# BFM Stratégie (Cours n°348) : Fin du thermique dans 10 ans, où en est-on ? – 27/09

Page: https://stenobird.com/podcast/bfm-strat-gie-522146/bfm-strat-gie-cours-n-348-fin-du-thermique-dans-10-ans-o-en-est-on-27-09
Text version: https://stenobird.com/podcast/bfm-strat-gie-522146/bfm-strat-gie-cours-n-348-fin-du-thermique-dans-10-ans-o-en-est-on-27-09.md
Podcast: [BFM Stratégie](https://stenobird.com/podcast/bfm-strat-gie-522146)
Published: 2025-09-27T16:15:29+00:00
Episode link: https://bfmbusiness.bfmtv.com/mediaplayer/podcast/bfm-strategie/
Audio file: https://altice.simplecastaudio.com/1be43123-3ef8-483e-89a3-b069e69ac91e/episodes/c6eca785-c6e7-4014-a318-16359faf8d83/audio/128/default.mp3?aid=rss_feed&awCollectionId=1be43123-3ef8-483e-89a3-b069e69ac91e&awEpisodeId=c6eca785-c6e7-4014-a318-16359faf8d83&category=Business&episode_published_at=2025-09-27T16%3A15%3A29&episode_title=BFM+Strat%C3%A9gie+%28Cours+n%C2%B0348%29+%3A+Fin+du+thermique+dans+10+ans%2C+o%C3%B9+en+est-on+%3F+%E2%80%93+27%2F09+&feed=zYwHp_vU&network=291091218710&podcast_title=BFM+Strat%C3%A9gie
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Duration seconds: 780

## Resource

The European automotive industry faces a critical pivot point as the 2035 ban on internal combustion engines approaches. Experts analyze whether hybrid technologies can serve as a viable bridge or if the transition to pure electric is already inevitable.

## Highlights
- Main idea: The European market is seeing a significant surge in EV adoption, with some segments growing by over 25% annually
- Failure mode: Range anxiety and inadequate charging infrastructure remain the primary psychological and practical barriers for mass consumer adoption
- Practical takeaway: Hybrid vehicles act as a crucial technological bridge, reducing emissions while mitigating the risks of a sudden shift to pure electric
- Market tension: European manufacturers face intense pressure from American and Chinese competitors who are already highly capable in the EV space
- Strategic outlook: Success in the electric transition depends on lowering initial acquisition costs and expanding ultra-rapid charging networks

## Topics

Electric Vehicles, Automotive Industry, European Commission, Energy Transition, Battery Technology, Hybrid Vehicles, Charging Infrastructure, BCG

## Chapters
- 1:00 — The Surge in EV Adoption: Analysis of the rapid growth in electric vehicle sales in Europe and the declining cost of battery technology.
- 3:00 — Regulatory Pressures and Policy Shifts: Discussion on the European Commission's stance on the 2035 combustion engine ban and potential flexibility measures.
- 4:00 — The Competitive Landscape: How Tesla and Chinese manufacturers are challenging the dominance of established European automakers.
- 8:00 — Overcoming Consumer Barriers: Examining the impact of range anxiety and the necessity of ultra-rapid charging infrastructure.
- 11:00 — Hybrids as a Transition Bridge: The role of hybrid technology in maintaining industrial competitiveness and managing the energy transition.
- 12:00 — The Future of the Automotive Ecosystem: Reflecting on the immense industrial and economic shifts facing the automotive sector over the next decade.

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## Transcript

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