(Alliance News) - European emissions regulations risk triggering a transfer of value from traditional carmakers to groups more advanced in the electric vehicle sector, ranging from Tesla to Chinese manufacturers, Milano Finanza reported on Thursday.

This is according to a study by Dataforce on the CAFE (Corporate Average Fuel Economy) standards, which set an average limit of 93.6 grams of CO2 per kilometer for new registrations in the EU for the 2025-2027 period.

According to simulations, during the first 16 months of the period, the European automotive sector would have accumulated EUR12.8 billion in theoretical liabilities against EUR9.7 billion in credits, resulting in a negative balance exceeding EUR3 billion, the financial daily continued.

Gasoline and diesel cars continue to generate the bulk of theoretical penalties, while electric vehicles are accumulating credits worth over EUR25 billion.

Among the most exposed groups are Volkswagen, with approximately EUR2.3 billion in theoretical fines, and Stellantis, with around EUR1.25 billion. Conversely, the primary beneficiaries include Tesla, BYD, and Geely.

According to Dataforce, the partnership between Stellantis and Leapmotor could help the group reduce its average emissions and strengthen its presence in the low-cost electric segment in Europe.

By Claudia Cavaliere, Alliance News reporter

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