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He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":573,"content":574},"doc",[575,604,612,634,644,652,688,699,707,715,723,731,739,747,753,761,769,777,785,835,857],{"type":576,"attrs":577,"content":578},"paragraph",{"textAlign":49},[579,587,599],{"text":580,"type":581,"marks":582},"The EU Commission's proposed Industrial Accelerator Act (IAA) introduces new “Made in EU” stipulations for ","text",[583],{"type":584,"attrs":585},"textStyle",{"color":586},"#000000",{"text":588,"type":581,"marks":589},"electric vehicles",[590,597],{"type":591,"attrs":592},"link",{"href":593,"uuid":594,"anchor":49,"target":595,"linktype":596},"/article/what-is-behind-europes-2025-ev-sales-surge","cefbe53e-3573-4ecf-845a-f034c58de3d6","_self","story",{"type":584,"attrs":598},{"color":586},{"text":600,"type":581,"marks":601}," as part of a range of measures aimed at increasing the manufacturing sector’s share of the bloc’s GDP to 20% by 2035, up from 14.3% in 2024.",[602],{"type":584,"attrs":603},{"color":586},{"type":576,"attrs":605,"content":606},{"textAlign":49},[607],{"text":608,"type":581,"marks":609},"The act was proposed on Wednesday 4 March after delays and renegotiations pushed its publication to the wire. Further negotiations between the Council and the European Parliament are required before the IAA can be adopted and enter into force.",[610],{"type":584,"attrs":611},{"color":586},{"type":576,"attrs":613,"content":614},{"textAlign":49},[615,620,629],{"text":616,"type":581,"marks":617},"The “Made in EU” rules add tough requirements for ",[618],{"type":584,"attrs":619},{"color":586},{"text":621,"type":581,"marks":622},"automakers",[623,627],{"type":591,"attrs":624},{"href":625,"uuid":626,"anchor":49,"target":595,"linktype":596},"/videos/what-is-the-outlook-for-the-european-ev-market","8e83e0aa-866e-4453-8e9e-d7841bf8bb09",{"type":584,"attrs":628},{"color":586},{"text":630,"type":581,"marks":631}," looking to benefit from incentive schemes, financial support for corporate vehicles, or public procurement, though there are exceptions for the “small cars” segment.",[632],{"type":584,"attrs":633},{"color":586},{"type":635,"attrs":636,"content":638},"heading",{"level":637,"textAlign":49},2,[639],{"text":640,"type":581,"marks":641},"What counts as “Made in EU” for electric vehicles?",[642],{"type":584,"attrs":643},{"color":586},{"type":576,"attrs":645,"content":646},{"textAlign":49},[647],{"text":648,"type":581,"marks":649},"The Industrial Accelerator Act lays out the requirements for an electric vehicle to be defined as “Made in EU”, with these rules coming into play after the regulation officially enters into force:",[650],{"type":584,"attrs":651},{"color":586},{"type":653,"attrs":654,"content":656},"ordered_list",{"order":655},1,[657,668,678],{"type":658,"content":659},"list_item",[660],{"type":576,"attrs":661,"content":662},{"textAlign":49},[663],{"text":664,"type":581,"marks":665},"The vehicle must be assembled in the EU.",[666],{"type":584,"attrs":667},{"color":586},{"type":658,"content":669},[670],{"type":576,"attrs":671,"content":672},{"textAlign":49},[673],{"text":674,"type":581,"marks":675},"At least 70% by value of its non-battery components must be of EU origin.",[676],{"type":584,"attrs":677},{"color":586},{"type":658,"content":679},[680],{"type":576,"attrs":681,"content":682},{"textAlign":49},[683],{"text":684,"type":581,"marks":685},"For the battery, at least three “main specific components” must be of EU origin, including at least one cell. The other components include modules, packs, cathodes, anodes, electrolytes, separators, current collectors, battery management systems (BMS), and/or battery thermal management systems (BTMS).",[686],{"type":584,"attrs":687},{"color":586},{"type":689,"attrs":690},"blok",{"id":691,"body":692},"02f0923f-9c0e-4511-be17-a27456544b41",[693],{"id":694,"_uid":695,"type":696,"component":697,"fixed_height":698,"use_fixed_height":50,"fixed_height_mobile":698,"fixed_height_tablet":698},"27907693","i-709edae1-bd91-4987-a9fd-cd677a49ba00","visualisation","ContentFlourish","",{"type":576,"attrs":700,"content":701},{"textAlign":49},[702],{"text":703,"type":581,"marks":704},"For the last rule, requirements ramp up after three years, after which at least five main components, including cells, cathode, and BMS, must be from the EU. Furthermore, 50% by value of the e-powertrain and main electronic systems must also be of EU origin.",[705],{"type":584,"attrs":706},{"color":586},{"type":576,"attrs":708,"content":709},{"textAlign":49},[710],{"text":711,"type":581,"marks":712},"All three stipulations must be met for the public procurement of EVs, public incentive schemes and financial support for corporate vehicles.",[713],{"type":584,"attrs":714},{"color":586},{"type":635,"attrs":716,"content":717},{"level":637,"textAlign":49},[718],{"text":719,"type":581,"marks":720},"What is the exception for