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LA VOITURE ÉLECTRIQUE VIENT DE BATTRE UN RECORD HISTORIQUE EN FRANCE ! — Transcript

by Ecki - News Auto · 2,406 words · 377 segments · language en · Watch on YouTube

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0:00Welcome to this new automotive news
0:02video for Thursday, October 1, 2026.
0:05Today, we’re going to talk about
0:06electric cars, which have just set a
0:08new record in France; the price of
0:10electric vehicle batteries, which is
0:12finally starting to drop, potentially
0:14leading to cheaper EVs soon; and BMW,
0:16which just unveiled a new strategic
0:17plan that will phase out combustion
0:19engines, as well as its current bosses.
0:21I hope you find today’s topics
0:23interesting. If you do, I’m counting
0:25on you, as usual, to show it by leaving
0:27a like, subscribing for future videos,
0:29boosting this one here, and of course,
0:31leaving a short comment giving your
0:32opinion on today's news. But before
0:35today’s automotive news, I want to
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1:45let’s get started with today’s news
1:46. Indeed, we are going to start this
1:48video by talking about electric cars
1:50and the French automotive market, since
1:52the figures for September 2026 have
1:54just come in, and there are quite a few
1:56very interesting things to say about
1:58them. First off, and this is some
2:00pretty good news, the new car market in
2:03France has finally rebounded, with an
2:0511.6%increase in sales in France in
2:07September 2026 compared to September
2:092025, with about 156,000 new cars
2:10registered during this period, mostly
2:12thanks to a rather nice month of
2:14September. The overall 2026 figures are
2:19being pulled upward and are actually up
2:214.1%compared to the period from January
2:23to September 2025. Some good news,
2:27though we shouldn't forget that the
2:302026 French automotive market is still
2:3225 to 30%lower than the French market
2:34before Covid. But hey, let's try to
2:37focus on the positive. 2026 will
2:39normally be a less bad year for France
2:42than 2025. Some good news also comes
2:44from the French brands. For example,
2:47Renault is up 22%compared to September
2:492025, with its top 3 sales represented
2:51by models like the Clio, the Renault 5,
2:53and the new Twingo. And there is even a
2:56recorded increase for the Stellantis
2:58group, which is up 6%. Although, if we
3:00look closer at these different brands,
3:02it's very contrasted. This increase in
3:04sales is mainly due to the Citroën and
3:06Fiat brands, which have pulled the
3:08group up, while the rest of the group's
3:10brands only represent very small
3:11volumes or are in freefall, sometimes
3:13down as much as 20%for Opel, which is
3:15still a fairly mainstream brand. So, we
3:18have a few French brands pulling the
3:20market up, but we also have Chinese
3:22brands performing spectacularly this
3:24September. BYD is up 282%. And that is
3:30not even the most impressive part
3:32regarding Chinese brands, as the Chery
3:34group, which owns brands like Jaecoo or
3:36Omoda that weren't even present on the
3:38French market in 2025, still managed
3:403,400 registrations in this period.
3:42That's almost as much as BYD. As a
3:44result, Chinese brands combined in
3:46France represent about 7 to 8%of the
3:48market share during this period.
3:51Meanwhile, on the flip side, we see
3:52several major historic automotive
3:54groups in sharp decline. For example,
3:56Volkswagen is down 12%. BMW, which we
3:58will talk about later in this video, is
4:00down 6%, and Mercedes is down almost 5%
4:03. So, how can we explain such a large
4:05difference in momentum between the
4:06various automotive groups? It is
4:08largely due to the electric car. And
4:11here, it is true that the September
4:13figures are quite impressive since, in
4:15September in France, registrations of
4:17100%electric cars simply doubled
4:19compared to the September 2025 period.
