EVs At 68.4% Share In Sweden – Tesla Nonetheless In The Struggle

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September’s auto gross sales noticed plugin EVs at 68.4% share in Sweden, up from 65.0% year-on-year. BEVs have been down, and PHEVs have been up. General auto quantity was 25,199 models, down by some 2% YoY. The Tesla Mannequin Y was the best-selling BEV.

September’s auto gross sales confirmed mixed plugin EVs at 68.4% share in Sweden, with full electrics (BEVs) at 38.2% and plugin hybrids (PHEVs) at 30.2%. These figures examine YoY in opposition to 65.0% mixed, 44.8% BEVs and 20.2% PHEVs.

The September 2024 baseline for BEV share was anomalously excessive, with Tesla delivering its highest ever quantity (4,793 models) and over 40% of all BEVs that month. Tesla’s extra regular volumes this time round (1,766 models) imply that the full BEV quantity is definitely down YoY by round 17%. The 38.2% BEV share final month was however the second highest month-to-month share of 2025, so not a foul end result, simply not as excessive as September 2024’s outlandish share.

Stepping again to take a look at the year-to-date figures, mixed EVs now stand at 62.0% with 35.4% BEV, and 26.6% PHEV share. This compares to 2024’s equal YTD shares of 56.9%, 34.0% BEV, and 22.9% PHEV. That is clearly a welcome enchancment, although BEV development is marginal. It obscures, nevertheless, that BEV share is down from the place it was in 2023, with YTD shares of 59.2% mixed, 38.7% BEV, and 20.4% PHEV.

Keep in mind additionally that again in 2023, few small-and-affordable BEV fashions have been out there, whereas there are various such fashions out there in the present day. Alternatively, 2023 nonetheless had the tail finish of incentives in place for automobiles ordered earlier than the cut-off in November 2022.

One small silver lining is that – as a result of development of PHEVs, and to a lesser extent, of HEVs – at the least gross sales of combustion-only automobiles are persevering with to steadily diminish. These dipped to a brand new low of 21.5% (mixed) in September, and can doubtless fall beneath 20% for the primary time by the top of this 12 months.

Finest Promoting BEV Fashions

September has traditionally been one among Tesla’s greatest months of the 12 months in Sweden, and this 12 months was no exception, with the Mannequin Y seeing its highest volumes of 2025 to this point, with 1,425 models.

In second place was the Volvo EX40, with 845 models, and the Volkswagen ID.7 got here third, with 572 models.

Many of the month-on-month rating modifications got here from quarterly logistics variations (e.g. Tesla, Polestar 2), although a few fashions stood out as having strong performances. The Mercedes EQA had its finest month of the 12 months, with 226 models (nearly twice its latest common), and took twelfth place. The Renault 5 had its highest quantity but, with 178 models, taking seventeenth spot.

The one debutant in September was the brand new Kia EV4, which noticed 4 preliminary models. These are demonstration models for now (the EV4 is just not but listed on the Kia web site), so we must wait one other couple of months for pricing data and to see this mannequin attain buyer quantity.

August’s notable debutant, the brand new Mercedes CLA sedan, elevated its quantity dramatically from the preliminary 30 models, as much as 119 models in September, and leapt as much as twenty third spot. At this charge, we should always count on it to enter the highest 20 subsequent month already, a strong end result.

The Renault 4, which had seen simply single-digit pattern models in July and August, stepped as much as an honest 51 models in September. The brand new Volvo ES90 sedan jumped from August’s 22 models, to 46 models in September.

Now for the 3-month rankings:

The Volvo EX40’s month-to-month consistency sees it retain the highest spot, regardless of the Tesla Mannequin Y’s September exuberance. The Tesla did nevertheless recuperate two spots from its Q2 end result (4th), so it not fully out of the combat simply but.

The one notable sustained climb into the limelight just lately has come from the Renault 5, which climbed to 14th spot in Q3, from twenty sixth in Q2, a great end result, and certain with a bit additional nonetheless to ascend.

Additional again, the Zeekr 7x (launched in March) appears to have discovered stability simply outdoors the highest 20 (twenty eighth spot in Q3), averaging round 100 models monthly, an honest end result. The brand new Mercedes CLA will likely be knocking on the door of the highest 20 subsequent month, and will enter the chart by November.

An out of doors wager proper now’s on the brand new Renault 4 getting near the highest 20 rating by December – we’ll know by subsequent month’s gross sales what its early development trajectory is wanting like.

Outlook

It’s nonetheless disappointing to see BEVs not making extra important progress in Sweden, which was as soon as one of many main 2 nations within the EV transition. Gross sales of PHEVs with 80+ km of vary are definitely an enchancment over gross sales of non-plugins, however the 2019 to 2022 trajectory pointed to BEVs being at the least 50% of the market by late 2025. We’re nonetheless removed from the place we must be.

The Swedish macroeconomy is at the moment faring higher than many European neighbours, with Q2 2025 (newest information) recording 1.4% YoY GDP development, up from 0.6% in Q1. Headline inflation elevated to 1.1% in August, and rates of interest lowered to 1.75% in late September. Manufacturing PMI improved barely to 55.6 factors in September, from 55.3 factors in August.

What are you anticipating of the Swedish auto market within the months forward, and the trajectory of the EV transition? Which new and upcoming BEV fashions do you count on to show well-liked on this market? Please share your ideas and views within the dialogue beneath.