motion said.

US electric vehicle market

According to recent Cox Automotive data, US EV sales surpassed 300,000 for the first time in Q3. EV sales in the US have now grown for 13 straight quarters.

EV sales accounted for 7.9% of total US auto sales in Q3 with Tesla remaining on top. Tesla accounted for 50% market share, down from 62% in the first quarter. With the highly-awaited Cybertruck launching, momentum is expected to continue.

Q3 2023 US sales Q3 2022 YOY Q3 Market Share
Audi 7,538 3,891 93.7% 2.4%
BMW 13,079 4,365 199.6% 4.2%
BrightDrop 35 0% 0%
Cadillac 3,018 36 0% 1%
Chevrolet 15,872 14,709 7.9% 5.1%
Ford 20,962 18,257 14.8% 6.7%
Genesis 1,802 888 102.9% 0.6%
GMC 1,167 411 183.9% 0.4%
Fisker 997 0% 0.3%
Hyundai 19,630 5,824 237.1% 6.3%
Jaguar 86 22 290.9% 0%
Kia 9,325 5,583 67% 3%
Lexus 1,394 0% 0.4%
Lucid 1,618 654 147.4% 0.5%
Mazda 34 8 325% 0%
Mercedes 10,423 2,717 283.6% 3.3%
Mini 516 1,105 -53.3% 0.2%
Nissan 6,074 1,276 376% 1.9%
Polestar 3,710 2,852 30.1% 1.2%
Porsche 2,050 1,325 54.7% 0.7%
Rivian 15,564 6,884 126.1% 5%
Subaru 2,791 0% 0.9%
Tesla 156,621 131,024 19.5% 50%
Toyota 2,827 0% 0.9%
VinFast 1,159 0% 0.4%
Volvo 4,087 542 654.1% 1.3%
Volkswagen 10,707 6,657 60-.8% 3.4%
US electric vehicles sales Q3 (Source: Cox Automotive)

Despite this, with new EV models hitting the market, Tesla’s share of the market is bound to slip. Overseas competitors including Mercedes-Benz, Volvo, and Hyundai are seeing momentum picking up.

Although Ford (20,962) and GM (20,092) sold more EVs, Mercedes topped the American automakers in sales share. Electric vehicles accounted for 15% of Mercedes total US sales, while GM and Ford were around 3% to 4%.

EV-sales-momentum
Hyundai IONIQ 5 (left) and IONIQ 6 (right) at Tesla Supercharger (Source: Hyundai)

The growth comes amid delays from top American automakers including Ford and GM on key EV targets.

GM announced it was delaying production of the Equinox, Silverado RST, and GMC Sierra Denalli EVs to protect pricing.

Ford revealed it was pushing back its 600,000 run rate goal until next year. It’s also scapping plans to build one of Europe’s largest EV battery plants with LG Energy Solutions.

Electrek’s Take

So, is EV sales momentum really slowing? Top legacy automakers including Ford, GM, and Volkswagen are warning that the pace of EV adoption is slowing.

Others, including Hyundai and Volvo, expect the momentum to continue with new, advanced models launching next year.

Rivian, an EV startup, raised its production target after crushing Q3 expectations. The company delivered an impressive 15,564 vehicles in the third quarter, more than double last year’s figures.

The fears of slowing demand are over higher interest rates, which could cut into consumer budgets. However, as many EV makers are proving, electric cars are still selling.

Automaker’s that put the early effort in, like Tesla, Rivian, Volvo, and others are seeing the returns.

EV adoption will continue climbing year-over-year despite near-term concerns. The companies doubling down now, will continue reaping the rewards as the industry transitions.

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Wait, is JackRabbit about to unveil a two-person e-bike?

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Wait, is JackRabbit about to unveil a two-person e-bike?

Guys, I think JackRabbit has a two-person e-bike coming, errr… electric scooter? I’m not really sure what you call this thing, but it looks wild.

I recently took a short break from riding and writing e-bikes all day to doomscroll social media, which basically just feeds me more bike content all day. And what popped up in my feed other than this peculiar thing?

Sure, it’s obscured by a surfboard mount, but there’s no getting around the fact that it looks like this shiny new silver JackRabbit isn’t quite as mini as we’re used to from the famously “micro and proud” micro e-bike maker. And there’s one other detail that’s also apparent if you look closely.

