Audi S4, e-Tron, and a Toyota appliance
Stellantis N.V. CEO Carlos Tavares, seen here disappointed by the lack of popcorn meme in Uber's thread.
InsideevsStellantis' CEO Carlos Tavares accustomed us to complaining about the direction and pace of electrification, highlighting various potential negative consequences.
It seems that Carlos Tavares is not the lone skeptic about BEVs at Stellantis, as this week he was joined by Chief Manufacturing Officer Arnaud Deboeuf.
According to Bloomberg, Arnaud Deboeuf warned that after the EU's deal to phase out new internal combustion engine cars by 2035, the automotive industry is "doomed"... unless electric cars get cheaper.
Well, it would be really bad if electric cars do not become cheaper and, because of that, the market shrinks."If EVs don't get cheaper, the market will collapse," Deboeuf said at the company's Tremery factory in France. "It's a big challenge."
But let's be more realistic. Technological progress on one hand and unprecedented increase of the scale of production on the other hand, must translate into lower cost per unit of batteries and electric cars. On top of that is always competition between the manufacturers, which is increasing now after years of neglecting BEVs by many of them.
Even Arnaud Deboeuf noted that Stellantis is aiming to cut BEV production cost by 40% by 2030 (with five more years until the deadline), which was previously hinted at by Carlos Tavares.
Spreading fear is not fun at all, especially in the current circumstances. After all, in the worst case scenario, politics can always tweak the deadline to smooth the transition.
Carlos Tavares pointed out also the issue of limited raw materials availability:
Another complain is about the limited battery availability in 2024-2027 time frame, which is expected to favor Asian manufacturers:"While Stellantis will comply with the decision, policy makers appear to "not care" whether automakers have enough raw materials to underpin the shift"
Bloomberg"Greater demand for EV batteries between 2024 and 2027 -- a period before more European capacity is due to come online -- will benefit Asian producers and "put at risk" cell output in the West"