--- title: Resilient demand and policy support description: "Strong US sales, rapid growth of Chinese EVs, and evolving European regulatory environment\n\nThe US automotive market strengthened in August, recording a 2.1% year-over-year increase in sales, driven primarily by GM, Ford, and Toyota.\n\nOn the regulatory front, the environment also became more favorable: a presidential order reduced tariffs on Japanese vehicles from 27.5% to 15%, providing relief to Japanese automakers." image: https://blog.maritimefinance.ch/hubfs/W37_article_2.jpg --- [![EMF](https://blog.maritimefinance.ch/hubfs/Maritime_Finance_April2024/images/EMF.png)](https://maritimefinance.ch/fr) - [ABOUT](https://maritimefinance.ch/about-us/) - [OUR FLEET](https://maritimefinance.ch/our-fleet/) - [PAST PERFORMANCE](https://maritimefinance.ch/past-performance/) - [INVESTMENTS](https://maritimefinance.ch/investments/) - [MARKET NEWS](https://blog.maritimefinance.ch/en/marketreportweekly) - [GLOBAL NEWS](https://maritimefinance.ch/global-news/) - [CONTACT US](https://maritimefinance.ch/contact-us/) - [ABOUT](https://maritimefinance.ch/about-us/) - [OUR FLEET](https://maritimefinance.ch/our-fleet/) - [PAST PERFORMANCE](https://maritimefinance.ch/past-performance/) - [INVESTMENTS](https://maritimefinance.ch/investments/) - [MARKET NEWS](https://blog.maritimefinance.ch/en/marketreportweekly) - [GLOBAL NEWS](https://maritimefinance.ch/global-news/) - [CONTACT US](https://maritimefinance.ch/contact-us/) [![fr_FR](https://blog.maritimefinance.ch/hubfs/Maritime_Finance_April2024/images/fr_FR.png)](https://blog.maritimefinance.ch/marketreportweekly?hsLang=en) [![en_GB](https://blog.maritimefinance.ch/hubfs/Maritime_Finance_April2024/images/en_GB.png)](https://blog.maritimefinance.ch/en/marketreportweekly) [![fr_FR](https://blog.maritimefinance.ch/hubfs/Maritime_Finance_April2024/images/fr_FR.png)](https://blog.maritimefinance.ch/marketreportweekly?hsLang=en) ![Resilient demand and policy support](https://blog.maritimefinance.ch/hubfs/W37_article_2.jpg) # Resilient demand and policy support - Home - [blog](https://blog.maritimefinance.ch/en/marketreportweekly) - Resilient demand and policy support 09/15/2025 [Market update](https://blog.maritimefinance.ch/en/marketreportweekly/tag/market-update) 1 Minutes ![W37_article_2](https://blog.maritimefinance.ch/hs-fs/hubfs/W37_article_2.jpg?width=1200&height=772&name=W37_article_2.jpg) **Strong US sales, rapid growth of Chinese EVs, and evolving European regulatory environment** The US automotive market strengthened in August, recording a 2.1% year-over-year increase in sales, driven primarily by GM, Ford, and Toyota. On the regulatory front, the environment also became more favorable: a presidential order reduced tariffs on Japanese vehicles from 27.5% to 15%, providing relief to Japanese automakers. **Diverging trends between Asia and Europe** In Asia and Europe, market dynamics are more nuanced. In China, EV growth remains the primary driver, with electrified vehicles now representing over half of total sales, while Japan’s modest slowdown follows strong gains earlier in the year. In Europe, Germany has posted robust growth fueled by electric vehicle adoption, and ongoing debate over the 2035 combustion engine ban suggests regulatory frameworks may evolve to create a more balanced demand across technologies. **Outlook for the PCTC segment** For the PCTC market, the combination of strong US sales, sustained growth in Chinese electric vehicles, and gradual policy changes in Europe is expected to continue supporting solid volumes. With demand fundamentals remaining robust and the regulatory environment becoming more favorable, chartering activity and utilization rates should stay high into Q4, providing strong earnings visibility and a stable rate environment for owners. Following a decade of stagnant fleet growth, the PCTC sector is now experiencing a marked expansion, with significant new vessel deliveries anticipated in 2026 and 2027. However, this fleet growth could put downward pressure on utilization rates over the longer term. ![Article_3_graph](https://blog.maritimefinance.ch/hs-fs/hubfs/Article_3_graph.png?width=232&height=304&name=Article_3_graph.png) *Source : Clarksons*   --- #### Tag: [Market update](https://blog.maritimefinance.ch/en/marketreportweekly/tag/market-update) #### Share: - [Follow us on Facebook](http://www.facebook.com/share.php?u=https://blog.maritimefinance.ch/en/marketreportweekly/resilient-demand-and-policy-support) - [Follow us on Twitter](https://twitter.com/intent/tweet?url=https://blog.maritimefinance.ch/en/marketreportweekly/resilient-demand-and-policy-support&text=Resilient%20demand%20and%20policy%20support) - [Follow us on Linkedin](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.maritimefinance.ch/en/marketreportweekly/resilient-demand-and-policy-support) - [Follow us on Pinterest](http://pinterest.com/pin/create/button/?url=https://blog.maritimefinance.ch/en/marketreportweekly/resilient-demand-and-policy-support&text=Resilient%20demand%20and%20policy%20supportdescription=Strong%20US%20sales,%20rapid%20growth%20of%20Chinese%20EVs,%20and%20evolving%20European%20regulatory%20environment%20The%20US%20automotive%20market%20strengthened%20in%20August,%20recording%20a%202.1%[...]&media=https://143789414.fs1.hubspotusercontent-eu1.net/hubfs/143789414/W37_article_2.jpg) --- #### [US pressures Europe on Russian energy Previous Post](https://blog.maritimefinance.ch/en/marketreportweekly/us-pressures-europe-on-russian-energy?hsLang=en) #### [Rising exports and stronger freight sentiment Next Post](https://blog.maritimefinance.ch/en/marketreportweekly/rising-exports-and-stronger-freight-sentiment?hsLang=en) --- ## Related Posts It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. 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