the second one, but also the language around 2035 vehicle CO2 regulations

yes, electric share is BEV + PHEV sum. You can decompose to see one or the other on the interactive page itself

Chinese automakers aren’t huge in Europe yet, but they’re rising fast:

🇨🇳 BYD holds a 1.22% market share across 31 European countries.
🇨🇳 MG (SAIC) follows with 2.3%.

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You can change in the side slider bar. But good point - we should update that, thanks

Broken down further, the fossil fuel reduction is driven almost exclusively by coal and the renewables gain almost exclusively by wind

my understanding was their production is targeted toward semiconductor - but I do not know how easy/attractive it is to switch

but then even the ingot and wafer scenario implies importing polysilicon from China?

So, the German IES is not a big competitiveness threat. But is it perhaps still a good tool for other member states to introduce? The answer is, quite simply: No.
Why? ➡️ They help climate (a little), but have limited benefits for the economy and resilience: (11/23)

different sources & methodologies so hard to draw too clear comparisons, but we see battery jobs growing up to 35k in 2024

european-clean-tech-tracker.bruegel.org/technology/b...