Between tariffs, geopolitics, and electric: the survival of the automotive industry

Between structural crises and geopolitical conflicts, the automotive industry is facing a real challenge for survival. The possible tariff blow from the United Kingdom on Chinese BEVs - mirroring the tariffs already planned by the EU - fuels fears of chain reactions from Beijing, slowing down the ambitions of new global brands. More than a safeguard measure, London's choice appears to be a point of no return: a delicate balance between protecting the domestic supply chain and the nightmare of isolation in international markets. Meanwhile, in France, Renault confirms its industrial commitment by investing over 10 billion to make EVs more accessible, a strategic move that reflects the battle to conquer the zero-emission vehicle market. Europe is facing China and the USA in a power challenge rather than a technology one: negotiations on tariffs and voluntary limits are being fought to avoid being crushed under the weight of Asian subsidies and overproduction. In this battlefield, the real winner will be the one who can navigate between protectionism and revival, innovation and alliances. The future of the automotive industry is not only written on the road, but in how global giants will manage the fragile balance between geopolitics, technology, and market. Looking ahead means imagining a scenario where the real race will be played out in the ability to create a world more resilient to crises, but also more divided. And those who can change gears may not look back.