Geopolitics disrupts the supply chain of the auto industry, which is not uncommon in the mobile phone and auto industries. The war between Russia and Ukraine is mixed with various sanctions, and these sanctions may also affect the following aspects of the auto industry.
Russian carsMaterial
First of all, it is obvious that Russian automobiles and their parts have never attracted attention in the global consumer market, but Russia’s economy supports mineral raw materials, but it has a lot of weight. Not to mention Russia’s crude oil and natural gas energy, the hesitation of Germany and France’s sanctions against Russia this time is the main consideration.In addition, two things are important for the supply chain of automotive raw materials: one is to affect new energyBatteryThe price of nickel, iselectric carAn important part of the battery cathode material nickel manganese cobalt. Russia’s nickel production is the third largest after Indonesia and the Philippines with a share of about 9%. Another is palladium, which affects the price of three-way catalytic materials. It is an exhaust system material that is currently in severe demand for emissions. Russia’s production accounts for about 45%.
The European and American car factories in Russia currently have OEMs in Russia that have established factories or joint ventures, such as Stlantis, Renault, Toyota, and Volkswagen, which have merged with PSA and FCA. GM and Ford moved out in 2015 and 2019, and analysts and industry officials say at least a quarter of parts in Russian-made cars come from abroad — including the U.S. — and those assembly plants may struggle during sanctions. continue to operate.
Russia, Ukraine carssalesOf course, it should also have a certain impact on the car sales of the two countries. Russia’s car sales were about 1.6 million last year. Justauto predicts that at least 1/3 will be affected. Ukraine’s annual sales are about 100,000 units, and about 2/3 will be affected. .
Of course, the above is only the analysis and prediction of “experts”, for reference only, but back to the essence, any war for a civilized society is a mockery of the so-called civilization of mankind. I hope there is no war in the world and everyone is safe.
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Original title: The impact of the Russian-Ukrainian war on the auto industry