车队向前：推动向电动出行的转型

About the report Corporate fleet electrification presents the next industrial and climateinflection point for transport in Europe. Decisive action can help to securea leading role for Europe in clean mobility, delivering tangible benefits forcitizens and businesses, and ensuring a competitive and resilient transition. Curated by EY professionals with extensiveexperience in the energy, automotive, governmentand technology sectors, this study is supported byinterviews with fleet operators, automakers, chargepoint operators, flexibility providers, energy retailers,distribution system operators, leasing companiesand industry bodies. It also draws on the insightsof experts at the European energy industry bodyEurelectric and its members. This report provides a cross-European perspectiveof the opportunities and challenges ahead. It isanchored around the proposed Regulation on CleanCorporate Vehicles, published on 16 December2025, as part of the European Commission’sAutomotive Package. The proposal is designed toaccelerate new zero and low emission vehicle uptakeby large companies from 2030. Alongside regulation, economic gains and incentivesare critical levers to secure industry buy-in acrosscorporate cars and light, medium and heavycommercial vehicle fleets. This report also offersactionable recommendations to help stakeholdersrealise the transformation potential of e-mobility. With thanks to ACEA, ALICE, Ayvens, AB Volvo,BDEW, ChargeUp Europe, Colruyt Group, DGENER, EDF, EDP, Edison, Einride, E-Mobility Europe,Enel, Energiföretagen Sverige, Energy UK, Engie,ESB, EV100, Hitachi Energy, IKEA, Milence, Mobi.E,National Grid Group, Novuna, Octopus EV, Plug,PPC, Regulatory Assistance Project, Transport &Environment, Virta, Welch Group and Wien Energy. Glossaryof terms Fleet forward: fact sheet EV progress — Europe has crossed the EV tipping point Fleet electrification delivers system-wide benefitsby2030 Executive summary The transformative potential of fleet electrification ■Economics is the critical lever that willsecure fleet industry buy-in to electricvehicles (EVs). Based on expectedEV uptake, transitioning Europe’s fleetvehicles has the potential to save up to€246bn in operating costs by 2030. The automotive industry is undergoing a radicaltransformation as powertrains shift from internalcombustion engines (ICE) to electric. It isreshaping factories, supply chains and businessmodels. However, it is corporate fleets that arepositioned to become one of the most powerfullevers in this transition. taxation in Belgium and the UK, quotas andpenalties in France, access restrictions inurban areas in the Netherlands, and preferentialparking and bus lane use in Norway, are provento be effective in prompting the switch from ICEequivalents to EVs. Corporate fleets matter because they drivethe most kilometres. Fleet cars account foraround 45% of direct road transport CO2emissions. Light commercial vehicles (LCVs) areresponsible for approximately 12%, while trucksand buses make up 27%.2Full fleet electrificationcan cut around one billion tonnes of CO2 by2030,3approximately 5% of the combinedprojected emissions from the EU and the UKbetween 2025 and 2030. It is a critical steptowards meeting the targets set in the EU’s Fitfor 55 and Green Deal legislative framework. ■Full fleet electrification could cut onebillion tonnes of carbon dioxide (CO2)emissions by 2030; approximately 5% ofthe combined projected emissions fromthe EU and the UK over the same period. Corporate fleets comprise different vehicle typesand business models. They include company cars,rentals, taxis and ride-hailing vehicles, last-mileand urban-delivery vehicles, buses and coaches,and specialised vehicles, as well as long-haulfreight and logistics. ■The EU’s proposed fleet electrificationmandates could drive demand for morethan two million electric cars by 2030.That is nearly half the numbers neededto meet carmakers’ emissions targets. In Europe, corporate fleets represent around60% of new car sales, and virtually all sales ofvans, buses and trucks.1And they already makea sizeable contribution to the electrificationtally. While mandates are now being consideredto boost demand, targeted measures, such as In Norway, around 90% of new sales in thecorporate car market are zero emissions.5InGermany, more than 70% of all battery EV (BEV)registrations are made by company or leasingfleets, and more than 60% in Sweden.6In theNetherlands, driven by the end of tax exemptionsfor ICE vans and the rollout of zero emission zones(ZEZs), electric vans accounted for 44% of newLCV sales as of January 2025. ■For EU carmakers, fleet electrification couldbe a big game-changer. According to arecent Transport & Environment study, the EU’sproposed fleet electrification mandates coulddrive demand for an estimated two millionelectric cars by 2030.4That is nearly half thevolumes that automakers need to meet theiremissions targets. strives for grid readiness through st