BYD’s 880% UK surge exposes gaps in the region’s EV strategy BYD’s record UK sales in September, despite being shut out of subsidy schemes, underline a wider reckoning for UK auto manufacturing strategy. An industry built on incentives and protection needs fresh foundations in design, export and resilience. Ilkhan Ozsevim
EU carmakers say 2035 CO2 targets unworkable Europe’s leading automotive executives are pressing Brussels to rethink its car and van CO2 rules, warning that rigid 2030 and 2035 targets are no longer realistic amid rising costs, import dependence and trade barriers. Ilkhan Ozsevim
Small EVs offer big production and industrial advantages A new report argues that smaller, more affordable electric vehicles are central to reducing supply risks, improving competitiveness and restoring growth in global automotive markets. Ilkhan Ozsevim
Report: Regional resilience despite volatility for automotive production The S&P Global Mobility July 2025 forecast highlights regional resilience and challenges in light vehicle production. Despite volatile trade, North America and Greater China show surprising strength, as other regions seek to recalibrate. Ilkhan Ozsevim
Washington’s tariff gambit upends vehicle production map Fresh US tariffs are upending EV strategies, accelerating reshoring, stalling imports and forcing automakers to overhaul production footprints and future investment plans. Ilkhan Ozsevim
Tariffs, competition and challenging markets put European OEMs under more pressure The European vehicle manufacturing sector faces major challenges amidst ongoing geopolitical and economic turmoil. This review looks at US tariffs, the slower adoption of electric vehicles (EVs), low factory utilisation, and the rising competition from the Chinese vehicle manufacturers. Ian Henry
