2026年欧洲车队电动化：产业拐点与万亿级机遇报告-

Fleet

forward:poweringthe

transition

toelectricmobilityA

collaboration

between:CuratedbyEYprofessionalswith

extensiveexperienceintheenergy,automotive,governmentandtechnologysectors,thisstudyissupportedbyinterviewswithfleetoperators,automakers,charge

pointoperators,flexibilityproviders,energyretailers,distributionsystemoperators,leasingcompaniesandindustrybodies.Italso

draws

onthe

insightsofexpertsattheEuropeanenergyindustrybodyEurelectricandits

members.WiththankstoACEA,ALICE,Ayvens,ABVolvo,BDEW,ChargeUpEurope,ColruytGroup,

DGENER,

EDF,

EDP,

Edison,

Einride,

E-Mobility

Europe,

Enel,

EnergiföretagenSverige,

EnergyUK,

Engie,ESB,

EV100,

Hitachi

Energy,

IKEA,

Milence,

Mobi.E,

NationalGridGroup,Novuna,Octopus

EV,

Plug,

PPC,RegulatoryAssistanceProject,Transport&

Environment,Virta,WelchGroupandWienEnergy.Thisreportprovidesacross-Europeanperspectiveoftheopportunitiesandchallengesahead.ItisanchoredaroundtheproposedRegulationonCleanCorporateVehicles,publishedon16December2025,aspartoftheEuropeanCommission’sAutomotivePackage.Theproposalisdesignedtoacceleratenewzeroandlowemissionvehicleuptake

bylargecompaniesfrom2030.Alongsideregulation,economicgainsandincentivesarecriticalleverstosecureindustrybuy-inacrosscorporatecarsandlight,mediumand

heavycommercialvehiclefleets.Thisreportalsooffersactionablerecommendationstohelpstakeholdersrealisethetransformationpotentialofe-mobility.Corporatefleetelectrificationpresentsthenextindustrialand

climateinflectionpointfortransportin

Europe.

Decisiveactioncan

helptosecure

aleadingrolefor

Europeinclean

mobility,delivering

tangible

benefitsfor

citizensandbusinesses,andensuringacompetitive

and

resilienttransition.AboutthereportOUTLOOKFleetelectrification:thecatalyst

forEurope’snet-zerofutureCHAPTER1Far-reachingbenefitsof

fleetelectrificationCHAPTER3SolutionsandoperatingmodelsthatscaleCHAPTER

2Insights

fromindustry:obstaclesandcomplexityFleetforward:factsheetExecutivesummaryStatusreport:globalsnapshotofe-mobilityContentsKWhKilowatt-hourLCVLightcommercialvehicleLOMLoid’OrientationdesMobilités(Frenchmobilitystrategylaw)MCSMegawattChargingSystemMCVMediumcommercialvehicleMRBMotorrijtuigenbelasting(Dutchmotorvehicletax)OEMOriginalequipmentmanufacturerOpexOperatingexpenditurePPAPowerpurchaseagreementROIReturnoninvestmentSLAServicelevelagreementSMESmallandmedium-sizedenterpriseSoHStateofhealthcertification(battery)TCOTotalcostofownershipTEN-TTrans-EuropeanTransportNetworkTSOTransmissionsystemoperatorTWhTerawatt-hourVEDVehicle

Excise

Duty(UK

tax)V1GUnidirectionalmanagedchargingV2GVehicle-to-gridZEVZeroemissionvehicleZEZZeroemissionzoneAFIRAlternativeFuelsInfrastructureRegulationAPIApplicationprogramminginterfaceBEVBatteryelectricvehicleBiKBenefitinkindtaxCaaSCharging-as-a-ServiceCapexCapitalexpenditureCEECertificatsd'Économiesd’Énergie(Frenchenergysavingscertificates)CO2CarbondioxideCPOChargepointoperatorDCDirectcurrentDSODistributionsystemoperatoreHCVElectricheavycommercialvehicleeLCVElectriclightcommercialvehicleeMCVElectricmediumcommercialvehicleEMSEnergyManagementSystemETS2EU’snewcarbon-pricingmechanismEVElectricvehicleFaaSFleet-as-a-ServiceGDPGrossDomesticProductHCVHeavycommercialvehicleICEInternalcombustionengineGlossary

of

termsACAlternatingcurrentFleetforward:

