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Рынок легковых электромобилей: новейшие тренды
The global electric vehicle market continues to develop rapidly, but in the leading countries of electric mobility, the situation has changed significantly compared to 2023–2024. The crisis of overproduction is growing in China, which is manifested in the ongoing price war in the domestic market and attempts to stop the crisis by increasing exports. Despite the imposition of protective duties, Chinese exports of electric vehicles to the EU continue to grow. In developing countries, electric mobility mainly relies on the import of cheap Chinese electric vehicles. Chinese electric car manufacturers have started opening factories in Latin America’s largest market, Brazil. In the EU, the state policy of stimulating the promotion of electric vehicles has been significantly adjusted: The requirements for greenhouse gas emission targets for cars with an internal combustion engine (ICE) have been relaxed, and the ban on the sale of cars with internal combustion engines from 2035 has been lifted. There is growing resistance to the introduction of a pan-European greenhouse gas emissions trading system, ETS-2, modeled on Germany, covering motor gasoline and diesel fuel in vehicles. The United Kingdom, Spain, Italy, Poland, Portugal, and Slovenia are increasing their sales incentives for electric vehicles, while France and Belgium are radically weakening them. Government policy in the EU countries is gradually shifting in favor of supporting battery manufacturers. In the United States, the policy of stimulating sales of electric vehicles at the federal level has been curtailed since October 2025, which led to a landslide drop in sales. The rate of reduction in the cost of battery production and the emergence of breakthrough technologies for the production of new types of batteries will have a decisive impact on the dynamics of electric mobility.