small vehicles?",[721],{"type":584,"attrs":722},{"color":586},{"type":576,"attrs":724,"content":725},{"textAlign":49},[726],{"text":727,"type":581,"marks":728},"There is an exception for vehicles falling into the new M1E subcategory defined as small electric vehicles 4.2 metres or smaller as outlined in the EU Commission's December 2025 CO2 emissions legislation proposal. The goal is to stimulate demand for small cars with lower regulatory burdens and a super credit system, making small EV sales count as 1.3 units instead of 1 for emissions calculations.",[729],{"type":584,"attrs":730},{"color":586},{"type":576,"attrs":732,"content":733},{"textAlign":49},[734],{"text":735,"type":581,"marks":736},"In December 2025, the European Commission published changes to the car CO₂ law, including a scheme to boost small, made-in-EU BEVs. Under this “super credit” scheme, small BEVs count as 1.3 units instead of 1.",[737],{"type":584,"attrs":738},{"color":586},{"type":576,"attrs":740,"content":741},{"textAlign":49},[742],{"text":743,"type":581,"marks":744},"To comply as M1E vehicles, they must firstly be assembled in the EU, and additionally must meet just one of two requirements: either have at least 70% by value of its components (excluding battery) be of EU origin, or, have a battery with at least three “main specific components” of EU origin, of which the cells must be one.",[745],{"type":584,"attrs":746},{"color":586},{"type":689,"attrs":748},{"id":691,"body":749},[750],{"id":751,"_uid":752,"type":696,"component":697,"fixed_height":698,"use_fixed_height":50,"fixed_height_mobile":698,"fixed_height_tablet":698},"27896915","i-a493b8ec-c432-44db-a534-d45a31d32544",{"type":635,"attrs":754,"content":755},{"level":637,"textAlign":49},[756],{"text":757,"type":581,"marks":758},"What are the consequences of this exception?",[759],{"type":584,"attrs":760},{"color":586},{"type":576,"attrs":762,"content":763},{"textAlign":49},[764],{"text":765,"type":581,"marks":766},"These “Made in EU” definitions do as promised to create a lower regulatory burden for small car production. The requirement for assembly in the EU has been expected since the M1E's creation, and meeting a 70% EU origin threshold for all non-battery components should be achievable for legacy OEMs with EU manufacturing.",[767],{"type":584,"attrs":768},{"color":586},{"type":576,"attrs":770,"content":771},{"textAlign":49},[772],{"text":773,"type":581,"marks":774},"Therefore, the battery origin requirement becomes superfluous, and OEMs could continue to use cells and packs imported from China, leaving the door open to cheaper LFP cells, which are more commonly used in small, low-range, low-cost vehicles.",[775],{"type":584,"attrs":776},{"color":586},{"type":635,"attrs":778,"content":779},{"level":637,"textAlign":49},[780],{"text":781,"type":581,"marks":782},"Are automakers ready for “Made in EU” requirements?",[783],{"type":584,"attrs":784},{"color":586},{"type":576,"attrs":786,"content":787},{"textAlign":49},[788,793,802,807,816,821,830],{"text":789,"type":581,"marks":790},"For non-M1E or full size vehicles, the “Made in EU” requirements have just massively stepped up the requirements for manufacturers to meet in order to receive subsidy support. Progression to ",[791],{"type":584,"attrs":792},{"color":586},{"text":794,"type":581,"marks":795},"develop localised",[796,800],{"type":591,"attrs":797},{"href":798,"uuid":799,"anchor":49,"target":595,"linktype":596},"/videos/scaling-up-gigafactories-in-emea","dc6da4db-7720-4bd4-925d-c910ea4de304",{"type":584,"attrs":801},{"color":586},{"text":803,"type":581,"marks":804}," supply chains would need to be front and centre for the next few years, as ",[805],{"type":584,"attrs":806},{"color":586},{"text":808,"type":581,"marks":809},"European cell capacity",[810,814],{"type":591,"attrs":811},{"href":812,"uuid":813,"anchor":49,"target":595,"linktype":596},"/article/inobats-planned-spanish-gigafactory-gains-state-support","7fba56b4-ba97-41bb-9c82-964e0b097e77",{"type":584,"attrs":815},{"color":586},{"text":817,"type":581,"marks":818}," still lags behind demand expectations. This will get significantly harder again after three years with the expansion to ",[819],{"type":584,"attrs":820},{"color":586},{"text":822,"type":581,"marks":823},"Cathode Active Material",[824,828],{"type":591,"attrs":825},{"href":826,"uuid":827,"anchor":49,"target":595,"linktype":596},"/article/europes-cathode-scene-set-to-diversify-as-supply-increases","bf235ce9-a2e5-43bf-98ac-ee8ef8120a46",{"type":584,"attrs":829},{"color":586},{"text":831,"type":581,"marks":832}," (CAM), although the exclusion of pCAM from the list of battery components may provide some reprieve. ",[833],{"type":584,"attrs":834},{"color":586},{"type":576,"attrs":836,"content":837},{"textAlign":49},[838,843,852],{"text":839,"type":581,"marks":840},"With some domestic EU cell manufacturers having struggled to ramp up to significant volumes so