This is how things will be in a few years in every country outside of the EU and the US. The EU and US car industries will be pretty much unable to sell their products outside their protected local markets. But of course they'll get endless bailouts.
this post was submitted on 16 Dec 2025
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The US certainly. The EU is a bit of a different story. BEV sales in the Netherlands, Sweden, Denmark and Finland are around 50% already. Looking at the total market it is also quite decent and sees strong growth. There are quite a few cheap BEVs entering the market soon, so the share in other markets is probably going to increase.
Also the ICE phase out 2035 might stay. France and Spain both want to keep it. With the votes from the smaller EU members above, they can block it, since it needs a qualified majority to pass in the council. If that happens EV share is obviously going to increase quickly.
But they're still heavily protectionist because competing with the Chinese would cause a lot of short term pain. But if we don't go through this pain now, our industries won't survive in the long term, at least not in their current form.
Sort of strange to see a Top 10 list that is (almost) only comprised by BYD and Volkswagen.
<1000 vehicles total feels like a drop in the bucket for the market, but the top 10 ranking is pretty interesting. I didn't expect to see VWs up there given how relatively expensive they are in the US.
Some foreign brands in the US market are distorted by a "luxury" tag.
In VW's case, I'd argue it's "semi-luxury" marketing that allows them to charge higher prices in the US for a car that's otherwise indistinguishable from domestic branded cars.
In the rest of the world, VW is "just a car" and they let their Audi and Porsche divisions charge extra.
Similarly, GM's Buick is "just a car" in the US, but markets itself as a luxury brand in China.