CETTE NOUVELLE NORME EUROPÉENNE VA ACHEVER L'INDUSTRIE AUTOMOBILE ! — Transcript

Full transcript

1. 0:00Welcome to this new auto news video.
2. 0:03It's from October 5, 2026. Today, we're
3. 0:05going to talk about Renault, which
4. 0:07finally wants to make more affordable
5. 0:09cars, Stellantis, which is accelerating
6. 0:10the deployment of its Chinese brand in
7. 0:12Europe, a new European law that risks
8. 0:14further weakening our automotive
9. 0:16industry, and Skoda, which, for the
10. 0:18very first time in its history, will
11. 0:19finally sell full hybrid cars. I hope
12. 0:22that today's topics interest you. If so
13. 0:24, I'm counting on you to show it by
14. 0:26leaving a like, subscribing for the
15. 0:27next ones, and boosting this one if the
16. 0:29option appears for you. That's really
17. 0:31the most important thing to give more
18. 0:33visibility to my channel and my videos.
19. 0:35And of course, also by leaving a little
20. 0:37comment in which you give your opinion
21. 0:38on the news of the day. And we're going
22. 0:40to start this video with some good news
23. 0:42from Renault, which is preparing an
24. 0:44investment plan for France of 10
25. 0:46billion euros over the next 5 years. So
26. 0:48on paper, this is good news for the
27. 0:50French automotive industry, since in
28. 0:52recent months we have seen Renault
29. 0:53start to diversify its investments in
30. 0:55Spain, for example, to produce its
31. 0:57future electric cars. But also in South
32. 0:59America and Korea. So one might have
33. 1:01thought that France would become a bit
34. 1:03of a secondary region for Renault. Well
35. 1:05, clearly not. France remains at the
36. 1:07heart of Renault's investments, which
37. 1:09wants to continue investing in its
38. 1:11French factories to modernize them, to
39. 1:13accelerate its development of electric
40. 1:15cars, to make them even better in terms
41. 1:17of autonomy and charging time, but also
42. 1:19to make them cheaper. So this is good
43. 1:21news on two fronts. Good news that is
44. 1:23still largely conditional on what
45. 1:25happens next year. That's what
46. 1:27François Provau, the CEO of the
47. 1:28Renault group, announced. Yes, they
48. 1:30agree to invest in France. Yes, Renault
49. 1:33wants to make cheaper cars. Yes,
50. 1:35Renault wants to remain a major French
51. 1:37car brand, but it will only do so if,
52. 1:39and I quote the CEO of the Renault
53. 1:40group, François Provao, the social and
54. 1:42industrial context allows it. What you
55. 1:44need to know is that in 2027, there
56. 1:46will indeed be presidential elections
57. 1:48in France, but there are 17 elections
58. 1:50in the 27 countries of the European
59. 1:52Union next year, including presidential
60. 1:54elections in other countries and
61. 1:55legislative elections. What is
62. 1:57happening is that currently in Europe,
63. 1:59there are two major blocs emerging in
64. 2:01the automotive industry. The Western
65. 2:03bloc, let's say, with France, Spain and
66. 2:04the northern countries, which are fully
67. 2:06in agreement with accelerating the
68. 2:08transition to electric cars. And on the
69. 2:10other side, Germany, the eastern and
70. 2:12southern countries such as Italy, for
71. 2:14example, are much more cautious about
72. 2:15electric cars and even want to extend
73. 2:17the life of combustion-engine cars
74. 2:19considerably. So, in reality, Renault
75. 2:21is willing to invest 10 billion euros
76. 2:23in France, provided that in the coming
77. 2:25years, there is no questioning of this
78. 2:27transition to electric cars on a French
79. 2:29or European scale and that the context
80. 2:31remains favorable to Renault, since
81. 2:33Renault is indeed doing well in terms
82. 2:34of electric cars. 42%of its
83. 2:36registrations in September were fully
84. 2:38electric, with the Renault 5 and the
85. 2:40Renault Twingo in the top 1. Indeed,
86. 2:42Renault is preparing major investments
87. 2:44for France in 2027, but they will only
88. 2:46really be made if Renault considers
89. 2:48that the European context is still
90. 2:50largely favorable to it. And speaking
91. 2:52of Europe, we are going to talk about a
92. 2:54new law that is currently being drafted
93. 2:56and prepared by the European Commission
94. 2:58that risks further weakening European
95. 3:00car brands. Indeed, after a year of
96. 3:02waiting, the European Commission has
97. 3:04apparently managed to find common
98. 3:06ground with the various European car
99. 3:08manufacturers on what is called Made in
100. 3:11Europe. This is a new regulation that
101. 3:13is supposed to give European
102. 3:15manufacturers an advantage in Europe
103. 3:16and also aims to reduce their
104. 3:18dependence on the Chinese automotive
105. 3:20industry, particularly with regard to
106. 3:22batteries. It took a very long time to
107. 3:25more or less finalize this text, and
108. 3:27now that it is almost ready, some
109. 3:28European automotive giants are
110. 3:30realizing that these rules could end up
111. 3:32being completely counterproductive,
112. 3:33particularly battery manufacturers, and
113. 3:35this is no small matter. This is
114. 3:38absolutely crucial for the future of
115. 3:40European electric cars. For them to be
116. 3:42truly independent of Chinese brands, we
117. 3:45need to have a strong European battery
118. 3:47sector. However, as they are currently
119. 3:50written, these M in Europe texts could
120. 3:52end up weakening these same battery
121. 3:54manufacturers who are nevertheless
122. 3:56vital to the future of the industry. In
123. 3:59the future, for an electric car to
124. 4:00continue to benefit from its country's
125. 4:02tax incentives, such as the purchase
126. 4:04bonus in France, 70%of its components,
127. 4:06including the battery, will have to be
128. 4:08manufactured locally. By that, I mean
129. 4:11that it must originate in Europe.
