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Electric vehicles: Europe faces Asian competition

Written by Piguet Galland | Apr 23, 2026 9:30:00 AM

The transition to electric vehicles is regaining momentum across Europe. In the background: rising fuel prices, which are accelerating decision-making for both consumers and businesses.

Interviewed on the 19h30 programme on RTS, Kevin Berton, Asia Markets Analyst at Piguet Galland, highlights a broader dynamic at the intersection of energy, industrial and economic challenges.

Acceleration driven by the energy context

Rising energy prices are acting as a catalyst. The shift to electric mobility is increasingly becoming an economic decision, beyond purely environmental considerations.

Asian competition already well positioned

In this context, Asian manufacturers – particularly Chinese, Korean and Japanese players, are entering the market with strong advantages:

  • already mature technologies
  • competitive electric vehicle offerings
  • more affordable models

This is likely to strengthen their presence in Europe and intensify competition for local manufacturers.

A key issue for financial markets

This trend goes beyond the automotive sector alone. It reflects deeper structural transformations:

  • industrial reshaping
  • new energy balances
  • implications for markets and investment strategies

🎙️  Watch the full interview (french only)