Kevin-Hernandez

Kevin Hernandez
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Why do you think you're right?

BEV registrations grew approximately 3% YOY between Q1 2024 and Q1 2025. At that time, the BEV share of new registrations was around 15%. Numerically, it's unlikely that the EU will experience a 5% jump in new BEV registrations in one quarter that exceeds what it experienced in the previous year.

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Why might you be wrong?

A surge in demand and imports of low-cost BEVs from China, accelerated by the U.S. trade wars.

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