T&E EV Progress Report 2025 (Transport & Environment)

Summary

• European carmakers are on track to comply over 2025-2027, with BEV sales reaching a 25% share over the three years (18% in 2025).p.2
• Delay of the 2025 CO2 target led to a shortfall of 2 million BEVs over 2025-2027.p.2
• BEV sales of European carmakers are up 38% in the first seven months of 2025, with BEVs at 16.6% of sales, up from 13.2% a year earlier.p.3
• The BEV-ICE price premium fell to 30% in early 2025, down from 40% in 2024, then rebounded to 40% in June.p.6
• European battery prices are expected to fall 28% by 2027 versus 2025 and by 46% between 2025 and 2030.p.12
• Public chargers in the EU are expected to reach 1.1 million in 2025 and 2.1 million by 2030, a 90% increase.p.13
• All EU countries meet their 2025 AFIR target, with the EU as a whole exceeding it by 174%.p.14

Key insights

1. Volkswagen Group BEV sales rose 90% from January to July 2025, while Mercedes-Benz recorded a 2% drop.p.3
2. Affordable BEVs with a starting price below €25,000 are set to double in sales volume in 2025 compared with 2024.p.10
3. At least 19 affordable BEV models are expected to be available by the end of 2027.p.11
4. The LFP battery share in Europe is expected to reach 50% by 2030, while China has already reached 67% in 2025.p.12
5. 77% of the core highway network is already covered with ultra-fast charging and meets the 2025 AFIR target.p.15
6. 22 of the 27 EU countries have at least twice as much charging power as required by law.p.14
7. The US market is closing to EU imports due to new 15% tariffs, up from 2.5%.p.17