Nearly 200 electric vehicle industry leaders sent an open letter to EU Commission President Ursula von der Leyen on Wednesday, demanding Brussels maintain its 2035 zero-emission target for new cars.

Why it matters: The letter arrives six days before the Commission unveils an automotive package that could weaken the ban under pressure from German automakers.

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EVXL’s Take

This letter, reported by Reuters, confirms the battle lines we identified two weeks ago when we reported on European automakers lobbying for a 2035 reprieve. The uncomfortable reality remains unchanged: weakening the 2035 target treats the symptom, not the disease. European automakers are not struggling because of regulations. They are struggling because they fell behind Chinese competitors who launch new models in 18 months versus five years for legacy players.

While European politicians debate loosening climate rules, BYD is doubling its European dealer network to 2,000 locations by 2026 and building factories in Hungary and Turkey that will make tariffs irrelevant. The December 16 announcement will reveal whether Brussels prioritizes short-term industry relief or long-term competitiveness. Based on the pattern we have tracked all year, expect the former.

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