Document Demand Catches (Some) OEMs with Their Pants Down — Europe September 2026

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Document Month — BEVs Attain 31% Market Share!

BEVs stay in excessive demand in Europe, with pure electrics reaching a report 31% share final month due to a report 422,000 absolutely electrical passenger vehicles being registered in Europe, which isn’t solely a 63%(!) improve yr over yr (YoY), however can also be the quickest development fee in over three years!

General, plugin autos have been up 49% YoY, dragged down by plugin hybrids, which grew solely 23%, to 167,000 models, which was additionally a brand new report excessive for plugin hybrids in Europe, thus putting September’s whole plugin quantity at a greatest ever 590,000 models and its share at 43% (31% for BEVs solely).

With BEVs pulling the market upwards, the year-to-date share for BEVs is now at 25% (36% for PHEVs and BEVs mixed), which is already greater than the 2025 remaining consequence (20% BEV share, 29% including PHEVs). That is an encouraging signal if we need to be near 100% PEV share by the mid-2030s.

different powertrains, whereas petrol (18% share in September, down 21% YoY) and diesel (4%, down 28% YoY) proceed their downward pattern into irrelevance, the principle information is the truth that we may have already handed the purpose of peak HEV — in September, plugless hybrids nonetheless grew, albeit much less (+5% YoY) than the general market (+10%, to 1.4 million models).

Extra necessary than that, if we examine the 34% share earned by HEVs in September 2026 with the share that they had 12 months in the past (36% then), we may be witnessing the start of plugless hybrids’ downward slope. So … if 2026 is the yr of peak HEVs, how far are we from peak PHEVs?

one of the best sellers in a number of measurement classes, the EV push is beginning to get seen. Whereas we’re removed from the EV domination we see in China, issues are certainly evolving in Europe.

Earlier than, the one EVs that we noticed on the general podiums have been Teslas. Now, moreover these two ordinary suspects, the third positioned mannequin within the midsize class, the Mercedes GLC, can also be closely electrified, with 59% of all its gross sales coming from both its new BEV mannequin (representing 44% of its whole gross sales) or the PHEV variations (15% of gross sales), leaving the ICE variations representing simply 41% of whole gross sales.

The A-segment has the Renault Twingo because the 2nd positioned mannequin. Like in China earlier than, anticipate this class to be shortly electrified. Firstly, the ICE competitors is shrinking. Secondly, not solely do now we have the Renault Twingo already on the rostrum, however the brand new Dacia Spring is ready to turn out to be a hit, so anticipate it to hitch the Renault sibling on the rostrum. As a 3rd musketeer, the VW ID.Up is ready to land someday subsequent yr, which is one other sturdy wager from the German model — and nothing shorter than a podium place would do.

And even when all these rivals can not take away the everlasting Fiat Panda from the rostrum … then the 2028 Fiat Koala and Citroen 2CV absolutely will. And let’s not overlook the Chinese language competitors, specifically the longer term second-generation Leapmotor metropolis automotive, mentioned to be developed along with the Koala and 2CV. Not counting others, by 2028, we could have half a dozen critical candidates for podium positions within the metropolis automotive class.

Wanting on the different segments, the B-segment remains to be ICE-heavy, with not one of the prime 3 fashions having a plugin model, the C-segment is getting more and more electrified (#1 VW Golf is 31% PHEV, #2 VW Tiguan is 32% PHEV, and #3 Jaecoo 7 is 47% PHEV).

Within the full measurement class, electrification can also be important, with the #1 BMW 5 Sequence (together with the BMW i5) having 74% of gross sales coming from both the BEV or the PHEV model; the #2 BMW X5 being 28% electrified (both with the BEV i5 or the PHEV model); and the #3 Vary Rover Sport having 33% of its gross sales coming from the PHEV variations.

So, electrification within the D-segment is sort of superior, whereas the A, C, and E segments are displaying good potential, with actual progress being made. However the all-important B Section is displaying that it’s within the laggard class.

(A word on the total measurement class and its significance on the European market: one of the best promoting E-segment mannequin was simply #109 general … which says quite a bit in regards to the (in)significance of it within the bigger scheme of issues. True, margins are enticing, nevertheless it’s a faaar smaller market than its counterpart classes within the USA or China. The total measurement class represents 18% of the market in each China and the USA, whereas in Europe, it represents solely 6%.)

