InfluenceMap’s Post

Sing the sustainability tune ... but fight hard against it in the backend. This report by InfluenceMap reveals some interesting information that I dare to interpret: 1. Just a thought: You can read this chart in the following way: Starting from the right and proceeding to the left you have a chronological order of failure. Take their BEV commitment in percent, substract it from 100, and you will have a kind of a probability of their failure (bankrupcy, take over or nationalization). 2. All legacy automakers are lobbying against a fast adoption of EV. All of them, everyone. And successfully so. They all portrait themselves as EV and sustainability leaders, ridiculously, but act to the contrary. They fear for their short-term profitability. Thus, making their long-term survival even less likely. They lobby to continue to pollute our air with cancerous emissions. Oh, yes, and CO2. 3. The German automakers are quite well in line with what is necessary. Good, but far from leading. Mercedes just recently cut their ambitions drastically. And no, it is not because of lacking demand. Their EV sales grew by more than 60% lately. It is because they lose money on BEV because they started too late and now lack the scale. 4. Japanese automakers, Toyota above all, are the fiercest lobbyists against EVs. No wonder, since their president thinks that BEVs will never surpass 30% market share. Fun fact, China is already past this mark. Toyoda (the boss) claims (falsely) that there is not enough Lithium. It is a clear lie. Virtually all research institutions say that there are plenty and enough quantities of all necessary material resources. And that recycling will, in the long run, cover almost the entire demand. 5. Even the most vocal proponents of fossil-fuel-vehicles, don't plan to have a big share of sales of plug-in-hybrids. Even they don't see them as a viable solution. 6. They plan virtually ZERO share of hydrogen fuel cell vehicles for the future. I guess that even this clear fact will still not convince the fans of hydrogen for ground transportation. 7. Note that there are no Chinese automakers included. So if you think that with these plans in play BEVs will not catch the vast majority of the market by around 2030, don't forget the Chinese.

Today InfluenceMap publishes a major new report analyzing global lobbying from 15 automakers and their key industry associations in 7 regions on climate. It finds that negative climate policy advocacy from the sector puts the electric vehicle transition - and meeting a 1.5°C global warming target - at risk worldwide.

Very useful, but sobering, analysis from InfluenceMap, showing that automakers and their industry associations are still conducting lobbying that is substantially anti-climate policy and regulation. Given the need for a rapid decarbonisation of the autos sector to align with a net-zero pathway, this is bad news and should be of great concern to investors in these companies, particularly universal owners. We tend to focus on lobbying from fossil fuel producers (which is critically important of course), but we can't forget the rest of the value chain, such as these companies which are a significant part of the global oil value chain. The Church of England Pensions Board have been engaging with key automakers on their lobbying and advocacy on climate change, and we are seeing transparency improve from these companies, however there is still much to be done and it needs to happen quickly! Emma Henningsson Charlotte Sølling Grann Adam Gillett Alexandra Corbin Laith A. Cahill Adam Matthews Clare Richards Rachel Crossley Justin Bazalgette CEnv CMgr MBA BEng Heike Cosse Joe Horrocks-Taylor Sachi Suzuki Stephen Barrie Theodore Cruthers

Translation: upcoming stimmy for the big 3 cause electrification is so "expensive". This is what happens when we encourage & reward mediocrity.

Combustion engine ban and electric focus: the EU has gambled away with its dirigisme   A proclamation with consequences: in 2022, the EU announced the end of the combustion engine for passenger cars. From 2035, only electric vehicles were to be permitted, and climate-neutral e-fuels were not to be accepted. Although a review of the measures was planned for 2026, and an exemption for e-fuels was also decided in the meantime, the targets seemed clear. Car manufacturers sealed their exit plans – VW wanted to say goodbye to combustion engines on the EU market by 2033, Mercedes even five years earlier, but has already cancelled its plans.    Ever since sales of e-vehicles in Europe slowed down towards the end of 2023, it has become clear just how badly the EU has miscalculated. Important opportunities for Europe's car manufacturers have been missed. Especially as the global market is pointing in a different direction. China has ruled out a ban on combustion engines. In the USA, a Trump presidency would put an end to the support for e-mobility. What's more, one billion people around the world live without electricity. According to Toyota CEO Akio Toyoda, e-vehicles will therefore not achieve a market share of more than 30 percent worldwide.   It would have been all the more important to mobilise the creative forces of the market from the outset and to keep the choice of drive technologies open – so as not to jeopardise industry and the business location, and to make as much progress as possible in climate protection.    Clear framework conditions, economic freedom, trust in creativity, and competition produce the best solutions. For example, if we give the combustion engine a chance while CO2 targets apply, alternative fuels will be developed. Customers should then decide, not policymakers. This is also the best way to secure prosperity and jobs.   #freemarket #economy #europe #business #freedom

