Mobility electric power supply represents a great challenge for the automotive industry that & egrave; called to overcome various pitfalls including those of the procurement of raw materials and the supply of batteries. And precisely in this regard, the CEO of Stellantis, Carlos Tavares , wanted to sound the alarm on the risk that the automotive industry may have to face a shortage of raw materials and batteries in the next years
Speaking at the Financial Times 'Future of the Car 2022' conference, the CEO of Stellantis said the auto industry could suffer from battery supply problems around 2025 and 2026 . A claim due to the fact that the demand for accumulators is growing rapidly as car manufacturers are focusing on launching electric models.
At the speed with which everyone is now building, the capacity; of battery production & egrave; probably at the limit to be able to support the rapidly evolving markets in which we operate.
LESS DEPENDENCE ON CHINA
In short, the electric car market is growing rapidly but battery production is not. But if you do not arrive & agrave; due to a battery supply problem, for Tavares there will be & agrave; however a strong dependence on Asia for raw materials .
There is an activity important extraction, which can & ograve; in the end it means a shortage of raw materials and the possibility; of geopolitical risks. In a few years we may not like the way in which the raw materials will be extracted.
The number one of Stellantis, therefore, wanted to emphasize the risk of 39; excessive dependence on Asia and in particular from China, for the supply of raw materials necessary for the production of batteries. This is a position similar to that expressed by the executives of other more car manufacturers; once upon a time.
So, & egrave; necessary to make Europe independent the most as fast as possible on the battery production front. In this regard, we recall that there are several projects for the construction of factories for the production of cells in the Old Continent that should help the European auto sector to reduce dependence on Asian suppliers.
The CEO of Stellantis then pointed the finger at other issues such as the expansion of the charging infrastructure and renewable energy. Furthermore, Tavares recalls the problem of the prices of electric cars that is; closely related to batteries and their cost. Industry must 'protect accessibility of electric cars or risk losing the middle class “.
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