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Western Carmakers Adopt Range-Extended EVs

Financial Times Companies •
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Western carmakers are embracing range-extended EVs as a strategic weapon against Chinese rivals while preserving European supply chains. This technology sits between plug-in hybrids and fully electric vehicles, using a small engine solely as a generator to extend battery range. Volkswagen, Renault and BMW are following China's Leapmotor, which currently dominates this niche in Europe.

Renault's CEO François Provost announced plans for electric cars offering 1,400km with a range extender, believing this technology could convince 70% of customers to transition to EVs by 2030. Western automakers see this as a geopolitical advantage, as these vehicles face higher EU tariffs than Chinese-made EVs but benefit from Europe's expertise in combustion engines while avoiding battery supply chain vulnerabilities.

Critics argue range-extended EVs represent a costly detour, consuming similar fuel to petrol SUVs when batteries deplete. Market adoption remains uncertain, with these vehicles comprising just 9% in China versus less than 1% elsewhere. Some see them as transitional technology, while others question their longevity once battery technology advances further.