France’s EV Recommendations Are Missing One Crucial Dimension

The supply-side measures outlined in the Senate report are necessary, but they do not fully address the mechanisms through which demand, and ultimately pricing power, is sustained.

In a market where performance and cost advantages are converging, the ability to justify a premium (not simply to “premiumize”) becomes the central challenge.

Without addressing this, the risk is clear: a more efficient European automotive industry producing vehicles that consumers no longer perceive as meaningfully different.

Efficiency alone will not be enough, French and other European automakers must also sustain desire.