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If/when do you think BEVs will be 50% of annual new car sales in China, the US and EU?


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If you’re patient it’s not a problem of course, but my friends from the Balkan or Bosporus aren’t.

That’s probably the problem.

For them, a EV is therefore a step backwards, they absolutely don’t care about the environment/climate whatsoever. They also drive way faster than allowed If there are no speed cameras.

EV sales in Turkey are booming. There's charging infrastructure being rapidly built all over the country.

Electric vehicle sales more than doubled year on year to 148,304 units, while hybrid sales climbed 73 percent annually to 220,000 units.

 
EV sales in Turkey are booming. There's charging infrastructure being rapidly built all over the country.

Electric vehicle sales more than doubled year on year to 148,304 units, while hybrid sales climbed 73 percent annually to 220,000 units.


Yes-TOGG also has some "patriotic", perhaps "jingoistic" connotations that will support sales. Not only in Turkey. Here in Germany, citizens of Turkish and Kurdish descent make up some 4 mio. inhabitants. I imagine that we will see some TOGGs on our streets relatively soon.
 
I think I mentioned this in a previous post, 2 years ago you never saw an EV in Turkey, last year there were a few, when I made my annual sales trip this year, EV's everywhere, charging stations under construction, my agent bought a 500E for his wife, I'm looking forward to seeing the change next year.
 
my agent bought a 500E for his wife, I'm looking forward to seeing the change next year.

Bold, but he has a fantastic taste I must say:

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And no I do not want to hear about that Fiat POS
 
When it comes to EVs Europe won't stand a chance. Chinese state subsidy + pace of innovation + lack of red tape for building factories = unbeatable.
Yes.

And German manufacturers/suppliers, now becoming extremely frustrated with the dilemma of Germany's severely faltering economy and the lack of political resolve in adressing many politically self-inflicted woes ,are taking the gloves off and openly threatening to promptly bridle if not completely cease investment in German-based production facilities in favour of other venues in central/southeastern Europe, North-and Central/South America and, foremostly, China. R & D facilities, "high technology campus" themes will, however, remain in Germany and will be recipients of further investment hence will be beneficiaries of expansion. These are far less personnel intensive and many young, highly qualified IT/digital electronics experts can be harvested from a number of highly respected Germany-based institutes of technology. VAG Chinese subsidiaries along with Chinese joint venture partners such as SAIC, FAW, JAC, Xpeng and Horizon are aiming to present 30 (!) new BEV/REEV/PHEV Hybrid vehicles by 2030, the majority of which BEVs. Vehicle development times are as low as 18 months. Innuendo is become more indicative that these vehicles will be imported to the EU.
 
With the EU apparently set to push back the ICE 'ban' until 2040, it'll be interesting to see how the market responds. It'll also be interesting to see if the UK government takes the opportunity to perhaps set the EV mandate back to Sunak's 2035 again, rather than the current 2030 deadline.
 
Range extended EVs appears to be the path that the EU automotive industry will be embarking upon following the most recent EU regulatory developments. Especially VAG has announced its commitment to this technology. Scout and the production ID.ERA will spearhead the endeavour. Also interesting is that China's Xiaomi is apparently well into the development phase of new range extended EVs. IMHO, this will be a far more sustainable strategy than simply jettisoning dedicated BEVs and going all in on ICEs.
 
I look forward to a bigger update on the Eau 2035 ice ban. It's glaringly obvious and urgent for it to be reconsidered or be more flexible.

Yes, the "open to technology" battle cry so often propagated in Germany's current political arena has it's legitimacy. I, however, have my problems with the "BEVs are crap, ONLY ICEs are great" mindset. Undiscerningly reactionary and hardly "open" IMHO. As well as aloof to the massive complexities and costs involved in updating a technology that inherently has deficits in efficiency and far less leeway in terms of developmental progression. Not to mention that it is myopic. Coming generations of consumers may have a different perception of what "enjoyable, fun motoring" constitutes in direct comparision to the current generation of diehard "petrolheads". They may not give a damn about "fruity ICE soundscapes". Or they may be pleased that the audio tactile experience can be synthetically so authentically replicated. REEV is an interesting bridge. And perhaps even more than that. My take, anyway.
 
I think the battle is shifting from BEV vs ICE to Europe VS China. German automanufacturers are currently hurting badly. Consumers are less interested in buy their BEV, they want ICEs but automarkers are under a directive to discontinue them. At the other end, Chinese automakers have fewer barriers to building better and cheaper EVs.

The middle east and asia have liked and bought chinese cars for years. In the UK there was big anti-china tech stigma a few years ago. However, in 2025 the tide has completley turned. Consumers here aren't just accepting Chinese EV but love them and express that love publically.This is putting european automarkers in an existential crisis: Aren't allowed to produce certain ICE cars that consumers want to buy AND can't compete against chinese EV.

Yesterday I saw that a fellow gym goer has bought a brand new Chery Tiggo 8. It's a pretty 7 seater with a premium interior quality at a great brand. However she works at a......lamborghini dealership with bentley next door. Probably the last person you would expect to buy a Chinese EV.

This is how good the cars have become. Too good to ignore.

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Pro version is even nicer!
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I think the battle is shifting from BEV vs ICE to Europe VS China. German automanufacturers are currently hurting badly.

I think that at least some of this is due to the intitial mutual expectations of applied competence between EU, as well as German, regulators and German manufacturers. Obviously, these expectations were disappointed in several aspects.


Consumers are less interested in buy their BEV, they want ICEs but automarkers are under a directive to discontinue them. At the other end, Chinese automakers have fewer barriers to building better and cheaper EVs.

Primarily a very difficult systemic dilemma.
The middle east and asia have liked and bought chinese cars for years. In the UK there was big anti-china tech stigma a few years ago. However, in 2025 the tide has completley turned.

Here in Germany, we are witnessing only the beginning of the Chinese spearhead deeply penetrating the automotive market. Perhaps German manufacturers are beginning to painfully realize this. Increasing innuendo regarding VAG importing vehicles from their Chinese subsidiaries and joint-venture partners appears to be a sign. As are the rumours that SAIC AUDI may be assuming stewardship for future Audi luxury segment vehicles. In addition, manufacturers and suppliers alike have been increasingly eyeing possible defense contracts. The seismic shifts in geopolitics are helping make this potentially very fertile ground.
Consumers here aren't just accepting Chinese EV but love them and express that love publically.This is putting european automarkers in an existential crisis: Aren't allowed to produce certain ICE cars that consumers want to buy AND can't compete against chinese EV.

Indeed, vehicles such as the Xiaomi SU7 and YU7 have been attracting an awful lot of attention. The same applies to the new Xpeng P7. And more than a few Germans find themselves thinking: "These new Chinese VAG concepts/products look really good ! Why don't we get these here ?".
 
Yesterday I saw that a fellow gym goer has bought a brand new Chery Tiggo 8. It's a pretty 7 seater with a premium interior quality at a great brand. However she works at a......lamborghini dealership with bentley next door. Probably the last person you would expect to buy a Chinese EV.

What do you expect her to buy? A Lamborghini because she works there, or a Bentley because it's next door?
 

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