Dec 06, 2025
3 min read
President Donald Trump has announced the repeal of strict fuel economy standards imposed by his predecessor.Porsche also shines in Frankfurt, along with other big German names
Stellantis is running with the car sector in the EU after the US changed its stance on consumption standards
President Donlam has re-announced the fuel consumption regulations that have been introduced.Polsche is also present in Frankfurt, along with the big German names.
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3' reading
(Il Sole 24 Ore Radiocor) - Cars rallied on European stock markets after US President Donald Trump announced the suspension of "green" energy standards introduced by his predecessor, Joe Biden.German large companies in the sector were the top performers in the sector thanks to a positive rating by Bank of America analysts.In Frankfurt, Porsche Automobile Holding pref shares led the DAX 30 index.Mercedes-Benz Group, Volkswagen and BMW close behind.Daimler Trucks HD and Traton are also ahead.Renault tops the CAC 40 index in Paris and Volvo cars shine in Stockholm.Stellantis ascends to Milan.
On Wednesday, in the presence of top officials from the main US manufacturers, Trump announced the return of strict standards for environmental targets for fuel consumption and vehicle emissions, which were introduced by his predecessor."Let's put an end to Biden's ridiculous standards that raised prices."Let's restart the car business.I think it's going to be bigger than ever." Billed in the name of reindustrializing the country and freeing up consumer choice, the new U.S. law provides an average fuel economy of 34.5 miles per gallon in 2031, compared to the 50.4 miles set by the previous administration and 39.1 miles for the White House. was underway.
BOFA positive for the EU auto sector
Positive comments from Bank of America analysts are also driving the purchase, who are more confident about the prospects of the European automotive sector for 2026. According to BofA experts, less regulatory pressure provides more flexibility. In the United States, the requirements to reduce pollution emissions could be completely eliminated, they note. Europe will not go that far, but it is likely that vehicles with internal combustion enginesthey will not be banned before 2040. The automobile company Porsche SE is particularly recommended because - explain the analysts - the shares could benefit investors from the favorable price from Volkswagen and the manufacturer of sports cars Porsche AG.The worst seems to be over for Mercedes, at least for now, and for this reason BofA has withdrawn its "underperform" recommendation on the remaining stock for BMW, because it believes it is too early to bet on a trend reversal.
Citi is looking for Stellantis
At the same time, Citi's analysts advise caution on Stellantis, namely they issued a "neutral" with a price target of 9 euros, while they believe that the European automotive sector could recover after "a 600-point drop in market share in the United States."A reduction in profits of about 90%;however, experts from American banks warn us about the risks that Stellantis has to face.They wonder, can the automaker really recover its profits?They also point the finger at the deteriorating performance of US auto credit, ultimately asking if there is a real resurgence in American tech brands, is the auto industry really picking up?Citi concludes: “We are still ahead of Volkswagen and Porsche (+5.5%).
Porsche pursues a policy of savings
Finally, Porsche AG is also pleased by rumors that the company intends to strengthen its austerity policy and demand significant concessions from its employees.The Stuttgart automaker aims to continue saving costs as part of talks with allies on a new "future package," which will primarily cover the main plant in Zuffenhausen and the development center in Weissach, according to Stuttgart Nachrichten newspaper and Stuttgart Zeitung newspaper.In particular, the plan provides for "reduction of personnel in the administrative sector" or "outsourcing of some services", as well as "a reduction in the number of teachers and the offer of guaranteed jobs under certain conditions".In addition, "recommendations" in terms of working hours are planned, as well as "increased flexibility", according to the list consulted by the newspaper.The proposed savings measures also refer to bonuses and seniority incentives.
