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CitarExclusive: Tesla scraps low-cost car plans amid fierce Chinese EV competitionBy Hyunjoo Jin, Norihiko Shirouzu and Ben Klayman · 2024.04.05Model Y cars are pictured during the opening ceremony of the new Tesla Gigafactory for electric cars in Gruenheide, Germany, March 22, 2022. Patrick Pleul/Pool via REUTERSThe logo of Tesla on display at the Everything Electric exhibition at the ExCeL London international exhibition and convention centre in London, Britain, March 28, 2024. REUTERS/Peter CziborraApril 5 (Reuters) - Tesla has canceled the long-promised inexpensive car that investors have been counting on to drive its growth into a mass-market automaker, according to three sources familiar with the matter and company messages seen by Reuters.The automaker will continue developing self-driving robotaxis on the same small-vehicle platform, the sources said.The decision represents an abandonment of a longstanding goal that Tesla, opens new tab chief Elon Musk has often characterized as its primary mission: affordable electric cars for the masses. His first “master plan”, opens new tab for the company in 2006 called for manufacturing luxury models first, then using the profits to finance a “low cost family car.”Musk has since repeatedly promised such a vehicle to investors and consumers. As recently as January, Musk told investors that Tesla planned to start production of the affordable model at its Texas factory in the second half of 2025, following an exclusive Reuters report detailing those plans.Tesla’s cheapest current model, the Model 3 sedan, retails for about $39,000 in the United States. The now-defunct entry-level vehicle, sometimes described as the Model 2, was expected to start at about $25,000.Tesla did not respond to requests for comment. After the story was published, Musk posted on his social media site X that "Reuters is lying (again)." He did not identify any specific inaccuracies.Tesla shares tumbled more than 6% following the Reuters' report but recovered some of the loss after Musk's post. The stock was down 3.6% at Friday's market close.Shortly afterward, Musk posted on X: "Tesla Robotaxi unveil on 8/8," sending shares back up in after-hours trading.The stark reversal comes as Tesla faces fierce competition globally from Chinese electric-vehicle makers flooding the market with cars priced as low as $10,000. The plan for driverless robotaxis, which could take longer to deliver, presents a stiffer engineering challenge and more regulatory risk.Two sources said they learned of Tesla's decision to scrap the Model 2 in a meeting attended by scores of employees, with one of them saying the gathering happened in late February.“Elon’s directive is to go all in on robotaxi,” that person said.The third source confirmed the cancellation and said new plans call for robotaxis to be produced, but in much lower volumes than had been projected for the Model 2.Several company messages reviewed by Reuters about the decision included one on March 1 from an unnamed program manager for the affordable car discussing the project’s demise with engineering staff and advising them to hold off on telling suppliers “about program cancellation.”A fourth person with knowledge of Tesla’s plans expressed optimism about the decision to pivot away from the cheap-car strategy in favor of robotaxis, a segment Musk has envisioned as the future of mobility. The source cautioned that Tesla’s product plans could change again based on economic conditions.Squeezing profits from entry-level vehicles is a challenge for any automaker. But Tesla’s delay in pursuing the car Musk once called his dream made it much tougher because it now faces far more competition in that price range.While Tesla spent years developing its highly experimental Cybertruck, a pricey electric pickup, Chinese automakers have raced ahead on affordable EVs, grabbing market share, gaining economies of scale and offering consumers bargain prices that Western automakers are struggling to match.As Chinese EVs surged to challenge Tesla’s dominance, Musk was tending to his sprawling empire, which includes rocket-maker SpaceX, brain-chip developer Neuralink, and social media giant X, which Musk acquired in 2022. Formerly called Twitter, the platform has foundered under Musk’s volatile management, shedding most of its value as the company has lost revenue and advertisers.Plans for the affordable Tesla have been seen as key to delivering on Musk’s stratospheric ambitions for sales growth. Musk said in 2020 that Tesla aspired by 2030 to sell 20 million vehicles – twice as many as the world’s largest automaker, Toyota, sells today. With the death of the Model 2, it’s unclear how he’ll get there.Expectations for a $25,000 vehicle have underpinned Wall Street analysts’ more modest, but still ambitious, forecasts for Tesla sales. Those forecasts, according to a Tesla investor-relations document, call for vehicle sales rising to 4.2 million by 2028 from 1.8 million last year.Musk has wavered on the project before. In a biography of the entrepreneur released last year, author Walter Issacson reported that Musk in 2022 “put a hold on” the entry-level EV plans, reasoning that a Tesla robotaxi would make the car irrelevant. Musk’s advisors urged him to stay the course, the book said.