4:2242%market share. In other words, more
4:25than four out of ten registered cars
4:27were 100%electric. A market that is
4:29extremely concentrated, since half of
4:31its sales are made by just three brands
4:33. Renault, which accounts for 15,000
4:35electric registrations on its own
4:37during this period. Tesla with 9,000,
4:39then Peugeot with 7,000. We will talk
4:41about this later in this video, but for
4:43the mainstream brands, it is mainly due
4:45to social leasing. Whereas for Tesla,
4:47it is mainly due to the fact that in
4:492026, if you have a bit of a budget and
4:51you want the best range-to-price,
4:53charging time, and performance ratio
4:55for an electric car, well, Tesla is
4:57simply the best. Moreover, Tesla had a
4:59rather spectacular month with a 62%
5:01increase compared, once again, to
5:03September 2025, with the Tesla Model Y
5:06simply becoming the best-selling car in
5:08France in September. And I am not
5:10talking about the electric car rankings
5:12here, I am talking about the rankings
5:13across all powertrains combined. The
5:14Model Y is the best-selling vehicle. A
5:16victory for the electric car, certainly
5:18, but a victory in half-measure
5:19nonetheless. That is what the director
5:21of the PFA says. The PFA is the French
5:24Automotive Platform. It is the
5:25association of French car manufacturers
5:27. The fact is that this explosion of
5:29the electric car in France is due to
5:31fuel prices that are skyrocketing and
5:33are unlikely to go down quickly. But it
5:35is also largely due to subsidies for
5:37switching to electric cars, such as
5:39social leasing, the electric car
5:41purchase bonus, or the eco-score. This
5:43is what the PFA is explaining a bit:
5:45they still do not see, in French
5:47dealerships, whether from private or
5:49corporate clients, any real enthusiasm
5:51for buying an electric car. It is a
5:53choice made rather because of current
5:55French taxation, whether it be support
5:57for buying electric cars or penalties
5:58on combustion-engine cars. And a choice
6:01also made because of the current
6:02economic context. In other words, the
6:04French are not switching to electric
6:06because they want to buy electric, but
6:07simply because driving 100%combustion
6:09is becoming more and more expensive.
6:11That is how we can explain why Renault
6:12and Peugeot are rising so much while
6:14Mercedes and others are falling so much
6:16. It is that Renault and Peugeot offer
6:18several small entry-level electric cars
6:20in their catalog that, while they may
6:22not have great range, are eligible for
6:23most subsidies. Meanwhile, the major
6:25German groups are being penalized by
6:27taxes on combustion engine cars, while
6:29simultaneously being hampered by their
6:30electric lineups, which focus only on
6:32rather high-end models; these have
6:33great range, certainly, but due to
6:35their price, they are ineligible for a
6:37large portion of French subsidies. And
6:38that is the big question the PFA is
6:40asking itself. Will the breakthrough of
6:42all-electric vehicles continue once
6:44subsidies have decreased and when
6:46potential taxes on electric cars start
6:48to be introduced? The good news is that
6:50perhaps the price of new electric cars
6:52will finally drop, since the
6:53manufacturing costs of their batteries
6:55are finally starting to fall
6:57significantly. To understand what is
6:59happening, we must remember that about
7:0190 to 95%of the electric cars we buy in
7:03Europe and France are equipped with
7:05batteries that come from Chinese
7:06manufacturers. And, in fact, in China,
7:09the great battery giants like CATL, BYD
7:11, or Geely have produced so many
7:13batteries that supply is starting to
7:16far exceed demand. Basically, there are
7:18far too many batteries that have been
7:19produced compared to what is being sold
7:20. As a result, stocks are accumulating,
7:23prices are falling, and the Chinese
7:25government has even asked manufacturers
7:26to curb their new projects to avoid
7:28even greater overproduction. On top of
7:30that, in parallel, lithium—one of the
7:33most important materials for making
7:35batteries—is seeing its price drop,
7:37falling about 25%in one month. This is
7:40also due to the fact that lithium
7:41extraction and processing plants have
7:43simply overproduced in recent months.
7:45So, in theory, with cheaper lithium,
7:47factories producing enormous quantities
7:49, and batteries that are less and less
7:51expensive to manufacture, electric cars
7:53should also become much cheaper. There
7:55is a fairly interesting figure on this
7:57subject that comes from Bloomberg,
7:59which explains that between 2010 and
8:012026, the average price of a battery
8:03has been divided by about 15, going
8:05from approximately € 1,400 in 2010
8:07for 1 kWh of electric car battery to
8:09about € 100 in 2026. The big question
8:12now is whether this drop in electric
8:13car production costs will end up being
8:15passed on to the price of new cars at
8:17dealerships. In short, will the price
8:20of electric cars go down because the
8:22batteries are cheaper to make, or will
8:24car brands take advantage of this drop
8:26in costs to increase their margins and
8:28make more money on every car sold,
8:30without the customer seeing a single
8:32euro less on the invoice? Speaking of
8:35margins, let’s talk about BMW’s new
8:37plan, which explains how the brand
8:39intends to recover over the coming
8:40years. BMW has just announced a fairly
8:43massive restructuring plan. The
8:46manufacturer wants to reduce its
8:48divisions and management positions by
8:5020%by mid-2027, for example. So, these
8:53are senior executive and senior vice
8:55president roles that will be cut. We
8:57are talking about around 100 management
8:59positions that will disappear to be
9:02replaced by AI, as BMW indeed wants to
9:04develop artificial intelligence to
9:06simplify and accelerate part of its
9:09organization. That is only part of the
9:11plan, as BMW also plans to cut about
9:148,000 jobs in Germany. These will
9:16mostly be positions in the car
9:17manufacturing plants. So, fewer
9:19employees, but also fewer cars, since
9:20the manufacturer is going to simplify
9:22its lineup. The brand will, for example
9:24, discontinue certain models like the 2
9:26Series Active Tourer, but also the
9:27diesel versions of the 3 Series. We
9:29were talking about it yesterday; the
9:30new G50 3 Series will drop diesel.
