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Monday, September 27, 2021

Which brands are going fully electric and by when?

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Since the beginning of 2021, barely a month has gone by without an automotive brand announcing it will ditch internal-combustion engines (ICE) in favour of electric motivation.

With plans evolving at a breakneck pace, it can be hard to keep track of when brands will be cutting off their petrol and diesel umbilical cords, so we’ve gathered all dates together in one easy-to-follow place.

Brand Date Caveats
Tesla 2005
Smart 2019
Polestar 2021 When Polestar 1 production ends
Abarth 2024 More
DS 2024 More
Lancia 2024 More
Alpine 2025 When current A110 production ends More
Jaguar 2025 More
Alfa Romeo 2027 More
Opel/Vauxhall 2028 Europe only More
Lotus 2030 When Emira production ends More
Volvo 2030 More
Aston Martin 2030 ICE available in track cars More
Bentley 2030 More
Cadillac 2030 More
Fiat 2030 Unclear, but likely Europe only More
Ford (Europe) 2030 Passenger cars only, commercial vehicle sales will be 66% electrified More
Mercedes-Benz 2030 “Where market conditions allow” More
Audi 2033 Except China More
Buick
Chevrolet
GMC
2035 GM’s plan “aspires to eliminate tailpipe emissions from new light-duty vehicles by 2035” More
Honda
Acura
2040 Will also sell hydrogen fuel cell vehicles More

As you can see in the table above, European brands are leading the charge to go fully electric. This is driven both by a general consensus about climate change, and tightening regulations in the EU.

With diesel going out of fashion and the EU fining automakers which step over the 95g/km of CO2 limit for their new car fleet, brands have recently rushed to embrace hybrid, plug-in hybrid, and electric drivetrains.

In July, the European Commission proposed to cut the CO2 limit to zero by 2035, effectively banning the sale of new petrol, diesel and hybrid cars.

Most of the brands going electric-only before 2030 are smaller players, such as Smart, DS, and Alpine, with little to lose and plenty to gain by getting a head start on the competition.

Mainstream brands which have committed to going all electric by around 2030 are often doing so with caveats.

Ford and Opel/Vauxhall, for instance, will only have electric ranges in Europe, while Audi and Mercedes-Benz will sell cars with internal-combustion engines in China or where market conditions aren’t favourable.

With sales of around 660,000 cars last year, Volvo is the highest-volume brand promising to switch to an all-electric range across the globe by 2030.

General Motors’ plan to ditch petrol and diesel by 2035 in “light-duty vehicles” is purely aspirational, while Honda won’t be internal-combustion-free for another 19 years.

The manufacturers without a publicly-stated electric-only goal are planning to massively expand their EV offerings, many based on dedicated electric architectures.

As you can see in the table below, most of these automakers have also provided guidance as to their expected EV/ICE sales split in the coming years.

Automaker Brands Goals
BMW Group BMW
Mini
Rolls-Royce
By 2030: 50 per cent of sales More
Ferrari Ferrari (No stated goal, first EV coming 2025) More
Ford Ford
Lincoln
By 2040: 40 per cent of global sales More
Geely Geely
Lynk & Co
Proton
(No publicly stated goal)
Hyundai Hyundai
Kia
Genesis
Hyundai by 2025: 560,000 annual sales
Kia by 2029: 25 per cent of global sales
More
Isuzu Isuzu (No publicly stated goal)
Mazda Mazda By 2030: 25 per cent of sales More
Mitsubishi Mitsubishi (No publicly stated goal)
Nissan Nissan
Infiniti
By 2030: 40 per cent of US sales
Renault Renault
Dacia
Lada
By 2030: 90 per cent of European sales
SAIC MG
LDV
(No publicly stated goal)
Tata Motors Tata
Land Rover
Land Rover By 2030: 60 per cent of sales More
SsangYong SsangYong (No publicly stated goal)
Stellantis Peugeot
Citroen
Chrysler
Dodge
Ram
Jeep
By 2030: 70 per cent PHEV and EV in Europe
By 2030: 40 per cent PHEV and EV in the US
More
Subaru Subaru By 2030: 40 per cent PHEV, EV and hybrid
Suzuki Suzuki (No publicly stated goal, first EV in 2025)
Toyota Toyota
Daihatsu
Lexus
(No publicly stated goal)
Volkswagen Group Volkswagen
Skoda
Seat
Cupra
Porsche
Lamborghini
By 2030: 50 per cent of sales
By 2040: Nearly 100 per cent of sales in “major markets”
More

With the even US setting a 50 per cent electrified vehicle sales target for 2030, it’s clear automakers will continue ploughing more of the research and development dollars in EVs.

We will update this article as brands and automakers announce new targets or plans to go fully electric.

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