Overview

• ACEA reported July EU new‑car registrations up 7.4% year on year, with battery‑electric vehicles at 15.6% of registrations and non‑plug‑in hybrids leading at 34.7% as petrol and diesel combined fell to 37.7%.
• ACEA president Ola Källenius and CLEPA president Matthias Zink urged Ursula von der Leyen to relax the 2030 fleet‑CO₂ cut and the 2035 combustion‑engine phaseout, citing reliance on Chinese batteries and charging gaps, with a meeting set for 12 September.
• Tesla’s EU registrations plunged to about 6,600 in July (roughly −42% year on year), while BYD reached 9,698 and SAIC also passed Tesla for the month.
• A significant share of BYD’s EU registrations are reported as manufacturer or dealer self‑registrations, with Germany’s ZDK estimating up to around 40% through April, complicating interpretation of headline gains.
• Regulatory changes due in 2026 will tighten the Utility Factor used to calculate PHEV emissions, requiring much greater electric range and making many plug‑in hybrids less viable for compliance.