Threat from EU 2030 CO2 regulation on corporate/rental fleet

Bullish:

The regulation will contradict the EU CO2 regulation for 2035 which bans combustion vehicles from 2035. This gives member states and companies justification to oppose it.
Passing the regulation requires a high threshed, a majority in the EU parliament and 55% of countries and 65% of EU population should vote for it. Germany, Italy, Poland and Czechia have opposed the strict EU CO2 regulation. Their population makes up 42% of the EU population, enough to form a blocking minority.
Representatives of four parties including the EPP, ECR, PfE and ESN which control 375 or 52% of votes in the EU Parliament have opposed the planned mandate.
Corporate/rental companies buy 60% of new cars, hence building framework conditions such as charging stations for such a large number of EVs takes time.
EU Commission head Ursula von der Leyen survived a vote of no confidence last month. 360 European parliament members voted against the motion, 117 voted in favor while 18 abstained. During the no-confidence debate, von der Leyen faced criticism from Green and Socialist MEPs over what they viewed as a rollback of CO₂ regulations and a weakening of the EU’s climate agenda→ This signals that with the EPP against an agenda, it is hard to pass it.

Bearish:

It’s the quickest way for the EU Commission to get rid of combustion vehicles by 2030, hence they may lobby as much as possible to have it passed.
European People’s Party (EPP) does not campaign to scrap the EU’s climate agenda outright but is championing for flexibility, hence it may negotiate with the EU Commission to pass the regulation with adjustments such as banning corporate ICEs in phases from 2030.
France, Spain, Netherlands, Hungary and Nordic countries (37% of the EU population) are seen as supportive of the EU decarbonization agenda and there could be dissenters. For instance Czechia had abstained during the vote burning ICE trucks.