The transition to electric mobility is entering a new phase: today, there are 39 countries where electric vehicle sales exceed 10% of the total. As recently as 2019, there were only four. This leap captures an increasingly rapid and widespread structural shift, no longer limited to pioneer markets.

The data comes from a study conducted by Ember, according to which new geographies of electric mobility are emerging in 2025. Vietnam leads with a 38% share, surpassing the European Union, which remains at 26%. Southeast Asia is also accelerating: Thailand reaches 21% and Indonesia 15%, both ahead of the United States at 10%. Emerging markets are also making notable strides: India (4%) and Brazil (9%) surpass Japan, which remains at 3%. Meanwhile, China achieves a historic milestone, exceeding 50% of EV sales for the first time.

Beyond adoption, the economic impact is growing as well. The benefits in terms of reduced oil imports are already tangible. With crude oil priced around $80 per barrel, China saves approximately $28 billion per year thanks to its electric fleet. In Europe, the savings are estimated at $8 billion, while India reaches $600 million, with significant growth potential.

This issue is particularly relevant for countries highly exposed to energy price volatility and oil import dependence. In these contexts, the expansion of electric vehicles represents not only an environmental choice but also a strategic lever for economic security and energy stability.

According to the latest forecasts from the International Energy Agency (IEA), global oil demand could peak by 2029. However, current tensions in fossil fuel markets may bring this shift forward, further accelerating the global adoption of electric mobility.

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