factsheet

EV

progress

—

Europe

has

crossed

the

EV

tipping

point

·Europe’s

public

charging

network

surpasses

~1.2mnShareofEuropeanvehicleregistrations

bysegment(2025,%)71%

29%Cars88%

12%95%

5%EV

OthersNote:Heavy

duty

vehicle(HDV)-capable

public

charging

locations,including

direct

current

(DC)fast

charging

(<350

kW

and

≥350

kW

AFIR-compliant

power

classes).Source:EYanalysis,https://www.acea.auto/,https://alternative-fuels-observatory.ec.europa.eu/reports/statistics,https://www.transportenvironment.org/articles/corporate-fleets-and-the-eu-automotive-industrial-planEmissionsleverageofnew-carCO2

emissionsareEconomicsinflection~20%–50%lower

opex

vs.ICE

for

fleet

vehicles.Fleetelectrificationdeliverssystem-widebenefitsby2030WHYFLEET,WHYNOW—fastestlevertoscaleEV

adoptionPublic

chargingpoints(millions)

and

growth

rate(%),

EuropeHCV-readycharginghubsand

growth

rate(%),

EuropeEuropeanBEVcarsales(2025)95.9%

EVs

have

enteredmainstreamadoptioninChina

and

Europe5EY—Eurelectricreport|Fleetforward:poweringthetransitiontoelectricmobilityDecember2025BEVsales

>petrolforfirsttime3x

increasesince20216x

increasesince2021

〉evdn140

TWhelectricitydemand.€140bnfuelcostsaving.12%29%48%25%HCVsLCVs€246bncumulativebusinesssavings.EV

passenger

vehicle

sales

by

region(2025,%)bndieseldisplaced.litr9EU

newcarregistrations

(December

2025,%)1.2133.7%22.6%22.5%10.7%7.2%3.3%937202120222023202420251.02+30%HybridBEVPetrolPlug-inDieselOtherspotentialboost

indemandfornew

EVcarsby2030.0.74DemandconcentrationElectrificationtargets60%ofnewvehiclesales

inthe

EUcomefromfleets.2mn72071%+19%0.53Aboutthereportinpublicchargers480Executivesummarygeneratedby

fleetvehicles.2800.36in

HCVhubsStatus

reportChapter3Chapter2Chapter1Fact

sheet84%–100%2.6%–16%Outlook17%–50%15051%–83%0%–2.5%NorwayEuropeGlobalChinaUS.

Economicsisthecriticalleverthatwill

securefleetindustrybuy-intoelectric

vehicles(EVs).BasedonexpectedEVuptake,transitioningEurope’sfleet

vehicleshasthepotentialtosaveupto

€246bninoperatingcostsby2030..

Fullfleetelectrificationcouldcutonebilliontonnesofcarbondioxide(CO2)

emissionsby2030;approximately5%of

thecombinedprojectedemissionsfrom

theEUandtheUKoverthesameperiod..

TheEU’sproposedfleetelectrification

mandatescoulddrivedemandformore

thantwomillionelectriccarsby2030.

Thatisnearlyhalfthe

numbers

needed

tomeetcarmakers’emissionstargets.Theautomotiveindustryisundergoing

a

radical

transformationaspowertrainsshiftfrominternal

combustionengines(ICE)toelectric.It

isreshapingfactories,supplychainsandbusiness

models.However,itis

corporatefleetsthat

arepositioned

to

become

one

of

the

most

powerfulleversinthistransition.Corporate

fleets

comprise

different

vehicle

typesandbusinessmodels.Theyincludecompany

cars,

rentals,taxisandride-hailingvehicles,last-mileandurban-deliveryvehicles,busesandcoaches,

andspecialisedvehicles,aswellaslong-haulfreight

and

logistics.InEurope,corporatefleetsrepresentaround60%ofnewcarsales,

andvirtually

all

sales

ofvans,busesandtrucks.1

Andtheyalready

makea

sizeable

contribution

to

the

electrificationtally.Whilemandatesarenowbeing

consideredtoboostdemand,targetedmeasures,suchastaxationinBelgiumandthe

UK,

quotas

andpenaltiesinFrance,access

restrictions

inurbanareasintheNetherlands,and

preferential

parkingandbuslane

use

in

Norway,

are

proventobeeffectiveinpromptingtheswitchfrom

ICE

equivalentsto

EVs.Corporatefleetsmatterbecausetheydrivethemostkilometres.

Fleetcarsaccountforaround45%ofdirectroadtransportCO2emissions.

