BYD Explorer No 1 unloading cars in Brazil (Source: BYD)
In 2024, the world sold 3.5 million more EVs than it did in the previous year, according to a new report by Rho Motion. This increase is larger than the 3.2 million increase in EV sales from the previous year – meaning that EV sales aren’t just up, but that the rate of growth is itself increasing.
However, an entire year of false political, media and industry statements might have had you thinking otherwise.
You’ve probably heard this lie many times over the course of more than a year: that, supposedly, EV sales are in trouble, and are slowing drastically.
This myth has been pushed by many, in many forms, with varying levels of wrongness. The position has been so pervasive that it might as well be universal – it has been taken as accepted fact that EV sales are down, even though they simply aren’t.
Sometimes it has been an intentional distortion from actors who oppose the growth of clean-air vehicles, but the attitude has become so pervasive that many have repeated it unthinkingly, without actually looking at the data. And thus this misinformation has become oft-repeated common knowledge, despite being incorrect.
But today, Rho Motion, an electric vehicle research consultancy, is out with a new report showing what we knew all along – that EV sales are still growing strongly.
No, EV sales didn’t slow
One form of this misinformation says that EV sales are down – which is to say that fewer people are buying EVs now than were in the past. This is phenomenally untrue – per the data at the end of the year (and quarterly data mid-year as well, as we pointed out), EV sales grew and set records in every territory around the world in 2024 except Europe, where they were down just 3%.
Rho Motion’s report, out today, shows that EV sales increased in all regions other than Europe, and across the globe as a whole. China experienced the largest growth at 40%, with North America growing by 9% and the “rest of the world” growing at 27%.
But even the European numbers are misleading, given that European EV sales were mostly up outside of its largest country Germany, which saw a decrease due to the country ending EV incentives in late 2023, leading to a pull-forward in demand and subsequent drop in sales.
But outside of that one region, driven largely by an end in incentives in one country, the rest of the world’s regions, and the globe itself, saw a drastic increase in EV sales.
Another, lighter form of misinformation repeated throughout the last year stated that EV sales growth has slowed. There’s a difference between this statement and saying that sales are down – many headlines described EV sales as falling, cooling, slowing, etc., but those words would apply to a decrease, when in fact EV sales increased.
EV sales “growth” is different, and after so many people lied saying that EV sales were going down, some instead took the lighter position that EV sales would simply not grow as much in 2024 as they had in 2023. The suggestion here was that the rate of change of EV sales (that is, the second derivative of sales numbers) would reduce, and that that signaled trouble.
But we now know that even that assertion is wrong.
Looking into Rho Motion’s data for the last couple years, the world sold 17.1 million plug-in cars in 2024. In 2023, the world sold 13.6 million, and in 2022, the world sold 10.4 million. Rho Motion’s numbers do include both BEVs and PHEVs, but not cars without a plug.
Let’s look at the difference between those numbers. In 2023, EV sales grew by 3.2 million units across the world. But in 2024, EV sales grew by 3.5 million, which for those in the back is in fact a bigger number than 3.2 million.
This means that not only did EV sales grow in 2024, but the rate of growth even went up on a unit basis.
This rise in growth is obscured by using percentages rather than raw numbers (showing 31% growth in 2023, but 25% in 2024, as these numbers do), because any number that starts small and rapidly grows will inevitably experience lower percentage growth over time.
If, for example, your company sold 100 units in one year, then 1,000 units in the next, then 9,000 units in the next year, you would clearly understand that the third year is your best year in sales, and your biggest year of growth, as you added +8,000 unit sales compared to the previous year’s +900 unit sales growth.
But if you look at it on a percentage basis, your growth just went down from +900% to +800%. Even though your company is clearly doing increasingly better, you’ve added far more employees than ever before, your revenues are at an order of magnitude they’ve never reached before, etc., someone who is looking for impossible, infinitely-continuing exponential growth could try to look at this and claim that your company is doing worse than it was.
