A capacity of more than 1 million electric motors per year from 2024 for the Stellantis plant in Trémery
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A capacity of more than 1 million electric motors per year from 2024 for the Stellantis plant in Trémery
- Emotors, a 50/50 joint venture between Nidec Leroy-Somer and the Stellantis Group, designs and develops electric traction motors in France for the automotive industry. In particular, it produces three types of motors: a 48V permanent magnet motor with a power of 6 to 30 kW for MHEVs and electric small urban vehicles (Citroën eAmi for example), a 400V permanent magnet motor with an output range from 60 to 120 kW for plug-in hybrid vehicles (PHEVs) and a 400V permanent magnet motor with an output range from 60 to 250 kW for battery electric vehicles (BEVs).
- In September 2022, Emotors launched a new production line in the Stellantis factory in Trémery (France) to produce a first electric motor named "M3" (115 kW) for Stellantis BEVs. It will then be followed the same year by an "M2" engine for the group's PHEVs. In 2023, according to Stellantis, an "M4" engine for BEVs will also be launched.
- Still according to Stellantis, the M3 engine will initially equip the DS3 e-Tense, Peugeot e208, Jeep Avenger and Opel Mokka models in early 2023. It will then equip the other models of the group gradually according to their launch. Eventually, the M3 engine should replace the ePWT engine that equips the group's BEVs in Europe.
- The production of gasoline and diesel engines, as well as the e-PWT engine is still maintained. The objective announced by Stellantis for the Trémery plant is to move in 2024 to a production of 50% of electric motors (compared to 15% in 2021), 30% of diesel engines (67% in 2021) and 20% of motors gasoline (18% in 2021). Finally, according to Stellantis, the group's objective is to produce more than one million electric motors (ePWT, M2, M3 and M4) from 2024.
- According to Inovev, 760,000 plug-in electric vehicles (BEVs and PHEVs) will be produced by Stellantis in Europe in 2024. This capacity of more than one million engines per year therefore seems realistic and will meet the demand for the current electric models of the Stellantis group and the future models, including those from Lancia, Alfa-Romeo and Jeep. The plant could also supply other automotive groups, such as Toyota.
Production of BEVs in Italy 2030
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Production of BEVs in Italy 2030
- Inovev forecasts that Italy could produce around 192,000 electric vehicles (BEVs) in 2030. As of today, there are no known BEV production facilities in the country other than those of the Stellantis Group.
- By far the largest production nationwide is likely to be in the Mirafiori plant near Turin, which produces the battery electric Fiat 500e. The Melfi plant could take several models from DS, Opel and Lancia, but Inovev forecasts that plant to produce only less than 90,000 by 2030.
- Still it is unclear whether Stellantis will have possible BEV models produced in Cassino by the Lancia brand, which is currently produced only in Poland but marketed only in Italy, or by the premium Alfa Romeo brand, especially as the plant would have to be rebuilt for this purpose. Alfa Romeo's conventional models are already produced in Cassino, but no plans have yet been announced for the brand's electrification.
- European car production is being converted to electric mobility due to various compelling factors, and future Italian car production depends almost entirely on a single group, Stellantis. More precisely, on a single model, the Fiat 500e, because its plant is the only one today that has a chance of achieving a significant production volume. If Cassino remain at their current levels, there will be only two sites capable of meeting European requirements for automotive production with alternative powertrains. The potential that currently emerges for 2030 is far below that of Spain (1.5 million BEVs), Germany (1.3 million BEVs) and France (827,000 BEVs).
Chinese OEMs have 50% share of the Chinese passenger car market (11 Months 2022)
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Chinese OEMs have 50% share of the Chinese passenger car market (11 Months 2022)
- For the first time in thirty years, Chinese carmakers account for 50% of the Chinese passenger car market (calculated over the last 11 months of 2022). The growth of these carmakers has been constant since the 1990s, but with a first acceleration in 2005, when a large number of Chinese groups started up, and a second acceleration from 2021, when electric car sales in China boomed.
- We have seen that sales of battery electric vehicles (BEVs) in China have predominantly benefited to Chinese carmakers (and BYD in particular), so the boom in sales of BEVs in China caused a boom in sales of Chinese cars as a whole.
- This is easily observed as the share of Chinese carmakers in China increased from 40% in 2020 to 45% in 2021, reaching 50% in 2022. In 2015 it was 40%, in 2016 42%, in 2017 43% and then decreased to 42% in 2018, 41% in 2019 and thus 40% in 2020.
- Today, Chinese groups are no longer in danger of falling back to 40% of the market, as their models are more competitive than before, especially in electric powertrains, even if Tesla manages to continue gaining strength. In addition, new Chinese brands have recently entered the market. At the same time, foreign carmakers are experiencing difficulties and some have even announced their imminent departure, a phenomenon which could accelerate if a policy of Chinese self-enclosure was on the agenda or if a military operation on Taiwan led to severe economic sanctions.
Production of BEVs in France in 2030
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Production of BEVs in France in 2030
- Inovev forecasts that France could produce around 827,000 electric vehicles (BEVs) in 2030. Apart from Mercedes, Opel (part of the Stellantis Group) and Nissan (part of the Renault-Nissan Group), it is exclusively French brands that will produce their BEVs in France. What is striking is that production is entirely concentrated in the north and east of France.
- Inovev sees by far the greatest potential for BEV production at Renault-Nissan's Douai plant, which, aside from the Nissan Micra, will likely produce BEVs only for Renault. Maubeuge could have the second largest production potential, as it is equipped to handle four brands and produce passenger cars and light trucks. The Stellantis plant near Sochaux, close to the border between France, Germany and Switzerland, is the third plant that Inovev believes can produce more than 100,000 BEVs. Mulhouse, Poissy, and Valenciennes (all Stellantis plants) can likely reach production of 47,000 to 55,000 BEVs in 2030. The Alpine plant (which is part of the Renault-Nissan group) is likely to increase production volume somewhat by 2030, as Renault wants to give the brand a special role in its reorganization and launch a battery electric SUV. However, as the sporty character is to be maintained, the sales market and thus the production volume will remain modest.
- With the current announcements, France will still be far behind the BEV production of Spain (1.5 million BEVs) and Germany (1.3 million BEVs) in 2030.
Tesla aims to produce 50,000 electric trucks per year
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Tesla aims to produce 50,000 electric trucks per year
- Tesla has started production of its fully electric truck called Semi at its Texas plant in Austin. It is the first time a carmaker has mass-produced a truck with such an engine. The downside to a fully electric truck is that you need a large-capacity battery to drive long distances with heavy loads without having to stop at a charging station. However, it is easier to install heavy batteries in a truck whose weight is already high and, more importantly, that can have large spaces to hold those batteries.
- For this reason, Tesla believes in the development of the battery electric truck market, even if other carmakers choose the hydrogen-powered fuel cell truck solution.
- Tesla argues that the truck carmakers that have ventured into the fully electric experiment have started from a diesel-powered truck and converted it to electric, while the Tesla truck is originally designed as an electric truck from the start. The stated range is 800 kilometers, compared to 400 kilometers for existing trucks that have been converted to electric drive.
- For Tesla, the advantage of an electric truck is its quietness, no pollution when driving the vehicle and the comfort. The carmaker expects 50,000 sales of its truck in 2024, which would represent 1.25% of global truck sales, as global production of trucks (vehicles over 3.5 tons) reaches a volume of about 4 million units each year, according to OICA (International Organization of Automobile carmakers).