September’s greatest promoting EV fashions, the large information this month was Tesla successful 1st and 2nd place, and by a big margin — a lot in order that the #1 plus #2 win prolonged into the general market! Sure, you’ve gotten learn that proper — for less than the second time ever, the opposite time being in December 2022, Tesla positioned the Mannequin Y in 1st and the Mannequin 3 in 2nd on the general market! Discover, additionally, BYD putting two fashions within the prime 5. Right here’s a extra detailed evaluation of the highest 5 EVs in September:

#1 Tesla Mannequin Y — Tesla’s midsize crossover is again within the driver’s seat, due to a tremendous 41,987 registrations in September, a 52% improve YoY, and its greatest lead to 4 and a half years! The Berlin-made crossover was the general #1 in Germany, France, Iceland, Eire, Sweden, the Netherlands, Norway, Switzerland, Denmark, Finland, and … perhaps just a few extra I may be forgetting. This was its second greatest efficiency ever in Europe, solely behind the 46,512-unit rating of March 2023. With Mannequin Y costs beginning at €40,000, and even after six years in the marketplace, the crossover presents an interesting package deal and, along with its Mannequin 3 sibling and some Chinese language fashions, is reviving a misplaced class on the European automotive market — the midsize mainstream market. Keep in mind a time when the Ford Mondeo, Opel Vectra, and others bought a minimum of as a lot because the fashions of the premium Germans? Nicely, plainly with their costs now beginning above 50,000 euros, that has created a gap available in the market, the place between 40,000 to 50,000 euros you may get loads of nice midsize fashions (each Teslas, the Xpeng G6, the Mazda 6e/CX-6e, the Deepal S07, the BYD Seal/Seal U, the Leapmotor C10, the Zeekr 7 GT, and many others.), for a good bit much less cash than the German manufacturers. Presently, you purchase one in all these together with your pockets/head, not your coronary heart. And that’s precisely the place the market is headed. Folks don’t care as a lot about badge, they care about worth. That’s precisely the sort of purchaser that’s now trying to find EVs. These folks don’t desire a badge, they merely need to decrease their prices by switching from ICEVs to BEVs.

#2 Tesla Mannequin 3 — Tesla’s sedan was 2nd in September due to 26,770 registrations, an superior surge of 120% YoY that allowed it to be 2nd within the general European market. Benefiting from the identical tailwinds because the Mannequin Y (mass surge in EV demand, aggressive pricing, and speedy manufacturing ramp-up), the 10-year-old sedan is racing to fulfill hovering demand, as confirmed by the present 3- to 4-month ready checklist. Its demand surged as a result of price-conscious consumers are available in the market and its costs, beginning round €35,000, place it, a midsize sedan, in competitors with fashions one phase under, compact hatchbacks. As of this second, it appears Tesla’s sedan will get better its podium place in 2026, and perhaps even present a gold plus silver win for Tesla on the finish of the yr … which is not any imply feat for a 10-year-old mannequin carrying a physique kind (sedan) not standard in Europe.

#3 BYD Seal U (BEV+PHEV) — The Chinese language SUV remained within the prime 5 and hit a report 12,779 registrations final month, which means that whereas the BYD’s star is recovering in China, due to its new-generation Extremely physique, the outdated era remains to be in a position to win medals in Europe all by itself (a bit like when veteran soccer/soccer gamers go away prime leagues and semi-retire in much less aggressive ones…). September’s third place end was a lot due to beneficiant reductions, however nonetheless, with the mannequin’s improvement prices now nicely behind it, BYD can afford to enter laborious low cost territory with this one.

#4 Skoda Elroq — The Elroq continues browsing the BEV wave, with the 12,592 registrations representing a report consequence. Wanting forward, the Czech crossover should face fierce inside competitors, as the brand new, smaller, and extra inexpensive Skoda Epiq crossover is about to land. Being concurrently cheaper and extra trendy than the Elroq, will the Epiq turn out to be Skoda’s new greatest vendor at the price of the Elroq?

