00:00Europe's EV market has just exploded and the numbers coming out from last month,
00:07April 2026, they should have the most die-hard EV sceptics that people are still saying,
00:14I mean millions of people are still saying EVs are just a fad, they're going to die.
00:18Those sceptics need to rethink their position. New vehicle registrations across Europe rose
00:247% in April to 1.15 million vehicles, the third consecutive month of growth. But the headline
00:33number barely scratches the surface because underneath it, electric vehicle deliveries
00:39increased 38% compared to the same month last year. That's not a blip, that's a trend picking
00:48up some pretty damn serious momentum. Let's talk about what's driving it. Surprisingly,
00:54Volkswagen, Stellantis and Chinese brands led by BYD, they all contributed affordable new models
01:03that Europeans are actually buying. Now imagine if there were no tariffs. The average tariffs on
01:08Chinese EVs are around 40 to 45%. Imagine if there weren't any. In Germany, Europe's biggest car
01:15market, EV sales increased 41%, fuelled partly by a new government subsidy. Germany tried and failed
01:24with the EV subsidies before, but this one appears to be working. Policy matters. When governments get
01:32incentives right, buyers respond and it works. On the Electric Viking website, I'll put a link in the
01:38description below, we have more articles about electric cars and battery technology than any other
01:43website that I'm aware of in the world. So check that out. Link is in the description. And there you'll
01:51find our videos and analysis and articles about everything going on in the EV world. Now, let's talk Tesla
01:59because this is a massive turnaround. After a brutal 2025 in Europe where sales collapsed amid the Elon Musk
02:07political backlash, Tesla posted a 47% increase in April. That's a remarkable recovery in a market where
02:15there are so many other choices now. The Model Y, which weighs around 1,980 kilos and offers up to
02:23600
02:24kilometers of range in its long range variant or 680 kilometers of range in the long wheelbase version,
02:31is one of the most compelling EVs in the market in Europe. Whether the rebound sticks beyond one
02:38month will be interesting to watch. Who knows? What do you guys think? Let me know in the comments.
02:43On the hybrid side, deliveries also rose while petrol and diesel sales continued falling. Gas and diesel
02:49vehicle sales are falling quite quickly. This is the structural shift happening right in front of us.
02:56Batteries are taking over and it's happening faster than legacy automakers were planning for.
03:01People keep on messaging me saying, resale value, resale value. I'm worried about resale value with
03:06an EV. Well, maybe you should have a look at the resale value of cars in Norway and Sweden that
03:11are
03:11internal combustion. Have a look at how they're doing. Yeah, because that's where we're all heading.
03:16Chinese brands are carving out real territory in Europe, which also gives them breathing room from
03:22the brutal price war at home. And the truth is the Chinese car market is suffering. Sales of cars,
03:27total car sales in China are way down versus last year. BWD and Geely remain top sellers in Europe,
03:35but the standout was Cherry, who posted an insane 322% increase, largely driven by demand for its
03:45JayQ SUVs in the UK. The JayQ 7, for reference, weighs about 1,760 kilos, has a range of around
03:55530 kilometers in its FEV configurations. And the EV version is actually also selling really well,
04:02but it's priced competitively against all of its rivals. And that's why it's selling so well.
04:07British buyers are voting with their wallets. So are Australian buyers, by the way.
04:12Volvo made headlines and not just for sales. Julio and Volvo struck a deal with the Trump
04:16administration that exempts it from a proposed US ban on connected vehicles tied to Chinese
04:22ownership. That news sent Volvo's shares up 10% in Stockholm in a single session. And this is a
04:31reminder that geopolitics are now inseparable from the EV story. One cautionary tale, though.
04:36Bloomberg Intelligence warned that rising energy costs linked to the Iran conflict could dent consumer
04:42confidence and threaten spending on big-ticket items like cars. That's actually what's happening
04:49in China right now. So while April's numbers are genuinely awesome, the macro environment is
04:56different. Less stuff is being sold worldwide this year. People are more worried about the future,
05:03worried about losing their jobs to AI particularly. But let's be clear. 38% jump in EV sales across the
05:08entire continent is extraordinary. Germany up 41%. Tesla rebounding 47%. Cherry up 322%.
05:17Chinese brands are gaining real ground in Europe. Hybrids are growing. Petrol and diesel
05:24is shrinking. Europe's transition is accelerating, not stalling. And anyone who wrote it off after last
05:33year's slowdown needs to look at these numbers again. The Electric Viking, out.
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