‘HALT ALL FURTHER ACTIVITIES’Tesla called the affordable-car project NV91 internally and H422 externally when discussing it with suppliers, according to two of the sources and company messages reviewed by Reuters.Messages from the unnamed Tesla program manager to staffers referenced those code names in discussing the project’s termination. One of those messages sent March 1 said that “suppliers should halt all further activities related to H422/NV91.”The sources said they did not know all the reasons behind the decision to kill the project.In another March 1 message, the manager thanked engineering staffers for their efforts and urged them to document what they had learned.“I’d like to thank everyone for all your hard work and dedication to pushing boundaries and executing the best design possible given the aggressive constraints we had to work within,” the message said. “We would not want all our hard work to go to waste, so it’s important that we tie things off and document things properly.”The messages showed meetings on the affordable-car project being canceled. The two sources said some engineers have been reassigned.Tesla’s timeline and business model for robotaxis remain unclear. Musk has publicly predicted a future of mobility in which driverless taxis could eventually become a more common mode of transport than human-driven cars. He has said Tesla, the world’s most valuable automaker, would be "worth basically zero" without achieving full self-driving capability.Currently, self-driving cars have only been approved by U.S. and Chinese regulators for tightly limited, experimental use on public roads.Tesla has yet to prove it can produce an autonomous car despite years of predictions by Musk that one was just around the corner, an expectation that partly underpinned Tesla’s soaring valuation. The automaker faces lawsuits and investigations into crashes involving its Autopilot and Full Self-Driving driver-assistance systems, which are not fully autonomous. Tesla has blamed the accidents on inattentive drivers.Tesla's Autopilot woes are among a number of problems that have drawn scrutiny. The automaker faces another investigation into the driving-range estimates of its cars, launched after Reuters reported last year that Tesla had rigged the in-dash range meters in its vehicles to give rosy projections. Reuters reported in December that the automaker blamed “driver abuse” for chronic failures of suspension and steering parts it long knew were defective.Tesla's image as a climate-friendly innovator has also suffered with Musk’s tilt toward right-wing politics and polarizing public statements, which have turned away some prospective Tesla buyers, according to surveys and experts.The automaker reported an 8% year-over-year drop in deliveries on Tuesday, just after its chief Chinese competitor, BYD, reported a 13% gain. Tesla shares dropped 5% on the news, deepening a slide of more than 40% since last July, amounting to a loss of about $400 billion in market value.Still, Tesla’s market capitalization of $545 billion is higher than the combined worth of the next three most valuable carmakers, Toyota, Porsche and Mercedes-Benz, opens new tab. Tesla’s stock value has long been based on future expectations for mass-market sales and driverless cars rather than its current sales and profits.RUNNING LATEThe affordable-car project’s cancellation comes as Tesla and other established automakers have been rocked by slowing EV demand growth in the United States and Europe, and cut-throat competition in China.If Tesla had moved forward with the low-cost car, it wouldn’t have arrived on the market until the latter half of 2025, by the company’s estimate. But the entry-level EV segment is already crowded with compelling models from BYD and many other Chinese brands.Tesla is late to the segment in part because of a pivotal decision by Musk. In 2020, after releasing its hit crossover, the Model Y, Tesla focused on the highly experimental Cybertruck instead of an affordable car.Musk unveiled a prototype of the angular, stainless steel-clad truck in 2019 and predicted a starting price of about $40,000. The vehicle finally arrived last year, but the lowest price version of the truck won't be available until 2025, at a price of about $61,000.The company has also struggled to work through manufacturing problems, particularly with the truck's pioneering battery technology. Musk hopes to sell the vehicle in high volumes but warned investors last fall about "enormous challenges" ramping up production and making the vehicle profitable."We dug our own grave with the Cybertruck," he said.During the same period, BYD has seen its electric-vehicle sales soar in China, growing from about 130,000 to more than 1.5 million, not including its thriving business in plug-in hybrids or its fast-growing exports.BYD already offers a slew of low- and mid-range models, including its Seagull hatchback for less than $10,000. The Chinese automaker now plans to export that car for more than double that price - but still lower than the target for the cheap car Tesla had planned to build.Saludos.
