The latest reports from S&P Global Mobility and the Automotive News Research & Data Center show registrations of new fully electric vehicles fell 4.4% in April, snapping a 14-month streak of year-over-year gains. EVs accounted for 6.6% of all U.S. new vehicle sales, down from 7.4% in April 2024.

Automotive News’s Laurence Iliff notes General Motors’ Chevrolet division firmly established itself as America’s No. 2 EV brand in April, accounting for 9,160 registrations, up 215% year-over-year. But the nearly 40,000 registrations of units built by market leader Tesla represent a 16% drop.

“Every Tesla vehicle lost ground in April except for its least-expensive vehicle, the Model 3 sedan,” Iliff writes. “In contrast, registrations for all light vehicles regardless of fuel type rose 7.2% in April to nearly 1.5 million.”

Last week, the U.S. Energy Information Administration reported EVs claimed a 7.1% market share in the first quarter, essentially flat from Q1 2024, while gas/electric hybrids improved from 18% to 22%. On Thursday, President Donald Trump signed a resolution revoking the rights of California and other states from restricting the sale of gas and hybrid vehicles, among other measures.

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