from August to September, a consolidated trend

The summer of 2025 will go down in history as a decisive moment for the Spanish automobile industry. In August, electrified vehicles – including pure electric and plug-in hybrids – reached a market share of 21.75%, breaking records in both registrations and year-on-year growth. According to the latest data published by the Business Association for the Development and Promotion of Electric Mobility (AEDIVE) and the National Association of Vehicle Sellers (GANVAM), more than 16,000 units were sold in just one month, which represents an increase of 163% compared to August 2024.

Far from being an isolated peak, September confirmed that electric mobility is consolidating. One in every four cars sold in Spain last month was an electrified vehicle, with 20,479 units registered, 97% more than in September 2024. For the first time, the total passenger car market exceeded pre-pandemic levels, demonstrating that electrification is already driving growth in the Spanish automotive sector. To date, almost 159,000 electrified vehicles have been sold in 2025, almost double that of last year, representing 18.6% of the market, eight points more than in 2024.

These figures are not anecdotal, but reflect a structural change. Electric mobility is no longer a marginal option and is consolidated as a real and growing alternative to combustion engines. The advance of pure electric vehicles confirms that more and more drivers are opting for a cleaner and more efficient mobility model. On the contrary, plug-in hybrids, although they maintain relevant registration figures, cannot be considered a long-term solution. Our recent European study with BCG and ChargeFrance is clear: We must accelerate directly towards 100% electric mobility. All efforts must focus on policies and infrastructure that make the transition to fully electric vehicles rapid and irreversible.

A market in transformation

The rise of models such as the Tesla Model 3, the KIA EV3 and the BYD Dolphin, together with the entry of new Chinese and European players, signals a diversification of the offer. Consumers stop perceiving electric mobility as an elitist niche and recognize it as a competitive market with alternatives in price, performance and design. The same occurs in segments such as electric vans, which registered strong growth this summer, confirming the electrification of professional and urban transport.

However, reaching historic market shares does not mean that the challenge has been overcome. Structural barriers persist that must be resolved to maintain this trend. Data from the ANFAC Electromobility Barometer indicate that Spain already has more than 43,000 public charging points, but There are still rural areas and strategic corridors with insufficient coverage. Consumer confidence remains fragile, partly due to myths about autonomy and price, which requires clear and transparent information campaigns. Added to this is the lack of administrative agility, since the installation of charging points continues to be slowed down by procedures that, in some cases, take months or even years to resolve. To overcome this bottleneck, Spain needs clear permit approval deadlines, single windows that simplify procedures and a harmonized framework between communities to avoid inconsistencies that delay implementation. Only with these measures will it be possible to accelerate the deployment of infrastructure at the pace demanded by the market.

The road ahead

Spain has the potential to lead the transition towards electromobility in southern Europe. The attractiveness of tourism, the gradual introduction of new models and the growing commitment of the automotive industry create a favorable scenario to consolidate a robust electric ecosystem. To achieve this, it is essential to maintain the pace of infrastructure deployment, guarantee interoperability between operators and, above all, generate public trust.

In August we witnessed a historic milestone; In September, it was confirmed that this was not a coincidence, but rather a consolidated trend. The challenge now is to ensure that this momentum is not diluted. Only by transforming this acceleration into long-term stability can we speak of a true turning point in our transportation model.