So, even these arguments focusing on slower sales growth are misleading. EV sales went up in 2024, and they went up by more than they did in the previous year. Some of us thought at the beginning of 2024 that this may end up being the case, even in the face of all this disinformation from anti-EV forces in media, industry and politics. Those of us who predicted that are vindicated, now that all the cards are on the table.
Gas car sales are in long-term decline
Meanwhile, one thing that all of these headlines ignore is that gas car sales are in long-term decline.
Among all the false focus on EV sales throughout the year, relatively fewer headlines have noted that global gas car sales hit their peak in 2017, have not hit that peak again, and likely will never hit that peak again. They’re down about a quarter from that peak, and show no signs of recovering, as it’s likely that any increase in vehicle sales will be taken up by growth in EV sales, not gas car sales.
So the growth in EV sales should look even stronger when compared to the long-term weakness of gas car sales.
Of course, cars themselves, regardless of powertrain, still have numerous other negative environmental effects, and a shift to micromobility and mass transit would be even more environmentally preferable. But as long as gas cars are unfortunately still being made, seeing them trend downward and be replaced by vehicles that don’t spew poison from their tailpipes during every second of operation should be cause for celebration for all living things on Earth.
But what isn’t great is that, even with today’s news showing how false all of these headlines have been throughout the year, we’re not sure any of this is going to stop in our current post-truth era. The lies have not just been proven wrong today, but were wrong all along – EV sales weren’t down at any point over the course of the last year, but people kept ignoring the data and saying it.
Why does it matter? These lies influence policy – and cause more pollution
All of this matters because these constant incorrect statements have caused changes in plans for both automakers and governments who are pulling back their EV targets, and because it contributes to incorrect consumer perceptions which in turn actually can affect demand, all of which dooms humanity to worse health and climate outcomes.
Early on as this pattern of lies started to show itself in the media, David Reichmuth of the Union of Concerned Scientists suggested that one motivation behind the false headlines could be to influence regulations. The idea goes that, by pretending EV sales were “cooling,” despite that they were not, automakers could convince governments to pull back on their future commitments, thus allowing them to continue business as usual instead of having to put in effort to make actually good cars that don’t poison everything around them.
And yet, the headlines continued, and so many outlets continued to push the same false narrative that they had for more than a year claiming that EV sales are down. Some number of consumers who hear these constant falsehoods may have their EV buying decisions delayed as a result, which could in turn have suppressed EV sales below the even higher level that they might have been at without so much incorrect reporting.
And yes, higher EV sales growth rates would be preferable to the current status quo and are needed to meet climate targets. Or rather, a faster decline in gas car sales is what’s truly needed – and would be beneficial to all living beings on this planet.
The environment cannot wait, and humans can’t spend the next 10-20 years breathing down the poison coming out of the tailpipe of each gas-powered vehicle sold today. This needs to end and it needs to end now. The faster we act, the easier it will be for the world to reach carbon reductions that are objectively necessary to achieve.
So stop lying about EV sales trends
But overall, the point of this article is that media headlines and political statements suggesting a slowdown in EV sales are simply incorrect. And it’s hard to imagine that these headlines, which continued for more than a year, were not intentional.
Each journalist, politician, or auto company CEO who perpetuated the myth of an EV sales slowdown could have read any one of our articles, or googled a single number showing year-over-year EV sales in any region or for most countries and most brands, and found that outside of a few outliers, they are still going up. The information is out there and easy to find.
Today’s report ought to be the final nail in the coffin that gets people to stop repeating this nonsense. Thankfully, we’ve seen it less in the last couple months, so hopefully it’s petering out by now, but we expect this falsehood will still linger on in some realms. But if you hear it, now you know the truth: EV sales are up, and they were up more in 2024 than they were in 2023.
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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 how Elon Musk killed Tesla Model 2, global EV sales surging, how Chinese EVs keep killing it, and more.
