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BMW Says Europe's Gas Engine Ban 'Can Kill an Industry' (motor1.com) 202

An anonymous reader quotes a report from Motor1: BMW watched from the sidelines as Audi, Porsche, Mercedes, Volvo, and others announced lofty EV goals a few years ago, only to backtrack in recent months. Munich never vowed to go fully electric within a set timeframe, instead preferring to give customers the freedom of choice. It projects demand will be evenly split between gas and electric cars by 2030, but Bavaria hasn't committed to a combustion-free future. The company maintains its desire to give people what they want rather than artificially restricting powertrains to EVs, as the European Union plans for 2035. In an interview with Australian magazine CarExpert, Chief Technology Officer Joachim Post argued it should ultimately come down to buyers, not the EU: "Finally, the customer decides."

Provided the ban takes effect in a little over nine years, the board member fears it could have massive repercussions: "If the European Commission is going to say they have a plan to cut the combustion engine in 2035, they're not asking the customers and how [EV charging] infrastructure is coming up, how the energy prices are and all the things there. It's stupid to do that in that way. And you can kill an industry doing it that way."

His concerns are echoed by Mercedes CEO Ola Kallenius, who recently warned the European car industry is "heading at full speed against a wall" and could even "collapse" if the EU doesn't reconsider. The statement came shortly after Stuttgart's boss admitted the company had to make a "course correction" to keep combustion engines longer than initially planned. Mercedes continues to invest in conventional powertrains, and there's even a completely new V-8 from AMG on the way.
The report notes that BMW continues to generate strong profits from its combustion engines, ranging from three-, four-, six-, and eight-cyclinder engines to a Rolls-Royce V-12 -- even supplying rivals like Toyota and possibly soon Mercedes.

In fact, the "M" in BMW stands for "Motoren" (German for "engine").
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BMW Says Europe's Gas Engine Ban 'Can Kill an Industry'

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  • Horseshit. (Score:4, Insightful)

    by Gravis Zero ( 934156 ) on Wednesday September 10, 2025 @08:24PM (#65652276)

    BMW wants customers to have the freedom to choose between engines and batteries.

    Their rationale is total horseshit and it's plain to see. Everything about this screams, "but our profit margins!" and an endless stream of crocodile tears.

    I say, "fuck 'em" because they had the option to develop this technology sooner and reduce the pain of transition. However, instead of being reasonable, they decided against any investments in EVs because they were too busy rolling in piles of cash that papered over the 250M bodies of the people that will die from climate change by 2100.

    • Re: (Score:3, Insightful)

      by elainerd ( 94528 )

      I like that you say 2100 now. Good tactic. The 5, 10, and 12 year future doomsdays always end up embarrassing enviro-grifters, at least that's what muh computer models are telling me...today...and stuff.

      • Re: (Score:2, Insightful)

        by Gravis Zero ( 934156 )

        May you reap what you sow.

      • by pereric ( 528017 ) on Thursday September 11, 2025 @04:17AM (#65652928) Homepage

        Have you missed the estimated 2000 dead from the latest South Europe heat wave? Or the increased intensity of both drought and flooding? Or the fires in California, Australia ... ? Of course the whole world is not literally on fire (if that's how it was interpreted), but climate change is already here, and have already consequences to society. Mostly as predicted by meteorologists / climate science / geologists.

        It's more than reasonable to listen to the predictions, and act on them if we would like to avoid much more severe consequences.

    • by gweihir ( 88907 )

      Indeed. They are part of the problem, nothing else.

    • Re:Horseshit. (Score:4, Informative)

      by MacMann ( 7518492 ) on Wednesday September 10, 2025 @10:22PM (#65652514)

      Their rationale is total horseshit and it's plain to see. Everything about this screams, "but our profit margins!" and an endless stream of crocodile tears.

      As I see it there's nothing stopping a competitor to put an end to BMW's profits by offering BEVs that make anything with an internal combustion engine look like expensive junk. Putting a government thumb on the scale to favor BEV makers is restricting fair competition, that is the government picking who makes a profit and so is open to all kinds of corruption.

      I also seen nothing restricting BEV ownership. Quite the opposite as I can recall all kinds of incentives like tax breaks, better parking spots, and more. That wasn't enough? If the people wanted a ban on gasoline cars then we would not need a ban from the government that answers to them. Think about that. If enough people bought only BEVs then BMW would leave the market for greener pastures, pastures that would presumably get smaller with time as the BEV gains in popularity, until BMW can't make a profit any more.

      I say, "fuck 'em" because they had the option to develop this technology sooner and reduce the pain of transition. However, instead of being reasonable, they decided against any investments in EVs because they were too busy rolling in piles of cash that papered over the 250M bodies of the people that will die from climate change by 2100.