Lightcommercialvehicles(LCVs)are

responsibleforapproximately12%,whiletrucks

andbuses

make

up27%.2

Fullfleetelectrification

cancutaroundonebilliontonnesofCO2

by2030,3

approximately5%ofthecombinedprojectedemissionsfromtheEUandthe

UK

between2025and2030.It

isacritical

step

towardsmeetingthetargetssetinthe

EU’s

Fit

for55andGreenDeal

legislativeframework.Executivesummary

1

https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=celex:52025DC0096.2

https://www.destatis.de/Europa/EN/Topic/Environment-energy/CarbonDioxideRoadTransport.html.Assume50%ofLCVsrebusiness-owned.3

EYanalysis.AvoidedCO2emissionsarecalculatedonatailpipe(tank-to-wheel)basisassumingthecurrentvehiclefleet

isfullyelectrified

by2030.Annualavoidedemissionsareestimatedbymultiplyingfleetstockforcars,vansandtrucksbysegment-specific

annual

mileage

and

dieselfuelconsumptionassumptions,usingadieselemissionfactorof2.70kgCO2/L.Thetransformativepotentialoffleetelectrification6EY—Eurelectricreport|Fleetforward:poweringthetransitiontoelectricmobilityAboutthereportExecutivesummaryStatus

reportChapter3Chapter2Chapter1Fact

sheetOutlookIn

Norway,around90%ofnew

sales

in

thecorporatecarmarketarezeroemissions.5

InGermany,

morethan70%ofallbattery

EV

(BEV)registrationsaremadebycompanyor

leasingfleets,andmorethan60%

inSweden.6

IntheNetherlands,drivenbytheendoftaxexemptions

forICEvansandtherolloutofzero

emission

zones

(ZEZs),electricvansaccountedfor44%ofnewLCVsalesasofJanuary

2025.Belgium’smarketisacceleratingtoo.

In2024,

40%ofcompanycarregistrationswerefullyelectric,four

times

the

rate

of

private-buyersales.7

From2026,onlyelectriccompanycarswillqualifyfortaxbreaks,while

ICEvehicleswilllosedeductibilityandfacehigher

BenefitinKind

(BiK)tax.Policysignalsaremixedbut

evolving.

Onthepositiveside,theproposalforaRegulationonCleanCorporateVehicles,partoftheEuropeanCommission’sAutomotivePackage,wouldplacebindingnationaltargetsforlargecompaniestoacceleratetheuptakeofzeroandlowemissionvehicles,startingin2030.Thissitswithina

broader

ambitiontocuttransportemissionssignificantly,

expandZEZsandmobilisemultibillion-euroinvestmentsincharginginfrastructure.Combined

withthenewEuropeanGrids

Package,whichstrivesforgridreadinessthroughstrategic

planningandstreamlinedpermitting,these

measuresmarkadecisiveshifttowardselectrified

mobility.Atthesametime,theprospectofexpeditedrevisionstocoreframeworks,suchastheCO2regulation,8

introducesuncertaintyatacriticalmoment.Aselectrificationscales,itisessentialthatsupply-side

and

demand-side

policy

measuresremaincoherent,predictableandmutuallyreinforcing,sendingclearandconsistentsignals

tomanufacturers,investorsandcustomersalike.Economicsandinnovationareconverging.New

businessmodels,suchasbundlede-mobilitypackages,sharedmobilityandflexibilityservices,arebecomingmoremainstream.

Digital

platforms,

smartcharging,whichallowstherateandtimeofchargetobemanagedintelligently,andtheemergingpotentialofenergymanagement,on-sitebatterystorage,innovativeenergycontracts

and

vehicle-to-grid(V2G)technologies

standtocreatealternativerevenueopportunities.Meanwhile,stateofhealth(SoH)

certificationprogrammesareenhancingconfidence,safety,valueandsustainabilityacrossthebatterylifecycle,frompurchaseandusetoreuse

and

recycling.

ExecutivesummaryButthecaseforfleetelectrificationisnotonlyenvironmental.Itiseconomicandstrategictoo.Anditbenefits

all

stakeholders..

For

fleet

operators,fleet

electrification

coulddeliverupto€246bnincumulativesavingsby2030,through50%to70%lowerenergycostsand20%to40%reductionsinscheduled

servicingandmaintenanceexpenditure.These

savingsaresignificant,asoperatingcostsmakeup60%to75%ofthetotalcostofownership(TCO).

Byaddressingotherbarriers

—

highacquisitioncosts,uncertainresidualvalues

—

withtargetedsubsidiesandriskmanagement

mechanisms,economicbenefitscanbeeven

higher..

