{"id":28933,"date":"2024-10-27T05:48:00","date_gmt":"2024-10-27T05:48:00","guid":{"rendered":"https:\/\/catalinx.ro\/wordpress\/?p=28933"},"modified":"2024-10-15T09:40:39","modified_gmt":"2024-10-15T08:40:39","slug":"intarzierea-tranzitiei-la-masini-electrice-e-o-realitate","status":"publish","type":"post","link":"https:\/\/catalinx.ro\/wordpress\/?p=28933","title":{"rendered":"\u00cent\u00e2rzierea tranzi\u021biei la ma\u0219ini electrice e o realitate"},"content":{"rendered":"
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Poate a\u021bi citit sau o s\u0103 citi\u021bi \u0219tirea cu CEO-ul de la Stellantis care zice ( Mediafax<\/a>) c\u0103 \u00eent\u00e2rzierea este o capcan\u0103. E mai bun articolul din FT<\/a>, pentru context. <\/p>\n\n\n\n

Ideile sunt a\u0219a:<\/p>\n\n\n\n

    \n
  1. Tanzi\u021bia la electrice \u00eencetine\u0219te oricum<\/a>, mai ales \u00een Europa. 7 milioane de ma\u0219ini electrice au fost v\u00e2ndute global \u00een primul semestru al 2024. S\u0103 zicem c\u0103 ajung la 15 milioane pe an – dar nu, c\u0103 scade trendul -, privit in context, comparabil cu circa 75 milioane de rable noi<\/a> v\u00e2ndute anual \u00een lume, asta \u00eenseamn\u0103 20% din rablele noi. V\u00e2rsta medie a parcului auto \u00een lume nu mi-e clar\u0103, \u00een US e ceva mai mult de 12 ani, \u00een UE cam 12 ani , \u00een China e undeva la 6 ani – pentru c\u0103 la ei mul\u021bi oameni care NU aveau acces la ma\u0219ini au acum, la ma\u0219ini noi. <\/strong> ( Apropo de care, \u0103ia care visa\u021bi c\u0103 sanc\u021biunile economice pe care US \u0219i Europa le pun chinezilor \u0219i mutarea produc\u021biei, o s\u0103-i duc\u0103 la g\u0103leat\u0103, visa\u021bi. \u00cen 10 ani, cu cot\u0103 de pia\u021b\u0103 de 20% vom avea gen 80% rable ICE. Sau mai multe, c\u0103 nu \u0219tiu ce s\u0103 zic de via\u021ba electricelor. <\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    2. Problema e c\u0103 \u00een Europa \/ UE, adop\u021bia electricelor e \u00een sc\u0103dere – motivele sunt simple \u0219i \u00eencep de la faptul c\u0103 suntem s\u0103raci \u0219i liberi. E important\u0103 distinc\u021bia \u201d\u0219i liberi\u201d. <\/strong><\/p>\n\n\n\n

    Problema 2 e c\u0103 statele ofer\u0103 ceva subven\u021bii, care nu sunt \u0219i nu au cum s\u0103 fie suficiente \u0219i, mai mult dec\u00e2t at\u00e2t, sunt exploatate de chinezi, care v\u00e2nd rable electrice ieftine.<\/p>\n\n\n\n

    3. Dac\u0103 tranzi\u021bia se \u00eencetine\u0219te, anume, se refer\u0103 la subven\u021biile oferite de \u021b\u0103rile europene, CEO-ul Stellantis \u0219tie c\u0103 au ni\u0219te costuri de R&D descoperite \u0219i capcana de costuri e pentru ei, c\u0103 planurile de recuperare a costurilor sug. <\/p>\n\n\n\n

    4. Problema real\u0103 vine din costul de produc\u021bie \u0219i calitatea produselor europene ( \u0219i americane) care au cam r\u0103mas \u00een urma a\u0219tept\u0103rilor \u0219i e comparabil\u0103 ( calitatea, pre\u021bul e sus) cu cea din China. Zic China-China, nu Asia \u00een general aka Japonia \u0219i Coreea de Sud. <\/p>\n\n\n\n

    Nenea CEO-ul presupun c\u0103 vede \u0219i el asta la showroomul de la Paris, vede c\u0103 Europa ia b\u0103taie la propriul joc cu regulations and shit. C\u0103 asta a fost de mult\u0103 vreme. Europa a \u00eenceput un joc de reglement\u0103ri de mediu ( nu zic c\u0103 a f\u0103cut r\u0103u) \u0219i a ridicat cerin\u021bele de produc\u021bie , lucru care a transformat pia\u021ba \u00eentr-una selectiv\u0103 \u0219i a \u021binut \u00een afara pie\u021bei produse simple, ieftine sub titlu \u201dnorme de mediu \u0219i de siguran\u021b\u0103 ( NCAP).\u201d <\/p>\n\n\n\n

