Transport & Environment (T&E)

NEW: Electric cars are expected to reach up to 24% market share in 2025, giving carmakers a clear path to comply with EU clean car rules, new T&E analysis shows. While some manufacturers call for flexibility over their CO2 targets, forecasting suggests that BEVs will contribute 60%, on average, of the CO2 reduction that carmakers need to achieve for the EU emissions targets next year. Modelling based on sales in the first half of 2024 and sales forecasts shows an expected rapid growth in EV sales over the next year. This will be partly driven by seven new fully electric models under €25,000 which have arrived or are coming on the market in 2024 and 2025. European Commission President Ursula von der Leyen confirmed in July that the zero-emissions car target will go ahead in 2035. Last week the German government ruled out watering down the 2025 target. It’s time for carmakers to go all in on BEVs, while EU and national lawmakers should do more to support EV demand with policies such as corporate fleet targets, charging masterplans and social leasing schemes. Read the full report at the link in our comments. #ElectricCars #CleanCarRules #CarCO2Targets

NEW: Tariffs won’t save European EV manufacturing if the EU drops its CO2 targets. Analysis by T&E shows that carmakers can regain a significant part of the EU electric vehicle market lost to China-made EVs through a range of more affordable EVs coming to market in 2024 and 2025… but only if it maintains its car CO2 targets alongside tariffs. Imports from China – including Tesla, BMW and Volvo – are on track to reach a quarter of EVs sold in Europe this year. But this could decrease to 20% market share in 2025 and 18% the following year if both tariffs on China-made EVs, and the EU emissions standards next year, go ahead. However, China-made EVs could expand their foothold to 27% of the European BEV market next year if the EU delays the 2025 CO2 targets – a major driver of affordable European EVs – and relies only on tariffs. Some European carmakers have called on the bloc to postpone or soften its standards next year. This would cause BEV sales by EU manufacturers to stagnate as they would continue to focus on more profitable combustion engines and delay the roll-out of affordable electric cars. Read the analysis ➡️ https://lnkd.in/eusmWMzf #EVTariffs #CO2Targets

Big news for tackling greenwashing this week: MSC Cruises' description of liquefied natural gas as "one of the cleanest fuels" has been deemed misleading by the Dutch advertising board. This should be a lesson for regulators and the shipping industry who are increasingly pushing for #LNG as a clean alternative. Cruise ships could already be adding e-fuels for greener voyages today, instead of investing into polluting LNG. Read the article from Reuters ➡️ https://lnkd.in/e9eH4wND And check out our Cruisezilla report for more of what can be done to clean up cruise ships ➡️ https://lnkd.in/ewcNkJzA Fossielvrij NL Advocates for the Future

Geeky but important #IMO take incoming…… With talks underway in London to discuss the future of the shipping industry, there is fierce debate over the introduction of a global carbon #levy. In one camp, there are those that support a #carbon tax as a key part of the polluter pays principle. In the other camp are those that only want a penalty system built within a global fuel standard (#GFS), which is a measure that will push ships to decrease fuel greenhouse gas emissions. Some argue that you don’t need a carbon tax if you can have penalties for non-compliance under the GFS. But this doesn’t work. T&E’s analysis shows that even under an ambitious global fuel standard, the vast majority of shipping emissions would escape any costs in the coming decades. Globally, this would deny millions in financing for a just and equitable transition, as well as for the development of green hydrogen e-fuels which are needed to reach the goals of the 2023 IMO GHG Strategy. A global greenhouse gas levy, in combination with the global fuel standard, is therefore essential to ensure that shipping companies start to bear the cost of their emissions and contribute to financing the industry’s decarbonisation. https://lnkd.in/e33EkXuD

🚛 How are cities and companies transforming urban logistics? A new report by Clean Cities sheds light on the shift towards zero-emission freight. With over 100 cities and 182 companies across Europe making commitments to reduce transport emissions, we’re seeing a wave of innovation in urban logistics. Companies are embracing sustainable solutions like electric delivery vans and pedal-powered cargo bikes. Emerging practices such as microhubs and optimized delivery routes are also transforming how goods move through cities. 📦 Learn more about how these trends are shaping the future of urban logistics in the full report ⬇️ https://lnkd.in/erhrtAy7 #ZeroEmissions #GreenMobility

T&E's Victor Thévenet was on board a special direct EU-Rail train from Brussels to Berlin last week. This was a great initiative to bring rail stakeholders to Berlin for #InnoTrans2024. But unfortunately this direct route does not exist for travelers today. Next step: creating a daily connection between Brussels and Berlin in both directions. Will Deutsche Bahn rise to the challenge?