Exclusive: Tesla scraps low-cost car plans amid fierce Chinese EV competitionBy Hyunjoo Jin, Norihiko Shirouzu and Ben Klayman · 2024.04.05Model Y cars are pictured during the opening ceremony of the new Tesla Gigafactory for electric cars in Gruenheide, Germany, March 22, 2022. Patrick Pleul/Pool via REUTERSThe logo of Tesla on display at the Everything Electric exhibition at the ExCeL London international exhibition and convention centre in London, Britain, March 28, 2024. REUTERS/Peter CziborraApril 5 (Reuters) - Tesla has canceled the long-promised inexpensive car that investors have been counting on to drive its growth into a mass-market automaker, according to three sources familiar with the matter and company messages seen by Reuters.The automaker will continue developing self-driving robotaxis on the same small-vehicle platform, the sources said.The decision represents an abandonment of a longstanding goal that Tesla, opens new tab chief Elon Musk has often characterized as its primary mission: affordable electric cars for the masses. His first “master plan”, opens new tab for the company in 2006 called for manufacturing luxury models first, then using the profits to finance a “low cost family car.”Musk has since repeatedly promised such a vehicle to investors and consumers. As recently as January, Musk told investors that Tesla planned to start production of the affordable model at its Texas factory in the second half of 2025, following an exclusive Reuters report detailing those plans.Tesla’s cheapest current model, the Model 3 sedan, retails for about $39,000 in the United States. The now-defunct entry-level vehicle, sometimes described as the Model 2, was expected to start at about $25,000.Tesla did not respond to requests for comment. After the story was published, Musk posted on his social media site X that "Reuters is lying (again)." He did not identify any specific inaccuracies.Tesla shares tumbled more than 6% following the Reuters' report but recovered some of the loss after Musk's post. The stock was down 3.6% at Friday's market close.Shortly afterward, Musk posted on X: "Tesla Robotaxi unveil on 8/8," sending shares back up in after-hours trading.The stark reversal comes as Tesla faces fierce competition globally from Chinese electric-vehicle makers flooding the market with cars priced as low as $10,000. The plan for driverless robotaxis, which could take longer to deliver, presents a stiffer engineering challenge and more regulatory risk.Two sources said they learned of Tesla's decision to scrap the Model 2 in a meeting attended by scores of employees, with one of them saying the gathering happened in late February.“Elon’s directive is to go all in on robotaxi,” that person said.The third source confirmed the cancellation and said new plans call for robotaxis to be produced, but in much lower volumes than had been projected for the Model 2.Several company messages reviewed by Reuters about the decision included one on March 1 from an unnamed program manager for the affordable car discussing the project’s demise with engineering staff and advising them to hold off on telling suppliers “about program cancellation.”A fourth person with knowledge of Tesla’s plans expressed optimism about the decision to pivot away from the cheap-car strategy in favor of robotaxis, a segment Musk has envisioned as the future of mobility. The source cautioned that Tesla’s product plans could change again based on economic conditions.Squeezing profits from entry-level vehicles is a challenge for any automaker. But Tesla’s delay in pursuing the car Musk once called his dream made it much tougher because it now faces far more competition in that price range.While Tesla spent years developing its highly experimental Cybertruck, a pricey electric pickup, Chinese automakers have raced ahead on affordable EVs, grabbing market share, gaining economies of scale and offering consumers bargain prices that Western automakers are struggling to match.As Chinese EVs surged to challenge Tesla’s dominance, Musk was tending to his sprawling empire, which includes rocket-maker SpaceX, brain-chip developer Neuralink, and social media giant X, which Musk acquired in 2022. Formerly called Twitter, the platform has foundered under Musk’s volatile management, shedding most of its value as the company has lost revenue and advertisers.Plans for the affordable Tesla have been seen as key to delivering on Musk’s stratospheric ambitions for sales growth. Musk said in 2020 that Tesla aspired by 2030 to sell 20 million vehicles – twice as many as the world’s largest automaker, Toyota, sells today. With the death of the Model 2, it’s unclear how he’ll get there.Expectations for a $25,000 vehicle have underpinned Wall Street analysts’ more modest, but still ambitious, forecasts for Tesla sales. Those forecasts, according to a Tesla investor-relations document, call for vehicle sales rising to 4.2 million by 2028 from 1.8 million last year.Musk has wavered on the project before. In a biography of the entrepreneur released last year, author Walter Issacson reported that Musk in 2022 “put a hold on” the entry-level EV plans, reasoning that a Tesla robotaxi would make the car irrelevant. Musk’s advisors urged him to stay the course, the book said.