EV EU-TURN! UK UNDER PRESSURE? PLUS OUR PREDICTIONS OF A 'CARPOCALYPSE' IN 2026?

EV Channels Review

This episode of The Pulse Podcast delves into the European Commission's potential shift away from its 2035 combustion engine ban, exploring the implications for the automotive industry. Hosts Imogen Bogle and Dan Caesar discuss the intense lobbying efforts that may lead to a delay until 2040, with a potential 90% EV sales target for 2035. While acknowledging the challenges faced by European automakers and the need for government support, they express concern that this move signals a step backward and could cede market share to Chinese manufacturers. Positives highlighted include incentives for smaller, lighter EVs and support for fleet electrification. The discussion also touches on predictions for 2026, anticipating industry consolidation and a tougher market, with specific Chinese brands like Li Auto, Nio, and Xpeng, and legacy manufacturers like JLR, Nissan, and Stellantis identified as potentially struggling. The hosts emphasize the critical role of education, efficiency, and effective nudges in accelerating EV adoption, advocating for a firm stance on EV regulation in the UK to leverage opportunities rather than follow a potentially detrimental European path.