130. 4:12However, and this is where it gets
131. 4:14complicated, in the 6 months following
132. 4:15the adoption of this law, in order to
133. 4:17comply with these new standards, three
134. 4:18of the primary components of the
135. 4:20batteries will have to be European. So,
136. 4:22for example, these could be the catodes
137. 4:24, the anodes, the power management
138. 4:25electronics, the battery cells, the
139. 4:27electrolytes or even the thermal
140. 4:28management elements. So, it's really
141. 4:31quite broad. Except that in reality,
142. 4:33Europe has, for the moment, not yet
143. 4:35built any part of the entire industrial
144. 4:38chain that is required. For example,
145. 4:41according to a new study commissioned
146. 4:43by LAACEA, the association that
147. 4:45represents automotive manufacturers and
148. 4:47suppliers, certain essential materials
149. 4:49may simply not be available in
150. 4:51sufficient quantities in Europe before
151. 4:532038. This includes, for example, the
152. 4:55active materials in battery catodes and
153. 4:57anodes. In other words, Europe wants to
154. 5:01impose more European content in
155. 5:03batteries, while some of these
156. 5:04components are currently very difficult
157. 5:06, if not impossible, to produce locally
158. 5:08in quantity. This problem, according to
159. 5:11the CEA, is not only industrial but
160. 5:13also economic, since battery cells
161. 5:14produced in Europe are currently much
162. 5:16more expensive than those manufactured
163. 5:18in China. The CEA therefore believes
164. 5:20that if the European Commission imposes
165. 5:22its rules too quickly, European
166. 5:23manufacturers will be forced to work
167. 5:25with more expensive batteries, the
168. 5:27average price of electric cars will
169. 5:29continue to rise and they will simply
170. 5:31become increasingly difficult to sell,
171. 5:33with the potential result for the
172. 5:34European automotive industry. simply
173. 5:37fewer cheap electric models for sale,
174. 5:39CO2 targets that are harder to achieve
175. 5:40and, paradoxically, even more space
176. 5:42left to Chinese manufacturers who are
177. 5:44already capable of making electric cars
178. 5:46with cheap batteries. We have Chinese
179. 5:49groups like CATL or Korean groups like
180. 5:51LG that supply a large proportion of
181. 5:52the batteries used in electric cars and
182. 5:54rechargeable hybrids sold in Europe.
183. 5:56Even the major European manufacturers
184. 5:57remain extremely dependent on their
185. 5:59partners. For example, we have
186. 6:00Stellantis which planned to have 3 GB
187. 6:02battery factories in Europe over the
188. 6:04next few years. In the end, two out of
189. 6:05three projects have been canceled. The
190. 6:07only one that is running is in France
191. 6:09and it is not running well. We had
192. 6:10Norsvol which worked with Porsche and
193. 6:12BMW which went bankrupt before being
194. 6:14bought by an American company. So it is
195. 6:16no longer really European. We have
196. 6:18Vercore, which is supposed to make
197. 6:20high-end batteries for Renault,
198. 6:21particularly Alpine, but there are
199. 6:23quality issues with them, while most of
200. 6:25them have heavily invested in NMC
201. 6:26nickel-manganese-cobalt batteries. At
202. 6:29the same time, the rest of the industry
203. 6:31has turned to another technology, LFP,
204. 6:33which is much cheaper to produce. So we
205. 6:35have European battery manufacturers who
206. 6:37are not producing enough in volume to
207. 6:39meet potential demand, who are
208. 6:41producing at a higher cost than China,
209. 6:43a technology that is being heavily
210. 6:45promoted, NMC, while the rest of the
211. 6:47world is switching to LFP, and key
212. 6:48components that simply won't be
213. 6:50available until 2038 at the earliest.
214. 6:53The text would ultimately be quite
215. 6:54counterproductive, especially with a
216. 6:56very tight schedule since we are
217. 6:58talking about implementation by 2027.
