Global demand for electric vehicles fell 2% in September, ending six consecutive months of growth, as record sales in Europe were not enough to offset sharp declines in North America and China, data from UK-based research firm Benchmark Mineral Intelligence showed on Friday. The data highlights growing divergence across major EV markets. Europe is benefiting from strong consumer demand and policy support, while China's domestic market remains weak and North America continues to feel the impact of the expiration of US federal EV tax credits at the end of September 2025.