BEV

From ICE to EV Production in Europe: Industry Geography in Transition

Submitted by Thomas Klier, Federal Reserve Bank of Chicago on Wed, 02/15/2023 - 23:28

Klier, T., & Rubenstein J. (2023). From ICE to EV Production in Europe: Industry Geography in Transition. Gerpisa colloquium.

Thème: New Technologies and the Evolution of the Value Chain

The Disruptive Potential of the Chinese Battery Value Chain: A Comparison of BEV and PHEV Developments

Submitted by Stéphane Heim, Kyoto University on Mon, 03/29/2021 - 09:03

Stéphane, H., Shioji H., Lee J., & Kosuke K. (2021). The Disruptive Potential of the Chinese Battery Value Chain: A Comparison of BEV and PHEV Developments. Gerpisa colloquium.

Video

Thème: New value chains architectures and labour relations: digitalisation, globalisation, de-globalisation and the future of work

The battery value chain: opportunities and challenges
Session n°:
2

Chair:
Bruno Jetin, University of Brunei Darussalam, Institute of Asian Studies
Montmasson-Clair, G., Moshikaro L., & Monaisa L.

OPPORTUNITIES TO DEVELOP THE LITHIUM-ION BATTERY VALUE CHAIN IN SOUTH AFRICA

Stéphane, H., Shioji H., Lee J., & Kosuke K.

The Disruptive Potential of the Chinese Battery Value Chain: A Comparison of BEV and PHEV Developments

Wang, X., & Zhao W.

Growing and Competing within Industry: Value Chain Strategy of Power Lithium-ion Battery Firms in China

1 attachment

2020: the year the EV must take off

Submitted by Géry Deffontaines, GERPISA on Mon, 01/06/2020 - 13:00

The weekly column by Bernard Jullien is also on www.autoactu.com.

In their report submitted in February 2019, Xavier Mosquet and Patrick Pelata considered that it was urgent, in order to "make France a leader in low-emission vehicles", to "create strong momentum to develop the electrified vehicle market": In the light of the emission curves for 2017 and 2018 and knowing the CAFE targets defined by the EU for 2020 and 2021, the roughly 30,000 battery EVs and 14,500 rechargeable hybrids registered in France in 2018 were not enough and it was essential, in their opinion, that from 2019 onwards, both firms and public authorities should be strongly mobilised.

At the end of 2019, in terms of registration figures, the effect is not very significant since, at the end of December, electric vehicles accounted for 42,800 (1.9% market share) and rechargeable hybrids for 18,600 (0.81%): manufacturers have waited until 2020 to launch their offers so that their EV registrations - which will double this year and then be affected in 2021 by a coefficient of 1.67 and in 2022 by 1.33 - will effectively take them out of the red zone in which de-dieselisation has put them.

read more

Français

2020 : l’année où l’électrique doit décoller

Submitted by Géry Deffontaines, GERPISA on Mon, 01/06/2020 - 12:00

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

Dans leur rapport remis en février 2019, Xavier Mosquet et Patrick Pelata considéraient qu’il était urgent pour "faire de la France un pays leader des véhicules à faible émission" de "créer un momentum fort pour développer le marché des véhicules électrifiés" : devant les courbes d’évolution des émissions en 2017 et 2018 et connaissant les cibles CAFE définies par l’UE pour 2020 et 2021, les quelques 30 000 VP électriques à batterie et 14 500 hybrides rechargeables immatriculés en France en 2018 étaient insuffisants et il était essentiel, de leur point de vue, que dès 2019, la mobilisation soit forte côté entreprises comme côté pouvoirs publics.

read more

English

VW's imperialist enterprise in the media sphere

Submitted by Géry Deffontaines, GERPISA on Mon, 11/25/2019 - 14:49

The weekly column by Bernard Jullien Former director of Gerpisa, associated professor at the University of Bordeaux.

This November, Volkswagen's offensive in the electrical vehicle resulted in an impressive series of announcements and statements by the group's top executives, who seem to want to convince everyone that the inevitable move towards battery-powered electric vehicles is underway and that Volkswagen is the most ready of all manufacturers to lead this change.

There is undoubtedly a "Coué method" dimension here that leads managers, afraid of the risks they take, to want to convince themselves, their teams and customers that the battery-powered EV is the right choice.
Above all, there is obviously a very political will to impose a global standard and to create competitive rules of the game for the automotive industry, which will be all the easier for Volkswagen to respect as they will have been largely designed around its convictions and proposals.

One of the signs of this political work was given when Angela Merkel, at the beginning of the month, honoured the invitation of the group's leaders to attend the launch of the ID3 assemby plant at the Zwickau plant in eastern Saxony.

read more

Français

L’entreprise impériale de Volkswagen dans l’espace médiatique

Submitted by Géry Deffontaines, GERPISA on Sun, 11/24/2019 - 00:00

En ce mois de novembre, l’offensive électrique de Volkswagen se traduit par une impressionnante série d’annonces et de déclarations des dirigeants du groupe qui semblent vouloir convaincre chacun que l’inéluctable marche vers le véhicule électrique à batterie est en cours et que c’est Volkswagen qui, parmi tous les constructeurs, est le plus prêt à conduire cette mutation.

Il y a sans doute là une dimension "méthode Coué" qui conduit les dirigeants effrayés par les risques qu’ils prennent à vouloir se convaincre, convaincre leurs équipes et convaincre les clientèles que l’électrique à batterie est le bon choix.
Il y a surtout d’évidence une volonté très politique d’imposer un standard mondial et de fabriquer, pour l’industrie automobile, des règles du jeu concurrentiel qui seront d’autant plus facile à respecter pour Volkswagen qu’elles auront été en large partie conçues autour de ses convictions et propositions.

read more