Näinhan se menee ja valitsemalla sopivat kuvaajat saa maalattua ihan millaisen kuvan haluaa. Ja valitsemalla sopivat porkkanat nälkäiset seuraa.
H1’24 data on kirjoissa ja se katselee peräpeiliin, ja tuon H2’24 toteutumaan et näköjään usko itsekään, joten todennäköisyys noille tulevien vuosien ennustelujen onnistumiselle taitaa olla melko nihkeä. Latureista ei tainnut kukaan uskaltaa ennustaa käpyrää pidemmälle, pitänee siis edelleen haistella miten latauspisteiden valmistajat ja komponenttien tuottajat pärjää.
Tuosta jakamastasi käppyrästä kun heivaa pelkän Kiinan pois niin alkaa melko flätille näyttää. Kiinan kamaahan tänne Eurooppaan tahi jenkkilään halutaan pää märkänä?
Minäkin jaoin yllä vain muutamien firmojen heikkoja näkymiä, joista voi vähän tulevaa aistia. Niilläkin varmaan peräpeiliin katsomalla mennyt ihan hyvin. No mut nykyään sijoitushorisontti mitataankin varteissa minuuutteina.Tuossa nyt vielä muutaman globaalin merkin tulevaisuuden hyytyviä mietteitä (Reutersilta poimittuna):
STELLANTIS
Stellantis said on Thursday it would suspend production of the fully electric Fiat 500 small car for four weeks due to sluggish demand
TOYOTA
The world’s biggest automaker plans to build 1 million EVs in 2026, compared with its earlier announced sales target of 1.5 million, the Nikkei business daily reported on Sept. 6. Toyota said in a statement there was no change to its intention to produce 1.5 million EVs per year by 2026 and 3.5 million by 2030. It said, however, that the figures were not targets but benchmarks for shareholders.
VOLVO CARS
The Swedish automaker scrapped on Sept. 4 its target of going all-electric by 2030 and said it expected to still be offering some hybrid models at that time.
It aims for 90% to 100% of cars sold by 2030 to be pure EVs or plug-in hybrids, while up to 10% would be so-called mild hybrids.
VOLKSWAGEN
Europe’s biggest automaker by sales hasn’t changed its 2030 targets for EVs to make up 70% of sales in Europe and 50% in the U.S. and China, despite repeatedly warning about slowing demand.
However, its group technology chief said in August VW’s battery factory building plans were not set in stone and depended on EV demand.
FORD
Ford in August lowered the share of planned annual capital spending dedicated to pure EVs to about 30% from 40%, given its increasing emphasis on hybrids, and said it was killing a planned electric SUV and pushing back a new electric version of its best-selling pickup.
PORSCHE
The German premium carmaker in July watered down its EV ambitions, saying it could only hit its previously communicated aim of 80% all-electric sales by 2030 if demand and developments in the EV sector warranted it.
RENAULT
In early 2022, CEO Luca De Meo guided for all the Renault brand’s sales to be fully electric by 2030, but two years later the target was changed when the brand CEO Fabrice Cambolive said in an interview with ANE that Renault was seeing a dual strategy with both EVs and combustion-engine cars for the next 10 years, thus beyond 2030.
In July, De Meo also expressed doubts over the timeline for fully shifting its European production to EVs.
GENERAL MOTORS
In June, GM cut its EV production forecast for 2024 and in July it declined to reiterate its forecast to produce 1 million EVs in North America by the end of 2025.
MERCEDES-BENZ
The German luxury carmaker said in February that sales of EVs, including hybrids, would account for up to 50% of the total by 2030, five years later than its forecast in 2021.
It has also slowed its battery cell capacity plans as the EV demand did not pick up.
BENTLEY MOTORS
Bentley had aimed for an all-EV lineup by 2030, but in March then-CEO Adrian Hallmark said hybrids would likely still be on sale after that.
ASTON MARTIN
The British automaker in February delayed the launch of its first EV due to low demand.
Ja en tiedä mitä tuolla “Kysy vaikka vetyjengiltä” haluat ajaa takaa muuta kuin provosointia. Ei anna kovin fiksua kuvaa ammattilaisesta, varsinkin jos toisessa ketjussakin aiemmin ihmettelit keskustelujen happanemisesta.
