California Leads in ZEV Sales Growth Despite Federal Challenges

California's electric vehicle (ZEV) market has surged, showing a more than 300% increase in sales since 2019—a testament to successful clean transportation policies and incentives. This growth solidifies California's lead in the nation's EV sector, reflecting a strong consumer interest despite challenges at the federal level.

California Energy Commissioner Nancy Skinner emphasized this achievement: “No state in the union can match California’s five-year growth in ZEV sales. This serves as a reminder of how far we’ve come thanks to historic levels of state investment and Californians’ strong demand for clean cars. Each quarter, even in the face of increasing federal headwinds, tens of thousands of consumers are purchasing a ZEV in the Golden State, enjoying a great driving experience, and knowing they never have to go to a gas station again.”

The remarkable expansion in ZEV sales also highlights California's ongoing efforts to enhance its ZEV infrastructure.

California Air Resources Board Chair Lauren Sanchez remarked on the state's resilience: “While the federal government reversed and put up roadblocks, the global zero-emission vehicle market surged ahead last year. Governor Newsom’s new rebate proposal sends a clear message: California isn’t slowing down, we’re still leading the pack. It’s not just about clean air, it’s smart economic policy.”

The ZEV Market's Resilience Amid Federal Changes

In the last quarter of 2025 alone, Californians purchased 79,066 ZEVs, making up 18.9% of all new car sales, despite the expiration of federal tax credits. The preceding quarter saw a spike, with ZEVs comprising 29.1% of sales, presumably anticipating the tax credit's end. Although this led to a national drop in EV sales from 10.5% to 5.8%, California's market displayed notable resilience.

This stability marks a pivotal moment, underscoring California's robust ZEV ecosystem developed through long-term investments in infrastructure and policies. With 149 ZEV models available by Q4 2025, consumers are drawn to the diversity and benefits of ZEVs, which offer zero emissions and lower operating costs compared to traditional vehicles. Explore available models at ElectricForAll.org.

California's Commitment to Clean Transportation

Governor Newsom's recent budget plan proposes a $200 million incentive program to boost ZEV adoption, countering the loss of federal tax incentives and supporting American automotive advancements. This move comes as the Trump administration distances the U.S. from pivotal trading allies, notably Canada, in favor of China, affecting the nation's EV market position.

Contrary to the Trump administration's rollback of pivotal clean energy policies, California is investing significantly in clean energy technologies and infrastructure. The state's Clean Transportation Program Investment Plan for 2025-2026 dedicates $98.5 million to light-duty ZEV infrastructure, focusing on residential and commercial charging solutions.

Leading the Way in EV Infrastructure

California is removing barriers to ZEV adoption by enhancing its EV charging network, especially in underserved communities. The state now boasts over 200,000 public and shared EV charging stations across diverse locations, supplementing an estimated 800,000 home-based chargers.

California's Ongoing Climate Leadership

The state's economic growth accompanies a significant drop in pollution, with a 21% reduction in greenhouse gas emissions since 2000, alongside an 81% GDP increase. In 2023, California was powered by two-thirds clean energy and achieved 100% clean electricity intermittently.

Since Governor Newsom took office, battery storage capacity has increased dramatically, with California now possessing one-third of the storage needed to reach complete clean electricity by 2045.