European EV Sales Rise 31% While US Falls, XPeng Registrations Triple

Europe recorded 530,000 electric‑vehicle registrations in June 2026, a 31% year‑on‑year increase and the region’s strongest monthly figure. The surge was driven by stricter emissions rules, continued incentives, high fuel prices and a wave of affordable models, with France, Denmark, Spain and Portugal posting record sales.

In North America, registrations fell 13% after the United States federal EV tax credit expired in September 2025, adding $7,500 to the purchase price of many models and dampening demand.

China’s domestic market slipped 11%, but Chinese manufacturers exported a record‑high 500,000 new‑energy vehicles in June, prompting EU anti‑subsidy investigations.

Chinese EV maker XPeng delivered 4,645 vehicles across Europe in June, more than triple the volume a year earlier. Germany led with 922 units, followed by France (814) and Norway (770). The company is set to launch its L03 SUV in seven European markets and will showcase its ‘Iron’ humanoid robot at a Munich event. Local assembly in Graz, Austria, helps XPeng bypass EU tariffs and underpins its rapid growth overseas.