‘HALT ALL FURTHER ACTIVITIES’Tesla called the affordable-car project NV91 internally and H422 externally when discussing it with suppliers, according to two of the sources and company messages reviewed by Reuters.Messages from the unnamed Tesla program manager to staffers referenced those code names in discussing the project’s termination. One of those messages sent March 1 said that “suppliers should halt all further activities related to H422/NV91.”The sources said they did not know all the reasons behind the decision to kill the project.In another March 1 message, the manager thanked engineering staffers for their efforts and urged them to document what they had learned.“I’d like to thank everyone for all your hard work and dedication to pushing boundaries and executing the best design possible given the aggressive constraints we had to work within,” the message said. “We would not want all our hard work to go to waste, so it’s important that we tie things off and document things properly.”The messages showed meetings on the affordable-car project being canceled. The two sources said some engineers have been reassigned.Tesla’s timeline and business model for robotaxis remain unclear. Musk has publicly predicted a future of mobility in which driverless taxis could eventually become a more common mode of transport than human-driven cars. He has said Tesla, the world’s most valuable automaker, would be "worth basically zero" without achieving full self-driving capability.Currently, self-driving cars have only been approved by U.S. and Chinese regulators for tightly limited, experimental use on public roads.Tesla has yet to prove it can produce an autonomous car despite years of predictions by Musk that one was just around the corner, an expectation that partly underpinned Tesla’s soaring valuation. The automaker faces lawsuits and investigations into crashes involving its Autopilot and Full Self-Driving driver-assistance systems, which are not fully autonomous. Tesla has blamed the accidents on inattentive drivers.Tesla's Autopilot woes are among a number of problems that have drawn scrutiny. The automaker faces another investigation into the driving-range estimates of its cars, launched after Reuters reported last year that Tesla had rigged the in-dash range meters in its vehicles to give rosy projections. Reuters reported in December that the automaker blamed “driver abuse” for chronic failures of suspension and steering parts it long knew were defective.Tesla's image as a climate-friendly innovator has also suffered with Musk’s tilt toward right-wing politics and polarizing public statements, which have turned away some prospective Tesla buyers, according to surveys and experts.The automaker reported an 8% year-over-year drop in deliveries on Tuesday, just after its chief Chinese competitor, BYD, reported a 13% gain. Tesla shares dropped 5% on the news, deepening a slide of more than 40% since last July, amounting to a loss of about $400 billion in market value.Still, Tesla’s market capitalization of $545 billion is higher than the combined worth of the next three most valuable carmakers, Toyota, Porsche and Mercedes-Benz, opens new tab. Tesla’s stock value has long been based on future expectations for mass-market sales and driverless cars rather than its current sales and profits.RUNNING LATEThe affordable-car project’s cancellation comes as Tesla and other established automakers have been rocked by slowing EV demand growth in the United States and Europe, and cut-throat competition in China.If Tesla had moved forward with the low-cost car, it wouldn’t have arrived on the market until the latter half of 2025, by the company’s estimate. But the entry-level EV segment is already crowded with compelling models from BYD and many other Chinese brands.Tesla is late to the segment in part because of a pivotal decision by Musk. In 2020, after releasing its hit crossover, the Model Y, Tesla focused on the highly experimental Cybertruck instead of an affordable car.Musk unveiled a prototype of the angular, stainless steel-clad truck in 2019 and predicted a starting price of about $40,000. The vehicle finally arrived last year, but the lowest price version of the truck won't be available until 2025, at a price of about $61,000.The company has also struggled to work through manufacturing problems, particularly with the truck's pioneering battery technology. Musk hopes to sell the vehicle in high volumes but warned investors last fall about "enormous challenges" ramping up production and making the vehicle profitable."We dug our own grave with the Cybertruck," he said.During the same period, BYD has seen its electric-vehicle sales soar in China, growing from about 130,000 to more than 1.5 million, not including its thriving business in plug-in hybrids or its fast-growing exports.BYD already offers a slew of low- and mid-range models, including its Seagull hatchback for less than $10,000. The Chinese automaker now plans to export that car for more than double that price - but still lower than the target for the cheap car Tesla had planned to build.
