In-depth intelligence on China's EV sector and its impact on Europe
Norway registered 17,406 battery-electric vehicles in March 2026, a 98.4 percent market share that sets a new monthly record. The recovery from a January policy shock shows that once EV adoption crosses a threshold, consumer demand becomes self-sustaining.
Chinese PHEV imports into Europe surged 892 percent in January and February 2025. That figure is not a rounding error. The EU's countervailing duties, applied since October 2024, target battery electric vehicles. PHEVs fall outside that framework. BYD's Seal U PHEV became the best-selling vehicle in its category in Spain for the full year 2025. The product mix shift was deliberate and it worked.
