European Electric Car Sales Success Will Include Disruptive Chinese Role. “We see traditional auto manufacturers struggling the most to run a profitable EV business against this backdrop” European battery electric vehicle (BEVs) sales might stutter a bit in 2023 but for the rest of the decade there will be seamless, accelerating growth, forecasters say. Expectations […]
Archive | Industry Analysis 2023
Small, Cheap Utilitarian Electric Cars Would Trigger Big Sales Without Subsidies
Small, Cheap Utilitarian Electric Cars Would Trigger Big Sales Without Subsidies. “I bought it (Audi e-tron) just over a year ago but have hated the thing almost since Day” If auto manufacturers scaled back their ambitions a bit, slashed prices, weight and battery size, and concentrated on the short-range work electric cars do best, sales […]
European Face Surmountable Hurdles In 2023, But China Threat Looms
European Face Surmountable Hurdles In 2023, But China Threat Looms. “As we peer into 2023 a true global production recovery remains elusive” The European automotive industry faces a tough year. Will there be a full-blown recession or just a mild one? One leading manufacturer warns of factory closures in 2023, another says be prepared for […]
Ailing Jaguar Land Rover Has Options, But None Look Tempting
Ailing Jaguar Land Rover Has Options, But None Look Tempting. “JLR’s future is clear and our Reimagine Strategy is being led by Mardell. With Reimagine, we are transforming JLR into a sustainability rich, all electric, modern luxury creator, meeting our commitments to deliver carbon net zero” Jaguar Land Rover is in dire straits and needs much […]
China Incursion Boosts Europe’s Electric Car Choices, But Problems Remain
China Incursion Boosts Europe’s Electric Car Choices, But Problems Remain. Surprisingly, the second phase of the Chinese plan is aimed upmarket into BMW, Mercedes, Audi and Porsche territory Europe’s electric car buyers will be spoilt for choice in 2023 as domestic manufacturers introduce lots of new models and the Chinese enter in force, but don’t […]
Will EU Concede On 2035, And Let Hybrids Like Nissan’s Take The Strain?
Will EU Concede On 2035, And Let Hybrids Like Nissan’s Take The Strain? “If by 2028 BEVs were way off course, if battery prices were not much lower and infrastructure insufficient, a graceful backdown might be needed. If China intrusion was setting off panic there could still be a climb down by not banning ICE […]
Volkswagen Faces 2023 Profit Hit, While Its Biggest Challenge Is Electric.
Volkswagen Faces 2023 Profit Hit, While Its Biggest Challenge Is Electric. “Growth is likely to hit the buffers here in Germany during 2023 as sales were likely brought forward to 2022 with customers looking to benefit from the maximum government subsidies before they are cut from January 1, 2023. Like its European competitors, Volkswagen’s profits […]
Renault Profit Outlook Poor For 2023 As Investors Await Nissan Alliance News
Renault Profit Outlook Poor For 2023 As Investors Await Nissan Alliance News. “This means price/mix is likely to rapidly normalize to much lower levels. Renault, despite all its new product launches in the more profitable C-segment, is unlikely to be immune,” Renault’s prospects for 2023 look poor with profits expected to halve. Shareholders might be […]
Europe’s Electric Revolution Is Underway, But Doubters See Problems.
Europe’s Electric Revolution Is Underway, But Doubters See Problems. “The ICE ban is insane, it will not contribute to reducing greenhouse gas (GHG) emissions and will have a dramatic negative impact on the EU economy” The European Union has decided that by 2035 the sale of new internal combustion engines (ICE) will be banned, and […]
Recession Threatens Europe’s Autos Although Hopes For A Mild Downturn Revive.
Recession Threatens Europe’s Autos Although Hopes For A Mild Downturn Revive. “The recession expected to hit Germany this winter will be milder than previously anticipated, with economic output shrinking by only 0.1% in 2023,” Who’d invest in European automotive manufacturers? It’s not exactly a compelling case to say the best they can hope for is […]