Why western carmakers' retreat from electric risks dooming them to irrelevance

Commenters cry “Legacy carmakers!” as China sprints ahead and CEOs hit the EV brakes

TLDR: Experts warn Western carmakers are retreating from electric just as Chinese brands surge and oil spikes, risking a repeat of past wipeouts. Commenters split between “China already won,” “Europe’s EV lineup is real,” and “luxury gas cars will thrive for the rich,” turning it into a vroom-versus-zoom showdown.

Oil shocks, a hot war and hotter prices at the pump have Europe poking the EV accelerator—while Western car bosses tap the brakes. That’s the drama behind experts warning of a 1980s-style repeat, as China’s BYD overtakes Tesla and Western giants write down billions, pivot to hybrids, and hope profits from gas cars hold. One ex-boss basically says: blink now, lose later—and the crowd showed up with takes.

The loudest chorus? Rename the piece entirely. “Legacy carmakers,” says tahoeskibum, pointing out Japanese brands are also dragging their feet while American-born Tesla leads EVs. The doomer camp, led by fullshark, declares the race over already: China owns the market, the rest can’t catch up. Meanwhile joe_mamba has the meme of the day: super-luxury brands will keep selling engines that go “vroom to rich people”, but mid-tier German names could fade like Philips and Blaupunkt.

Not everyone’s doomscrolling. izacus fires back with receipts: VW ID models, Škoda Enyaq, Audi e-trons, Cupra Born, BMW’s new “Neue Klasse,” Mercedes’ fresh platforms—Europe isn’t asleep, it’s just… late. Another thread’s spicy theory: in the gas-car era, regulations and patents kept newcomers out; EVs blow that gate wide open. Translation: Vroom vs. Zoom is now a global cage match—and the comments are driving stick.

Key Points

  • Experts warn Western automakers risk long-term irrelevance by scaling back EV investment as oil prices rise and Chinese competitors expand.
  • Chinese brands such as BYD and Leapmotor are winning European buyers; BYD overtook Tesla as the top global EV seller this year.
  • US policy changes under Donald Trump are cited as curbing electrification by cancelling EV tax credits and weakening emissions rules.
  • Major firms recorded large write-downs: Stellantis (€22bn) and Volkswagen (similar), while Ford took a $19.5bn hit and cut EV projects.
  • Stellantis reset strategy after Carlos Tavares’s 2024 exit, reinstating petrol options and boosting hybrid investment; EV interest rose in Europe amid oil price spikes.

Hottest takes

“I’d just replace it with Legacy Carmakers” — tahoeskibum
“Isn’t it over and China owns this market anyway?” — fullshark
“many cylinders that go vroom to rich people” — joe_mamba
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