    Au fost lovi\u021bi de schema asta inclusiv romulanii cu Dacia ( anii ’90). A\u0219a a ajuns Dacia la Renault \u0219i Rom\u00e2nia \u00een Europa, lol. Iar asiaticii au fost \u021binu\u021bi la u\u0219\u0103 \u00een timp ce europenii ( mai exact nem\u021bii \u0219i francezii) au p\u0103truns pe pie\u021bele din Asia folosind o schem\u0103 de \u201dcomer\u021b liber\u201d – aka nu punem tarife de import ( mari) , dar noi aicea \u00een Europa avem preten\u021bii de siguran\u021b\u0103 \u0219i de mediu – protej\u0103m cet\u0103\u021benii \u0219i planeta. <\/p>\n\n\n\n

    P\u00e2n\u0103 c\u00e2nd au dep\u0103\u0219it capacitatea europenilor de a le \u00eendeplini ( Diesel Gate \u0219i \u201dnever go full retard\u201d) \u0219i p\u00e2n\u0103 c\u00e2nd chinezii au \u00eenceput s\u0103-i bat\u0103 la jocul lor. Nostru. Era jocul nostru. <\/p>\n\n\n\n

    Acuma e na\u0219pa, acuma trebuie ca Europa s\u0103 se dezbrace de haina bonhomiei \u0219i a accesului liber pe pia\u021b\u0103, c\u0103 \u00ee\u0219i ia b\u0103taie cu pijamaua ud\u0103 \u0219i punem tarife.
    Punem tarife \u0219i unii produc\u0103tori url\u0103 c\u0103 nu pot cu tranzi\u021bia la electrice, clien\u021bii nu vor, nu vrem.<\/p>\n\n\n\n

    Eh, nenea \u0103sta pune situa\u021bia pe mas\u0103:<\/p>\n\n\n\n

    He added that car factories in Europe, already struggling with overcapacity issues, would come under further strain if Chinese companies succeeded in reaching a 10 per cent market share in the region in the coming years.<\/p>\n\n\n\n

    \n

    While Tavares has said there are \u201cno taboos\u201d on what Stellantis should do to survive, he added that he was not necessarily advocating purely for job cuts or factory closures, saying carmakers had other tools they could use too, including speeding up their research and development.<\/p>\n<\/blockquote>\n\n\n\n

    \u201dOvercapacity\u201d <\/strong>\u00eenseamn\u0103 c\u0103 stau degeaba, nu produc, c\u0103 nu li se cump\u0103r\u0103 rablele \u0219i pe o pia\u021b\u0103 m\u0103cinat\u0103 de contrac\u021bie ( e criz\u0103, boss) chinezii v\u00e2nd mai mult, c\u0103 v\u00e2nd mai ieftin <\/strong> ( asta e nota mea),ceea ce va duce la \u0219i mai mult\u0103 supracapacitate – adic\u0103 stat degeaba. <\/p>\n\n\n\n

    \u0218i amenin\u021b\u0103, normal, cu datul afar\u0103, ca s\u0103 supravie\u021buiasc\u0103.<\/p>\n\n\n\n

    E un apel c\u0103tre politicienii din UE – da\u021bi cu bani pe electrice \u0219i \u021bine\u021bi chinezii la u\u0219\u0103, c\u0103 d\u0103m afar\u0103 \u0219i beli\u021bi pula. <\/p>\n\n\n\n

    Ca cet\u0103\u021bean care n-am avut niciodat\u0103 o rabl\u0103 nou\u0103, c\u0103 nu prea mi-am permis europene, tot ce vreau s\u0103 spun e un \u201di-auzi, pula mea!\u201d cinstit. Am ac\u021biuni la Stellantis , de\u021bin un Citroen SH, nu am interes s\u0103-i v\u0103d faliment, nici nu m\u0103 topesc dup\u0103 cump\u0103rat rable chineze\u0219ti, dar m\u0103 deranjeaz\u0103 un pic pre\u021bul, autonomia ( la electrice), jego\u0219eala cu motoare de elastic de chilo\u021bi la combustie intern\u0103 ( \u0219i hibride). <\/p>\n\n\n\n

    Pentru ce conteaz\u0103 , \u0103\u0219tia au ni\u0219te rable electrice relativ ieftine. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Pre\u021b similar cu al rablelor lor cu motor cu combustie intern\u0103 <\/s>elastic de chilo\u021bi \u0219i mestec\u0103u manual, pe care evident nu le cump\u0103r\u0103 prea mult\u0103 lume, c\u0103 de aia sunt pe stoc.
    <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Ni\u0219te Loganuri un pic mai a\u0219a. <\/p>\n","protected":false},"excerpt":{"rendered":"

    Poate a\u021bi citit sau o s\u0103 citi\u021bi \u0219tirea cu CEO-ul de la Stellantis care zice ( Mediafax) c\u0103 \u00eent\u00e2rzierea este o capcan\u0103. E mai bun…<\/p>\n","protected":false},"author":2,"featured_media":28937,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-28933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"views":758,"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/catalinx.ro\/wordpress\/wp-content\/uploads\/2024\/10\/rable.jpg","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p4Eq23-7wF","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/28933","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=28933"}],"version-history":[{"count":1,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/28933\/revisions"}],"predecessor-version":[{"id":28938,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/28933\/revisions\/28938"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/media\/28937"}],"wp:attachment":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=28933"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=28933"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=28933"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}