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Hybrids, ZEV |
New Flexibility for Carmakers Amid Trade Uncertainty
The UK government has revised its zero emission vehicle (ZEV) policy, extending the hybrid electric vehicle (HEV) mandate deadline from 2030 to 2035. Gasoline and diesel vehicle sales will still end in 2030, but hybrid models will enjoy a five-year extension. Additionally, carmakers can now use low-emission non-ZEVs to earn ZEV compliance credits until 2029—three years longer than initially planned.
Transport secretary Heidi Alexander stated the delay reflects "global economic challenges." The Society of Motor Manufacturers and Traders (SMMT) welcomed the flexibility, citing the need to absorb shocks from new US tariffs on auto imports.
Industry Reactions Mixed on Long-Term Impact
Jaguar Land Rover paused US exports to assess the consequences of President Trump's tariffs. SMMT chief Mike Hawes urged continued UK-US negotiations to protect industry competitiveness. However, some industry leaders warned the delay could weaken the UK’s position in the global EV transition.
Dan Caesar of Electric Vehicles UK criticized the decision, citing China’s aggressive EV push. He warned that delaying the ZEV transition could threaten UK automotive jobs and innovation if local firms fall behind on battery electric vehicle (BEV) development.
Balancing Transition with Affordability
Others acknowledged the policy's need for flexibility amid rising trade pressures and consumer price concerns. Quentin Wilson, founder of EV advocacy group FairCharge, expressed cautious support for the delay. While disagreeing with extending HEV classification as ZEVs, he noted the move offers carmakers breathing room during a volatile trade environment.
The Metalnomist Commentary
The UK’s decision reflects a growing trend: governments are recalibrating green targets to accommodate economic and geopolitical headwinds. While industry needs stability, too much flexibility could compromise long-term electrification goals. The race to lead in battery technology waits for no one.
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