车队前行：推动电动出行转型

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 for 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’s 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, About the report 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 offers 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 & Glossaryof terms Fleet electrification delivers system-wide benefitsby2030 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 fleet The automotive industry is undergoing a radicaltransformation as powertrains shift from internalcombustion engines (ICE) to electric. It isreshaping factories, supply chains and business 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 proven Corporate fleets matter because they drivethe most kilometres. Fleet cars account foraround 45% of direct road transport CO2 ■Full fleet electrification could cut onebillion tonnes of carbon dioxide (CO2)emissions by 2030; approximately 5% ofthe combined projected emissions from 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, emissions. Light commercial vehicles (LCVs) areresponsible for approximately 12%, while trucksand buses make up 27%.2Full fleet electrificationcan cut around one billion tonnes of CO2 by ■The EU’s proposed fleet electrificationmandates could drive demand for morethan two million electric cars by 2030.That is nearly half the numbers needed 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 considered Executive summary 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 exemptions ■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 million strives for grid readiness through strategicplanning and streamlined permitting, thesemeasures mark a decisive shift towards But the case for fleet electrification is not onlyenvironmental. It is economic and strategic too. ■For fleet operators, fleet electrification coulddeliver up to €246bn in cumulative savingsby 2030, through 50% to 70% lower energycosts and 20% to 40% reductions in scheduledservicing and maintenance expenditure. Thesesavings are significant, as operating costs make At the same time, the prospect of expeditedrevisions to core frameworks, such as the CO2regulation,8introduces uncertainty at a criticalmoment. As electrification scales, it is essential thatsupply-side and demand-side policy measures ■For charge point operators (CPOs), fleetcharging is expected to generate threeto five times more volume than is possible Belgium’s market is accelerating too. In 2024,40% of company car registrations were fullyelectric, four times the rate of private-buyersales.7From 2026, only electric companycars will qualify for tax breaks, while ICE Economics and innovation are converging. Newbusiness models, such as bundled e-mobilitypackages, shared mobility and flexibility services,are becoming more mainstream. Digital platforms,smart charging, which allows the rate and timeof charge to be managed intelligently, and the ■For Europe’s energy system, EVs can offera flexible load to absorb renewable energygeneration. In this way, fleets can help tostabilise grids, reduce the need for network ■For inf