EU tariffs cut China EV imports to 17 per cent of market, but Chinese brands gain share as Western makers shift production
By Eve
Transport & Environment reports that electric vehicles made in China fell from 22 per cent of the EU market in 2024, when tariffs were introduced, to 17 per cent in the first quarter of 2026. The drop stems mainly from Western brands such as Tesla, BMW and Volvo moving production to Europe; Tesla's share of Chinese EV imports fell from 26 per cent to 19 per cent, while European manufacturers' share dropped from 38 per cent to 23 per cent. Chinese branded imports continue to rise and now account for more than half of China's EV exports to the EU.
Why it matters
The shift signals that tariffs are reshaping supply chains rather than blocking Chinese vehicles outright, with Chinese OEMs expanding their EU footprint while Western makers localise production. Charge point operators and procurement teams should expect growing volumes from BYD and other Chinese brands, potentially requiring new commercial partnerships and site planning for unfamiliar marques.
Source
- Original title
- “T&E analysis: EU tariffs deter Western producers from China, but BYD and others gain ground”
- Published
- 13 July 2026
- Updated
- 18 July 2026
In this story
- Topic
- Electric Vehicles
- Places
- European Union · China
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