New: US auto tariffs & UK EV targets
A new briefing from New AutoMotive, exploring the relationship between UK ZEV mandate targets and car imports from the United States
Should we put tariffs on American electric car imports? Or a “tariff on Elon Musk”? These days, everyone seems to be reaching for trade defence mechanisms
Our latest briefing, “ZEV Mandate and UK Trade in Cars,” unpacks what - if anything - the UK’s ZEV mandate has to do with UK trade in electric cars. Here’s a sneak peek:
🔋 Key Takeaways:
Germany and China dominate UK BEV imports (two-thirds of the market), while the US supplies just 0.12% of the UK’s EVs
Tesla, BMW, and BYD are top ZEV mandate credit winners—but Tesla’s UK sales rely on cars made in Berlin and Shanghai, not the US
The ZEV mandate is origin-agnostic: Rewards/punishments hinge on EV sales, not where cars are made
Why US protectionism (like the Inflation Reduction Act) makes exporting American EVs to the UK unattractive
Policy implications: Adjusting the ZEV mandate in response to US tariffs would hurt the UK industry without impacting the US
👉 Read the Full Briefing Here
Stay curious,
Team New AutoMotive
P.S. Not a subscriber yet? Join our community for cutting-edge analysis on the EV transition.