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EV and Hybrid Share Rises in a Softer EU Car Market

An EY expert warns inflation with economic uncertainty will curb a rapid jump to full electric models.

Overview

  • ACEA, citing Tuesday's EU registration data, said battery‑electric cars reached 18.8% of new cars year to date, up from 15.2% a year earlier.
  • February registrations increased 1.4% to 865,437, yet the two‑month total fell 1.2% to 1.665 million, signaling weak overall demand.
  • Pure petrol and diesel models dropped to a 30.6% combined share, while full hybrids led at 38.7% and plug‑in hybrids approached 10%.
  • The pace of EV gains slowed compared with late 2025, when fourth‑quarter share stood well above 20%, pointing to cooling momentum.
  • Automakers diverged: Volkswagen kept the lead, Stellantis grew nearly 10%, BYD almost tripled from a low base, Tesla rose by roughly a third, and BMW, Mercedes‑Benz, and Porsche declined.