#5 BYD Atto 2 (BEV+PHEV) — The Chinese language make has one other hit on its fingers, with the small crossover scoring 11,111 registrations, principally due to the brand new PHEV model. Why so standard in Europe? In addition to not having actual competitors within the small PHEV class, the highest vary model has a 18 kWh battery, offering a usable vary (90 km/56 mi). Moreover, it has more and more necessary vehicle-to-load (V2L) functionality. With the latest Dolphin G PHEV small hatchback utilizing the identical powertrain, anticipate the Shenzhen make to have one other consultant on the European desk quickly, particularly contemplating that the brand new hatchback might be made in Hungary.

Exterior the highest 5, there have been various report scores to say, as can be anticipated in a report month.

Beginning with Mercedes, now we have each its representatives, the CLA EV (fifteenth place with 7,206 registrations) and the brand new Mercedes GLC EV (sixteenth place, 7,099 models) scoring report outcomes.

No matter what would possibly occur to the GLC, I’m now curious to see whether or not the Mercedes GLC will be capable to surpass to the BMW iX3’s volumes. I imply, the three-pointed-star mannequin’s specs are a level under the Bimmer’s, however alternatively, it appears to be like like Mercedes is ramping up manufacturing sooner than BMW, as one can see from the ready lists of each fashions (5 to six months for the Mercedes, round 9 months for the BMW). An instance of that’s that Mercedes is working its Bremen manufacturing facility 24/6 to make the GLC, whereas BMW solely now added a second shift to its Debrecen plant.

Excellent news additionally within the Kia steady: Its star participant, the EV3, scored a report excessive, 7,385 registrations, ending the month in eleventh. Even higher than that, the brand new EV2 small crossover (it’s principally a hatchback on stilts, however anyway … advertising and marketing oblige) continues to ramp up, now reaching a report 6,458 registrations. With manufacturing nonetheless in ramp-up mode and a sizeable ready checklist, the EV2 appears to be like destined to turn out to be the automaker’s greatest vendor in Europe.

Renault’s new child additionally shined, with the Twingo rising to tenth due to a report 7,776 registrations. How excessive will the cutesy French EV go? Will 10,000 models in a month be potential?

Regardless of Volvo’s complications attributable to battery points which might be hurting the manufacturing ramp-up of the Volvo EX60, its smaller sibling, the EX30, has given the model one thing to smile about — the small crossover had its greatest lead to two years due to 7,245 registrations.

Lastly, a reference needs to be given to the Chinese language fashions. In addition to the report efficiency of the #3 BYD Seal U, three different made-in-China fashions hit prime 20 positions and report scores — the Jaecoo 7 PHEV was thirteenth, with 7,262 models; the Geely Starray plugin hybrid crossover was seventeenth, with 6,888 models; and the Leapmotor B10 was nineteenth, with 6,262 models. All three fashions are compact crossovers. And along with the BYD fashions, they add as much as 5 Chinese language representatives within the prime 20. One thing to consider….

Exterior the highest 20, there have been information galore, so I gained’t point out all of them. As an alternative, I’ll point out this:

• BYD was the model with essentially the most report scores in related volumes — Seal (4,545); Sealion 07 (5,413); Dolphin G (3,813); and Atto 3 (3,347);
• Volkswagen Group had the Audi A3 PHEV, VW Golf PHEV, and VW ID.Buzz scoring report outcomes, whereas manufacturing of the Cupra Raval (4,746 models) and VW ID.Polo (2,572) continued to ramp up;
• In addition to the aforementioned EV3 and EV2, Kia noticed two different fashions rating report outcomes — the EV5 (3,607) and PV5 (2,309 — MPVs will rise once more!);
• In addition to becoming a member of the highest 20 with the Starray, Geely noticed its E5 (EX5 in different markets) compact crossover rating a report 2,936 registrations, whereas the E2 (euro-spec Xingyuan) had its first full gross sales month with 1,383 registrations. Count on this final one to rise quick and attain the desk quickly;
• Toyota additionally had two fashions in report mode (the C-HR+ and RAV4 PHEV), whereas fellow Japanese model Nissan had its Renault 5 rebadge Micra hit a report 2,510 registrations.

Wanting on the 2026 rating, the large shock was the four-position bounce of the Tesla Mannequin 3, into 2nd place.

It was to be anticipated that the Tesla sedan may climb onto the rostrum, due to September being a peak month for Tesla, however that it may surpass a 13,000-unit drawback over the (then) 2nd positioned Skoda Elroq … now that was a shock. And all of that is regardless of the Skoda Elroq posting a report month.