Ford Just Reported a Massive Loss on Every Electric Vehicle It SoldPosted by msmash on Thursday April 25, 2024 @11:21AM from the closer-look dept.Ford's electric vehicle unit reported that losses soared in the first quarter to $1.3 billion, or $132,000 for each of the 10,000 vehicles it sold in the first three months of the year, helping to drag down earnings for the company overall. From a report:CitarFord, like most automakers, has announced plans to shift from traditional gas-powered vehicles to EVs in coming years. But it is the only traditional automaker to break out results of its retail EV sales. And the results it reported Wednesday show another sign of the profit pressures on the EV business at Ford and other automakers.The EV unit, which Ford calls Model e, sold 10,000 vehicles in the quarter, down 20% from the number it sold a year earlier. And its revenue plunged 84% to about $100 million, which Ford attributed mostly to price cuts for EVs across the industry. That resulted in the $1.3 billion loss before interest and taxes (EBIT), and the massive per-vehicle loss in the Model e unit. A price war among EVs for about a year and a half has made profitability very difficult said Ford CFO John Lawler. He said while Ford has removed about $5,000 in cost on each Mustang Mach-E, "revenue is dropping faster than we can take out the cost." In 2023, Ford Model e reported a full-year EBIT loss of $4.7 billion on sales of 116,000 EVs, or an average of $40,525 per vehicle, just more than a third of the first quarter loss.
Ford, like most automakers, has announced plans to shift from traditional gas-powered vehicles to EVs in coming years. But it is the only traditional automaker to break out results of its retail EV sales. And the results it reported Wednesday show another sign of the profit pressures on the EV business at Ford and other automakers.The EV unit, which Ford calls Model e, sold 10,000 vehicles in the quarter, down 20% from the number it sold a year earlier. And its revenue plunged 84% to about $100 million, which Ford attributed mostly to price cuts for EVs across the industry. That resulted in the $1.3 billion loss before interest and taxes (EBIT), and the massive per-vehicle loss in the Model e unit. A price war among EVs for about a year and a half has made profitability very difficult said Ford CFO John Lawler. He said while Ford has removed about $5,000 in cost on each Mustang Mach-E, "revenue is dropping faster than we can take out the cost." In 2023, Ford Model e reported a full-year EBIT loss of $4.7 billion on sales of 116,000 EVs, or an average of $40,525 per vehicle, just more than a third of the first quarter loss.
CitarFord Just Reported a Massive Loss on Every Electric Vehicle It SoldPosted by msmash on Thursday April 25, 2024 @11:21AM from the closer-look dept.Ford's electric vehicle unit reported that losses soared in the first quarter to $1.3 billion, or $132,000 for each of the 10,000 vehicles it sold in the first three months of the year, helping to drag down earnings for the company overall. From a report:CitarFord, like most automakers, has announced plans to shift from traditional gas-powered vehicles to EVs in coming years. But it is the only traditional automaker to break out results of its retail EV sales. And the results it reported Wednesday show another sign of the profit pressures on the EV business at Ford and other automakers.The EV unit, which Ford calls Model e, sold 10,000 vehicles in the quarter, down 20% from the number it sold a year earlier. And its revenue plunged 84% to about $100 million, which Ford attributed mostly to price cuts for EVs across the industry. That resulted in the $1.3 billion loss before interest and taxes (EBIT), and the massive per-vehicle loss in the Model e unit. A price war among EVs for about a year and a half has made profitability very difficult said Ford CFO John Lawler. He said while Ford has removed about $5,000 in cost on each Mustang Mach-E, "revenue is dropping faster than we can take out the cost." In 2023, Ford Model e reported a full-year EBIT loss of $4.7 billion on sales of 116,000 EVs, or an average of $40,525 per vehicle, just more than a third of the first quarter loss.Saludos.