far, meeting “Made in EU” requirements may also work to ",[841],{"type":584,"attrs":842},{"color":586},{"text":844,"type":581,"marks":845},"incentivise larger overseas players",[846,850],{"type":591,"attrs":847},{"href":848,"uuid":849,"anchor":49,"target":595,"linktype":596},"/article/byd-is-overtaking-tesla-in-europe","c0599b0d-784d-4b24-9142-145a377c7c4a",{"type":584,"attrs":851},{"color":586},{"text":853,"type":581,"marks":854}," in expanding EU capacity to provide the majority of the kWh needed. However, provisions included in the IAA on large-scale investments (more than EUR 100m) in the region also look to limit ownership stakes or require approval before getting the go-ahead. ",[855],{"type":584,"attrs":856},{"color":586},{"type":576,"attrs":858,"content":859},{"textAlign":49},[860],{"text":861,"type":581,"marks":862},"Ultimately, with a patchwork of EU member states providing differing levels of subsidy support anyway, this will add a new layer of regulation to bring into OEMs' supply chain and strategy calculations.",[863],{"type":584,"attrs":864},{"color":586},"The EU Commission's proposed Industrial Accelerator Act (IAA) introduces new “Made in EU” stipulations for electric vehicles as part of a range of measures aimed at increasing the manufacturing sector’s share of the bloc’s GDP to 20% by 2035, up from 14.3% in 2024.\n\nThe act was proposed on Wednesday 4 March after delays and renegotiations pushed its publication to the wire. Further negotiations between the Council and the European Parliament are required before the IAA can be adopted and enter into force.\n\nThe “Made in EU” rules add tough requirements for automakers looking to benefit from incentive schemes, financial support for corporate vehicles, or public procurement, though there are exceptions for the “small cars” segment.",[867,877],{"slug":868,"name":869,"content":870},"will-roberts","Will Roberts",{"job_title":871,"image":872,"bio":874,"linkedin":875,"markets_covered":876},"Automotive Research Lead",{"filename":873},"https://a.storyblok.com/f/287943243085208/852x854/474a3cfca2/will-r.png","Will is part of the EV & Battery research team. As Automotive Research Lead, he manages all aspects of the team's view on global vehicle markets. Will leads forecasting for both the total vehicle market globally as well as electrified vehicles and works extensively on electric vehicle and battery market analysis, with a particular focus on the effects of legislation in the North American & European markets and, auto OEM strategy in the transition to EV. In addition, Will is also leading research in EV motors, vehicle platforms and systems. Will graduated from the University of Exeter, with a BSc in Physics and MSc in Mechanical Engineering.","https://www.linkedin.com/in/willroberts227/","EV and Battery",{"slug":878,"name":879,"content":880},"bryan-bille","Bryan Bille",{"job_title":881,"image":882,"bio":884,"linkedin":885,"markets_covered":886},"Lead Analyst - Government Policy",{"filename":883},"https://a.storyblok.com/f/287943243085208/512x512/1491bc3cc9/bryan-bille.jpeg","Bryan has more than 8 years of policy and geopolitical experience covering numerous areas, such as international trade, industrial policy, critical minerals, battery and EV supply chains and the broader energy transition. Bryan currently oversees Benchmark Mineral Intelligence’s policy and geopolitical coverage and leads Benchmark’s strategic outreach to policymakers. Before joining Benchmark, Bryan obtained a degree in corporate law from the University of Antwerp and an international political economy degree from King’s College London. He also held various positions within the Belgian diplomatic corps and politics, where he was involved in multiple policy issues and international negotiations at the EU level. ","https://www.linkedin.com/in/bryanbille/","Critical Mineral, Battery and EV Supply ","article","Industrial Accelerator Act adds Made in EU rules for automakers",[890,893,896],{"slug":891,"name":892},"batteries","Batteries",{"slug":894,"name":895},"ev","EV",{"slug":897,"name":898},"geopolitics","Geopolitics","private",{"id":901,"alt":698,"name":698,"focus":698,"title":698,"source":698,"filename":902,"copyright":698,"fieldtype":903,"meta_data":904,"is_external_url":50},151672412929283,"https://a.storyblok.com/f/287943243085208/1588x1364/731aabcce5/eu-made-evs-2x.png","asset",{},{"id":906,"alt":698,"name":698,"focus":698,"title":698,"source":698,"filename":907,"copyright":698,"fieldtype":903,"meta_data":908,"is_external_url":50},129067466984180,"https://a.storyblok.com/f/287943243085208/c71059049a/bm-european-commission-flags-e1649948622413.jpg",{},"The EU Commission's proposed Industrial Accelerator Act (IAA) introduces new “Made in EU” stipulations for electric vehicles as part of a range of measures aimed at increasing the manufacturing sector’s share of the bloc’s GDP.","Mar 05, 2026","5th March 2026",[],[],1783958060785]