Will Tiny Cars Rescue Europe’s Ambitious Electric Vehicle Plan? “Europe is the land of small cars, and they are one of the European car industry’s strengths” The European Union’s plans to make the new car market an electric vehicle monopoly by 2035 look like failing but a change of direction is imminent, tiny is the […]
Archive | Industry Analysis 2026
Tough 2026 For Europe’s Auto Makers As China Accelerates
Tough 2026 For Europe’s Auto Makers As China Accelerates. “While we expect rather flat volumes globally, strong product launch momentum in 2026/27 should provide some support amid ongoing pricing pressure, particularly in Europe” European automakers face a volatile year, squeezed by weak markets, a lack of profitability, uncertain European emissions regulations, pressure for restructuring and […]
Chinese Auto Sales In Europe Could Peak At 15%
Chinese Auto Sales In Europe Could Peak At 15% “In the long term, we still expect localisation of China players in the EU” Sales of Chinese sedans and SUVs in Europe will peak at a market share of between 12 and 15% between 2030 and 2035, which may well be a relief to European manufacturers […]
Ferrari Share Slide Slows As Investors Await Financial News
Ferrari Share Slide Slows As Investors Await Financial News. “We don’t think modest growth outlook reflects a weakness in underlying fundamentals, but rather management’s desire to temper expectations and emphasise” the importance of exclusivity” Ferrari shares are rated only as a “hold” by a couple of investment banks but the worries that undermined the price […]
Battered European Auto Investors Can Expect More Stable 2026
Battered European Auto Investors Can Expect More Stable 2026. “We expect tensions to re-emerge ieven though near-term disputes have eased, posing short-term risks to global supply-chain resilience, pressuring working capital and weighing on production volumes, European auto investors suffered in 2025 as profits plummeted, pressured by weak markets, tariff turmoil, and electric vehicle mandates, but […]
Europe’s EV Monopoly Requires Cheaper, Smaller Vehicles
Europe’s EV Monopoly Requires Cheaper, Smaller Vehicles. “This is aimed at a European revival of what they used to do very well: making competitive, attractive small cars to meet everyday needs” Europeans are being forced to buy more electric cars and eschew combustion ones and will have to make some unpalatable concessions to safety, comfort […]
Europe’s 2035 Auto CO2 Plans Now Look Like An ICE Defeat
Europe’s 2035 Auto CO2 Plans Now Look Like An ICE Defeat. The European Union’s proposal for CO2 emissions after 2035 ended the planned monopoly on electric vehicle sales and was initially portrayed as a sop to the auto industry, but as the dust settles, it appears to be a defeat for combustion power. The measure […]
European Automakers Will Struggle In 2026 As Car Buyers Win
European Automakers Will Struggle In 2026 As Car Buyers Win. European automakers will be increasingly exposed to hostile conditions in 2026 as sales stagnate and China’s threat accelerates, but car buyers will be smiling as prices fall and irresistible deals abound. In 2026, car buyers can expect some impressive new European hybrids, plug-in hybrids and […]
Suzuki’s European EV Strategy Boosted By eVitara, And Toyota
Suzuki’s European EV Strategy Boosted By eVitara, And Toyota. Suzuki of Japan is racing to become electrified in Europe and it will be propelled down this path with help from its affiliate Toyota and its new eVitara. Some analysts say Suzuki will struggle to meet government electrification targets, but others reckon the affiliation with Toyota […]
Ferrari Shares Stall; Is Porsche EV Failure Spooking Investors?
Ferrari Shares Stall; Is Porsche EV Failure Spooking Investors? Echoes from the Porsche electric car debacle could be spooking Ferrari shareholders, as the Italian supercar maker prepares to launch its own EV. Ferrari’s share price is wallowing at lows for the year, defying a firmly established tradition. The shares always rally after management’s ultra-conservative profit […]