S&P Global Mobility: March 2025 US auto sales potentially ride one last wave
S&P Global Mobility forecasts US auto sales to reach 1.45 million units in March 2025, representing a 16.3 million SAAR (seasonally adjusted annual rate). The first quarter SAAR average is expected to hit 16.0 million units, up from 15.5 million units a year ago.
Consumers and automakers are rushing to complete purchases before auto tariffs take effect in April, with dealers offering incentives to boost sales. The outlook for 2025 indicates sustained but moderate growth, though potential tariffs on imported vehicles and parts pose significant risks to demand and production.
Battery-electric vehicle (BEV) sales are projected to capture 8.5% market share in March, showing an increase from February. This uptick reflects market uncertainty as stakeholders adapt to potential changes in BEV incentives.
S&P Global Mobility prevede che le vendite di auto negli Stati Uniti raggiungeranno 1,45 milioni di unità a marzo 2025, rappresentando un tasso annuale stagionalmente aggiustato (SAAR) di 16,3 milioni. La media SAAR del primo trimestre è attesa a 16,0 milioni di unità, in aumento rispetto ai 15,5 milioni di unità dell'anno scorso.
I consumatori e i produttori di auto si stanno affrettando a completare gli acquisti prima che i dazi sulle auto entrino in vigore ad aprile, con i concessionari che offrono incentivi per aumentare le vendite. Le prospettive per il 2025 indicano una crescita sostenuta ma moderata, sebbene i potenziali dazi su veicoli e parti importati rappresentino rischi significativi per la domanda e la produzione.
Le vendite di veicoli elettrici a batteria (BEV) sono previste per catturare un 8,5% di quota di mercato a marzo, mostrando un aumento rispetto a febbraio. Questo incremento riflette l'incertezza del mercato mentre gli attori del settore si adattano a potenziali cambiamenti negli incentivi per i BEV.
S&P Global Mobility pronostica que las ventas de automóviles en EE.UU. alcanzarán 1.45 millones de unidades en marzo de 2025, lo que representa un tasa anual ajustada estacionalmente (SAAR) de 16.3 millones. Se espera que el promedio SAAR del primer trimestre llegue a 16.0 millones de unidades, un aumento respecto a los 15.5 millones de unidades del año pasado.
Los consumidores y los fabricantes de automóviles están apresurándose a completar las compras antes de que entren en vigor los aranceles sobre automóviles en abril, con los concesionarios ofreciendo incentivos para aumentar las ventas. Las perspectivas para 2025 indican un crecimiento sostenido pero moderado, aunque los posibles aranceles sobre vehículos y piezas importadas representan riesgos significativos para la demanda y la producción.
Se proyecta que las ventas de vehículos eléctricos de batería (BEV) capturen una cuota de mercado del 8.5% en marzo, mostrando un aumento respecto a febrero. Este aumento refleja la incertidumbre del mercado mientras los interesados se adaptan a posibles cambios en los incentivos para los BEV.
S&P Global Mobility는 2025년 3월 미국 자동차 판매가 145만 대에 이를 것으로 예상하며, 이는 계절 조정 연율(SAAR)로 1,630만 대에 해당합니다. 첫 분기 SAAR 평균은 작년의 155만 대에서 증가하여 1,600만 대에 이를 것으로 보입니다.
소비자와 자동차 제조업체들은 4월에 자동차 관세가 시행되기 전에 구매를 서두르고 있으며, 판매를 촉진하기 위해 딜러들이 인센티브를 제공하고 있습니다. 2025년 전망은 지속적이지만 완만한 성장을 나타내고 있으나, 수입 차량 및 부품에 대한 잠재적인 관세는 수요와 생산에 중대한 위험을 초래할 수 있습니다.
배터리 전기차(BEV) 판매는 3월에 8.5%의 시장 점유율을 차지할 것으로 예상되며, 이는 2월 대비 증가한 수치입니다. 이 증가는 이해관계자들이 BEV 인센티브의 잠재적 변화에 적응하면서 시장의 불확실성을 반영합니다.