It’s a two-seater.

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I think this video was meant to be something of a teaser from JackRabbit, but it might as well be a near-unveiling.

In other parts of the same teaser video, almost the entire bike is visible. From those other shots, we can see that it’s still not quite an e-bike in the traditional “comes with pedals” sense.

Instead, JackRabbit’s somehow simultaneously chunky yet tiny folding footpegs are still visible. The wide handlebars also appear to have JackRabbit’s unique 90º turning handlebar lock, which allows the bars to spin sideways when parked. You can even see it in use in the images below.

On JackRabbit’s smaller models, that trick makes the entire bike just 7″ (17 cm) wide, making it easy to store behind a couch or under a dorm bed. Here, it’s unclear if it will be quite as narrow, but it should still make this a conveniently stowable ride.

It’s hard to tell, but it looks like the wheels might be larger than JackRabbit’s standard 20″ size, helping give it the “full-sized bike” qualifier that JackRabbit claims in the teaser video. The perspective is confusing, as the front wheel looks closer to 24″ or 26″, yet the rear wheel still disappears behind that surfboard. Could this be the first mullet JackRabbit? (Not to be confused with a JackRabbit mullet, which is a hairstyle that would pair well with what is likely the most free-spirited of all the e-bike brands out there.)

There may also be different saddle options, since we can clearly see what looks to be a conventional bicycle saddle in some images and a longer, stretched-out, banana seat-style saddle in the other shots.

We can also see two of JackRabbit’s “Rangebuster” batteries in the frame, a larger capacity pack developed by the company with a claimed 24 miles (39 km) range per battery, meaning this model might have a range of nearly 50 miles (80 km).

But there’s a lot we still don’t know. Will it get the powerfully torquey motor from the JackRabbit XG Pro? Will there be a pedal option? Will my wife agree to ride this thing with me? These are yet questions without answers, people.

One thing is for sure, though. JackRabbit says all will be revealed soon. “Everything you know about JackRabbit is changing on 8/12,” writes the company. (That’s next week, for any Europeans in the room.)

I don’t know about you, but I’m suddenly very much looking forward to Tuesday.

Electrek’s Take

I don’t know what to make of this, but I’m excited. I’ve been a JackRabbit fan since before the OG was even the OG. It’s just such a fun and free-spirited brand.

If the e-bike market was high school, JackRabbit would be that quirky, non-conformist kid that everyone kind of wondered about but who was obviously having more fun than anyone else. It’s the e-bike that just puts its hands over its ears and goes “La la la la…” when you try to tell ’em that it’s not actually an e-bike.

It’s weird. It’s wild. But it works. And being a JackRabbit fan is a hill I’m prepared to die on – though admittedly, you’d be well advised to tackle that hill on one of the Pro models instead of the OG2 for the extra power and torque.

My wife might give me a funny look every time I whip out my JackRabbit, but I still love riding it. And so it’s with that level of excitement and curiosity that I wonder what the brand that refuses to be defined is up to with this new “full-sized bike” reveal they’ve got coming. The ability to carry two riders sounds great, especially since the thing still looks so small and portable.

Of course, the over-priced elephant in the room is that JackRabbit’s Achilles heel is its pricing. These things aren’t cheap. The entry-level OG2 model only starts at $1,249, and the flagship XG Pro is almost double that. Granted, it’s an awesome bike, and one that I was able to use to tow a kayak down the road for miles, then put on top of that kayak and paddle through the Gulf of Mexico for miles (something of which I don’t know of any other e-bike that can do). But that makes me wonder what yet a bigger and presumably more impressive JackRabbit will cost.

But hey, I’m so here for this!

If you want to see the full teaser video, check it out below.

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Tiny motor, massive power. New e-bike drive triples the torque

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Tiny motor, massive power. New e-bike drive triples the torque

Small package, big impact: that’s the story behind Maxon’s new Air S mid‑drive motor. On the surface, it looks almost identical to the original Air: sleek, nearly invisible, and designed to disappear into your bike’s frame. But beneath this minimalist exterior is a dramatic leap in capability.

