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France has just hit a major EV tipping point, with electric vehicles reaching almost 40% of new-car sales in August 2026—roughly double the share from the same month last year. This dramatic jump marks one of the biggest shifts yet in Europe’s transition to electric cars. In this video, we break down France’s explosive EV growth, the cars driving the surge, falling petrol and diesel demand, Tesla and European EV competition, and what this could mean for BYD, Renault, Peugeot, Citroën, Tesla, Volkswagen and the future of electric vehicles across Europe.
Döküm
00:00In France last month, 38% of every new car sold was fully electric.
00:05Not a hybrid, not a plug-in, a pure battery electric vehicle.
00:10And that is an all-time record for the country.
00:13And it's the third month in a row France has set a new high,
00:18after 30% in May and 35% in June, now 38%.
00:24What's next? Probably 40% in September.
00:26To put this in perspective, a year ago EVs were at 17.7% year-to-date.
00:34Now they're at 30% for 2026 so far.
00:38And the August number alone more than doubled year-on-year to over 36,000 cars.
00:46Here's the part that matters for the rest of the market.
00:48The overall French car market actually grew by 7.4% in August.
00:52And electric cars did all of that lifting on their own.
00:58Petrol sales collapsed by 40% to just 11% market share, down from 31.5% two years ago.
01:06Diesel is basically dead in France at 1.9%.
01:12Imagine being someone owning a diesel-powered vehicle.
01:16How likely is it, do you think, in 5 to 10 years that there'll be many gas stations
01:20that will have diesel available when no one's buying the cars today?
01:25And this is the one people don't expect.
01:28Conventional hybrids fell by 9%.
01:32Isn't that what Toyota said everyone was going to buy, and Nissan as well?
01:35In a market where the electric share jumps this fast, hybrids don't get a soft landing.
01:41They just get skipped altogether.
01:43So hybrids being a bridge technology, what we're seeing in China, that's not true.
01:47Hybrid sales are falling there as well.
01:49Why now?
01:51Well, two things.
01:52France relaunched its social leasing scheme in mid-July.
01:56This lets lower-income households lease a new electric car for a capped monthly payment.
02:02And French outlets are also pointing to rising fuel prices, pushing people to make the switch.
02:09Between them, that's turned electric into the default choice rather than the premium one.
02:15Then there is the bestseller.
02:17The Tesla Model Y was the number one car in France in August, all powertrains included,
02:23with 4,622 registrations, up almost five-fold year-on-year.
02:31Matt Gasnia at Best Selling Cars blog says that's the first time a non-French car
02:37has ever topped the French monthly chart, if you count the Daisha Sandero as half French.
02:44Tesla, as a brand, jumped to seventh overall.
02:49And it's not just Tesla, though.
02:51The Renault 5 is seventh.
02:52The Renault Scenic E-Tec is tenth.
02:54The Skoda Elrock and the Volkswagen ID.4 both hit their best-ever rankings.
02:58The Kia EV2 is already Kia's best-selling car in France.
03:02And Chinese newcomer, Jayku, cracked the top 20 brands.
03:07So when a market goes from 17% to 38% in about a year, that's not a trend.
03:16That's a tipping point.
03:17And France has just crossed it for good.
03:22Thanks for watching.
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