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Renault CEO warns European car output could halve after 2030 without EU action on Chinese competition

By Eve

Renault chief executive François Provost told journalists in London, as reported by Reuters, that vehicle production in Europe could fall to half its historical average shortly after 2030 if the EU does not act to protect it. He cited a cost gap, saying Chinese manufacturers can import vehicles into Europe with costs 30% to 40% lower than European industrial players, a difference he considers impossible to close under current conditions. He is calling for measures to safeguard factories and jobs, with hundreds of thousands of roles across plants and suppliers at stake.

Why it matters

Pressure for EU trade or local content measures could reshape the supply of vehicles and components that charging demand forecasts depend on, and shift the mix between European and Chinese EV brands on the road. CPOs and procurement teams should watch how policy outcomes affect fleet electrification timelines, vehicle pricing and the sourcing of charging hardware.

Source

Original title
[FR] “« L'industrie automobile européenne va mourir » : le patron de Renault tire (encore) la sonnette d'alarme face aux Chinois”
Published
4 November 2026

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