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HERE IN PART 2, we’ll continue our timetables of automaker transitions from internal combustion to one form or another of electric propulsion. Our survey today includes a recent automaker merger, Chinese plans, and even a relative outlier to the electric car parade.
Chrysler. Dating back to 1925, Chrysler has had an interesting history since 1998: There was DaimlerChrysler, 1998–2007 (“a merger of equals;” now you tell one); Chrysler and Chrysler Group LLC, 2007–2009, 2009–2014, (investment groups not renowned for their ken of auto manufacturing); Fiat Chrysler, 2014–2021 (yet another Chrysler fire sale); and just lately Stellantis.
Stellanis? Stellantis N.V. is a new (January 16, 2021) Dutch-domiciled multinational involving FCA (Fiat Chrysler) and the French PSA Group of Peugeot, Citroën, DS (only BEVs and HEVs beginning in 2025; don’t wait up), and Opel and Vauxhall (from GM’s European 2017 exodus). Through FCA , Stellanis’ portfolio also includes Alfa Romeo, Abarth, Lancia, and Maserati. Not a bad heritage, enthusiast-speaking.
Michael Wayland, CNBC, writes July 8, 2021, “Electric Dodge Muscle Car and Ram Pickup Part of Stellantis’ $35.5 Billion EV Plans.” This expenditure is planned through 2025 by what is now the world’s fourth largest automaker.
The CNBC article notes, “The company said it expects to have 55 electrified vehicles in the U.S. and Europe by 2025. This includes 40 all-electric models and 15 plug-in hybrid electric vehicles. It’s a different strategy from other automakers such as GM that have announced plans to eventually only offer all-electric vehicles.“
Meanwhile, in China…. Evelyn Cheng, CNBC, June 15, 2021, reported “China’s Electric Car Leaders Predict New Energy Vehicles Will Dominate the Local Market by 2030.” As described in Wikipedia, “The Chinese government uses the term New Energy Vehicles (NEVs) to include hybrids, plug-in hybrids, battery electrics, and fuel-cell electrics.”
And At Toyota, the World’s Largest Automaker. On May 14, 2021, Bengt Halvorson at greencarreports.com wrote that “Toyota Thinks 85 Percent of Its New U.S. Vehicles Will Have Tailpipes in 2030.”
That is, the rest of the world’s automakers—and many of its governments—are all-in for what the Chinese call NEVs. Yet, the world’s largest automaker (vying year-to-year with Volkswagen Group for this honor) appears less enthusiastic.
Not that Toyota has ignored NEVs. Its Prius was a pioneer hybrid in 1997; ditto for its fuel-cell Mirai in 2014.
In 2030, Toyota predicts, EVs will make up 70 percent of the overall new car market. The majority, though, will be hybrids, with BEVs and FCEVs making up only 15 percent of U.S. sales.
“From that,” Halvorson said, “it’s interesting to note that even by 2030, Toyota sees models with an internal combustion engine under the hood making up 85 percent of its U.S. sales at the end of the decade—and that 30% of its U.S. lineup won’t have any form of electrification.”
As might be said, the opera ain’t over ’til the fat lady plugs in—or doesn’t. ds
© Dennis Simanaitis, SimanaitisSays.com, 2021