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ANALYSIS
17 OCT 2026
Economy · Transport

UK electric car sales are closing on the mandate target, slowly

Battery electric cars took 26.2% of new UK sales in January to September, against 20.2% a year earlier and a 33% target for 2026.3 Government figures show the mandate's flexibilities added about seven points to the effective share in 2025.1

26.2%
Share of new cars that were battery electric, January to September 2026
33%
The legal target for the whole of 2026
7.2pts
What flexibilities added to the effective share in 2025 (provisional)
What the data shows

The gap to the target is smaller than a year ago

Carmakers selling in Britain must hit a rising share of zero-emission sales under the Zero Emission Vehicle (ZEV) mandate: 22% in 2024, 28% in 2025 and 33% in 2026.1 The Society of Motor Manufacturers and Traders (SMMT) reported this month that battery electric cars made up 28.3% of September registrations, a record month, and 26.2% of the first nine months.3

That is still short of 33%, but the target only applies to the full year, and the fourth quarter is usually strong. The fair comparison is with the same nine months of 2025, when the share was 20.2% against a 28% target. The shortfall has narrowed from 7.8 points to 6.8.3

Exhibit 01
Shortfall of electric car share against the mandate target
Source: Target minus electric share of new car sales. Full-year 2024 and 2025 from the Department for Transport (DfT; 2025 provisional);1 January to September shares are SMMT battery electric figures as relayed by trade press.3 The 2025 full-year bar is lower than the nine-month one because sales rise late in the year.
Key finding. Judged on the same nine months, the gap to the mandate has narrowed by a point since 2025. Judged on the full-year bars, it looks as if it is widening, and that comparison is misleading.
How the rules work

Missing the headline number is not the same as breaking the rules

The mandate lets manufacturers offset a shortfall in several ways. They can convert cuts in the emissions of their petrol and hybrid cars into credit, bank surplus from earlier years, borrow against future years, and trade allowances with each other. A manufacturer that still falls short pays £12,000 per car.1

In 2024, electric cars were 19.8% of the market against a 22% target, but the effective share counting flexibilities was 24.5%, so the market complied. For 2025, DfT's provisional data put electric sales at 23.3% and the effective share at 30.5%, against 28%.1 Conversion of emissions savings was the most used route.1

Exhibit 02
Target, electric sales and effective share with flexibilities, new cars
Source: DfT, ZEV Mandate Review consultation, August 2026. The 2025 figures are provisional compliance data; the effective share is DfT's own estimate.1
Why now

The rules are under review

DfT opened a consultation on the mandate on 14 August that closes on 23 October. It asks whether the car trajectory needs changing and whether to extend the conversion, borrowing and banking flexibilities to 2034.1 Separate DfT licensing figures show the underlying market growing: 147,000 zero-emission cars were registered in April to June, 40.5% more than a year earlier.2

The SMMT says that on its forecast of a 2.183 million car market, about 265,000 more battery electric cars would have to be sold in the last three months to reach 33% on sales alone.3 It describes the pace as below what the mandate requires.

What we don't know

DfT has not published 2026 compliance data, so how much manufacturers will rely on flexibilities this year is unknown, and the annual cap on emissions conversion falls over time.1 The 2025 figures are provisional. We could not retrieve SMMT's own release, so the 2026 and 2025 nine-month shares rest on trade-press reports of it. No source here says what the government will decide after the consultation.

Caveat
Caveat. The strongest objection is that the two series are not the same. The nine-month shares are SMMT's battery electric share of registrations, while the full-year ones are DfT's share of zero-emission cars sold by mandate-covered manufacturers. The like-for-like comparison uses only the SMMT pair, and it moves by one point, which is small next to the gap. The 2026 gap also compares nine months with a full-year target, and 2025 suggests the last quarter adds around three points, but 2026 may differ.
Method. Shortfalls are the legislated car target minus the electric share of new car sales, computed in code. Full-year 2024 and 2025 shares and the effective shares including flexibilities are DfT's published figures; 2025 is provisional. January to September shares (26.2% in 2026, 20.2% in 2025) are SMMT battery electric shares of new car registrations as reported by electrive.com. The like-for-like gap compares those two nine-month shares with each year's target. The 265,000 figure is SMMT's estimate on its own market forecast and is a conditional, not a measurement. DfT's licensing statistics are independent of SMMT's registrations release and are cited for market growth only.
Sources.
  1. T1Department for Transport, Zero Emission Vehicle Mandate Review (consultation), August 2026; closes 23 October 2026. Retrieved 17 October 2026.
  2. T1Department for Transport, Vehicle licensing statistics: April to June 2026, published 23 September 2026. Retrieved 17 October 2026.
  3. T3electrive.com, UK posts strongest-ever month for BEV registrations in September, reporting SMMT preliminary data, 2 October 2026. Retrieved 17 October 2026.
Production. Researched, written and checked by an AI system working to the Noodle News standards; edited and published by the Noodle News editor.
Corrections. None. Material corrections will be logged here with date.
Figures to 17 Oct 2026. Noodle News · v1.0 · uk-electric-car-mandate-gap.