BMW's Spartanburg plant will produce six different BEVs by 2030
- 说明
BMW's Spartanburg plant will produce six different BEVs by 2030
- The BMW plant in Spartanburg, South Carolina (USA), was inaugurated in 1994. It was the first to produce the brand's SUVs, first the X5 and then the X6 (E-segment SUVs), then the X3 and X4 (D-segment SUVs), and finally the X7 and XM (F-segment SUVs). These mid-size and larger SUVs were initially targeted for the American market, but were quickly exported worldwide. As a result, the Spartanburg plant gradually became the largest assembly plant in the BMW Group, with a production volume of 400,000 vehicles by 2024, for a production capacity estimated at 450,000 vehicles per year.
- Despite the relative weakness of the BEV market in North America (1.3 million units sold in 2024), the BMW group has decided to produce the battery electric versions of the future X3, X4, X5, X6 and X7 in this factory, undoubtedly encouraged by the Trump administration's proposed tariffs on automobile imports.
- The future BMW X5 (G65) based on the CLAR platform will be launched in 2026 and will be available in petrol, diesel, plug-in hybrid and battery electric iX5 versions.
- The future BMW X6 (G66) based on the CLAR platform will be launched in 2027 and will be available in petrol, diesel, plug-in hybrid and battery electric iX6 versions.
- The future BMW X7 (G67) based on the CLAR platform will be launched in 2027 and will be available in petrol, diesel, plug-in hybrid and battery electric iX7 versions.
- The carmake plans to produce six battery electric models at the Spartanburg site by 2030, meaning the future X3 and X4 will be produced at the site in gasoline, diesel, plug-in hybrid and all-electric iX3 and iX4 versions.
Tesla sales continue to plunge in May 2025
- 说明
Tesla sales continue to plunge in May 2025
- Tesla sales continue to plummet in May 2025, even though the sales decline slows in Europe (-28% compared to May 2024 compared to -50% in April), but this slowdown is mainly due to the growing demand for Tesla in Norway (+213% compared to May 2024, with 2,600 sales). It is important to note that Norway is one of the few European countries where Tesla sales increase in May 2025. All other countries see their sales decline compared to May 2024. Over the cumulative first 5 months of the year, the European results remain very poor, with a 37% decline in sales compared to the first 5 months of 2024. The volume loss reaches 5,457 units over the month and 44,521 over the cumulative first 5 months of 2025.
- While the situation seems to be improving in Europe (thanks to Norway, which now buys 90.5% of BEVs), it is deteriorating in China and the United States, which remain by far Tesla's two main markets.
- In China, Tesla sales will decline by 15% in May 2025 compared to May 2024 (compared to -6% in April 2025 compared to April 2024), losing 10,911 units over the month and 62,741 over the cumulative first 5 months of 2025, while the Chinese market continues to grow as a whole.
- In the United States, Tesla sales will decline by 19% in May 2025 compared to May 2024 (compared to -16% in April 2025 compared to April 2024), losing 9,700 units over the month and 25,410 over the cumulative first 5 months of 2025, while the US market continues to grow as a whole.
- In total, Tesla will decline by 18% worldwide in May 2025 and 19% over the first 5 months of 2025.
Thermal vehicles sales down sharply in China and Europe, more moderate in the USA and Japan
- 说明
Thermal vehicles sales down sharply in China and Europe, more moderate in the USA and Japan
- Global sales of thermal cars – internal combustion engines, possibly with low hybridisation (MHEV) – reached 12,343,640 units in the first four months of 2025, which represents a decrease of 4.2% compared to the first four months of 2024, when they reached 12,889,899 units. This represents a decrease of 546,259 fewer units registered in the first four months of 2025, while the global car market is stable.
- China is the country that has seen the sharpest decline in sales of combustion-engine vehicles over the past five years, demonstrating its ability to transition from combustion engines to hybrid and electric engines more quickly than others. Since the summer of 2024, the share of combustion-engine vehicles has declined from 95% in 2019 to 50% of the Chinese market, while sales of fully electric and plug-in hybrid vehicles have exploded over the past five years.
