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Leading research house Rho Motion has published its monthly global EV sales report, relaying that the industry saw a record amount of purchases in September. It should come as little surprise that EV powerhouse China led the world in the 1.7 million EVs sold around the world last month.

Rho Motion describes itself as a leading researcher in “actionable intelligence into electric vehicle and battery markets, associated technologies including motors and systems, charging and infrastructure, energy stationary storage, battery recycling, and the wider energy and renewables markets.”

The company was founded in 2018, but in 2024, it merged with Benchmark Mineral Intelligence, one of the fastest-growing businesses at scale for lithium, critical minerals, and energy transitions. Through its research, Rho Motion publishes a number of reports pertaining to the EV industry and adjacent technologies, including battery demand outlook, EV quarterly outlooks, and monthly sales data reports.

According to a company representative, Rho Motion’s data for its reports is gathered country by country from Governments, car associations, national statistics, OEMs, and trade data, and its team scrutinizes and checks it before compiling everything together to publish to the public.

Most recently, Rho Motion shared its global EV sales report for September 2024, which saw the most sales for any month ever and demonstrated encouraging year-over-year growth for EV adoption. We’ve broken down some key figures of the report for you below.

BYD NEV
China’s BYD’s nine millionth NEV build was a Yangwang U9 / Source: BYD Auto

Global EV sales reach new high and continue to grow YOY

The full global EV sales report for September, available here, shows that tallies around the world reached a record 1.7 million. That’s 150,000 more EV purchases than the previous record achieved in December 2023.

Many outlets more distant from the true pulse of EVs have painted a grim picture for EV adoption as sales in certain markets have slowed down. However, the global outlook paints a much rosier image of the future and shows that it’s not necessarily EV sales that are slowing down but rather certain models from OEMs in particular markets.

For example, China, a bona fide leader in EV innovation and adoption, contributed a massive chunk of the global EV sales for September 2024, reporting 1.1 million units sold. That’s approximately 65% of all global sales. This was another record month for China, which previously achieved 1 million EV units sold in August 2024.

Chinese OEMs have also become some of the most aggressive in global expansion, especially in Europe, and have shown no signs of backing down from new markets despite hefty tariffs implemented on Chinese-built EV imports. Those tariffs are expected to take effect in November and last five years.

Per the report, just over 300,00 EVs were sold in EU & EFTA & UK in September, combining for 2.2 million units sold in 2024 so far. BEV sales increased were up 12% year-on-year, but PHEV sales were down 12% compared to September 2023. Norway continues to stand out with extremely high EV penetration rates, although market volume is currently down by 4% year-to-date. The German market, home to major marques like Mercedes-Benz, BMW, and Volkswagen Group, has grown 7% year-over-year, but that market’s YTD sales are still down by 20%.

Across the pond, EV markets in the US & Canada market continue to grow at a steady pace, up 10% for 2024 as of September. Rho Motion data manager Charles Lester commented on the numbers from each continent and how they hint at the progress of global EV sales going forward:

This record-breaking month of EV sales brings new hope to the industry. While the electrification of transport seems inevitable, the recent slowdown of sales in many parts of the world has sewn  seeds of doubt which can now start to be swept aside. However, the regional disparities are astonishing, with China alone accounting for well over half the global total. Meanwhile, Europe’s numbers are shrinking, and the US and Canada are steadily growing.

As part of the report, Rho Motion also shared a snapshot of YTD global EV sales and compared them to the same timeframe from January to September 2023:

  • Global EV sales: 11.5 million, +22%  
  • China: 7.2 million, +35%  
  • EU & EFTA & UK: 2.2 million, -4%  
  • USA & Canada: 1.3 million, +10%
  • Rest of World: 0.9 million, +25% 

So, is EV adoption slowing down, or are certain markets not delivering new models at the price and features their local consumers want? Data doesn’t lie. EV adoption continues to snowball globally, and the recent lagging sales feel more like a speed bump than a true cause for worry.

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Europe’s wind power hits 20%, but 3 challenges stall progress

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Europe’s wind power hits 20%, but 3 challenges stall progress

Wind energy powered 20% of all electricity consumed in Europe (19% in the EU) in 2024, and the EU has set a goal to grow this share to 34% by 2030 and more than 50% by 2050.

To stay on track, the EU needs to install 30 GW of new wind farms annually, but it only managed 13 GW in 2024 – 11.4 GW onshore and 1.4 GW offshore. This is what’s holding the EU back from achieving its wind growth goals.

Three big problems holding Europe’s wind power back

Europe’s wind power growth is stalling for three key reasons:

Permitting delays. Many governments haven’t implemented the EU’s new permitting rules, making it harder for projects to move forward.

Grid connection bottlenecks. Over 500 GW(!) of potential wind capacity is stuck in grid connection queues.

Slow electrification. Europe’s economy isn’t electrifying fast enough to drive demand for more renewable energy.

Brussels-based trade association WindEurope CEO Giles Dickson summed it up: “The EU must urgently tackle all three problems. More wind means cheaper power, which means increased competitiveness.”