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:
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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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Rad’s ‘jack-of-all-trades’ RadRunner 2 and RadRunner 3 Plus e-bikes provide utility with mobility at low prices from $999
Having begun back in February, and now continuing with Rad Power’s current Earth Day Sale running through April 23, the brand still has two of its three RadRunner series e-bikes down at the lowest prices in their history, while the RadRunner Plus model has run out of stock. Starting with the lowest priced, you can hop aboard the brand’s RadRunner 2 Utility e-bike for just $999 shipped, bringing costs down from its $1,499 post-2024 tariff pricing. Before this price cut began, things had only ever fallen as low as $1,199 before the summer of last year, with discounts following July only ever dropping to $1,299. But with this shake-up, you’ll score $500 off the going rate for as long as supplies last, gaining a versatile means to commute and run errands at the lowest price we have tracked.
Given the moniker of Rad’s “jack-of-all-trades” model, the RadRunner 2 is an affordable means to get around during commutes, joyrides, errand running, and more. I see them, and their counterparts in the series, parked outside my local grocery store frequently, as more and more folks in Brooklyn seem to be finding them as a solid alternative to owning a car. You’ll get up to 50 miles of travel here with its four PAS levels activated at up to 20 MPH top speeds with its combination of a 750W brushless gear hub motor and the 672Wh battery. Along with the simplified control panel for its riding settings, it also comes stocked with a rear-mounted cargo rack that offers a 120-pound payload, puncture-resistant fat tires, a standard LED headlight, and an integrated taillight with both brake light and flash mode capabilities.
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The upgraded RadRunner 3 Plus e-bike, meanwhile, is also still down at it’s newest all-time low of $1,699 shipped, brought down from $2,199. It sports the same 750W motor and 672Wh battery combination for achieving 45+ miles of travel through its five PAS levels at up to 20 MPH speeds. There are some notable differences here, like the Tektro hydraulic disc brakes that provide better stopping power (over the RadRunner 2’s mechanical ones), as well as a 350-pound payload (50 pounds more total), and a longer step-thru design for a more ergonomic riding position. There are also other features like puncture-resistant fat tires, fenders over both wheels, the LED headlight and brake-light capable integrated taillight (with the auto-on functionality), and LCD screen for settings.
EcoFlow’s latest flash sale gives you the multi-capable DELTA Pro 3 with four 125W solar panels at a new $2,999 low, more
As part of its ongoing Mega Sale through April 25, EcoFlow has launched the next round of its flash offers lasting through the rest of the day. The main deal here is the DELTA Pro 3 Portable Power Station bundled alongside four 125W solar panels for $2,999 shipped. Coming down off its usual $4,598 price tag, we’ve only ever seen discounts take it down as low as $3,199 before today. For the rest of the day, you can take advantage of this lower-than-ever pricing to score one of the brand’s newer solar generator packages at a 35% markdown, giving you $1,599 in savings at a new all-time low price. It even beats out Amazon, where it still sits $300 higher.
One of the brand’s newer models that has been quite popular since releasing back in June, the EcoFlow DELTA Pro 3 starts off with an already impressive 4,096Wh LiFePO4 battery capacity with a steady 4,000W of power output that surges up to 6,000W. It comes with some equally impressive expansion capabilities up to 48,000Wh with additional equipment, with its output also expanding up to 12,000W when three of these power stations are connected together, covering major home backup needs. Among the many units under the brand’s flag, this one offers the widest amount of ways to recharge its own battery, with seven solo options and 18 combination options. A standard wall outlet will have it back at an 80% battery in 50 minutes, while also offering other options like solar charging (with a max 2,600W input), EV, automotive auxiliary outlets, dual PV charging, and much more.