Apostolos Tzitzikostas is to be the EU's first ever SUSTAINABLE transport commissioner. Great. But why is transport taken out of #ribera's clean transition team? Transport is EU's biggest source of carbon pollution. How to change this? To start we need to set clear objectives 🥇 30% less CO2 and #oil by 2030 🥈 Share of electrification from 0.3 to 8% 🥉 Share of #shipping & #aviation efuels from 0 to 2% Then we need the right governance. So yes, #transport, #energy, #climate belong under #teresaribera not under #Meloni's man in the Commission*. Finally, we need action: 1️⃣ Champion #EVs #electrification. Make all EU #companycars electric and build a world class #charging network 2️⃣ Modernise EU #rail: #ticketing, #competition and yes, targeted investment. But in that order. 3️⃣ Make aviation a #climatehero by radically reducing #contrail pollution - this can be a huge, cheap, short term win. 4️⃣ A #transportinvestment plan that shifts money to puts #digital and #energy first, not new transport infra. 5️⃣ A clean #port strategy to electrify port operations, build efuel / #ammonia bunkering as part of wider industrial transformation 6️⃣ An industrial strategy to scale #efuels, for aviation and shipping, combining ambitious #FuelEU, #Refuel, #RED and support (#ETS, #Innovationfund) action 7️⃣ A ban on the use of fossil fuel powered #privatejets in Europe. 8️⃣ A limit on car size in the EU's weights & sizes law to end the race to ever heavier, larger #SUVs 9️⃣ High ambition in #ICAO and #IMO, but not at the expense of EU action. Herald RuijtersMohammed Chahim Bas Eickhout Virginijus Sinkevičius Electrification Alliance Diederik Samsom Kathleen Van Brempt Transport & Environment (T&E) * honestly, I have no strong views on #raffaeleFitto. Many say he's smart and reasonable. But #Meloni and her government are attacking every #GreenDeal transport law. So it's weird to make her man responsible for it. https://lnkd.in/eh5-XYfd

Today CEOs and executives from Volvo Cars, Uber, leasing giant Ayvens and over 40 other companies called on the EU to not re-open the 2035 zero-emission target for cars and vans. In a public declaration, the automotive, clean tech, transport and energy companies say the target provides much needed investment certainty on the future of the automotive industry in Europe. The signatories, including executives from Polestar, Rivian, Iberdrola, A.P. Moller - Maersk, Tesco and IKEA’s largest franchisee, Ingka Group, said the target is feasible and necessary and gives companies a clear direction. These companies are strongly committed to the EU’s climate neutrality goal and many have invested massively to make it a reality. The new EU Commission and MEPs must establish the regulatory stability companies need by not wavering on the 2035 phase-out of the sale of combustion engines cars. Instead, they should focus on implementing targeted industrial policy and investment support for a sustainable local battery value chain, rolling out charging and clean electricity supply, greening corporate fleets, and re-skilling workers for the electric transition. Read the declaration ➡️ Industryfor2035.org #CarsCO2 #EuropeanIndustry

Despite having had years to prepare, carmakers are trying to weaken 2025 emissions targets, and are even demanding lawmakers bring forward the review of the 2035 targets agreed only last year. But European carmakers have numerous pathways to comply with the targets without facing fines. The EU must allow some time to see how the swath of affordable EVs on their way in 2025 perform in the market before reviewing the law. Read the letter from Julia Poliscanova in the Financial Times 👇 https://lnkd.in/gqGVFiGx