Morocco's automotive industry, a cornerstone of its economy and Africa's largest car exporter, is confronting the challenges and opportunities of the global transition to electric vehicles (EVs). The sector, which accounted for over 22% of the country's exports and attracted significant foreign investment in recent years, is built primarily around manufacturing for export, especially to Europe.
The European Union's 'Fit for 55' package and its 2035 ban on new internal combustion engine car sales are powerful external drivers forcing adaptation. Moroccan officials and industry leaders have acknowledged that the country's export-oriented model must evolve to avoid being sidelined. This includes developing a local ecosystem for EV component production, such as batteries, to maintain competitiveness.
Recent developments show a proactive stance. In late 2025, the government announced a new industrial strategy 'Morocco Auto 2030' which includes incentives for EV and battery manufacturing. Chinese battery giant Gotion High-Tech has reportedly signed a memorandum of understanding to build a battery factory in the country. Furthermore, Stellantis, a major manufacturer in Morocco, has begun producing hybrid vehicles at its Kenitra plant and plans to introduce fully electric models.
The transition presents significant hurdles, including the high cost of establishing battery gigafactories, the need for specialized workforce training, and upgrading national energy and charging infrastructure. Success will depend on continued strategic partnerships, policy stability, and investment in the local supply chain to capture more value from the electric vehicle revolution.
