Renault confirms its commitment to Spain
- Renault announced the company’s new 2014-2016 Industrial Plan on 21st November 2012:
“Renault
has decided to assign the Palencia plant with two new vehicle platforms, one a derivative of the other, and shared with Nissan. The new platforms cover four vehicle bodies in all, annual production of which will total up to 280,000 units.”
- From our information, the “two new vehicle platforms, one a derivative of the other” would be the new Megane (220 000 units/year) with its derivative SUV (Baby Koleos, 60 000 units/year). The four vehicle bodies would relate to 3 versions of the new Megane (sedan, estate, coupe) and the SUV version.
- The carmaker has also confirmed the “launch phase production of a small B-vehicle” (Captur) at Valladolid plant.
- After several years of strong decrease, particularly of French and American companies, automotive production in Spain will increase again in the next years (see Inovev’s forecast here underneath).
- Both French and American carmakers are launching new models.

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The worldwide automotive fleet might double from now to 2035
According to the International Energy Agency (IEA):
The number of vehicles on the roads in the world might double from 870 million units currently to 1.7 billion units in 2035, driven by growth in emerging countries.
The  motorization rate of  China, which is already the second automotive market after Europe, might increase from 40 cars per 1 000 inhabitants in 2010 to 310 cars in 2035. Its fleet, which currently account for 60 million vehicles, might exceed the 400 million units at this horizon. The number of cars in India might  increase from 15 million units currently to 160 million units in 2035.
In terms of motorizations, the Agency states that internal combustion engine vehicles will continue to dominate the market for light vehicles until 2035. At this horizon, electric vehicles might represent 4% of sales, hybrids 21% i.e. a quarter of the market altogether. In 2011, only 40,000 electric vehicles were sold in the world.
From the point of view of Inovev however, these figures must be treated with caution, because they are based on a continuity of mobility modes. And breaking scenarii are quite possible in the next 20 years.

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Brakes on alliance GM/PSA
According to the press agency  Reuters (13/11/2012), General Motors and alliance partner PSA Peugeot Citroen have halted talks on
   a deeper tie-up amid misgivings about the French carmaker's worsening finances and government-backed bailout, people familiar with
   the matter said.
The companies, already pursuing an operational partnership announced in February, had also been exploring a full combination of
   Peugeot with GM's European unit Opel, which is based in Germany.
   Two sources with direct knowledge of those discussions said they were broken off after Peugeot accepted a state guarantee for its
   lending arm last month and announced a further deterioration of its cash position.

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Chery and Jaguar Land Rover start a joint venture plant in Changshu

- Chery and Jaguar Land Rover have announcec on 18 November 2012 that they have laid the foundation stone of a new plant in Changshu close to Shanghai. This plant comes as a part of the new 50:50 % Joint-Venture of the two companies.
It will produce the models Freelander and Evoque.

- Jaguar Land Rover is controlled by the Indian conglomerate Tata.
It is specialized in high-end range cars as well as SUV.
These segments are under strong demand in China.

- Chery has a wide range of cars.
It is more specifically known for its small car such as QQ wghich is a copy of the Chevrolet Matiz.
It is however also present on the SUV market, in particular with the Tiggo.

- The alchimie between the two carmakers allying a srong technical expertise from Jaguar and Landrover in luxury SUVand the presence on the market of Chery should enable the new JV to compete in a good position with the players already on the market.

A-48-8b-Freelander A48-8-a-Evoque

A-48-8c-Tiggo

Land Rover Freelander Range Rover Evoque Chery Tiggo

Renault wants to increase the competitiveness of its plants in Europe

- Renault and unions are discussing an agreement aiming at  an increase of competiveness of French plants of the group with, as a

  counterpart, a commitment of Renault not to close any French  site. Within the frame of this agreement, Renault will however have

  the possibility to decrease the number of workers on the different sites.
- Each of the four scheduled meetings (next to be held November 29) will be an opportunity to define the main principles of
industrial

  organization to implement.
-
Today, the French Renault factories are under production compared to the European average.

  They produce an average of 110 000 to 130 000 to be compared to 170 000  in European car factories (average for all car manufacturers).

 

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