Enormous Adjustments in Auto Group Share of European EV Gross sales

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Taking a look at gross sales knowledge yr by yr, or month by month, it may be exhausting to actually discover important long-term tendencies. Nevertheless, stepping again and a chart that covers a number of years, you may spot some fairly attention-grabbing issues.

I just lately did this with reference to auto manufacturers’ share of EV gross sales in 13 European nations. The most important 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 probably the most clear and dramatic. It dropped from 39.4% shared in Q1 2017 to six% in This fall 2025 (thus far). 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 finally escaping in baggage. Ghosn was a frontrunner and a bull on EVs, however 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 the same vein, even when not almost as excessive, Tesla dropped from 22.6% in Q1 2017 to 7.7% in This fall 2025. I assume that is particularly stunning, although, as a result of Tesla is 100% making an attempt to promote totally electrical autos, 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 optimistic tales now!

Volkswagen Group rose from 6.6% share to 29.6% share! That’s ridiculous development in share of the market, particularly contemplating that the market total is increasing loads and there’s extra competitors every single day. It’s almost the reverse of what occurred at Tesla, however with an excellent greater 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 optimistic momentum, or will they drop off a bit in market share in coming quarters and years.

Additionally word that these 8 main auto teams accounted for almost 100% of EV gross sales in these markets for a very long time, however they’re now all the way down to nearly 80% of the EV market.

Another huge notes or takeaways from this desk and evaluating auto teams’ efficiency over the previous 9 years or so?

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