Forinfrastructureprovidersandfinanciers,thereispromiseofpredictable,high-volumedemandandlong-termrevenue

streams..

For

leasing

companies,bundled

e-mobilitypackages,suchasvehicle-plus-chargerat

afixedmonthlyfee,couldholdthe

keytoadecade

or

more

of

growth..

ForEUcarmakers,fleetelectrificationcouldbe

a

big

game-changer.According

to

arecentTransport&

Environmentstudy,the

EU’sproposed

fleet

electrification

mandates

coulddrivedemandforanestimatedtwomillionelectriccarsby2030.4

Thatis

nearly

halfthe

volumesthatautomakersneedtomeettheir

emissionstargets..

Forchargepointoperators(CPOs),fleetcharging

is

expected

to

generate

threetofivetimesmorevolumethanispossiblefrom

public

charging.Long-term

corporatechargingcontractswillalsoprovidesecureandpredictablerevenuestreams..

For

Europe’senergysystem,

EVscanofferaflexibleloadtoabsorbrenewableenergygeneration.Inthisway,fleetscanhelptostabilisegrids,reducetheneedfornetwork

investment,andbecome,inturn,cornerstones

ofEurope’scleanandsecureenergyfuture.Momentumisreal.

Butfor

now,

it

isfuelled

by

taxsubsidiesandotherincentiveprogrammes,whichinfluencethenaturalforcesofsupplyanddemand.4

https://www.transportenvironment.org/articles/corporate-fleets-and-the-eu-automotive-industrial-plan.5

https://www.acea.auto/news/incentives-not-knee-jerk-mandates-key-to-boosting-uptake-of-corporate-zero-emission-cars/6

/ctek-magazine/how-fleet-benefits-are-powering-ev-adoption-across-europe.7

/belgiums-tax-incentives-drive-electric-vehicles-in-corporate-fleets-may25/8

https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A020197EY—Eurelectricreport|Fleetforward:poweringthetransitiontoelectricmobilityAboutthereportExecutivesummaryStatus

reportChapter3Chapter2Chapter1Fact

sheetOutlookTCOmeasuresthefulllifetimecostofavehicle:

whatyoupaytobuy

it(capital

costs),

run

it(operatingcosts)andwhatyourecoverwhenyousellit(residualvalue).Operatingcosts,

e.g.,

fuel,maintenance,insuranceandtaxes,typically

accountfor60%to75%ofTCOandcontinuethroughoutthevehicle'slifetime.TCO=[acquisitioncost+financingcosts]+

[fuel/

energy+maintenanceand

repair+

insurance

+taxes/fees+downtime]—

residualvalue.

Buyingit:capitalexpenditure(capex).

Vehicleacquisitioncost(purchaseprice

or

lease).

Financingcosts(interestonloans,

leasefees).

Initialinfrastructure(chargingequipment

installation).

Upfronttaxesandfees(registration,delivery).

Runningit:operatingcosts(opex).

Fuelorenergycosts(diesel,petrolor

electricity).

Service,maintenanceandrepair.

Insurance(annualpremiums).

Taxesandfees(annualroadtax,tolls,permits,

annualincentives).

Downtimecosts(lostproductivity,

replacementvehiclerental).

Administrativecosts(drivercosts,fleet

management,compliance).

Sellingit:themoneyyougetbackatthe

end(residualvalue).

Depreciation(lossinvalueoverownership

period).

Residualvalue(resale/trade-invalue—

subtractedfromtotal)TCOisthecriticalmetricforfleetoperators.IfTCOisfavourable,itwillinfluence

operators’economic

decisions

to

electrify.GovernmentscansupportTCOwithtargetedmeasures.Theyincludesubsidiestolowerthe

upfrontcostofEVsandinsurance-backedsolutions,independentbatteryhealthcertification,buybackcommitmentsfrom

originalequipmentmanufacturers(OEMs)andsecond-handmarketstohelpstabilise

residualvalues.WhileTCOisfastbecomingfavourableforcar-basedfleetsandLCVs,supportisneededforthemorenascentelectrictrucksegment.Onopex,EVsarealready

demonstratingclearadvantagecomparedwithICEvehicles.

Thisislargelyaconsequenceof

reducedenergycosts,servicingandmaintenance.TCOandopex:whytheymatter8EY—Eurelectricreport|Fleetforward:poweringthetransitiontoelectricmobility

ExecutivesummaryAboutthereportExecutivesummaryStatus

reportChapter3Chapter2Chapter1Fact

sheetOutlookOpportunitymeetschallengeDespitestronglevers,fleetelectrificationcouldmovefaster.