A podium place is now assured for the veteran sedan, and we are able to even say that it’s now the favourite for the 2026 runner-up spot, one thing few may have foreseen at the beginning of this yr.

Slightly below the rostrum, one other query is arising — will the Renault 5 give you the option to withstand the advances of the BYD Seal U and Atto 2? As for the latter, the present distance permits Renault some peace of thoughts. Relating to the previous, … it will likely be tough for the Renault 5 to remain forward of the up and coming mannequin, particularly contemplating that the R5 has to share its manufacturing facility line with a number of different fashions, just like the R4, Nissan Micra, Renault Scenic, and Renault Megane, stopping it from ramping its manufacturing up additional.

As for the remaining adjustments, the Skoda Enyaq was up one spot, to eighth, surpassing the soon-to-be-retiring VW ID.4. Will the brand new VW ID.Tiguan enhance on the ID.4’s efficiency? The excessive level of the outgoing crossover was two third place finishes, in 2022 and 2023. That’s a tall order for the brand new contender….

Within the second half of the desk, the Kia EV3 profited from its report rating to leap two positions, into 14th, whereas the Audi Q6 e-tron and Volvo EX30 profited from their Volvo XC60 PHEV and Audi This autumn e-tron siblings’ horrible September performances to surpass them and attain the seventeenth and 18th positions, respectively.

Lastly, a reference have to be given to the deliveries of the #11 Mercedes CLA EV. It won’t sound like a lot of a spotlight, however the level right here is that, traditionally, the CLA was a distinct segment mannequin for Mercedes, sandwiched between the poor man’s Mercedes A-Class and the extra correctly statutary Mercedes, the C-Class. As a consequence, the CLA’s general gross sales in Europe have been not more than 65,000 to 70,000 models per yr, in yr. With the BEV model of the CLA now above 52,000 models, and nonetheless three months to go, it gained’t be laborious for the CLA to beat the higher restrict of the gross sales goal this yr.

Positive, neither the A-Class nor the C-Class (but) have BEV variations to forged a shadow over the CLA, however it’s a important efficiency nonetheless, and with the CLA having a BEV station wagon model, that neither the A or C-classes could have, it positive appears to be like just like the CLA will proceed to promote in important numbers. Including to its fortunes is the truth that it’s probably the most power environment friendly EVs round, which permits it to publish above-average vary regardless of having average-sized batteries. Go, Mercedes CLA!

Having a fast take a look at the general model rating, the highlights have been the contrasting fortunes of Tesla (seventh, up 71% YoY) and Ford (sixteenth, down 18% YoY), in addition to the same old rise and rise of the Chinese language manufacturers.

Two feedback relating to the US automakers:

• Regardless of doing a uncommon #1 plus #2 win within the general mannequin rating, Tesla was solely seventh general. Why? You might need one of the best two gamers in a basketball league, but when all the opposite groups play with a full lineup and your crew solely performs with two … it turns into laborious to win the league.
• Why, Ford? Why, why, why?… Why did it’s important to cancel the Fiesta? Why did it’s important to cancel the Focus? These have been staples of Ford Europe. They introduced one thing completely different and enticing to the European market. Now, one appears to be like at Ford’s lineup and … there’s a seven-year-old Puma, a bland Kuga, two rebadged Volkswagens, and … van-based MPVs. Not precisely thrilling stuff…. Which was the alternative of what Ford used to symbolize in Europe. Positive, the standard may have been a bit sketchy, nevertheless it was ok for the value, in a blue-collar sort of method. However, above all, Fords have been thrilling to take a look at, and even higher to drive. Possibly the longer term Renault-based small EVs (new Fiesta and Puma?) will deliver again the blue collar Fordness enjoyable. The Renault platform a minimum of has the suitable elements for that. Now, Ford, don’t f*** up this. It’s your future in Europe that’s at stake. (finish of rant)

BYD, often known as the Chinese language Toyota, ended the month in eleventh, with 49,340 models, up 102% YoY. That’s forward of mainstream staples like Dacia (twelfth), however, above all, MG (thirteenth). Yep, regardless of having just a few years of advance and in addition promoting ICE fashions, SAIC’s MG is now behind BYD in Europe.

