The Renault 5 and Citroën e-C3 are the best-selling BEVs in France over the 4 months of 2025
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The Renault 5 and Citroën e-C3 are the best-selling BEVs in France over the 4 months of 2025
- The French BEV market is currently experiencing a slight weakness in 2025 compared to 2024. In the first four months of 2025, 110,268 BEVs were registered on this market, compared to 112,769 units in the first four months of 2024, which represents a decline of 2.2%. However, which carmaker would have managed to increase its market share in this context? And the one or those that saw their market share decline?
- Two carmakers managed to significantly increase their market share at the start of the year: the Renault group saw its market share increase from 19% to 25% (a gain of 6%), and the Volkswagen group saw its share increase from 6% to 15% (a gain of 9%). At Renault, the R5 and Scénic made the most progress, with the R5 becoming the leader in the French BEV market, with the Scénic taking third place, thus supplanting the Mégane.
- At Volkswagen, all BEV models are progressing, with the ID3 ranking sixth instead of twenty-first the previous year. Seven Volkswagen Group models are in the top 25, compared to only three last year.
- The biggest loser is the Stellantis group, whose market share fell from 38% in the first four months of 2024 to 31% in the first four months of 2025, despite the arrival of the Citroën e-C3, the second best-selling BEV model in France in 2025. This model was unable to offset the decline of the Peugeot 208 and Fiat 500, which were deemed too expensive compared to the R5 and e-C3. Many Stellantis customers left for Renault and Volkswagen. Tesla's market share fell from 12% to 7%. Chinese carmakers also saw their market share decline in France, with a share of 7% compared to 10% last year.
4 VW Group models in the top 10 best-selling BEVs in the UK in the first 4 months of 2025
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4 VW Group models in the top 10 best-selling BEVs in the UK in the first 4 months of 2025
- The UK BEV market is expected to see an increasing trend in 2025 compared to 2024. In the first four months of 2025, there were 144,720 BEVs registered in this market, compared to 106,995 units in the first four months of 2024, representing an increase of 35%.
- Which carmaker has benefited most from this revival of the British BEV market? And which has benefited least?
- The carmaker that has benefited most from the revival of the British BEV market is undoubtedly the Volkswagen Group, which has gone from 17,174 sales in the first four months of 2024 to 34,495 units in the first four months of 2025, thus doubling its sales volume, its market share increasing from 15% to 24% in this BEV market. The Volkswagen Group thus places four models in the Top 10 (compared to two the previous year) and nine models in the Top 25 (compared to three the previous year). The top-of-the-range ID7 even reaches fourteenth place and the Porsche Macan seventeenth place.
- Renault and Ford double their BEV market share, but at a very low level (from 2% to 4% each). Chinese carmakers (16% of the BEV market), Stellantis (12%), BMW (12%), Hyundai-Kia (10%) have a stable market share.
- Other carmakers have lost market share, such as Japanese carmakers (which went from 13% to 4% of the BEV market), Tesla (which went from 12% to 9% of the BEV market) and Mercedes (which went from 7% to 5% of the BEV market).
- Based on these figures, it appears that a significant portion of the customer base has shifted from Japanese carmakers, Mercedes and Tesla, to Volkswagen.
Nissan to close seven assembly plants worldwide
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Nissan to close seven assembly plants worldwide
- The Japanese carmaker Nissan, which is facing enormous economic and financial problems (it announced losses of four billion euros for the last financial year ending March 2025), will close 7 assembly plants out of the 17 it currently has around the world.
- These 17 assembly plants (+4 plants belonging to Renault), which enabled it to produce more than three million vehicles (passenger cars and light utility vehicles) in 2024, are spread across the planet, but 12 assembly plants spread across five countries represent 90% of Nissan's global production: Japan (801,365 vehicles produced in 4 plants in 2024), China (598,527 vehicles produced in 3 plants in 2024), Mexico (542,414 vehicles produced in 2 plants in 2024), the United States (529,373 vehicles produced in 2 plants in 2024) and Europe (282,124 vehicles produced in 1 plant in 2024).
- Nissan has not yet announced which seven factories will be closed, but we can already see that:
• 70% of the factories (12 out of 17) produce 90% of Nissan's global production.
