Preliminary assessment of the EU Light Vehicle CO2 roadmap changes

In the case of 2030, our ‘guess’ turned out to be spot on, and for 2035 our forecast alterations also align pretty well with the proposals, though we will need to make some adjustments regarding which powertrain types will be sold beyond that year. All quarter 3, 2025 forecast updates were aligned with the change in assumption. In short, we reduced the expectations for the EU+ BEV share of PV sales by circa 10 percentage points across the longer-term EU+ forecast, cutting it from around 60% in 2030 to 50%, ...