However the energy of the Chinese language automotive business is the truth that it doesn’t depend on one main OEM, however reasonably the variety it presents to European consumers — China has 15 manufacturers in Europe’s prime 50! Of them, the highlights are surging Jaecoo (#22, +157%), Omoda (#27, +111%), Leapmotor (#28, +324%), and Chery (#29, 688%).

(One may say that the general European market is rising — +10% YoY — due to the rise of Chinese language OEMs….)

As for the plugin auto model rating, the chief, Volkswagen, remained within the lead, however once more misplaced share (8.7%, down from 8.9% in August and down from 9.3% in Might). Positive, it nonetheless holds a sizeable benefit over rising BYD (8.2%, up 0.2%), and its new EVs (VW ID.Polo, ID.Cross, ID.Tiguan, and many others.) ought to assist it get better some gross sales, however … the German model can not enable itself to decelerate. If it does, the corporate will get BYD on its again actual quick … in its dwelling market. And for those who can’t win at dwelling.…

#3 BMW (6.9%, down 0.3%) is steady within the final place on the rostrum, nevertheless it ended the month simply 100 models forward of Tesla (6.9% share, up from 6% in August). Tesla did profit from a better than ordinary finish of quarter excessive tide, although. This appears to be like to be an entertaining race within the final months of the yr, as BMW at present lacks fashions that may add important quantity which may counterweight the surging demand that Tesla is now experiencing. I imply, the iX3 alone is just not sufficient, the brand new i3 sports activities sedan might want to ramp up quick and ship important quantity in This autumn if BMW needs to have any probability of holding the bronze medal in 2026.

In fifth now we have Mercedes (5.8%). It’s holding regular within the final place of the highest 5 and even gained slightly bit extra distance over #6 Audi (5.3%) and #7 Skoda (5.2%).

Arranging issues by automotive group, all people misplaced share besides BYD.

Chief Volkswagen Group misplaced a big quantity of share, going from 23.9% share in August to its present 23.3%. Positive, the title is greater than secured, however, for 2027, the contemporary metallic coming quickly must correspond with expectations if the German OEM needs to remain comfy within the lead.

#2 BMW Group (8.4%, down 0.3%) misplaced a worrying quantity of share, particularly contemplating that the brand new third positioned mannequin is a rising BYD (8.2%, up 0.2%), simply 0.2% behind it. At this level, it appears all however inevitable that the Chinese language OEM will finish the yr within the runner-up spot, as its lineup is so huge and the amount deliveries growing at such velocity that it appears BYD’s true goal is just not BMW’s #2 spot however … VW’s throne.

As for now-4th-placed Stellantis … the by no means ending slide continues (7.9%, down 0.2%). The multinational OEM’s drops appear to have no finish in sight. Worst of all, in a report month when each prime OEM had a number of fashions scoring report outcomes, Stellantis had … none. The multinational conglomerate lacks a star participant. It has loads of fashions promoting okay — some 2,000–3,000 models per 30 days — however the firm lacks a frontrunner. Will that be the following Peugeot 208? One factor is for sure: that new era has loads of weight on its shoulders. If it fails….

Exterior the highest 5, #6 Geely (6.9%, up from 6.8% in August) gained floor on #5 Hyundai–Kia (7.5%). And with seventh positioned Tesla (5.9%) now displaying up on the radar as nicely, there may very well be an fascinating race for sixth place.

Lastly, a proof for the “pants down” title….

2026 has been a wild experience within the EV world.

At first of the yr, legacy OEMs have been pleased with the expansion of EV share in Europe — 20% to 30% BEV development charges have been ok to maintain investments in EVs regular, investments that will be funded by their nonetheless important ICE enterprise.

2025 ended with just one Chinese language mannequin within the European prime 20, and Tesla ended the yr in 4th, behind VW, BMW, and Mercedes. For the established order to be excellent, you solely must persuade these pesky eurocrats to melt CO2 targets….

Solely, on the twenty eighth of February 2026, with US and Israeli assaults on Iran, oil costs surged and the world has modified, and with it, so has the EV world.

In lots of markets, gasoline costs escalated and other people noticed their wallets develop a gap. So many individuals who may purchase a brand new automotive went and purchased a BEV, ideally one which was available and low cost. It was not an ego-related purchase, however a necessity-related one. And that adjustments the sport.

