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UK Vehicle Production Falls to 73-Year Low as EV Output Hits Record Share

A JLR cyberattack, new US tariffs and factory consolidation drove the slump, with recovery hinging on delivery of competitiveness measures in 2026.

Overview

  • Official SMMT data show total UK vehicle output down 15.5% in 2025 to 764,715 units, with cars at 717,371 (-8.0%) and commercial vehicles at 47,344 (-62.3%).
  • December provided a late lift as car production rose 17.7% to 53,003 units, ending four months of decline.
  • Electrified car output (BEV, PHEV, HEV) increased 8.3% to 298,813 vehicles, reaching a record 41.7% share of UK production.
  • SMMT cited a six‑week shutdown at JLR after a September cyberattack, tariff uncertainty on US trade and consolidation of commercial‑vehicle plants as key drags.
  • Exports remained heavily Europe‑led (56.7%), with the US at 15% and China at 6.3%, and forecasts point to car output rising more than 10% in 2026 to about 790,000, with potential for one million light vehicles in 2027 if policy support lowers costs and protects market access.