Now the torque has nearly tripled, soaring to 90 Nm, all while keeping total system weight to just 3.8 kg, (8.4 lb) including the motor and 400 Wh battery.

We’ve seen smaller motors popping up here and there lately, but not mid-drives quite like this.

Just 100 g (0.22 lb) heavier than the original Air yet tripling the performance, the Air S delivers up to 90 Nm of torque and 620 W of peak power, catapulting it into the realm of powerful mid‑drive motors built for demanding trail performance. That’s the same torque you’d expect from some of the strongest mid‑drive motors in modern electric mountain biking, yet in a package that’s still feather‑light.

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Why it matters for lightweight e-bikes

As New Atlas recently pointed out, these motors are enabling super lightweight builds that previously weren’t possible: Bikes using the Air S, like the Thömus Lightrider E‑Max or Instinctiv’s Ocelot, tip the scales at barely 15  kg (33 lb), far lighter than typical full-suspension e‑MTBs, thanks largely to the slender motor and integrated battery design.

With torque now hitting 90 Nm, up from just that meager 30 Nm on the original, the Air S now delivers serious climbing power without the bulk. This brings light-assist bikes into full‑power territory, making acceleration and steep terrain feel effortless. Previously, ultra-lightweight e-bikes made serious compromises on power to achieve that level of near weightlessness. But now, they can actually compete on power, too.

Maxon’s unique split‑cylinder configuration also allows the motor to remain visually discreet. Combined with frame‑integrated batteries (400 Wh to start, with a 600 Wh option reportedly on the way), the system preserves clean lines and low weight. Many e-bikes sporting the motor simply won’t even look like e-bikes to the casual observer.

With the Air S, Maxon has struck a rare balance: ultralight design without compromise on torque. It catapults lightweight e-bikes into a new performance bracket, granting riders both agility and power. If you’ve long dreamed of an e-bike that feels like a mountain goat on the climb yet disappears under 16 kg, the Air S is probably your motor.

The trail-ready future is lighter, leaner, and looks ready to race uphill.

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The oddly personal truth about ADAS: self-driving cars are like running shoes

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The oddly personal truth about ADAS: self-driving cars are like running shoes

There you are, motoring along in your Volvo XC90 PHEV with the Pilot Assist engaged alongside a big 18-wheeler at a comfortable 70 mph cruise when the interstate starts to slowly sweep left. From the drivers’ seat, that semi on your right looks awfully close. As the steering wheel turns itself in your hand, you start to wonder if that truck’s a bit too close. The car isn’t doing anything wrong, but it’s too close for your comfort and you give the wheel a little nudge to hug the inside of the lane just a bit more.

These deeply personal preferences are tough to quantify, and highlight a simple fact about Advanced Driver Assistance Systems (ADAS) that the industry at-large hasn’t yet to come to terms with: when it comes to self-driving cars, one size does not fit all.

The Volvo experience I outlined above was very real, happening just as the wife and I were arguing about the relative merits of our very different choice in running shoes. She prefers the supportive, cushion-y ride of the HOKA Clifton 9s, which I’ve become convinced are The Devil™, preferring instead the zero-lift, no-cushion feel of my Xero Prio runners. The intervention with the Volvo interrupted that particular argument and started another. Namely, the one about why I had chosen that moment to “interfere” with the Pilot Assist.

“It was too close to that truck,” I explained. “Freaked me out.”

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“That’s how I feel in the Honda,” she said. “I’m always afraid that it’s going to try and put me into oncoming traffic.”

That’s when the idea for this post came to me. Because, as a car brand, it’s really not possible to just say that your car has ADAS or doesn’t have ADAS in a binary sense. That’s because these systems are not just proprietary to a given brand, they can vary from vehicle-to-vehicle within that brand, and each one can have distinct lane centering behavior, steering feel, lane change aggressiveness, braking distances, timing for its hand-off warnings, and probably a bunch of other stuff that I haven’t even thought of depending on what kind of cameras, sensors, and software the specific vehicle you are in is equipped with.

It’s a bit of a mess, in other words.

Opinion: Honda Sensing gets it right


I first experienced Honda’s ADAS in 2014, driving a then-new CR-V between Chicago and Bay Harbor, Michigan for an Acura press drive. Even in its early generations, I was impressed with the way it handled stop-and-go traffic, the way it guided you through turns, but didn’t do the turning for you, and the speed and intensity it used in braking very much mirrored my own.

