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ft.com

End of EV euphoria triggers $65bn hit for carmakers

Manufacturers rethink US strategy in pivot back to petrol and hybrids

domenica 15 febbraio 2026 New tab

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EVs central to carmakers’ Europe strategy despite petrol ban easing

Benefits of EU’s proposed rule changes are limited and too costly, say industry executives

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GM discloses $7bn hit from EV transition and China restructuring

Detroit-based carmaker says it ‘proactively reduced EV capacity’

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European EV sales overtake petrol for first time in December

Sales reached record high last year despite fall at Tesla and pressure to soften EU targets

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Manufacturers pivot from EV batteries to storage as AI boom drives demand

Retooling of factories comes as cell makers have cancelled enough capacity to produce 2mn electric cars

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Trump has just accelerated Europe’s electric vehicle reckoning

As US carmakers gain political cover to delay EV development, Asian companies can expand at greater scale

ft.com·6 mesi fa
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Sales of used EVs surge in US as petrol prices pass $4 a gallon

Americans are buying second-hand electric vehicles even as the market for new vehicles slumps

ft.com·2 mesi fa