In

France,forinstance,onlyonequarterofcompaniesrequiredtocomplywiththeLoid’OrientationdesMobilités(LOM)weremeeting

their

EVrenewalquotas

by20259

but,oncethenewtax/penaltyregimetookeffectin2025,

fleetEVuptakevisiblyaccelerated.BEVs

reached27%offleetregistrationsbyDecember

2025,helpingliftBEVsto20%ofthefull-year

market.10Persistentbarriersremain.Theyincludefragmentedpolicyandincentives,upfrontvehiclecostsandhigherpricesforpublicvs.privatecharging.Otherobstacles

come

from

uncertain

second-hand

demand,

residualvaluedilutionandoperationalcomplexities.Meanwhile,somecountriesexperiencechallengeswiththespeedofgridreinforcementandaccesstosupporttherolloutofcharginginfrastructure.IfEuropeistoseizethecompetitiveadvantage,

itmustscalealready-provenfleetsolutions.Thismeanswell-designedincentives,whichpairfiscalandeconomiclevers,robustregulationtoprovidelong-termcertainty,andinnovativefinancingwithpracticalenablerstomakeelectrificationwork.Charginghubsalongmajor

road

networks,integrateddataplatforms,prioritisationofzero

emissionvehicles(ZEVs)inpublic

procurement

tenders,andflexibilityservicesarethecoreenablers

urgently

needed

to

deliver

confidenceand

corporate

fleet

electrification

at

scale.“Thetriggerpointforthetransitiontozeroemissionvehiclesiswhenallconditionsalign:vehicle;infrastructure;totalcostofownershipandcompetitivenesswith

diesel;andultimatelythe

abilitytoearnmoney.Thomas

FabianChiefCommercialVehiclesOfficer,ACEATherewardsareclear:lower

costs,

strongerglobalmarketpositioningandmajor

emissions

cuts.Thequestionisnotwhethertoact,buthowfastwecanmove.

Inconversationswithindustrystakeholders,weidentifiedthecriticalprioritiesthatwillaccelerateandshapecorporatefleetelectrificationacrossEurope.Source:

EYanalysis..

Identifybusinesscaseforelectrification.

Implementschedule-awarecharging(align

withroutesanddwelltimes).

Open

depots

for

public/third-party

chargingwherefeasible.

IntegrateEnergy

ManagementSystems

(EMS)with

reimbursementandflexibility(demandresponse/

V1G/V2Gmodules).

Providetransparentdataiftechnicallyavailable

and

cost-efficient.

Enableconsumerstoassessconnectioncapacity

downtolowvoltage.

Scaleflexibleconnectionagreements

(e.g.,non-firmaccess)withincentives.

Rollouttime-of-usetariffsandEVflexibilityprogrammes.Digitaliseandintegrategrid-connectionworkflows

forfasterapprovals.

LockinMegawattChargingSystem

(MCS)timelines.

EducatefleetsonSoH,chargingstrategiesandoperationalimpacts..Publishduty-cycleenergycurvesandenablebattery

SoHtransparencyCo-develop

smart-charging

application

programming

interface(APIs)withCPOs/EMSvendors.

ProvideeducationonEVtech,chargingoperations,andtotalcostbenefits..Buildreservation-basedtruckhubsnearlogistics

clustersCo-locatestorage/renewables;standardisedriveramenitiesanduptimeservicelevelagreements(SLAs).

ScalechargerleasingandFlexibility-as-a-Servicebundles..Includeuptimeguaranteesandperformance-linked

pricingSupportsmall-andmedium-sizedenterprise(SME)depotswithgrant-backedkitsandsimplifiedfinancing.

IncentiviseEVsandreduceelectricitysurcharges.

Fast-trackpermitsandgridupgradesforTEN-Ttruckcharging.

ApplyEurovignettetollexemptionsforZEVs.

MandateZEVfleettargets.

Harmoniseheavycommercialvehicle(HCV)charging

standards;publishanear-termtruckstrategy.