Last month, I had a chance to test out the 2025 Honda Civic Sport Touring Hybrid for a week on Cape Cod. I picked the car up at PreFlight Parking outside Boston Logan, jammed it with luggage, and immediately hit heavy traffic, where the Honda Sensing Low-Speed Follow function took me right back to 2014, ratatouille-style, when my experience in that car had led me to believe that self-driving cars were right around the corner.

In the decade-plus since experiencing that first autonomous Acura, I’ve had the chance to experience Ford BlueCruise, Tesla Autopilot and FSD, and Mercedes-Benz DRIVE PILOT. And all, interestingly enough, in and around the Circuit of the Americas in Austin at one time or another over my three years of hosting Electrify Expo events there.

Each different OEMs’ system had its strengths and quirks. I remember Mercedes DRIVE PILOT as impressively precise, even clinical. The Ford system faded into memory. I couldn’t tell you anything about it, which is probably high praise. The Tesla systems, though, stood out — but for all the wrong reasons. Lane changes came too quickly, it accelerated too late, and too aggressively, and I often found myself bracing for collisions that (in fairness) never came.

More than once in those years I’ve wondered if maybe I’d just got it wrong back in 2014. That the tech was so new, and I had been so wow’ed by it initially, that I had got swept up in the hype of self-driving cars … but that drive in my wife’s XC90, back-to-back as it was with the Civic Hybrid, showed me that wasn’t it. Instead, I just didn’t like the way those other cars drove. Just like I don’t like the way HOKAs feel. And, just like my wife isn’t wrong for liking her gross marshmallow shoes (probably), I’m not wrong for preferring a more restrained digital co-pilot.

It’s a matter of fit, not fact — and that’s going to be a tough sell.

Everyone but me is wrong


Classic Carlin bit.

As the great George Carlin once asked, “Have you ever noticed that anyone who is driving slower than you is an idiot, and anyone driving faster than you is a maniac?”

ADAS systems live squarely in that same subjective space occupied by other drivers. If the bots brake too hard, steer too sharply, or get too close to the car head before changing lanes, they might not be technically doing anything wrong, but they’re maniacs – and right now, there’s no real way to know how one car’s ADAS is going to behave until you’ve spent some significant time behind the wheel. Like, “Uh-oh. I bought a thing and I hate it,” amounts of time.

That’s a problem for both buyers and sellers (to say nothing of manufacturers and software developers), because why would you risk demonstrating a system that might scare someone? How do you sell “confidence” and “convenience” when what feels confident and convenient to one driver feels reckless to another, and milquetoast to a third?

Lucky for you guys, I have a solution.

Jojo’s ADAS scorecard *


System Lane centering bias Lane change distance (car lengths) Follow distance (default) Braking force (max Gs) Hands-off time allowed Overall “feel”
Ford BlueCruise Centered ~3.5 Moderate 0.30 G Medium Stable
Honda Sensing Slight left bias ~2.5 Safe 0.35 G Short Balanced
Mercedes-Benz
DRIVE PILOT
Centered ~3.5 Moderate 0.40 G Long Confident
Tesla Autopilot Centered ~1.5 Close 0.45 G Long (varies) Aggressive
Volvo Pilot Assist Slight right bias ~3.0 Moderate 0.30 G Moderate Cautious

NOTE: THESE ARE NOT REAL VALUES

That asterisk (*) is there because these are completely made up, imaginary values. They’re simply there to illustrate one way for manufacturers and dealers to share objective, quantifiable information about how their different ADAS systems behave. If it’s done right, it might help a car shopper get a better feel for how their next car might drive, and prevent them from spending their hard-earned cash on a car that drives like an idiot. Or a maniac.

That’s my take, anyway – what’s yours? Head down to the comments and let us know what values you’d like to see represented on an ADAS scorecard, and how much you’d be willing to base your next car buying decision on how it drives.

As for me, my X handle might be VolvoJo, but if I’m shopping for a car that’s going to drive me instead of the other way around, I might have to see if “HondaJo” is available.

Original content from Electrek.


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