9:32Instead, BMW will prepare a new
9:34entry-level electric car for Europe
9:36starting in 2028. Everything indicates
9:38that it could simply be the new 1
9:40Series, which would be based on the
9:42technologies of the new Neue Klasse
9:43platform. So, perhaps with large
9:45batteries, long range, and a price a
9:48bit lower than the current i3, which
9:50starts at around € 57,000 to €
9:5258,000. The brand has still confirmed
9:54that the future 1 Series will continue
9:56to feature internal combustion and
9:57hybrid engine versions in its catalog.
9:59That won't necessarily be the case for
10:00all models, or at least not in all
10:02markets, since in France, for example,
10:04BMW has just decided to remove pure
10:06internal combustion gasoline and diesel
10:08engines from some of its models,
10:09notably the X3. This is mainly due to
10:11the French ecological penalty, which
10:12makes these versions increasingly
10:14difficult to sell in France. The X3
10:15will therefore only be offered here as
10:17a plug-in hybrid or in a 100%electric
10:19version, even if BMW indicates a
10:21solution could potentially be found on
10:23a case-by-case basis for a customer who
10:25absolutely wants to buy a combustion
10:27version. Basically, understand by this
10:29that if you show up at a BMW dealership
10:31, have the cash, and absolutely want to
10:33buy a version with the 6-cylinder
10:34gasoline engine without any
10:36hybridization, you can. It won't be a
10:38vehicle that is truly intended for the
10:40French market, but BMW dealerships will
10:41be able to import a vehicle into France
10:43that is, for example, sold on the
10:45German market. On one hand, pure
10:46combustion versions are disappearing in
10:48France. On the other hand, BMW is
10:50adding a new version to its new
10:52electric iX3, the 40 xDrive. It
10:54develops 374 horsepower, features
10:56all-wheel drive, claims up to 620 km of
10:58WLTP range, and most importantly, its
11:01price in France is € 68,000. Remember
11:03earlier when I told you that German
11:05brands for the French market were only
11:06betting on very expensive cars with
11:07large batteries? Well, here we have a
11:09very good example. So, to summarize, in
11:11the coming years at BMW, there will be
11:13job cuts, the disappearance of part of
11:15the management team in favor of
11:17artificial intelligence, and the
11:18discontinuation of certain combustion
11:20engines in markets where it is becoming
11:23fiscally indefensible. Stopping the
11:25models that sell the worst and the
11:27arrival by 2028 of a new entry-level
11:29electric model, the famous Neue Klasse
11:31Series 1. The goal of all this is to
11:34restore margins, because that is BMW's
11:36big problem; by investing heavily in
11:38electric vehicles without selling many,
11:40the brand is struggling to make ends
11:42meet financially. For example, the
11:45margins of its automotive business have
11:47fallen to 2.3%. Understand by that when
11:49you buy a BMW for € 100,000, the
11:51group actually only pockets € 2,300
11:53in profit. It's ridiculous. For premium
11:55brands, we should be looking at margins
11:58around 10 to 12%. And that, precisely,
12:00is the new objective of this
12:01restructuring campaign. BMW already
12:03wants to manage to get back to around 4
12:06%margin by 2028 and return to a 10%
12:08margin by the early 2030s, hence this
12:11major operating cost reduction campaign
12:13. That’s it, we’ve covered the news
12:15for today. I hope this video interested
12:16you. If so, I’m counting on you to
12:18show it by leaving a like, subscribing
12:20for future videos, and of course taking
12:21a quick look at the video's sponsor,
12:23CarVertical, and why not become a
12:24supporter of my channel via the "Join"
12:26button. I’ll see you tomorrow for the
12:28next video. Ciao!

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