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Europe’s EV Sales Surge; Not Necessarily Local Good News

Europe’s EV Sales Surge; Not Necessarily Local Good News. “We expect in the 2nd half, only limited gains in Chinese penetration will be sustainable as the market environment becomes more competitive, increasingly driven by incumbents rather than by Chinese brands” Accelerating sales in Europe might be welcome news for its car dealers but might be […]

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European Car Sales Strong, Chinese Benefit

European Car Sales Strong, Chinese Benefit. “EV sales remained strong thanks to elevated fuel prices due to the Middle East crisis, tax and cash incentives, and the U.K.’s ZEV mandate” European sales of sedans and SUVs were surprisingly strong in the first half of 2026. So why have major automakers been slashing profit forecasts and […]

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EU 2035 Monopoly EV Plan Needs Mass Market

EU 2035 Monopoly EV Plan Needs Mass Market. “Europe can certainly build electric cars. The bigger challenge is building seriously affordable ones” If only the European Union could have read the final chapter first, it might have realized its aim to force a new electric vehicle monopoly on its unwilling citizens required small EVs to […]

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Speedier European Auto Deliberations Might Avoid Tariff Hike

Speedier European Auto Deliberations Might Avoid Tariff Hike. “The Iran crisis is placing an additional strain on an already weakened automotive industry” Europe’s automakers were praying for an end to the Iran war to signal an end to negative factors undermining sales. Instead, President Trump threatened to raise tariffs again.  President Trump’s threat, to raise […]

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Struggling European Automakers Gain Timely Defense Relief

Struggling European Automakers Gain Timely Defense Relief. “The European defence industry, however, dramatically lacks scale. This creates opportunities for a European automotive sector” European automotive investors are under pressure from stagnating sales, the threat from China accelerates and the unpredictable fallout from the war in the Middle East. But one side effect of global turmoil […]

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Europe Gears Up To Repel Chinese EV Penetration

Europe Gears Up To Repel Chinese EV Penetration. “With many lower price EV launches coming and tariffs and potential EU minimum prices on imported Chinese vehicles, the survey implies Europeans can still leverage their brands and distribution networks” Chinese electric vehicles continue building market share in Europe and some analysts predict a shake-out for the […]

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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 […]

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