Laura Ros Verhoeven

Europe’s car market in H1 2025 tells a story of resilience and divergence. Volkswagen Group still rules with 1.8M units sold and with and 28% xEV share, increasingly going toward where the industry push suggests. Stellantis follows with 1.0M units and a staggering 85% ICE share with a demonstration that legacy volume still runs on combustion. Renault Group (704K units, 57% ICE) and Hyundai Motor Group (541K units, 57% ICE) are in the middle of the pack, balancing between legacy and transition. BMW Group (485K units, 60% ICE) and Mercedes-Benz (355K units, 66% ICE) show a good balance of premium strength and high reliance on combustion. Toyota with 479K units has only 14% ICE with a staggering 86% xEV share. A striking lead in hybrid and EV penetration. Ford (257K units, 66% ICE), Geely (202K units, 33% ICE) and Nissan (166K units, 55% ICE) complete the list, highlighting how different strategies compete for Europe’s future roads. The message is clear. Europe is not leading the EV shift yet, but the competitive dynamics are intensifying. Whoever balances scale, brand, and electrification fastest will dictate the next decade. Source: JATO Dynamics via Visual Capitalist #Automotive #EV #Mobility #Electrification #Strategy #Europe #OEMs #CarIndustry #Innovation

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Stellantis Weighs Sale of Car-Sharing Unit Free2move Stellantis is exploring a sale of its car-sharing arm Free2move as CEO Antonio Filosa pushes to streamline operations, according to people familiar with the talks. Discussions with potential buyers are in early stages, and no deal is certain. The review is part of a broader restructuring ahead of a new business plan due early next year. Filosa, who became CEO in May, aims to exit unprofitable ventures and double down on core brands and U.S. growth, where Stellantis recently reported sales gains. Free2move, created in 2016 by PSA Group and expanded under former CEO Carlos Tavares, operates in several European cities and Washington, D.C. Once touted as a global growth engine, the unit has struggled to meet ambitious targets. Analysts say the possible divestiture underscores Stellantis’ pivot to focus resources on profitable markets while cutting exposure to weaker businesses. ——— Thanks to our sponsor: Bel Air Partners, LLC (https://lnkd.in/eMiVNuNB)

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Alantra has been appointed as Corporate Broker to EBRO EV Motors and has initiated coverage through its Equity Research Team. Founded by automotive industry veterans, EEVM evolved from an engineering services provider into a manufacturer of EBRO-branded EVs. The company went public on BME | Bolsas y Mercados Españoles Growth in October 2024, marking a new phase in its industrial and commercial trajectory. To receive the full research report, contact Alantra’s Equities team: [email protected] Read more: https://lnkd.in/dc2rkZv6 #Alantra #ECM #CorporateBrokerage #ElectricVehicles 

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One thing on every automotive company's mind: how is AI going to change the way people buy cars? We just worked with Boston Consulting Group (BCG) on a new whitepaper that looks into how the car-buying journey may change - and what auto companies could do to adapt and win. It includes industry research from BCG, AI perspectives from OpenAI, and new ideas and perspectives for auto industry leaders. Learn more here: https://lnkd.in/etW3B7Jh

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The "Electric Vehicle Sales Review" for Q2 2025 is out! Here are some key insights: 🚀 For the first time ever, Europe is set to exceed one million BEV registrations 📈 The global BEV market took off, growing by 33% in Q2 2025 compared to the same period last year 🔋 China led this impressive surge, accounting for nearly two-thirds of global sales Curious about more details? Click here for the full report: https://lnkd.in/emKk47Un

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