Wobbles on EU 2035 electrification mandate

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Interesting piece in today's Guardian. Volvo and Polestar argue that the EU shouldn't have a rethink else China takes the lead... not that they are in the lead.

‘The Chinese will not pause’: Volvo and Polestar bosses urge EU to stick to 2035 petrol car ban

Exclusive: Swedish carmakers push to retain target as Germany lobbies to help its own industry by softening cutoff date

www.theguardian.com

 

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The Chinese are very happy to sell both EV and other types

Special Report-China floods world with gasoline cars that it cannot sell at home

In just a few short years, China's electric vehicle industry has captured more than half of its domestic market. This has led to a decline in sales for gasoline-powered cars from the once dominant global automakers. Foreign players were not the only losers. Chinese automakers who had been in...

energynews.oedigital.com

There is also a lot of talk in the news about the being to many Chinese car manufacturers competing agains each other on price, soon there will be lots of amalgamations / takeovers so the new companies will be even larger and stronger to fight the EU / US Manufacturers.

Personally I think Europe will give way and let the petrol car carry on for a while as they rolling back on there green ambitions across the board, but hopefully I am wrong.

 

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Well ofcourse Vag could go under or be taken over by the Chinese in the next 10 years. Markets might decide rather than the EU. The Chinese private sector way is to enable competition where useful, so many manufacturers are to be expected as they compete for a market.

 

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Agreed about competition but there are to many Chinese makers and they are all fighting a price war (which is hurting them all) so there will be mergers, one article I read last week did say that some of the Chinese are looking to use companies like Stellantis to build the cars in europe to avoid the import duty.

In the mean time the EU is backtracking on the Green Deal (Due to Politics) so fully expect the German and Eastern European car makers to get there way on an extension (possibly with caveats).

 

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Norway. Writing is on the wall. Sink or swim.

 

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& this

Electric car sales overtake gasoline and diesel in Europe, Tesla misses momentum

The European new car market is now dominated by electrified vehicles, which captured nearly two-thirds of all registrations in October 2025 as traditional petrol and diesel sales declined sharply.

www.arenaev.com