In order to comply with the stricter CO2 fleet limits of the EU from 2025, many car manufacturers are relying on a proven strategy: the so-called CO2 pooling. This involves manufacturers that do not meet their emissions targets forming alliances with companies that exceed them through a high proportion of electric vehicles. Tesla, Smart and Polestar are among the big winners in this system, as they can sell their surplus at a lucrative price.
The new manufacturer pools for 2025
According to an EU document, two large manufacturer pools are currently forming:
- Tesla will meet its CO2 quotas with Stellantis, Toyota, Ford, Mazda and Subaru share.
- Mercedes-Benz is planning pooling with Smart, Volvo Cars and Polestar.
The two pools are open until the beginning of February 2025 for other manufacturers who wish to join.
Why CO2 pooling?
The limits applicable from 2025 will reduce the maximum average CO2 emissions of new cars in the EU from 115.1 grams to 93.6 grams per kilometer - a major leap that is putting the car industry under pressure. Manufacturers who do not achieve these values face heavy fines. As sales of electric cars have not increased as expected, pooling is the cheaper alternative for many companies.
Tesla as the big winner
Tesla benefits enormously from this system. In the first three quarters of 2024 alone, the Tesla over two billion dollars with the sale of emission rights. For Tesla, which only produces electric cars, pooling is a lucrative business area that increases its own profits and supports the transformation towards sustainable mobility.
BMW and Volkswagen: going their own way instead of pooling?
While many manufacturers are joining the pools BMW and Volkswagen achieve their targets on their own. A Volkswagen spokesperson emphasized that there is still time until autumn to form a pool if the company's own measures are not sufficient. BMW boss Oliver Zipse recently expressed his confidence that the limits would be met.
Political discussions and booking tricks
In view of the challenges, the EU is discussing additional measures to ease the burden on the automotive industry. One proposal envisages manufacturers being able to offset deficits in 2025 against overfulfillments in 2026 and 2027. This pragmatic solution is supported by German politicians such as Robert Habeck and Olaf Scholz in order to avoid high penalties and facilitate the transformation.
Conclusion
CO2 pooling shows how the automotive industry is adapting to the stricter EU limits with innovative approaches. Tesla The new CO2 pooling strategy will benefit BMW and other electric car manufacturers financially, while traditional manufacturers will gain time to expand their electromobility. The coming years will show whether BMW and Volkswagen achieve their targets without pooling and how the entire industry prepares for the even stricter limits from 2030.
Keywords: Tesla, Tesla Model Y, Tesla Model 3, Tesla Accessories, Tesla Store, Shop4Tesla, Tesla News, CO2 pooling, electric cars, CO2 limits, Tesla emission rights, Stellantis, Mercedes-Benz, Polestar, Smart, Volvo, EU limits
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