      Global warming is from burning fossil fuels, and gasoline doesn't have to be a fossil fuel. A gasoline vehicle doesn't necessarily have to burn gasoline, though there might need to be some changes to the software or something so it's not lighting up the dashboard with funny readings from engine sensors. Have them burn ethanol or some other kind of carbon neutral fuel instead of a fossil fuel.

      I'm seeing people that lost sight of the goal. The goal is lower CO2 emissions, not everyone driving a BEV or nothing. The BEV is just one way to get to a net zero (or close enough to net zero that we stop counting) to mitigate against global warming. Wasn't there something on Slashdot recently about ships burning "green" ammonia for fuel in their nominally diesel engines? Maybe it wasn't Slashdot but this has been getting more attention lately. The conversion from diesel to ammonia seems simple enough. I recall there's some ammonia mixed with the intake air, then at TDC there's a small amount of peanut oil or something injected to get the compression ignition. There's many variation on the theme to consider, use your imagination.

      • Re:Horseshit. (Score:5, Insightful)

        by SoftwareArtist ( 1472499 ) on Thursday September 11, 2025 @12:28AM (#65652672)

        As I see it there's nothing stopping a competitor to put an end to BMW's profits by offering BEVs that make anything with an internal combustion engine look like expensive junk.

        Is your goal only to reward whoever makes the most popular product? Or do you care whether the product destroys the planet?

        I don't understand what position you're trying to argue. Burning fossil fuels is literally destroying the planet. If you choose to drive an ICE, then you personally are harming the entire human race. Yet you don't seem to see that as a problem, and say governments shouldn't interfere with what people want to do? That not "picking who makes a profit" is more important than preserving the future of humanity?

        Seriously?

        A gasoline vehicle doesn't necessarily have to burn gasoline

        There is no credible path to stopping climate change that doesn't replace nearly all ICE vehicles with EVs. To start with the engines are far less efficient, roughly 3x less. Then there's the inefficiency of manufacturing chemical fuel, which loses around another 2x. It's just not realistic.

        In addition, the total global capacity for manufacturing gasoline from renewable energy is currently zero, or so close to zero as to be effectively the same. Even if we could somehow produce so much clean energy that we didn't care about throwing away 5/6 of it, there's still no way we could produce enough to meet global demand for many years.

      • by AmiMoJo ( 196126 )

        That is exactly what is happening with Chinese luxury/performance brands. They are entering the European market with similar or better quality/performance to the Germany brands, at a lower price point. They also have big leads in some areas like battery tech and battery swapping stations.

        At the moment the stigma of them being Chinese and new, less recognizable brands is holding them back, but it's only a matter of time. Look at SAIC with their MG brand, now firmly established and with a decent reputation.

      • by DarkOx ( 621550 )

        I'm seeing people that lost sight of the goal. The goal is lower CO2 emissions, not everyone driving a BEV or nothing.

        The goal never had anything to do with CO2 emissions. The goal is authoritarian control by the technocracy. It is about making it impossible for anyone but the elite to live in anything but some some burtalist high rise or be tethered to farm equipment they maintain. "They" don't want normies being able to assemble etc, or have the degree of independence to reject a policy but voting with their feet.

    • Their rationale is total horseshit and it's plain to see.

      Then why is this an industry-wide problem, affecting ALL manufacturers that are not getting subsidies up the wazoo? We've had electric cars for 25 years and they still haven't obliterated ICE. Most people don't want EVs, and there are good reasons for that, even if the EV fanatics insist on plugging their ears and blowing off every else's concerns.

      I'm so sick of people thinking with their emotions. I don't even bother arguing with people over why I don't want an EV, because nobody listens.

      • another one who thinks the transition should have been overnight otherwise it didn't happen. Its been about 15 years since EVs became a credible option due to decent battery tech. Its like trying to stop a tanker, it takes a long time to transition.
        • another one who thinks the transition should have been overnight

          Eh? I'm not the one insisting that all other options be outright banned.

      • Exactly. I constantly being up examples that happened to me just recently where an EV wouldn't have worked out. But apparently I'm the only person who does long trips ever and the circumstances that happen to me monthly don't happen to anyone else ever if you talk to an EV proponent.
      • by Bert64 ( 520050 )

        Actually electric cars predate ICE vehicles...
        They failed because the technology was totally impractical at the time, and largely disappeared from the market until fairly recently.

        These days they are less impractical, but still unsuitable for a lot of use cases, and still more expensive than ICE vehicles.

