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Global EV sales predicted to top 20 million this year

Credit: Wu Wa/YouTube

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One automotive research firm has predicted that global electric vehicle (EV) sales will surpass 20 million in 2025, marking another year of growth in the sector.

After reporting weeks ago that last year’s global EV sales grew 25 percent year over year to over 17 million, research firm Rho Motion announced on Monday that it is forecasting over 20 million global EV sales in 2025. The firm has also clarified to Teslarati that the figure includes both battery-electric vehicles (BEVs) and plugin hybrid electric vehicles (PHEVs).

If reached, the milestone would mark an 18 percent increase in EV sales globally year over year, as led by key markets in China with 12.9 million units, 3.5 million across Europe and the United Kingdom, and around 2.1 million in the U.S. and Canada.

“If 2024 was the year of elections, 2025 is the year of legislation,” said Iola Hughes, Rho Motion’s Head of Research. “The EU is seeing emission targets come into place, Trump’s presidency promises change for the US, and China continues the popular trade-in scheme.

“Still, we anticipate a steady year of growth across all regions, with China continuing to lead the charge.”

READ MORE ON GLOBAL EV SALES: Here’s how many EVs were sold in the U.S. last year by model

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Hughes also notes that many Chinese companies are expanding internationally throughout this year with planned production projects all over the world. As such, the country is largely expected to continue its leadership in the market, as EV sales are forecasted to increase by roughly 17 percent.

Meanwhile, European and North American markets are predicted to grow 15 and 16 percent, respectively, this year. Rho experts also say that Europe’s struggling market, which dropped 3 percent in 2024, is likely to see a bounceback in the coming months, as emissions targets come into play.

In North America, the firm highlights the many production facilities set to go online in the coming years, despite a substantially changing legislative landscape under President Donald Trump. Rho Motion says the impact of such policy changes will be minimal in 2025 as a result, while longer term forecasts anticipate a slight slowdown in growth.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

S&P Global Mobility sees notable EV sales growth for 2025

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla Roadster livestream: everything Tesla has revealed before Thursday night

Tesla will stream the Roadster event Thursday at 7:55 p.m. Central. Here is what’s known.

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Concept rendering of a Tesla Roadster with SpaceX Package via Grok

Tesla will stream its next generation Roadster event live this Thursday, October 15, at 7:55 p.m. Central, according to a post from the official Tesla account shared late Monday. Texas is on daylight time, and outlets have read the post as local Central time, which puts the Tesla Roadster livestream at 8:55 p.m. Eastern and 5:55 p.m. Pacific. The stream is expected on Tesla’s X account, where the announcement went up.

This is the second date for the event. Tesla posted a “Go for launch” image on September 12 that set the unveil for October 1, and invitations sent to reservation holders placed it in Waco, Texas, at 8:30 p.m. Eastern, for guests 21 and older with tickets that could not be transferred. Until this week, Tesla had not said the event would be broadcast at all.

On September 28, Tesla moved the event to October 15, citing severe weather and the fact that the demo can only be held outdoors. Elon Musk then said the cause was high winds, a comment that pushed speculation that the car will leave the ground on stage.

The event will be held in Waco, which sits close to SpaceX’s McGregor rocket test site, where the FAA closed airspace up to 10,000 feet from September 18 through October 2 for the original date. Another restriction covering Wednesday, October 14, has been reported near the site, which could mean a rehearsal, though that is unconfirmed.

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What Tesla will actually show comes from speculative reports that the vehicle will be unmanned, and spectators will be kept several hundred yards back for safety. A SpaceX package is reportedly code named A71, and linked to what Musk has hinted at in the past – thrusters that could bring 0 to 60 mph down to about one second, compared with the 1.9 seconds quoted for the base car in 2017. Tesla also closed its Semi event with a Roadster teaser suggesting a design that looks different from the original prototype, and has said the event will include pricing, specifications, and production targets.

The 2017 figures remain the only official ones: 620 miles of range, a top speed above 250 mph, and prices of $200,000 for the base car and $250,000 for the Founders Series. Tesla reopened reservations last month with a $5,000 card payment followed by a $45,000 wire within ten days, and the deposit is refundable. Production is expected at Giga Texas in 2027 or 2028.

Tesla reports third quarter earnings on October 21, six days after the stream, so whatever price or timeline appears Thursday night will land just ahead of that call.

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SpaceX just combined Grok, Cursor, and X into one mega plan

SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.

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SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.

There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.

The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.

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That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.

Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.

The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.

The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.

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Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows

Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.

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Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan
Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan

A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.

The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.

Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.

Tesla Taiwan partners with Costco to sell vehicles

Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.

Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.

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The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.

Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.

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