Another month full of news on disruption in the ecosystem. The publication of first results (Mercedes, Stellantis...) shows the pressure across geographies, with margins still decreasing. The trends suggest that at least for some OEMs, things may yet become worse before improving… The EU Commission seems to yield to industry demands, somehow relaxing CO2 constraints in the short-term, against an increase in the mid-term, which really is a double-edged sword. Some players benefit from the current pressure, such as FINN subscription player negotiating large deals on BEVs, in a move that should make OEMs jealous. And more discounted vehicles could supply the scale that our Qorus-CVA Mobility Community shows is critical for affordable mobility and maturing mobility behavior in the markets. Overall, exciting news on Ecosystem change and how to cope with it!
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