    • Re:Horseshit. (Score:5, Informative)

      by neaorin ( 982388 ) on Thursday September 11, 2025 @02:00AM (#65652782)

      BMW did invest plenty in EVs. The i4 and i7 are good EVs and they just announced the new Neue Klasse bespoke EV platform with dozens of new models in the pipeline, including the newly introduced iX3.
      They simply refused to pick a sunset date for their ICE cars. And it makes sense when you consider they don't really make appliances; they make cars for people who like driving. People like manual gearboxes and the sound of an engine.

      • If people like manual gearboxes, why don't they buy them? BMW offers like 3 or 4 models with manual as an option, with the uptake rate between 15-65%, with the rate dropping the higher the performance of the car.

        I fully agree that BMW has invested a lot in EVs and they have actually proven all the neysayers who claimed Tesla was going to replace them wrong.
        What I don't agree with is this struggle to postpone the inevitable just because it means that their investments in ICE are going to become almost worthl

      • Re: (Score:2, Insightful)

        by AmiMoJo ( 196126 )

        Hyundai proved that EVs can be really fun to drive. Their sport models even have fake engine noises and fake gears if you want them.

        Maybe part of the problem is that even cheap EVs have performance that blows away fossil cars costing 3-4x as much.

      • They investing doesn't change what the GP said. The point is fundamentally about money. They make lower profit margins on EVs while the higher cost of the drive train provides less opportunity to differentiate in a lower cost market.

        they make cars for people who like driving. People like manual gearboxes and the sound of an engine.

        Most of BMW's high end sports cars default to automatic transmissions. Consumer preference is not overwhelmingly in support of manual driving, the manual is the most prominent gearbox in Europe due to it shaving several thousands off the cost of the car (economies of scale). In

    • BMW wants customers to have the freedom to choose between engines and batteries.

      Their rationale is total horseshit and it's plain to see. Everything about this screams, "but our profit margins!" and an endless stream of crocodile tears.

      there are quite a lot of people who do not want to see a storied automaker stop making what they excel at (engines).
      personally, im not ready to see BMW as an EV-only company.

  • Irrelevance? (Score:5, Insightful)

    by Shades72 ( 6355170 ) on Wednesday September 10, 2025 @08:31PM (#65652300)

    An electric motor is also a motor, so that last line of the summary is hoghwash. But, BMW seems to take a page out of the Trump handbook, 'ICE first!'. Which is, of course, a valid way. Still, as with any choice anyone makes at any given time, the consequences of these choices are your to bear.

    And with that choice BMW seems to go in the direction of becoming obsolete by their own hand. I have owned 3 BMW's when living in the Netherlands. Fine cars, each one of them. Enjoyed driving these as well. But if they don't want to play in a changing market, then why would the market care? Their stance only makes the Chinese car industry more relevant, by simply choosing to remain in the technical backwater that is ICE.

    ICE is fun and sounds so much better than EV does. Any day of the week and twice on Sundays even. Yet, that doesn't exclude BMW of moving where the market goes. This is why such companies must work on R&D, without CEO's c.ckblocking the required spending to do so. Else you, as a company, simply become irrelevant.

    • by Kernel Kurtz ( 182424 ) on Wednesday September 10, 2025 @08:56PM (#65652336)

      Yet, that doesn't exclude BMW of moving where the market goes.

      BMW wants to continue to build what they are quite aware their customers want. That is how the market is supposed to work.

      • Re:Irrelevance? (Score:5, Insightful)

        by thegarbz ( 1787294 ) on Thursday September 11, 2025 @06:08AM (#65653058)

        BMW wants to continue to build what they are quite aware their customers want.

        Consumers want to get from A to B and are price conscious about it. Consumers will simply buy EVs if ICE vehicles are banned, that's really all their is to it. What BMW wants to continue to do is sell vehicles they make higher margins on, and vehicles where for a lower cost they can add differentiating features. For EVs the drivetrain makes up a higher cost that eats into manufacturing profits and removes differentiation at the lower end.

        Don't be naive, BMW wants what is best for BMW and doesn't give a flying fuck about a consumer beyond how wide they can get them to open their wallet.

        That is how the market is supposed to work.

        Since you invoked the market it's important to understand basic economics. With "The Market" I believe you mean free market where consumer choice dominates? In all economic theories the end stable state of any free market economics is either total market collapse, or single monopoly supply. In any free market economy where public resources are at play (like clean air, or CO2 emissions) tragedy of commons leads to complete resource collapse.

        The only way the market "works" is through regulation. You don't have anywhere near the choice you think you do. We haven't had that in centuries and with very good reason.

        • Consumers want to get from A to B and are price conscious about it.

