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21m ago

BMW Alone on Track for EU Fleet CO2 Limits as VW Gains and Stellantis Falls Behind

New S&P Global Mobility data for the first nine months of 2025 show uneven BEV uptake that puts most major European carmakers at risk of EU penalties.

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Overview

  • BMW reached a 24.5% BEV share through September 2025 and, counting plug‑ins, about 40% of its sales were electrified, placing it clearly on course to comply, according to S&P Global Mobility.
  • Volkswagen increased its BEV share from 9.8% to 16.8% year over year, marking solid progress yet still below the levels widely seen as necessary for compliance.
  • Mercedes’ BEV share has stagnated around 15%, with S&P analyst Henner Lehne linking slower uptake to the brand’s EQ design strategy that has struggled with customers.
  • Stellantis posted a 10.5% BEV share versus an internal 21% target, reflecting weaker positions in high‑EV markets such as the Netherlands and Sweden and indicating substantial compliance risk.
  • The EU’s 93.6 g/km fleet-average CO2 limit is now assessed over 2025–2027, with BEVs counted as zero and plug‑in hybrids earning limited credit, raising the prospect of multi‑billion‑euro fines for laggards.