GM and PSA are reviewing their cooperation agreement
 

The GM Group announced that it was withdrawing from PSA capital, 7% of the shareholdings it owned have been sold to institutional investors. GM stated that this support for raising capital was no longer necessary since PSA is finalizing a capital increase.


This decision follows the announcement of a change in the agreement that lied between GM and PSA concerning future projects.


The projects that will be stopped : 1/ The future Opel Corsa will not use the segment B platform designed for the Peugeot 208 and Citroën C3, the Corsa will probably use the platform of a small Chevrolet. 2/ The future small gasoline engine manufactured by Opel will not share any manufactured parts with the equivalent PSA engine.


The projects that will be pursued: 1/ The successor to the Opel Zafira built on a PSA segment C platform will be produced in the PSA Sochaux plant (France). 2/ The successor the Citroën C3 Picasso and Opel Meriva built on a PSA segment B platform will be produced in the GM plant of Zaragoza (Spain). 3/ GM and PSA will work together on a future segment B small commercial vehicle (Citroën Berlingo, Peugeot Partner, Opel Combo) that will be produced in Viseu (Portugal).


GM and PSA insist on the more balanced nature of the terms of this new agreement that is no longer an equity partnership but focuses only on a technical collaboration between both groups.


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Europe's 2014 new model launches
 
The year 2014 promises to be full of novelties. In Europe, we will see the launch of the following models:

Segment A: The new Renault Twingo and Smart Fortwo designed on a common platform .

Segment B: the new Skoda Fabia and Fiat 500X. The latter is a mini-SUV designed on the same platform as the Fiat 500L and will compete with the Nissan Juke, Renault Captur, Peugeot 2008, Opel Mokka. Incidentally, the 500X will replace the Sedici that was designed on the Suzuki SX4 platform. Ford will launch the Ecosport that will tackle this mini-SUV market. This model should derive from the one sold last year in South America. Opel will launch a new Corsa, although according to our information, it could only be a restyling of the current model. Similar to the restyling of the Meriva.

Segment C: Peugeot 308 SW and Volkswagen Golf Sportsvan should address the market for compact estate cars. In the SUV category, Nissan will launch a new Qashqai and Jeep a new Cherokee. In the Premium category the new Audi TT and the Infiniti Q30 (based on Mercedes Class A) will also be launched.

Segment D: the new Volkswagen Passat, the Mercedes C Class, the Ford Mondeo (already marketed in the United States), the Ford S-Max and the Jaguar F-Type coupe will be launched.

Segment E: Volvo will renew its XC90 SUV. 


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World production per country for the first 9 months of 2013
 

The evolution of global automobile production (top 15 producing countries) between the first 9 months of 2012 and the first 9 months of 2013 reveals some significant changes.


If the first eight countries remain the same from one year to the next, with China in first position, far ahead of the United States, Japan, Germany, South Korea, India, Brazil and Mexico. The ninth place this year is attributed to Thailand which has over taken Canada.


Russia retains its eleventh place, the twelfth place this year is attributed to Spain that has overtaken France.


Britain (fourteenth place) in 2013 remains closely behind France. The production of commercial vehicles has once again allowed France to stay ahead of the UK but the situation in coming months remain unsure. The arrival of the Renault Trafic and Nissan Primastar in Sandouville (France)  should logically consolidate the volume of the French car production. This launch has been delayed several times and no one today knows exactly when it will be effective.


In fifteenth position, Indonesia has overtaken the Czech Republic, this is proof that the countries of South East Asia (we saw above the good performance of Thailand) are booming, even more so than Eastern European countries that have made great
progress
over the past decade. 


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South Africa currently has seven automobile plants
 

South Africa is the largest automobile market in the whole of Africa, with a volume of more than 600 000 vehicles registered in 2012 (more than 350 000 passenger cars).


Automobile production is also very present with indeed seven factories producing more than 500 000 vehicles in 2012 (more than 300 000 passenger cars). Existing plants are: East London: Daimler; Isipingo: Toyota; Kempston Road: Isuzu; Rosslyn: BMW and Nissan; Silverton: Ford; Straundale: GM; Uitenhage: Volkswagen.


Exports exceed 200 000 units per year (mainly to other countries in Africa, Europe and the United States) while imports do not exceed 100 000 units per year. The offset nature of this market compared to other regions of the world seems to explain this fact.


The strike which affected the car industry in South Africa in September (demanding  a wage increase of 14%) had a significant negative impact on exports and on vehicle sales on the local market. For this reason, the NAAMSA has lowered its forecasted passenger car production for 2013 from 340 000 units to 290 000 units.


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Compared evolution of carmakers’ production inside and outside Europe
 
The share of production inside-Europe/outside-Europe (Europe: 27 countries + Russia) of the eight largest manufacturers in Europe  has been declining since 2008. This decrease is due  to:
a) the decline in automobile production in Europe, in general as a result of lower sales in the European market;
b) the launch  of production sites in rising markets countries outside Europe (especially in emerging countries such as China , Brazil and India).

This share of production inside-Europe/outside-Europe of the eight largest manufacturers in Europe decreased from 45 % in 2008 to 32% in 2013. It was 42 % in 2005.

As for carmakers, two groups - Volkswagen and Renault -Nissan (including AvtoVAZ in the present analysis)  have seen their production outside Europe overpass European production, respectively in 2013 and 2008.

GM , Ford and Fiat -Chrysler have naturally a very small share of production inside-Europe/outside-Europe. This share is steadily declining since 2008 , partly because of their strong presence in North America

PSA , BMW and Daimler keep a strong predominance of their production located in Europe. This share is however steadily decreasing. Hyundai- Kia is the only manufacturer to have increased its share of production inside-Europe/outside-Europe since 2005, the main reason being its  location of a production in Europe in 2005.


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