          As I pointed out earlier, this might be true of people looking for cheap Chinese EVS but is not BMW's market. Here where I live most of the vehicles are full size trucks and SUVs, so I'm thinking gas milage is low on the list for most consumers. I'm on my 4th owned-from-new BMW. I buy the most fun one I can afford. I'm not cross shopping economy cars at all. I'm already planning on a 27' M2 next actually.

          Consumers will simply buy EVs if ICE vehicles are banned, that's really all their is to it.

          In some parts of the world they will simply change governments instead. So there will still be a m

      • by AmiMoJo ( 196126 )

        Not really, people want all sorts of stuff that is bad for them or bad for other people, so we regulate sales.

  • I disagree. (Score:4, Insightful)

    by test321 ( 8891681 ) on Wednesday September 10, 2025 @08:33PM (#65652308)

    Of course the current course can kill the ICE industry. It's the very point of the policy.
    However, by "collapse" the likely mean "the Chinese will eat our lunch" will only happen because the European automakers currently refuse to take EVs, even hybrids, seriously. I mean there's Munich auto fair right now, and a big maker like Renault is showing its 6th update of the Clio (the best selling car from the brand), and it's a simple ICE with no electrified version planned.

    Complaining about infrastructure is not an argument here for the collapse of the EU car industry. The same infrastructure problems will affect both European and foreign makers. In 2035, every maker, including the Chinese, will face the same wall.

    They urge the governments to "reconsider", another way of saying they don't want to change anything. They should on the contrary make constructive proposals. If the governments can't figure it out themselves, BMW should give them hints, and it's not so difficult. Governments could pass laws requiring every private car park operator (commercial centers, corporates) to equip 10% of their parking spaces with chargers, even if slow ones for now. I expect this sort of mandate will eventually happen, but BMW could already launch the idea.

    • Of course the current course can kill the ICE industry. It's the very point of the policy. However, by "collapse" the likely mean "the Chinese will eat our lunch"

      BMW owners don't want cheap Chinese EVs, and BMW is quite capable of building a pretty well regarded (by enthusiasts) BEV (the i4 M50) which is as good as anything from China, as well as being a BMW, except for the pesky problem that it is not what BMW drivers want. Ain't nothing China can do about that either.

    • Renault is selling its BEV Renault 5 like hot cakes in France, they are everywhere now (and very nice cars too). France has draconian taxes on ICE vehicles which render them pretty much unbuyable (some taxes can result in payments of 60k euros on top of the purchase price!). No one will buy the Renault Clio unless it has a Plug in hybrid system.
      • by Hasaf ( 3744357 )
        . . . and in the US, we have extra taxes tacked on for Hybrids and BEVs'. Right now, in the state I am in, there is an additional charge every year of $100 for hybrids and $165 for BEV. Further, a tax of $.03 per kWh is being phased in at any public charging station, regardless of whether the charging station charges for its use.
    • Yeah, the infrastructure argument is such BS. The ICE ban means only sales of new cars, which in combination with the average age of cars in the EU means we'll still have ICE cars on our roads well into the 2040's if not 2050's. An ICE car sold in 2034, 9 years(!) from new will be halfway through its lifespan in 2045.
      That means a child born today could buy a reasonable used ICE car for their first car in 20 years. I do not understand the "customer's choice" argument from this perspective at all. Like should

    • I mean there's Munich auto fair right now, and a big maker like Renault is showing its 6th update of the Clio (the best selling car from the brand), and it's a simple ICE with no electrified version planned.

      That is disingenuous and ignorant. Renault won't ever made an electric Clio because the entire industry has moved on from the dumb idea of slapping an EV drive train into vehicles fundamentally not designed from them. It hasn't worked well in the past and I can only highly recommend never buying an EV model of an ICE car. If they look the same and are built on the same platform you're getting a product with pointless tradeoffs.

      If you want an electric Clio the buy a Renault 5, that *is* the EV version of the

  • What else is new? The reality is they messed up their strategy and now want to go on polluting longer to keep their profits up. Obviously, these assholes must not be allowed to do that.

    • What else is new? The reality is they messed up their strategy and now want to go on polluting longer to keep their profits up. Obviously, these assholes must not be allowed to do that.

      Pretty sure there is a carve out in the EU regulations for e-fuels.

      https://www.hemmings.com/stori... [hemmings.com]

      Porsche is leading the way on this, but BMW also has an enthusiast customer base. No reason ICE cars can't be pretty clean. EU just needs to focus on the goal and not micromanaging markets. Governments are generally really bad at that.