218. 7:00The real problem now for Europe,
219. 7:02manufacturers, and entire equipment
220. 7:03companies is simply to succeed in
221. 7:05setting up a battery industry
222. 7:07completely independent of China in
223. 7:08record time, to make up for 10 years of
224. 7:10technological delay compared to China
225. 7:12in 1.5 to 2 years. All this while
226. 7:15agreeing to sit on a large part of
227. 7:16their margin and profitability in order
228. 7:18to try to sell them at the same price
229. 7:19as the Chinese. It is still looking
230. 7:22complicated. Especially since the
231. 7:24competition is internal, with
232. 7:25Stellentis, for example, which is going
233. 7:27to further increase the presence of its
234. 7:29Chinese brand in Europe because we have
235. 7:31learned that Stellantis will present
236. 7:33several new models at the 2026 Paris
237. 7:35Motor Show that will be sold in Europe
238. 7:37under its Chinese brand Lip Motor.
239. 7:41There will be the B03, which will
240. 7:42probably be one of the most affordable
241. 7:44electric cars on the European market
242. 7:46with a range of around 400 km announced
243. 7:48as well as WTP, fast charging and lots
244. 7:49of on-board technologies for prices
245. 7:51that are probably lower than what is
246. 7:53available from Renault, for example,
247. 7:54with its Renault 5. And then on the
248. 7:56other hand, the Lip Motor D19, which
249. 7:58will compete with more premium brands.
250. 8:01We are talking here about a large 6-
251. 8:04seater SUV with zero gravity seats, an
252. 8:0680 kWh battery that announces 300 km in
253. 8:09100%electric mode before switching to
254. 8:11thermal range extenders. New products
255. 8:14that will not be presented discreetly
256. 8:16since for the first time the Lip Motor
257. 8:18stand will be located on the same level
258. 8:21at the Paris Motor Show as the rest of
259. 8:23the Stellentis group brands. These
260. 8:25lenses want to give it more visibility
261. 8:27and are counting more and more on it to
262. 8:28accelerate its sales in Europe.
263. 8:30Speaking of firsts, we're going to talk
264. 8:32about Skoda, which for the very first
265. 8:33time will be putting full hybrid
266. 8:34engines in its cars. Full hybrid is
267. 8:37finally coming to Skoda, and it's
268. 8:39starting with the Octavia, which will
269. 8:40have a real non-rechargeable hybrid
270. 8:42engine. The estate and Berlin versions
271. 8:45will receive a new hybrid system
272. 8:46developed by the Volkswagen group in
273. 8:48partnership with the German equipment
274. 8:50manufacturer Chefler, which will be
275. 8:52available in two power outputs, 136 and
276. 8:54170 horsepower. This new system is
277. 8:56based on the 4-cylinder 1.5 TSI Evo 2
278. 8:58petrol engine combined with two
279. 9:00electric motors, an 8-speed automatic
280. 9:02transmission and a small 1.6 kWh
281. 9:04high-voltage battery. This system
282. 9:06allows it to run on 100%electric power
283. 9:07at low speeds, especially in town, and
284. 9:09then to operate in series or parallel
285. 9:11hybrid mode when speed increases. So
286. 9:13this is clearly what we call a Toyota
287. 9:15hybrid, but with a Skoda twist. The
288. 9:18battery is installed under the rear
289. 9:20seat, which still allows for between
290. 9:21460 and 485 litres of boot space.
291. 9:23Depending on the Berlin or Estate body,
292. 9:25it is a bit less than the pure
293. 9:27combustion version. What's a bit odd is
294. 9:29that Skoda started with full hybrid on
295. 9:31its large sedan, which is still a car
296. 9:33designed more for driving on the road
297. 9:35or even on the motorway. And even if in
298. 9:38town, a full hybrid Octavia will
299. 9:40probably consume much less than a 100%
300. 9:42diesel version. On the motorway, with a
301. 9:45rather small tank of only 40 L, you
302. 9:47risk consuming much more than the
303. 9:49diesel versions and, above all, having
304. 9:51to stop much more often to fill up. We
305. 9:53wonder why Skoda didn't try full hybrid
306. 9:56on a slightly more compact model, so
307. 9:58that it would really be in line with
308. 10:00technology. In the meantime, that's it
309. 10:01for today's events. I hope you found
310. 10:03the video interesting. That's the case,
311. 10:04I'm counting on you as usual to show it
312. 10:06by leaving a like, by subscribing for
313. 10:07the next videos, by joining me on my
314. 10:09various social networks to have access
315. 10:10to more auto news. I will put the links
316. 10:12under this video in the comments and
317. 10:13description and of course also by
318. 10:15becoming a supporting member of my
319. 10:16channel via the join button. Thanks to
320. 10:18those who took a little look and see
321. 10:19you tomorrow for the next news. Ciao!