Added to the Chinese language auto market stoop that was already taking place in direction of the top of 2025, it was excellent timing for native OEMs to launch into export markets — sending manufacturing there that was initially meant for demand at dwelling which had gone lacking.

Now specializing in Europe, the elevated EV demand shortly purchased no matter current inventory was out there, and ready lists shortly began to develop.

Solely, many individuals didn’t wished to attend a number of months for his or her new BEV, they wished to start out saving cash instantly, in order that they turned to whoever allowed them to obtain a brand new electrical car the following day.

That was the proper timing for Chinese language OEMs and Tesla, which had been seeing its gross sales slowly erode in the previous few years. As a result of Tesla had competitively priced BEVs and an simply scalable manufacturing construction, it managed to shortly revenue from the demand surge.

So, a win for Tesla and the Chinese language EV makers.

However what about legacy OEMs?

Right here’s what most numbers out there don’t present — how their gross sales at the moment are in comparison with a yr in the past. Are they browsing the EV demand wave? Right here’s a pattern of European ends in September:

Browsing the wave — Kia (+110% YoY), Toyota (+94%), Renault (+73%).

• The Korean is benefitting from an in depth BEV lineup (EV2/3/4/5/6/9, PV5), and aside from the EV6, all are comparatively new to the market. Additionally, they’re being made in a number of factories, in each South Korea and Europe.
• The Japanese, for a very long time seen as a laggard, all the time had that benefit of a having a loyal purchaser base that will go BEV “on the proper time, with the suitable product.” And Toyota was fortunate to launch the suitable product (C-HR+, City Cruiser, new RAV4 PHEV) on the proper time, so it was solely pure that it grew to become one of many most important beneficiaries of the demand surge. Additionally, with BYD, aka the following Toyota, going from energy to energy, if the Japanese OEM waited one other yr, it could danger seeing BYD steal its thunder in lots of Toyota-friendly markets.
• Lastly, the French make. Having gone BEV-only too quickly (simply take a look at what occurred on the Renault Megane a few years in the past,, one may suppose that they’d do a Porsche-type U-turn and go away their sturdy BEV dedication. However, no, they knew that they had one thing particular within the oven, referred to as the Renault 5. And even earlier than the present demand surge, the small hatchback was a hit. So, when demand went by the roof, Renault was already hoping/anticipating it. And whereas the Renault 4 wasn’t a gross sales success like its smaller 5 sibling, the brand new Twingo positive appears to copy the success story, solely in a class behind. Nonetheless, issues may have been higher. Positive, Renault’s present ready lists, 3 to five months, is nothing out of the strange, there may be one bottleneck — the R5, Megane, and Scenic are all made in Douai, just like the Nissan Micra. And whereas it was comprehensible that it was a solution to preserve the manufacturing facility operating in excessive gear in regular instances, within the present, irregular instances, that is making a bottleneck, as the present 24/5 working schedule proves. They merely would not have way more house to extend manufacturing. So, I wouldn’t be shocked if the gross sales focus now went to the Slovenia-made Renault Twingo and Dacia Spring, whereas attempting to deliver Mitsubishi and Nissan again from the useless (Nissan reached 4,300 models in September, its greatest rating in 4 years), in addition to creating Alpine into a reputable French premium different.

Making an attempt to maintain up — Stellantis (+53% YoY).

• Stellantis doesn’t have a product downside. It already had a mature BEV lineup by the top of 2025. Neither does it have a manufacturing ramp-up downside. Most of its BEVs fashions have been already ramped up in early 2026. No, its downside has been two-fold: A) it lacks demand; and B) its battery orders to suppliers have been nonetheless being counted with an ICE-heavy gross sales combine, so it ordered accordingly. Seems, BEV demand surged and ICE demand tanked. So, on the similar time, Stellantis had the manufacturing capability to fulfill demand however lacked the batteries to produce them. It’s no marvel, then, that fashions just like the Peugeot e-3008 have a 5- to 8-month ready checklist, or the Opel Grandland EV has a 6-month ready checklist. Fortuitously, small fashions just like the Peugeot 208 EV and Opel Corsa EV have CATL as a battery provider, so the battery maker managed to bypass that situation for them (at a value, I think about). That’s the reason a mannequin just like the veteran Peugeot 208 EV in September had its greatest month since March 2024, due to 4,580 registrations. The factor is … these fashions should not precisely the freshest in the marketplace. So, Stellantis has two issues on its hand: 1) resolve the battery provide problems with the C/D phase fashions; 2) launch and ramp up manufacturing of the next-generation Peugeot 208/2008 and Opel Corsa/Mokka (and Fiat Punto?) as quick as potential in order that they’ll steal demand from fashions just like the Renault 5, VW ID.Polo, and many others.

