Large Adjustments in Auto Group Share of European EV Gross sales

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gross sales knowledge 12 months by 12 months, or month by month, it may be onerous to essentially discover important long-term developments. Nevertheless, stepping again and taking a look at a chart that covers a number of years, you possibly can spot some fairly attention-grabbing issues.

I just lately did this close to auto manufacturers’ share of EV gross sales in 13 European international locations. The largest takeaway level was Tesla’s drop in market share, in addition to the general decline in how a lot share of the market the highest 8 manufacturers accounted for collectively.

A number of readers introduced up auto group gross sales, implying that evaluating auto teams made extra sense than evaluating auto manufacturers. I like doing each, however I hadn’t even seemed on the group cut up but at the moment. It’s time for that now….

The decline of the Renault–Nissan–Mitsubishi Alliance is essentially the most clear and dramatic. It dropped from 39.4% shared in Q1 2017 to six% in This fall 2025 (to date). Stunning. What a dramatic throwing away of market management. In fact, we all know there was the entire controversy and drama of Carlos Ghosn getting imprisoned in Japan (seemingly even arrange) after which ultimately escaping in baggage. Ghosn was a frontrunner and a bull on EVs, nevertheless it appears others within the firm weren’t. Anyway, the times of the Renault ZOE and Nissan LEAF dominating European EV gross sales are lengthy over.

In an analogous vein, even when not practically as excessive, Tesla dropped from 22.6% in Q1 2017 to 7.7% in This fall 2025. I suppose that is particularly surprising, although, as a result of Tesla is 100% making an attempt to promote absolutely electrical automobiles, whereas the Renault–Nissan–Mitsubishi Alliance has very combined targets and priorities.

BMW went from 16.6% share to eight.8% share in the identical time interval, rounding out the auto teams that considerably declined.

So, let’s get to some constructive tales now!

Volkswagen Group rose from 6.6% share to 29.6% share! That’s ridiculous progress in share of the market, particularly contemplating that the market total is increasing lots and there’s extra competitors on daily basis. It’s practically the reverse of what occurred at Tesla, however with a fair larger hole from 2017 to 2025.

Geely rose from nothing to six.6% share. Stellantis went from 2.75% share to eight.6% share. Mercedes went 3.3% share to five.9% share. Not too shabby. Can these auto teams hold going with their constructive momentum, or will they drop off a bit in market share in coming quarters and years.

Additionally be aware that these 8 main auto teams accounted for practically 100% of EV gross sales in these markets for a very long time, however they’re now right down to virtually 80% of the EV market.

Another massive notes or takeaways from taking a look at this desk and evaluating auto teams’ efficiency over the previous 9 years or so?

Be aware that the info doesn’t cowl all of Europe. It doesn’t embody France, one of many greatest EV markets, and Belgium, for instance. Apparently, it’s simply a lot more durable to get full info for them.