- Europe recorded the second most significant decline in sales of thermal cars behind China, since the share of thermal cars fell from 95% in 2019 to around 65% in 2025. Sales of battery electric cars, plug-in hybrids or non-plug-in hybrids having been able to establish themselves on the European market, but less strongly than in China.
- The United States is showing a more moderate decline in sales of thermal cars, their market share having fallen from more than 95% in 2019 to around 80% in 2025, with battery electric and hybrid cars having less success than in China or Europe.
- Japan finally shows a very moderate drop in sales of thermal cars, their share having fallen from a little over 70% in 2019 to a little over 60%, battery electric and rechargeable hybrid cars having no success due in particular to the domination of full hybrid vehicles already well established in 2019 (more than 25% of market share).
Norway and Germany leaders of the BEV sales growth by 2025
- 说明
Norway and Germany leaders of the BEV sales growth by 2025
- Norway
• The Norwegian battery electric vehicle (BEV) market is expected to rebound strongly in 2025 after declining in 2023 and 2024 compared to 2022. In the first five months of 2025, BEV sales increased by 36% compared to the first five months of 2024 (51,710 units vs. 37,962) and accounted for 90.5% of new car sales in Norway. This allows the country to remain on track to achieve its target of 100 zero-emission vehicle sales by January 1.
• This recovery appears to be linked to an economic recovery after the start of a recession in 2023, which has boosted consumer confidence. Norway has gradually reduced some tax incentives, but maintains a favorable policy for electric vehicles. Internal combustion vehicles remain heavily taxed, while BEVs benefit from exemptions and practical advantages, such as discounts on tolls and parking.
- Germany
• The German BEV market also shows signs of recovery in 2025, following a sales decline in 2024. In the first five months of 2025, sales reached 201,563 units (compared to 138,973 in the first five months of 2024), an increase of 45%. BEVs account for 17.5% of the German market over the period.
• The end of purchase subsidies at the end of 2023 led to a sales drop in 2024, but lower vehicle prices and improved charging infrastructure appear to be boosting demand. Germany is considering the possibility of new measures to support the purchase of battery electricvehicles, following the example of France, which will implement a new system (CEE = energy savings certificate) on July 1, 2025, which should replace the ecological bonus for private buyers of a battery electriccar.
- Norway and Germany are therefore following different trajectories, but both are expected to experience a strong recovery of their BEV market in 2025. It is worth noting that despite a BEV market share of only 17.5%, Germany registers four times more BEVs than Norway, a country in which the BEV market share is 90.5%.
2025: F-HEV sales stable in Japan and China, increasing in Europe and the USA
- 说明
2025: F-HEV sales stable in Japan and China, increasing in Europe and the USA
- Global sales of full hybrid vehicles (F-HEVs) reached 1,851,314 units in the first four months of 2025, representing a 25% increase compared to the first four months of 2024, when they did not exceed 1,485,754 units. This represents an additional 365,560 F-HEVs registered in the first four months of 2025, while the global automotive market is stable.
- China sees F-HEV sales reaching 289,957 registered units in the first four months of 2025, compared to 200,521 in the first four months of 2024, representing a 3.4% share of the local market.
- Europe is doing better than China, with 449,810 F-HEVs registered in the first four months of 2025, compared to 384,202 in the first four months of 2024, representing a 10.1% share of the local market.
- The United States is at a better level than Europe in terms of quantities sold (less in market share), with 631,723 F-HEVs registered in the first four months of 2025, compared to 442,956 in the first four months of 2024, representing 11.7% of the local market share.
- But Japan is outpacing all its rivals in terms of F-HEV sales, registering 479,824 vehicles of this type in the first four months of 2025 compared to 458,075 in the first four months of 2024, representing a market share of 34.5%. It seems that this strong demand for F-HEVs has prevented the development of BEV and PHEV sales in Japan for years. However, the market share of F-HEVs seems to stabilize in Japan in 2025, as in China. Conversely, this share will increase in Europe and the United States in 2025.