AutoMobility Insights - February 2025 edition

The new year has started with no shortage of news in the industry, showing that tectonic shifts are squeezing out gradual adjustment. Honda and Nissan are exploring a landmark merger, with a potential for Mitsubishi (and Renault?) to join. At the same time, we have first tangible evidence that European OEMs are pushing EVs to meet strict 2025 emissions regulations, setting the tone for commercial action for the year(s) to come. Meanwhile, Tesla’s latest financial results reveal that an emerging "EV normality" is catching up with the historic front-runner, leading to pressure on market share and declining margins.

Beyond these headlines, our Qorus-CVA Mobility Community this month explored the fundamental role of battery strategy in the EV transition, highlighting a need for systematic management and adaptation of the ecosystem, which will be a precondition of successful and profitable scale-up (watch the replay). Looking ahead, our next event will dive into the growing role of usership over ownership (book your seat).

We look forward to navigating 2025 together with you. As always, we welcome your feedback on the key topics shaping the industry - let us know what insights matter most to you!