Global EV Sales Fall 2% in September to 2.15 Million, Ending Six-Month Streak

The split matters more than the headline: Europe hitting a record while North America posts its steepest single-month drop of the year points to diverging regional demand drivers rather than a uniform slowdown, and the year-to-date gain suggests September is a blip against a still-positive trend. For battery and critical-minerals supply chains tied to EV volumes, the regional mix shift is the signal worth tracking. Whether North America's plunge is a one-off or the start of a sustained reversal, and whether Europe's record holds, are the open questions.