S&P Global Mobility prévoit que les ventes de voitures aux États-Unis atteindront 1,45 million d'unités en mars 2025, représentant un taux annuel ajusté saisonnièrement (SAAR) de 16,3 millions. La moyenne SAAR du premier trimestre devrait atteindre 16,0 millions d'unités, en hausse par rapport aux 15,5 millions d'unités de l'année dernière.
Les consommateurs et les fabricants d'automobiles se précipitent pour finaliser les achats avant que les droits de douane sur les voitures n'entrent en vigueur en avril, les concessionnaires offrant des incitations pour stimuler les ventes. Les perspectives pour 2025 indiquent une croissance soutenue mais modérée, bien que les droits de douane potentiels sur les véhicules et les pièces importés posent des risques significatifs pour la demande et la production.
Les ventes de véhicules électriques à batterie (BEV) devraient capturer une part de marché de 8,5% en mars, montrant une augmentation par rapport à février. Cette hausse reflète l'incertitude du marché alors que les parties prenantes s'adaptent à d'éventuels changements dans les incitations aux BEV.
S&P Global Mobility prognostiziert, dass die US-Autoverkäufe im März 2025 1,45 Millionen Einheiten erreichen werden, was einer saisonbereinigten jährlichen Rate (SAAR) von 16,3 Millionen entspricht. Der Durchschnitt der SAAR im ersten Quartal wird voraussichtlich 16,0 Millionen Einheiten betragen, ein Anstieg von 15,5 Millionen Einheiten im Vorjahr.
Verbraucher und Automobilhersteller beeilen sich, Käufe abzuschließen, bevor im April Autozölle in Kraft treten, wobei Händler Anreize bieten, um den Verkauf zu steigern. Die Aussichten für 2025 deuten auf ein nachhaltiges, aber moderates Wachstum hin, obwohl potenzielle Zölle auf importierte Fahrzeuge und Teile erhebliche Risiken für die Nachfrage und Produktion darstellen.
Der Verkauf von Batterie-Elektrofahrzeugen (BEV) wird voraussichtlich im März 8,5% Marktanteil erreichen, was einen Anstieg im Vergleich zu Februar darstellt. Dieser Anstieg spiegelt die Unsicherheit des Marktes wider, während die Akteure sich an mögliche Änderungen der BEV-Anreize anpassen.
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S&P Global Mobility projects that US auto sales in March will crest over 1.45 million units, as consumers and automakers try to get ahead of tariffs
"Automakers, by way of incentives, and savvy consumers are likely attempting to get ahead of future uncertainty surrounding auto pricing levels by taking advantage of March deals," said Chris Hopson, principal analyst at S&P Global Mobility. "Downside risks to the auto demand and production environment abound as consumers face potential higher auto prices as a result of expected tariffs to imported vehicles and parts."
The S&P Global Mobility US auto outlook for 2025 reflects sustained, but more moderate growth levels for light vehicle sales, but consumer pressures and potential auto tariffs create notable downside risks to volume estimates at this time.
Mar 25 (Est) | Feb 25 | Mar 24 | ||
Total Light Vehicle | Units, NSA | 1,454,000 | 1,219,841 | 1,432,132 |
In millions, SAAR | 16.3 | 16.0 | 15.7 | |
Light Truck | In millions, SAAR | 13.3 | 13.0 | 12.7 |
Passenger Car | In millions, SAAR | 3.0 | 3.0 | 3.0 |
Source: S&P Global Mobility (Est), | ||||
Continued development of battery-electric vehicle (BEV) sales remains an assumption in the longer term S&P Global Mobility light vehicle sales forecast. In the immediate term, some month-to-month volatility is anticipated. March BEV share is expected to reach
About S&P Global Mobility
At S&P Global Mobility, we provide invaluable insights derived from unmatched automotive data, enabling our customers to anticipate change and make decisions with conviction. Our expertise helps them to optimize their businesses, reach the right consumers, and shape the future of mobility. We open the door to automotive innovation, revealing the buying patterns of today and helping customers plan for the emerging technologies of tomorrow.
S&P Global Mobility is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/mobility.
Media Contact:
Michelle Culver
S&P Global Mobility
248.728.7496 or 248.342.6211
Michelle.culver@spglobal.com
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SOURCE S&P Global Mobility
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