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European Metals & Mining Tracker | Europe Plugged-In Premia: How the oil shock has revived Europe‘s EV shift-20260625
摩根士丹利· 2026-06-25 12:08
June 25, 2026 03:00 AM GMT European Metals & Mining Tracker | Europe Plugged-In Premia How the oil shock has revived Europe's EV shift Exhibit 1: Jan-May YtD European Car Registrations are pointing to a steep market share shift in favour of BEV/Hybrids 31% 25% 11% -24% -17% -17% 5% -40% -30% -20% -10% 0% 10% 20% 30% 40% -300,000 -200,000 -100,000 0 100,000 200,000 300,000 BATTERY ELECTRIC PLUG-IN HYBRID HYBRID ELECTRIC OTHERS PETROL DIESEL TOTAL YtD YoY # of Registrations | M | | | | | | | --- | --- | --- | ...