• 30% of factories (5 out of 17) produce only 10% of Nissan's global production.
• The remaining 7% of Nissan's global production is carried out in four Renault factories.
- The most logical solution would be to close the least productive factories, namely the five factories that account for only 3% of Nissan's global production, and to close two other factories in markets where Nissan has lost a lot of influence, such as China and Japan.
- In its Auto-Analysis of December 3, 2024, Inovevanalyzed that the 20% reduction in production capacity (resulting in the elimination of 9,000 jobs) announced by Nissan at the time would not be sufficient, given the carmaker's situation, and that it was more realistic to reduce it by 40%. Nissan's new announcement to close 7 factories and eliminate 20,000 jobs is consistent with this.
8 VW Group models among the 10 best-selling BEVs in Germany in the first 4 months of 2025
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8 VW Group models among the 10 best-selling BEVs in Germany in the first 4 months of 2025
- The German BEV market is currently experiencing a strong recovery in 2025 compared to 2024. In the first four months of 2025, there were 157,007 BEVs registered on this market, compared to 109,603 units in the first four months of 2024, which represents an increase of 43%.
- It should be noted that the German BEV market fell by 11.5% in the first four months of 2024 compared to the first four months of 2023, due to the cessation at the end of 2023 of subsidies for the purchase of BEVs implemented.
- Which carmaker has benefited the most from this revival of the German BEV market? And which has benefited the least?
- The carmaker that has benefited most from the revival of the German BEV market is undoubtedly the Volkswagen Group, which has gone from 31,728 sales in the first four months of 2024 to 75,019 units in the first four months of 2025, its market share increasing from 29% to 48% in this BEV market. The Volkswagen Group thus places eight models in the Top 10 (compared to five the previous year) and eleven models in the Top 25 (compared to seven the previous year). The ID7, now the leader of the German BEV market, is enjoying unexpected success, given its high-end positioning.
- Other carmakers benefited less from this recovery, their market share often remaining stable, except for Ford, which increased from 1% in 2024 to 2% in 2025. The carmakers that benefited least from the recovery were Mercedes, with a market share falling from 15% in 2024 to 7% in 2025, and Tesla, with a market share falling from 13% in 2024 to 4% in 2025. According to these figures, it would seem that a large part of the customer base has moved from Mercedes and Tesla to Volkswagen.
Stellantis sees its production drop sharply in Italy
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Stellantis sees its production drop sharply in Italy
- The Stellantis group has reduced its workforce by 15,000 people in Italy over the past four years. The explanation for these job cuts is that, on the one hand, Fiat and its satellite brands Alfa-Romeo and Lancia have lost a lot of influence on the Italian market over the past fifteen years (falling from 30% of the Italian market in 2010 to 26% in 2015, 21% in 2020 and 13% in 2024) and, on the other hand, Fiat has relocated a lot over the past fifteen years: Fiat 500, Fiat 600, Alfa Junior, Lancia Ypsilon to Poland (Tichy site), Fiat Tipo to Turkey (Bursa site), Fiat Grande Panda to Serbia (Kragujevac).
- Finally, the relative success of the electric Fiat 500 made in Italy did not meet the carmaker's objectives. Similarly, the new generation of Alfa-Romeo made in Italy (Stelvio, Giulia, Tonale) did not achieve the expected success. It can be added that the Jeeps made in Italy were a success, but their distribution quickly declined and today the Renegade and Compass are at the end of their life. The Fiat 500X based on the Renegade and made in Italy was replaced by the Fiat 600 produced in Poland. We are not even talking about the Maseratis made in Italy, which have seen a collapse in their distribution.
- As for light utility vehicles, some have been relocated in recent years to Poland (Gliwice site).
- In short, the production volume of the Stellantis group in Italy is currently at its lowest, with 517,000 vehicles (passenger cars + light utility vehicles) produced in 2024, compared to 980,000 in 2017 and 1,145,000 in 2007. The first quarter of 2025 shows no improvement, since Stellantis' production volume has fallen further, to 110,000 vehicles, representing an annual rate of 400,000 vehicles taking into account the summer holidays.