Addiction will ‘play’ over the next few years automotive Europeanagainst its huge rivals.net loser”. This can be taken from the ‘Effects of the price of electric: Quantitative analysis for OEMS’ report released this month, which highlights that ‘Original Equipment Manufacturer’ (original equipment manufacturers, English) will be severely impacted in the Old Continent. , payment 14,000 million more by 2023 to produce the same cars as in 2021.
The data is impressive just by looking at it and is one of the main conclusions of the document prepared by Berylls: a group of companies specializing in the automotive industry with different offices in Germany, China, the UK, South Korea, North America and North America. Switzerland. according to himself, the Energy cost will quadruple per vehicle. from around 300 euros, which means last year, to about 1,200 euros, which means next year.
As if this were not enough, it is not a generalized situation at the international level, but rather affects the region led by the 27s. “Manufacturers producing in Europe themselves Especially affected by price increasesSources of the group in question prove in a press release that North American and Chinese manufacturers are “disproportionately under less pressure”.
The situation shown by Beijing and Washington, which is well below the values, is hugely far from the problem affecting Brussels, whose energy cost per vehicle from 250 euros for their rivals to around 800 euros in 2022. Compared to the previous year alone, the amount increased by 447 euros for European OEMs, while it increased by 127 euros in North America. going further, Chinese reduced theirs by one euro.
Bad forecasts until 2028
The analysis also highlights projections up to 2028, showing both a long-term and pessimistic vision for the Old Continent. While the impact of the electricity price will be reduced annually, in part due to the various measures taken by each nation, the reality is that Expected to continue to be higher than current year until 2024 (about 900 euros per car) and unfortunately, according to estimates, even in five periods it will not be less than before.
Thus, a gap of approximately 200 euros in energy costs is expected to continue in 2028, which is advantageous for North America compared to Europe. Considering this figure, it should be remembered during. this 2022 said difference almost reached 540 euros, that is, it is reduced by half.. But this decline may be too late for many OEMs who don’t have the patience or money to face this situation. brutal increase in pricewhich you will definitely notice.
As experts Alexander Timmer and Stefan Schneeberger point out in the report, “energy costs will influence location decisions in the medium and long term”, it is indeed possible that vehicle manufacturers currently operating on European soil will cease to exist. to decide go to other countries with lower costs In this context, the disparity in energy costs between the Old Continent and the United States compared to 2028 will reach 30,000 million: an amount that not everyone will be willing to undertake.
This scenario and its future implications could change the community production scenario, given that Europe produces more cars than North America (15.4 million and 10 million respectively in 2021) and consequently affects employment. The electricity price gap between the USA and Europe has increased to 800 euros per megawatt hour (MWh), and this gap, together with bad forecasts, could of course also affect Stellantis Vigo in Galicia.
Stellantis plans to buy part of Symbio
Faurecia, Michelin and Stellantis, a FORVIA Group company, announced this Monday andBeginning of “private negotiations” the group led by Carlos Tavares thus acquires a “significant portion” of the shares of Symbio, the leader in zero-emission hydrogen mobility, thus becoming a relevant player along with existing shareholders Faurecia and Michelin.
“Symbio’s technical roadmap aligns perfectly with Stellantis’ hydrogen deployment plans in Europe and the US,” said Tavares, CEO of Stellantis, noting that with this decision they will encourage “the development necessary to deliver low-carbon products.” “Beyond conventional electric vehicles” to its customers. Accordingly, Faurecia thanked the Michelin and Symbio teams for their “devotion”. the innovationexcellence and cooperation achieved.