Permitting: Germany sets the standard

Permitting remains a massive roadblock, despite new EU rules aimed at streamlining the process. In fact, the situation worsened in 2024 in many countries. The bright spot? Germany. By embracing the EU’s permitting rules — with measures like binding deadlines and treating wind energy as a public interest priority — Germany approved a record 15 GW of new onshore wind in 2024. That’s seven times more than five years ago.

If other governments follow Germany’s lead, Europe could unlock the full potential of wind energy and bolster energy security.

Grid connections: a growing crisis

Access to the electricity grid is now the biggest obstacle to deploying wind energy. And it’s not just about long queues — Europe’s grid infrastructure isn’t expanding fast enough to keep up with demand. A glaring example is Germany’s 900-megawatt (MW) Borkum Riffgrund 3 offshore wind farm. The turbines are ready to go, but the grid connection won’t be in place until 2026.

This issue isn’t isolated. Governments need to accelerate grid expansion if they’re serious about meeting renewable energy targets.

Electrification: falling behind

Wind energy’s growth is also tied to how quickly Europe electrifies its economy. Right now, electricity accounts for just 23% of the EU’s total energy consumption. That needs to jump to 61% by 2050 to align with climate goals. However, electrification efforts in key sectors like transportation, heating, and industry are moving too slowly.

European Commission president Ursula von der Leyen has tasked Energy Commissioner Dan Jørgensen with crafting an Electrification Action Plan. That can’t come soon enough.

More wind farms awarded, but challenges persist

On a positive note, governments across Europe awarded a record 37 GW of new wind capacity (29 GW in the EU) in 2024. But without faster permitting, better grid connections, and increased electrification, these awards won’t translate into the clean energy-producing wind farms Europe desperately needs.

Investments and corporate interest

Investments in wind energy totaled €31 billion in 2024, financing 19 GW of new capacity. While onshore wind investments remained strong at €24 billion, offshore wind funding saw a dip. Final investment decisions for offshore projects remain challenging due to slow permitting and grid delays.

Corporate consumers continue to show strong interest in wind energy. Half of all electricity contracted under Power Purchase Agreements (PPAs) in 2024 was wind. Dedicated wind PPAs were 4 GW out of a total of 12 GW of renewable PPAs. 

Read more: Renewables could meet almost half of global electricity demand by 2030 – IEA


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Podcast: New Tesla Model Y unveil, Mazda 6e, Aptera solar car production-intent, more

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Podcast: New Tesla Model Y unveil, Mazda 6e, Aptera solar car production-intent, more

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss the official unveiling of the new Tesla Model Y, Mazda 6e, Aptera solar car production-intent, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:

We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

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BYD’s new Han L EV just leaked in China and it’s a monster

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BYD's new Han L EV just leaked in China and it's a monster

The Chinese EV leader is launching a new flagship electric sedan. BYD’s new Han L EV leaked in China on Friday, revealing a potential Tesla Model S Plaid challenger.

What we know about the BYD Han L EV so far

We knew it was coming soon after BYD teased the Han L on social media a few days ago. Now, we are learning more about what to expect.

BYD’s new electric sedan appeared in China’s latest Ministry of Industry and Information Tech (MIIT) filing, a catalog of new vehicles that will soon be sold.

The filing revealed four versions, including two EV and two PHEV models. The Han L EV will be available in single- and dual-motor configurations. With a peak power of 580 kW (777 hp), the single-motor model packs more power than expected.

BYD’s dual-motor Han L gains an additional 230 kW (308 hp) front-mounted motor. As CnEVPost pointed out, the vehicle’s back has a “2.7S” badge, which suggests a 0 to 100 km/h (0 to 62 mph) sprint time of just 2.7 seconds.

BYD-Han-L-EV
BYD Han L EV (Source: China MIIT)

To put that into perspective, the Tesla Model S Plaid can accelerate from 0 to 100 km in 2.1 seconds. In China, the Model S Plaid starts at RBM 814,900, or over $110,000. Speaking of Tesla, the EV leader just unveiled its highly anticipated Model Y “Juniper” refresh in China on Thursday. It starts at RMB 263,500 ($36,000).

BYD already sells the Han EV in China, starting at around RMB 200,000. However, the single front motor, with a peak power of 180 kW, is much less potent than the “L” model. The Han EV can accelerate from 0 to 100 km/h in 7.9 seconds.

BYD-Han-L-EV
BYD Han L EV (Source: China MIIT)

At 5,050 mm long, 1,960 mm wide, and 1,505 mm tall with a wheelbase of 2,970 mm, BYD’s new Han L is roughly the size of the Model Y (4,970 mm long, 1,964 mm wide, 1,445 mm tall, wheelbase of 2,960 mm).

Other than that it will use a lithium iron phosphate (LFP) pack from BYD’s FinDreams unit, no other battery specs were revealed. Check back soon for the full rundown.

Source: CnEVPost, China MIIT

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