United Kingdom

ZEV mandate · Sunderland · Agratas

The UK forces EV sales through its ZEV mandate but builds few EVs itself. Its EV manufacturing rests on Nissan and AESC in Sunderland and on Tata's JLR and Agratas.

Bar chart of the UK zero-emission vehicle mandate for new cars: 22% in 2024, 28% in 2025, 33% in 2026, 38% in 2027, 52% in 2028, 66% in 2029 and 80% in 2030, rising to 100% in 2035, with flexibilities for borrowing and credit trading. ZEV MANDATE: ZERO-EMISSION SHARE OF NEW CARS 2024 22% 2025 28% 2026 33% 2027 38% 2028 52% 2029 66% 2030 80% Rising to 100% in 2035. Flexibilities allow borrowing and credit trading.
ZEV mandate, cars, 2026
33%
Mandate, 2030
80%
Agratas Somerset
building
Hub
OEMs

Finding

UK EV manufacturing rests on three sites: Nissan Sunderland with AESC cells, JLR with Tata's Agratas gigafactory in Somerset, and BMW's Mini Oxford, whose EV investment is paused

Nissan began building the third-generation Leaf at Sunderland in 2025 with cells from AESC's Sunderland plants. Agratas is building a gigafactory at Bridgwater, Somerset, to supply JLR from 2027. BMW paused its EV investment at Oxford in 2025, and the electric Mini Cooper comes from China, built by BMW's Spotlight joint venture with Great Wall.

The mandate guarantees demand but not local supply: Chinese brands, led by BYD, gained share fastest because the UK applies no EV-specific tariff. Premium makers have slowed: Aston Martin and Bentley delayed their first BEVs, and Lotus builds the Eletre and Emeya in Wuhan, keeping only the Evija at Hethel. Arrival, Britishvolt and Tevva failed between 2023 and 2024.

Bus and component makers are steadier. Wrightbus and Alexander Dennis build electric buses - Alexander Dennis partly on BYD chassis - and YASA, owned by Mercedes-Benz, makes axial-flux motors in Oxford.

Directory

Major UK manufacturers (A-Z)

UK electrification manufacturers
ManufacturerLocationSectorStatusNote
AESCSunderlandCellsOperatingEnvision-owned; original plant plus a new gigafactory supplying Nissan
AgratasBridgwater, SomersetCellsBuildingTata Group cell company; production planned for 2027
Alexander DennisFalkirk, ScarboroughBusesOperatingEnviro EV range; Enviro200EV on BYD chassis; owned by NFI Group
Aston MartinGaydonSports EVsDelayedFirst BEV pushed back
BentleyCreweLuxury EVsBuildingVolkswagen Group brand; first BEV, an urban SUV, due 2026
IlikaChandler's FordSolid-state cellsPilotGoliath solid-state cell development
Jaguar Land RoverHalewood, Solihull, WolverhamptonEVs, packsBuildingHalewood converted for EMA EVs; Range Rover Electric at Solihull; drive units at Wolverhampton
LotusHethelSports EVsOperatingGeely-controlled; Evija at Hethel, Eletre and Emeya built in Wuhan
Mini (BMW Group)OxfordEVsPausedBMW paused its Oxford EV investment in 2025
NissanSunderlandEVsOperatingThird-generation Leaf since 2025
WrightbusBallymenaBusesOperatingStreetDeck and GB Kite Electroliner
YASAOxfordAxial-flux motorsOperatingMercedes-Benz subsidiary; motors for AMG EVs

Policy

UK industrial policy framework

UK electrification policy
ProgramEffect
ZEV mandateZero-emission share of new car sales rising to 80% in 2030 and 100% in 2035; hybrids allowed to 2035
Electric Car GrantUp to £3,750 off qualifying EVs from 2025, tied to manufacturing carbon standards
DRIVE35Capital and R&D support for automotive and battery investment
Faraday InstitutionNational battery research program
Advanced Propulsion CentreCo-funded propulsion and battery R&D
UK Battery Industrialisation CentrePublic scale-up facility in Coventry for cell and module processes
TCA rules of originTariff-free trade with the EU if content thresholds are met; stricter battery rules deferred to the end of 2026

Sources

Sources and scope

Scope
United Kingdom
Sources
UK Department for Transport; Department for Business and Trade; SMMT; company disclosures (2025-2026)
Updated
October 2026