S&P Global Mobility: Clear Signs of a U.S. Auto Market Slowdown
December 1, 2025Comments
U.S. auto sales are projected to fall 8% year-over-year in November, according to the latest forecast from S&P Global Mobility, signaling a market slowdown for the second straight month amid persistent affordability issues. Concurrently, the battery-electric vehicle (BEV) market is experiencing a notable downshift after a third-quarter sales surge. BEV market share is forecast to drop to 5.3%, attributed to a "hangover effect" and dwindling inventory.
The estimated 1.26 million units sold in November translates to a seasonally adjusted annual rate (SAAR) of 15.5 million units, maintaining a sluggish pace for the second consecutive month.
Technologies: Management
