Mobility: Almost six million – e -car market grows faster again

The global new electric car registrations rise faster again. In the first half of the year there were more than 5.9 million purely battery -operated Stromer (BEV), as an analysis of PWC shows. That is 37 percent more than in the same period last year. For comparison: In 2024, sales had only increased by a good 14 percent.

In Europe, too, the consulting company sees a “renaissance” of the electric cars. 1.2 million electric cars were sold here – a record for a first half of the year and an increase of 25 percent. Pressure should also have contributed to this by the tightened CO2 fleet limit values. Nevertheless, the continent continues to lose importance as an electric car market – simply because other markets grow even faster, especially China. The country can further expand its dominance, since 47 percent of BEVS is up to a good 3.7 million.

“The German carmakers hardly benefit from this enormous dynamic,” says PWC. “In the first half of the year, they dropped 32 percent less in China than in the same period 2024.” However, they would have increased significantly in Europe at the same time.

Little growth in the USA

Third place in the global markets behind China and Europe occupy the USA. 592,000 new registrations are only a comparatively weak growth of seven percent.

If you look at the European countries individually, Germany is currently back in the world with 249,000 BEVS, which in the meantime has lost fourth place to the United Kingdom, which is now in fourth place with 225,000 cars.

Despite the good figures in Europe, the German manufacturers are “unclear what the transformation actually looks like,” says Felix Kuhnert from PwC. “Do you completely rely on a technology or with the combustion engine and the electric car on two parallel paths with corresponding costs and innovation expectations?” Emission -free driving is required by politics and society, but the capital market is now expecting profitable business models after the initial investments in electromobility.

Beware of dependencies

However, Kuhnert warns: If the manufacturers put everything on this card, the dependence on Asia can become a risk for some parts of the supply chain. “Rare earths and materials such as lithium are the basics of electromobility and are increasingly developing into a strategic Achilles heel in Europe,” says Jörn Neuhausen from the Strategy & The European governments and the automotive industry urgently “have to work together and establish a predictive raw material strategy,” he warns. “In addition to building your own value chains in Europe, the diversification of the existing sources of supply depends on reducing dependencies and securing demand in the long term.”