      • E-fuels will be expensive. Green hydrogen is inefficient as hydrogen haters love to point out, but it has lots of room to bring the cost down. Green CO2 is likely inherently expensive, due to required materials and consumables. You need both.

  • E-fuels will be so expensive that only supercar owners will be able to afford them. We're talking $20 per gallon or more. Nor do they solve the problem of local air pollution.
    • E-fuels will be so expensive that only supercar owners will be able to afford them. We're talking $20 per gallon or more. Nor do they solve the problem of local air pollution.

      I've seen estimates of double current gasoline prices at scale but am too lazy to search, that would certainly be well with in the budget of many people why buy luxury cars. I would certainly pay double in order to continue to buy new ICE cars. Otherwise I'll just continue to use the traditional stuff in whatever my last car will be.

  • ... how [EV charging] infrastructure is coming up ...

    Their job is to make compliant cars. They can certainly emphasize the laziness of government means the needed infrastructure isn't getting built. They might even pontificate on the stupidity of demanding a city of EVs that can't get 'fuel' and thus function as street art.

    An addition problem will be, the cost of re-tooling means most people can't afford an electric vehicle. That's a price/demand/bankruptcy problem that also requires government intervention.

    ... keep combustion engines ...

    If government doesn't honour their side of the

  • That's the point.

  • "His concerns are echoed by Mercedes CEO Ola Kallenius, who recently warned the European car industry is "heading at full speed against a wall" and could even "collapse" if the EU doesn't reconsider."

    Why is everyone a capitalist believing that the market will give us the solutions we need up until the time where they were caught sleeping and now they want us to please be nice to them?

    We do not have time to coddle these babies. Figure something out or die, that's not my problem. My problem is that fires get

  • Gas prices should include cost of climate change and of war in Ukraine.

    Then we can talk about "consumer's freedom"

  • We should have let consumers choose.
    Because consumers were atmosphere chemist experts.
    We should also let consumers choose at the hospital what they need because they're doctors.
    Ad nauseam....

  • Instead of coasting on brand name recognition and making everything possible a yearly subscription to protect your margins. At this point, they deserve to get run over by Korean automakers and Chinese upstarts.

    I agree with using tariffs to prevent market dumping by China, but you have to build something in response not just complain. So, go design and engineer a great EV. People like rising to a challenge, after all.

  • Sigh. (Score:5, Insightful)

    by ledow ( 319597 ) on Thursday September 11, 2025 @03:48AM (#65652880) Homepage

    IT'S SUPPOSED TO KILL AN INDUSTRY.

    You were warned 20 years ago that this would happen, and yet you're still pumping out the thing we're trying to ban because it's killing the planet.

  • by butt0nm4n ( 1736412 ) on Thursday September 11, 2025 @04:50AM (#65652996)

    Bavaria is a very conservative place, since 1946, unopposed conservative rule.

    I have my own bias views that conservatism is a fundamentally fearful and primitive philosophy.

    Most conservatives I know have a strong negative bias from all the Daily Mail reading they do. Very fearful, particularly of different cultures. I guess that is why they like guns to make them feel safe. Why they cling to tradition like a raft in the messy world of competing ideas. Heavens Margaret I don't know what to think anymore, boys can be girls? Which way is up?

    If a conservative mind is stressed mind, then anything that is seen as an inconvenience to it like an EV is just another threat to be opposed. Why should I put myself out to help anyone?

    Conservatives are a herd animal, that's what fearful cattle do and why they like authoritarian leaders like Trump to save them from the terrible 'them' who are not like 'us' and their death terrors.

    If they could be got onside of a "global survival" argument they could be the political power to make real changes as typically they also have the money being the most selfish and greedy bunch.

    Perhaps that's the root of a problem is to not try to scare a conservative with global warming, they are already terrified of the world, any more stress and it will pop their primitive minds and they'll start fighting.

  • Sir, this was always the plan, to kill the petrol industry.

  • by Krakadoom ( 1407635 ) on Thursday September 11, 2025 @06:29AM (#65653084)

    The M can still stand for Motoren, as electric motors are uhm, motors.

  • The gas ban might kill certain automotive companies who've spent the last 15 years lobbying and otherwise whining about the gas ban and not sufficiently investing to make the transition. BMW has being joining Toyota and others to spread fud about hydrogen power and synthetic fuels and lobbying hard to make governments change their minds. While some concessions were made for synthetic fuels governments are generally sticking to their targets. It's hard to see how synthetics will be anything but DOA in the sa
    • I don't think that's the issue. It's not that they don't see where the market is likely to go, it's that the politicians are way out ahead of the industry, consumer behavior, technology and infrastructure. Their "ambitious" climate policies aren't realistic.

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