🌿 Fueling the Future: Japanese Innovations in Alternative Fuel Technologies! 🚗💡 As the automotive industry propels towards sustainability, let's unravel the pioneering efforts of Japanese automakers in developing and championing alternative fuel technologies, with a special focus on the eco-friendly power of hydrogen. ⚡🌐 1. Hydrogen Horizons: Delve into the hydrogen-powered future crafted by industry giants like Toyota, Honda, and Nissan. Explore how these visionaries are reshaping the narrative, steering towards a cleaner, greener tomorrow with hydrogen fuel cell vehicles. 🌬️🚀 2. Environmental Stewardship: Uncover the commitment of Japanese automakers towards environmental stewardship as they spearhead initiatives to reduce carbon footprints. Discover how alternative fuel technologies align with their eco-conscious ethos, creating a harmonious balance between performance and sustainability. 🌿🌎 3. Driving Innovation: Explore how these innovations extend beyond the fuel tank, pushing the boundaries of automotive engineering. Japanese automakers are not just changing the fuel source; they are redefining the driving experience itself. 🌟🔧 Join the ride as we navigate through the forefront of alternative fuel technologies, showcasing the determination of Japanese automakers to drive positive change in the automotive landscape. 🚗🌿 #AlternativeFuels #HydrogenVehicles #SustainableDriving #JapaneseInnovation #MHQualityMotor #aaapproved 🚗💚

Europe's automakers "could have been doing a lot better, but they have chosen not to put the same emphasis on EVs as the Chinese and that reflects in their sales performance" Pedro Pacheco / Gartner... The Electric Vehicle journey - it's been like following a mighty river for me...from its source high in the mountains, seeing it's relatively insignificant and inauspicious presence progressively, inexorably, make its way into the mighty ocean! We are where we are - and where we are as an auto industry is an incredibly tricky place at this time. Putting aside everything else other than the technical fundamental of the dominant mobility technology of the day... SUCK - SQUEEZE - BANG - BLOW has surely had its day! 🤔 The thermal efficiency of even the very best engines languishes between 20%- 30% after more than a century of technical progress. Oh come on! As much as 80% of the fuel that enters effectively does NOTHING. As to the 'we are where we are' notion, POLITICO's Jordyn Dahl neatly chronicles the bones of it all here! 👏 Too many lost opportunities, strategic machinations, and political meddling along the way - both here in Europe AND The USA. And now - A Banquet Of Consequences 😱 The Rock and The Hard Place. "The next decade is make-or-break for Europe's automotive sector as it faces both pressure to decarbonize and fierce competition from China - either they manage to launch products that are competitive overall, or they will not make it. It's very simple," says Mr Pacheco. 🎶 'Though the course may change sometimes - rivers always reach the sea' Led Zeppelin - 'Ten Years Gone' on the Album 'Physical Graffiti 🎸 Having my breakfast as I write this...and I can really smell that coffee! ☕️ #europe #china #automotive #electricvehicles

Italy to present proposal for early review of EU combustion engine ban https://lnkd.in/gUPTBrB6 It’s intriguing that Stellantis (Fiat), responsible for producing around 90% of Italy’s automobiles, isn’t backing this proposal.

Automakers are fiercely lobbying governments to water down already-compromised emissions rules, but doing so will only lead to their doom as market entrants that are serious about EVs will continue ramping them anyway. The auto industry is electrifying, and all new cars will be electric in the relatively near future. It is necessary that we stop burning fossil fuels, and fast. This is not a matter of opinion, it’s a matter of physics, and physics does not care about your arguments to the contrary. And yet, the auto industry – which is responsible for more pollution than any other sector, at least in rich countries – still lobbies to worsen emissions reduction targets, even when those targets were already pushed back to begin with. Automakers beg governments to let them emit more poison We saw it this week in both Europe and the US. BMW, VW and Renault asked European regulators to push back the 2035 gas car phase-out, despite that this timeline has already been loosened. And in the US, the EPA finalized rules, but softened them due to auto industry lobbying – and the president of the main auto industry lobbyist characterized the final rules as a “stretch goal,” suggesting that he thinks there should be further softening of the already-softened rule. Even these softened EPA rules will upend the industry, as current automaker commitments are not enough to meet the targets. The lobbying is reminiscent of what the industry did from 2017-2021, when it lobbied an ignorant reality TV host to torpedo well-reasoned regulations which would have resulted in significantly more regulatory certainty for the industry. It eventually recognized its error, but Pandora’s box was already opened. Today, the exact same automaker lobby which originally lobbied to fracture US and CA regulations – the Alliance for Automotive Innovation, previously known as Global Automakers, led by John Bozzella both then and now – still routinely complains about the two regulatory regimes being different, despite being personally responsible for the current state of affairs. The compulsion against Namely: China. Chinese EVs will grow, whether you like it or not China is actually a little late to the EV party. Until a few years ago, EV market share in China lagged other leading regions, but uptake in recent years has been quite rapid. NEV (EV+PHEV) market share should crest 50% in China next quarter, ahead of basically everywhere except the Nordic countries. But as often happens, China may not always be the first entrant into a market, but once it truly commits its effort to something, those efforts tend to bear fruit rapidly. Chinese EV sales have started taking off overseas, particularly in Europe. While they still make up a relatively small percentage of the market – around 10% – that share has risen rapidly from less than 1% in 2019 (and it might be higher if Chinese automakers could find more ships, but they’re working on that).

Read CARMA international summary of key EV narratives that shape the dynamic industry, compiled from the biggest stories reported in Tier-1 Business media. Although Elon Musk dismissed BYD as a threat, industry thought leaders like Dr. Andy Palmer CMG have pointed out that:   "The shift towards electrification is unstoppable, but it's clear that the path will not be uniform across the globe. As Chinese automakers continue to innovate and expand, traditional Western manufacturers must adapt swiftly or risk falling behind. The interplay of regulatory actions, like the EU tariffs, and technological advancements in hybrid and green fuel engines will shape the future of the industry. Collaboration and strategic diversification will be key to staying competitive."   Access the infographic here: https://lnkd.in/gN8QFz59