Hong Kong/LondonCNN — BYD reported a jump of more than 80% in profit in its first set of annual earnings since it stole Tesla’s crown as the world’s top seller of electric vehicles.Net profit almost doubled to 30 billion yuan ($4.2 billion) last year, from 16.6 billion yuan ($2.3 billion) in 2022, the Shenzhen-based company said Tuesday.That’s despite BYD operating in a “complex external environment,” it noted, citing high levels of inflation globally, and a slowdown in growth in most major economies.BYD overtook Tesla (TSLA) as the top seller of EVs worldwide in the last three months of last year, capping an extraordinary rise for the Warren Buffett-backed Chinese carmaker. BYD sold 525,409 battery electric vehicles (BEVs) during that period, compared with Tesla’s 484,507.In 2023 as a whole, BYD sold a record 3.02 million vehicles globally, up 62% from 2022. That figure includes 1.44 million plug-in hybrids, which Tesla does not sell. Elon Musk’s carmaker still sold more BEVs last year: 1.8 million to BYD’s 1.57 million.Price warCompared with Tesla, BYD’s cars are more affordable, which has helped it attract a wider range of buyers. Its entry-level model sells in China for the equivalent of just over $10,000. The cheapest Tesla car, a Model 3, costs almost $39,000.But intensifying competition and a brutal price war last year have impacted the profit margins of many Chinese car makers, including BYD.The country’s car industry recorded an average profit margin of 5% for 2023, compared with 5.7% in 2022 and 6.1% in 2021, according to the most recent figures from the Chinese Passenger Car Association.Despite slim margins, the price war doesn’t appear to be abating. Earlier this month, BYD lowered the starting price of its most affordable EV, the Seagull hatchback, by 5% to 69,800 yuan ($9,670). Other Chinese carmakers have also announced price reductions in the past few weeks, including Geely, Chery, and XPeng Motors.
La china BYD se lanza a la conquista europeaLa ofensiva europea de la compañía china BYD, que compite con Tesla por el liderazgo mundial en coches eléctricos, está en pleno desarrollo, con ambiciosos planes de inversión en fábricas, concesionarios y márketing. El Seagull, su modelo de vehículo económico en China, tiene un precio de venta inferior a 10.000 dólares, y los planes de BYD para Europa pasan por lanzar un vehículo por debajo de los 20.000 dólares, basándose en el Seagull.La necesidad de fabricar en la UE es imperativa: EEUU está camino de subir el arancel para la importación de vehículos chinos desde el actual 25% al 100%, y la Comisión Europea está también estudiando el régimen de subvenciones en China, que previsiblemente llevará a una subida de los aranceles para los modelos importados. BYD es, por lo tanto, consciente de que el proteccionismo existente hace necesario fabricar en el seno de la UE.Su primera fábrica en Europa está construyéndose en Hungría –que ya tiene instalaciones productivas de Mercedes-Benz, Audi y BMW– y entrará en producción en 2025. El objetivo de BYD es ambicioso: convertirse en el mayor vendedor de coches eléctricos en Europa en un plazo relativamente breve, “a final de la década”, según el grupo. La capacidad de la fábrica de Hungría será de 200.000 unidades, y la compañía ya analiza posibles emplazamientos en otros países para una segunda fábrica, entre ellos España. [pg. 2, ed. papel, Expansión, 13-5-2024]
Stellantis se alía con un fabricante chino para vender coches eléctricos en EuropaLos modelos, a precios asequibles, se comercializarán también en España a partir de septiembretellantis y el fabricante chino de vehículos eléctricos Leapmotor han anunciado hoy el inicio de la venta de varios modelos de la compañía asiática en Europa a partir de septiembre del 2024.Esta iniciativa, fruto de una alianza estratégica con la creación de una empresa conjunta bajo el nombre de Leapmotor International, en la que Stellantis dispone de mayoría (51- 49 %), supone la entrada de la marca china en el mercado europeo y la ampliación de la oferta del fabricante de origen francés en el segmento de los vehículos eléctricos asequibles.La alianza, anunciada oficialmente hoy en la ciudad china de Hangzhou tras siete meses de negociaciones, contempla la distribución de los primeros modelos de Leapmotor en nueve países europeos a través de una red de 200 puntos de venta.España, Portugal, Bélgica, Francia, Alemania, Italia, Grecia, Holanda y Rumanía serán los primeros mercados en recibir los vehículos eléctricos de la compañía china.La expansión continuará durante el último trimestre de el 2024 hacia Sudamérica (en Chile y Brasil), Oriente Medio y África, e India y la región Asia-Pacífico.Los fabricantes destacaron el carácter beneficioso para ambas compañías de la nueva colaboración, en donde Stellantis podrá acelerar su oferta de vehículos eléctricos a precios competitivos, mientras que Leapmotor aprovechará la red de distribución global de su socio para entrar en nuevos mercados.
