top of page
All Articles


BYD Slashes Prices by 41% in Germany as Chinese Automaker Wages War on European Incumbents
BYD Co. is deploying an aggressive discounting strategy across Germany, cutting prices on key models by as much as 41 per cent as China's largest electric vehicle maker escalates its campaign to dislodge established European marques from their home turf. The Shenzhen-based manufacturer has reduced the list price of its Atto 2 Boost plug-in hybrid by €11,500, a direct discount of 29 per cent. When combined with Germany's €4,500 state subsidy for plug-in vehicles, the effective
Feb 242 min read


Renault Reports Profit Decline as Chinese Competition Squeezes European Markets
Renault Group presented its full-year 2025 financial results on February 19, with shares dropping nearly six percent as the French automaker warned of continued margin pressure from Chinese brands and European rivals in its core markets. The company delivered revenue of €57.9 billion, up three percent year-on-year, and achieved a 6.3 percent operating margin with €3.6 billion operating profit. However, the margin declined from a record 7.6 percent the previous year, and Renau
Feb 202 min read


Stellantis Resurrects Diesel Across Europe in Dramatic Retreat From Electric Ambitions
Stellantis, the world's fourth-largest automaker, is quietly reintroducing diesel engines across at least seven European car and van models, a strategic about-turn that underscores just how badly the industry's electrification timetable has collided with commercial reality. The reversal, which began in late 2025 under new chief executive Antonio Filosa, spans models from the Peugeot 308 and DS No. 4 hatchback to a swathe of commercial vehicles including the Opel Combo, Citroë
Feb 172 min read


Volkswagen Secures First EU Tariff Exemption for China-Built Cupra Tavascan
The European Commission has granted Volkswagen AG the first exemption from punitive duties on a China-manufactured electric vehicle, a landmark concession that could open the door for Chinese automakers to pursue similar deals with Brussels. The Commission confirmed on Tuesday that it had accepted a price undertaking from Volkswagen (Anhui) Automotive Co., allowing the Cupra Tavascan compact SUV to bypass the 20.7 per cent countervailing duty imposed on battery-electric vehic
Feb 112 min read


European Carmakers Face Deepening Chinese Competition
Europe's traditional automotive powerhouses are confronting their most severe structural challenge in decades, as mounting evidence suggests Chinese manufacturers are accelerating their conquest of the continent's electric vehicle market. Industry data released this week shows Chinese brands now command nearly 11 percent of Europe's EV sales, double their share from two years ago. BYD, Geely, and SAIC are leading the charge, leveraging substantial cost advantages and increasi
Jan 302 min read


Volkswagen Confronts Capacity Crisis as European Demand Falls Short
Europe's largest carmaker finds itself 500,000 vehicles short of annual production targets as the continent's automotive sector enters 2026 confronting an existential overcapacity challenge that threatens to reshape the industry's manufacturing footprint. Volkswagen's demand shortfall—equivalent to two full assembly plants' output—crystallises the structural pressures facing European manufacturers as Chinese competition intensifies and electric vehicle adoption proves slower
Jan 262 min read


Berlin Bets €3 Billion on Electric Revival as Chinese Rivals Circle
Germany's controversial relaunch of electric vehicle subsidies marks a calculated gamble that the country can revive flagging demand whilst avoiding accusations of protectionism—even as ministers acknowledge Chinese manufacturers will benefit equally from the €3 billion programme. Environment Minister Carsten Schneider confirmed Sunday that the income-tiered scheme, retroactive to 1 January, offers up to €6,000 for battery-electric vehicles purchased by households earning und
Jan 222 min read


Europe's Battery Push Faces Headwinds as Trump Revives US Fossil Fuel Agenda
Brussels unveiled a €1.8 billion battery strategy this month as European automakers grapple with declining internal combustion engine sales and intensifying competition from Chinese manufacturers, even as the new Trump administration signals a dramatic reversal of America's electric vehicle transition. The European Commission's automotive omnibus package introduces a new "small affordable cars" category and proposes revised car labelling rules, part of a broader industrial pl
Jan 202 min read


German Premium Carmakers Post Weakest Profits in 16 Years as Industry Confronts Structural Crisis
Germany's automotive establishment is enduring its most challenging financial period since the global financial crisis, with BMW, Mercedes-Benz, and Volkswagen Group recording their lowest combined profitability in sixteen years, according to analysis from consultancy EY. The data, published this week, reveals that no major automotive nation has suffered a steeper decline in revenue and profit performance than Germany. Whilst manufacturers across all markets contend with Amer
Jan 192 min read


Battery Supply Constraints Threaten European EV Ambitions
Europe's electric vehicle manufacturers face intensifying battery supply bottlenecks as domestic cell production lags far behind demand projections, threatening the continent's ability to meet 2035 combustion engine phase-out targets whilst reducing dependence on Asian suppliers. Northvolt's financial difficulties have sent shockwaves through the industry. The Swedish battery manufacturer, once heralded as Europe's answer to Chinese dominance, filed for Chapter 11 bankruptcy
Jan 122 min read


EU Moves to Extend Carbon Border Tax to Automobiles as Chinese Competition Intensifies
The European Union has escalated its trade measures against Chinese electric vehicles as the Carbon Border Adjustment Mechanism enters full implementation from January 1, 2026, with plans to expand coverage to automobiles and auto parts from 2028. China's Ministry of Commerce responded this week to the EU's latest legislative proposals and implementation rules for the controversial policy, which aims to align the carbon cost of imported products with the bloc's internal prici
Jan 52 min read


Porsche Embarks on Billions in Cost Cuts as China Collapse Erodes Profitability
Stuttgart's legendary sports car manufacturer unveiled plans for multi-billion euro cost reductions as incoming leadership confronts plummeting Chinese sales and margin pressure that has shattered Porsche's reputation as the Volkswagen Group's profit engine. The restructuring programme, disclosed Monday as Oliver Blume prepares to depart after a decade at Porsche's helm, marks an abrupt reversal for a marque that commanded premium pricing power throughout the combustion era y
Dec 30, 20252 min read
bottom of page