With their pants down — Ford (+3% YoY), Volvo (+4%), Hyundai (0%), Volkswagen Group (+19% YoY), BMW (+12%), Mercedes (+15%).

• Amongst different issues, the US model has a requirement situation (see rant above). As for the Swede, after a number of points with the EX90 launch, the EX60 was speculated to be a departure from that, and with spectacular specs, it could sign the beginning of a brand new development chapter for the model. Solely … a number of bugs relating to the brand new SPA3 platform, the brand new mega-casting manufacturing, and battery provide points have critically delayed the manufacturing ramp-up, leaving 50,000 orders on maintain (with the ready checklist mentioned to be between 6 to 12 months). Add that to an ageing XC60 PHEV and EX40, each fashions now round 9 years outdated, and the EX30 is just not sufficient to compensate for all of this. Volvo wants to resolve the EX60’s teething points with the intention to get better misplaced floor and pull its pants again up once more. Now, the thriller of Hyundai.
• Whereas fellow compatriot Kia is prospering, the Korean model is caught in impartial. Whereas fashions just like the IONIQ 5 and 6 have been scorching just a few years in the past, particularly due to the 800V structure, the reality is that these two have been launched in 2021 and 2022, and since then … not a lot occurred. Positive, they launched the Inster, and whereas it has its deserves, it by no means discovered its footing. Is it an A-segment metropolis automotive? Or is it B-segment? And is it a crossover thingy? Or is it a hatchback that thinks it’s an SUV? In addition to being in such a no man’s land, its divisive design doesn’t helped it to succeed in large attraction. With the brand new IONIQ 3 beginning its profession quickly, anticipate issues to enhance, however till then … it’s ready for higher days.
• As for the Volkswagen Group galaxy, this may very well be a case of being between development waves. Final yr, round half of the highest 20 belonged to the German conglomerate, with the Skoda Elroq/Enyaq and the VW ID.3/4/7 populating the highest positions. The MEB-platform fashions this yr are both steady or dropping gross sales. Alternatively, the MEB+ platform for smaller fashions remains to be in its infancy, with fashions just like the Cupra Raval, Skoda Epiq, and VW ID.Polo nonetheless ramping up manufacturing, seeking to fulfill an amazing ready checklist mentioned to be round 10 months. And VW’s administration determined to make all MEB+ platform fashions in Spain, for value advantages, leaving the German crops operating half empty.
• Subsequent, BMW. Positive, the BMW iX3 and i3 are engineering marvels, and absolutely justify their excessive costs. However regardless of a 6-month ready checklist, the iX3 appears caught at some a manufacturing fee of some 7,000-8,000, which isn’t unhealthy … however not precisely a motive to launch fireworks, particularly if i3 manufacturing will get caught on the similar fee. With their older fashions affected by a type of blackhole impact that the iX3/i3 are creating, it appears BMW is extra desirous about holding a ready checklist than increasing manufacturing and rising quick.
• Lastly, Mercedes. Whereas its new 800V BEVs should not as spectacular as their BMW counterparts, one factor is for certain: their administration learn the room appropriately and understood that it was now or by no means. In addition to an onslaught of latest BEV fashions, during which the CLA, GLC, and GLB have quickly ramped up and are hitting report outcomes, others are set to start out their ramp-up quickly (GLA, VLE, C-Class), holding their momentum in excessive gear. So … why solely a 15% development fee? Reply: The winding down of its EQA greatest vendor and much fewer PHEV gross sales. Up till lately, Mercedes was PHEV-heavy, and now it’s transitioning into being BEV-first. Issues will proceed to enhance, particularly because the GLA is absolutely deployed in the marketplace, and the gap to its BMW arch rival is slowly closing … a minimum of in Europe.