It’s been given 14 output ports, divided up amongst seven ACs, two USB-As, two USB-Cs, and three DCs, and offers up the complete array of smart controls accessed through the companion app to monitor and adjust settings as it keeps your devices and appliances running. It was the first unit to be given the latest X-Core 3.0 tech, expanding its surging capabilities and charging speeds while also running at quieter decibels and cooler temperatures, as well as improving upon the battery and smart home management, providing “explosion-proof” battery packs, and upgrading its parallel capacity expansion performance.
The second of today’s flash savings gives you the brand’s 800W Alternator Charger at $349 shipped, coming down from its regular $399 pricing during this sale and its full $599 rate. With this device, you’ll be able to recharge any power station you have via your car’s alternator, juicing the battery back up while on the move – which makes a perfect companion for those who may be taking their setups on the road.
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A lawsuit alleging that Tesla is inflating mileage to avoid warranty claims is already being compared to Dieselgate and referred to as ‘Tesla Odometergate.’
Is Tesla having its own Dieselgate, or is it a nothing burger?
A new class action lawsuit filed in California against Tesla alleges that the automaker is using “predictive algorithms” to inflate mileage at the odometers, allowing Tesla to claim higher mileage past warranty limits.
Lawyers for the plaintiff wrote in the lawsuit:
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Rather than relying on mechanical or electronic systems to measure distance, Plaintiff alleges on information and belief that Tesla Inc. employs an odometer system that utilizes predictive algorithms, energy consumption metrics, and driver behavior multipliers that manipulate and misrepresent the actual mileage travelled by Tesla Vehicles. In so doing, Defendants can, and do, accelerate the rate of depreciation of the value of Tesla Vehicles and also the expiration of Tesla Vehicle warranties to reduce or avoid responsibility for contractually required repairs as well as increase the purchase of its extended warranty policy.
The lawsuit refers to patents filed by Tesla regarding its mileage counter, but it primarily relies on the experience of its lead plaintiff.
Nyree Hinton, a data professional from Los Angeles, is the lead plaintiff in the lawsuit and shared his own experience that led to making these allegations.
In December 2022, Hinton purchased a used 2020 Tesla Model Y with 36,772 miles on the odometer. He received Tesla’s Basic Vehicle Limited Warranty, which covers repairs for four years or 50,000 miles, whichever comes first.
Shortly after, Hinton noticed that his vehicle’s mileage increased at an unexpected rate. Despite driving approximately 20 miles per day, based on his own estimate, the odometer indicated an average of over 72 miles per day. This rapid mileage accumulation led to the warranty expiring sooner than anticipated, resulting in Hinton incurring a $10,000 suspension repair bill that he believed should have been covered under the warranty otherwise.
Other than Hinton’s experience, the lawsuit is light on data, but it does cite other Tesla owners claiming to have similar experiences on forums and social media.
Here’s the full lawsuit:
Tesla’s own Dieselgate or a nothing burger
If the allegations in this lawsuit are factual, it would indeed be a significant scandal. However, it is light on proof.
Hinton appears to have closely tracked his own experience, and he has some credibility as a data analyst. We have no reason not to believe him, but the case would need a lot more evidence to move forward.
Electrek reached out to ‘Green’, a well-known Tesla hacker who frequently discovers new features and specifications in Tesla’s software and firmware.
He told us that he doubts Tesla would have been able to hide something like that from him and the broader whitehat hacking community, but he admits they weren’t looking for it.
Green believes that it is likely that Tesla uses predictive algorithms for its odometer, but it could be as simple as accounting for tire wear, since tire rotation is used to calculate odometer mileage.
Odometers are not perfect, and there can be some discrepancies, but the one described by the lead plaintiff in this case is undoubtedly higher than what would be expected or allowed.
Electrek’s Take
I think it’s too light on data and proof right now to make a big deal out of this. I have no reason not to believe Hinton, but it could also be a specific problem with his vehicle rather than a broader issue and active deception from Tesla.
If the lawsuit is allowed to proceed, we may gain more insight, and it could encourage others with similar experiences to join in – resulting in more data.
In the meantime, I’ll remain in the skeptical camp on this one.
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