Jean-Dominique Senard (7 de marzo de 1953) es un ejecutivo y empresario francés. En mayo de 2012 sustituyó a Michel Rollier como director ejecutivo de la multinacional Michelin, después de unirse a la compañía como director financiero en 2005. Senard fue el primer CEO de Michelin sin relación de parentesco con la familia fundadora.1 En enero de 2019 fue nombrado presidente de la multinacional Renault.
Me limitaré a hacer una observación de paso: la decisión se tomó en Bruselas tras diálogos que no siempre fueron muy fáciles; Resulta que en aquella época la industria del automóvil no estaba necesariamente en auge y yo diría que en aquella época estábamos un poco sujetos a una forma de negación en torno a la capacidad de innovación; lo había experimentado como otros en el mundo del automóvil. con mucho sufrimiento pero es así, y simplemente quisiera señalar que la decisión se tomó con un nivel de análisis de impacto cercano a no mucho . Espero no escandalizar a nadie diciéndoles que no se hizo el análisis de impacto; mi prueba es que una vez tomada la decisión, todos descubrieron o fingieron descubrir que teníamos un tema enorme en torno a la cuestión de los recursos necesarios para suministrar las fábricas de baterías que estamos instalando en Francia y nuestros competidores de la misma manera, considerando que, de hecho, Europa se vio privada de un acceso significativo a las minas en todo el mundo que producen los metales necesarios para fabricar baterías. He mencionado el litio, el níquel, el manganeso, el cobalto; me refiero a las tierras raras, aunque sólo sea al cobre, que, como saben, es un tema importante, incluso a corto plazo. Así pues, este descubrimiento, unido a una serie de informes publicados a posteriori y evidentemente muy bien elaborados, no hizo más que hacer que la industria del automóvil se encontrara ante grandes retos que no se habían previsto . No voy a extenderme demasiado en este tema, pero todo el mundo lo sabe y no vamos a culpar a China de que durante 25 años haya puesto en marcha una estrategia extraordinariamente directiva en este ámbito, poniendo sus manos en una cantidad importante de minería en todo el mundo. el mundo, en África y en otros lugares. China domina hoy entre el 60 y el 70% del acceso a las minas necesarias de los metales para la producción de energía eléctrica, y quizás un paso más allá domina entre el 70 y el 75% -según el metal- la industria de transformación de estos metales que , les recuerdo, es una industria extremadamente pesada que requiere importantes inversiones porque el metal, una vez extraído de la mina, debe ser refinado en varias etapas para luego poder integrarse en las celdas de las baterías; hacer un cátodo y hacer un ánodo obviamente requiere metales - no mencioné el grafito, podría haberlo hecho ya que es absolutamente esencial para hacer un ánodo - y entonces esta observación, seamos claros, debemos mirar cara a cara, por eso Creo que la lucidez es la primera de las virtudes, básicamente aparece después de la decisión y no antes.. El otro tema que realmente surgió en el proceso es las exigencias que requerirá la electrificación de la movilidad en Europa, pero no solo porque implica también la descarbonización de toda la industria que está en proceso de electrificar una gran parte de los procesos productivos. - Así que aquí dejo el automóvil por un momento, pero esta demanda de energía, en particular de energía eléctrica, es considerable y las cifras que tenemos hoy ante nosotros, incluidas las que nos presenta el gobierno francés en el marco de la descarbonización. estrategia son cifras que hoy impresionan por la magnitud de las necesidades necesarias y en las que nos encontramos, tanto en términos de capacidad eléctrica disponible como de su precio, que hoy es una incertidumbre ante un segundo gran desafío. […]