SetV2GandbatteryrecyclingrulesInacceleratingtheelectrificationoffleet,andaccruingsystem,environmentalandsociety-widebenefits,economicswillbethecriticaldriver.Ifallparticipantsintheemergingecosystemcanidentifyvalue—

whethertheir“currency”isTCO,opex,

return

oninvestment(ROI),emissionscurtailmentorcapex

reduction—thebusinesscaseforelectrificationbecomes,surely,irrefutable.9

https://www.transportenvironment.org/uploads/files/TE_202502_Bilan-LOM.pdf10

https://www.aaa-data.fr/wp-content/uploads/2026/01/CP_1er_janvier-2026_AAA_DATA.pdf9EY—Eurelectricreport|Fleetforward:poweringthetransitiontoelectricmobilityFigure1:Next-stepactionsforfleetelectrificationEnergycompaniesInitiateFleetoperatorsAccelerateCPOsand

hubdevelopersFinancingand

leasingcompanies

ExecutivesummaryPolicymakersandregulatorsOEMsAboutthereportExecutivesummaryStatus

reportChapter3Chapter2Chapter1Fact

sheetOutlookWhereweare~85mnGlobalEVstockin

2025l

all

el

i

rs~65%–70%ofglobalEVgrowthisdriven

by

China25m20m15m10m5m024120%●181456%●30%3.22022202320242025

--EVsalesgrowthrateYoY(%)ectrcobnWhy2025wasatippingpointforEVadoption.

2025markedaglobaltippingpointforelectricmobility.EVsalesclimbed

to~23.7million(26%share),confirmingtheshiftisstructuraldespiteaweakglobalautomarket.Europeledtheacceleration.Thebatteryelectriccarshare

jumpedfrom15.4%to19.4%(+30%yearonyear),11andDecemberdeliveredasymbolicbreakthroughasBEVsovertookpetrolinEUregistrationsforthefirsttime(22.6%vs.22.5%),withtheUK

reaching32.2%(petrol,22.1%).Majormarkets(Germany(+43%

BEVs),the

Netherlands(+18.1%

BEVs),

Belgium(+12.6%

BEVs)and

France(+12.5%BEVs))12

allexpandedin2025,whileEuropeanOEMssurgedahead,withBEVsalesup+32%,andVWbecomingEurope’stop

EV

brand.13

By

comparison,NorthAmericaheldaround10%,emergingmarketsreached

~7%,andChinapushedpast50%,underscoringEurope’spositionasthe

fastestmovingmatureEV

marketglobally..

Electrificationalsoacceleratedacrosscommercialtransport.ElectricLCVs(eLCVs)roseto12%ofEuropeLCV

registrations

in2025

(from6.5%in2024),14

even

astotalvansalesdeclined.Mediumandheavycommercialelectrictrucksnearlydoubled,reaching4.8%ofEuropeanregistrationsdrivenbystrongadoptioninGermany,theNetherlandsand

France,whileelectricbusesreached25.9%ofnewregistrations.Together,

thesetrendsshowEVuptakeisrapidlyexpandingbeyondpassengercars,positioningEuropeastheglobalfrontrunnerinzeroemission

commercialmobility.Statusreport:

globalsnapshotofe-mobility

11

https://www.acea.auto/files/Press_release_car_registrations_December_2025.pdf12

https://www.acea.auto/pc-registrations/new-car-registrations-1-8-in-2025-battery-electric-17-4-market-share/13

https://insideevs.com/news/785136/volkswagen-beats-tesla-ev-sales-europe-2025/14

https://www.acea.auto/cv-registrations/new-commercial-vehicle-registrations-vans-8-8-trucks-6-2-buses-7-5-in-2025/15

https://ev-volumes.com/.

Chinaaccountsformorethan60%ofglobalEVsales,drivenbystrongEVpenetration

(>50%ofnewcarsales),costparityandaggressivepolicysupport.Figure2:GlobalEVsales(millions)and

market

share

(%)

2020–251510EY—Eurelectricreport|Fleetforward:poweringthetransitiontoelectric

mobility26%2020

2021 EV

sales(millions)11

6.7Aboutthereport

25%ExecutivesummaryStatus

reportChapter3Chapter2Chapter1Fact

sheetOutlook33%+20%

1.185k987kQ124Q224Q324Q424Q125Q225Q325Q425DC

+40%AC

+16%10%

6%DC

34%50%1%

10%AC89%Passengercars12.04.02.51.4China

Europe

USRestofworldCommercialvehiclesandbussales0.140.040.050.30.030.020.090.03ChinaEuropeUS

Restofworld.

TheAlternativeFuelsInfrastructureRegulation(AFIR)17

imposeslegallybindingtargetsacrosstheEU.Electricchargingstationsforcarsandvansarenowmandatoryat60-kilometreintervalsalongthecore

Trans-EuropeanTransportNetw