Inovev forecasts 25,000 to 50,000 units per year of the new Mercedes EQE
Mercedes unveiled at the 2021 Munich Motor Show its new upper mid-range electric sedan (E-segment) named EQE, and which looks like a reduced EQS (4.94 m long against 5.22 m), taking the same aerodynamic hatchback shape with a tailgate. We now expect the new EQC sedan (D-segment) to complete the line-up of Mercedes full electric sedans.

The Mercedes EQE, based on the new EVA2 platform, is today the seventh battery electric model of the Stuttgart brand, as there are currently in the catalog the EQA, EQC, EQS, EQV, e-Vito, e-Sprinter, before the coming launch of the EQB (electric GLB), EQG (Class G electric) and e-Citan (Citan electric).

The Mercedes EQE has a generously sized battery as it offers a capacity of 90 kWh allowing a range of 660 km, which is one of the best results yet for a BEV. Its engine produces 292 hp, but new and more powerful versions will be added next year, including a version with four-wheel drive and two electric motors.

The Mercedes EQE production will begin in early 2022 at the Sindelfingen (Germany) plant alongside the EQS, E-Class and S-Classe. Like all electric cars, Inovev foresees a gradual ramp-up for the Mercedes EQE: 25,000 units per year at the start of its career then 50,000 per year in mid-career.


    
 

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Inovev forecasts 100,000 to 200,000 units per year of the new VW ID2 and its derivatives
Volkswagen unveiled at the 2021 Munich Motor Show a concept car that foreshadows future B-segment battery electric vehicles (BEVs) for the Volkswagen (ID2), Skoda (Elroq) and Seat (?) brands, which will replace the Volkswagen Up!, Skoda Citigo and Seat Mii electrics whose commercial career will be stopped in the coming months.

The concept car unveiled at the Munich Motor Show looks exactly like the Renault concept car which is presented at the same show and which announces the future electric R5 also of B-segment. Volkswagen leaves the MPV style of the ID3 to adopt a more classic line with a well-separated square and flat engine hood.

The new model which will replace the Up!, Mii and Citigo will no longer be assembled at the Bratislava plant (Slovakia) but at Martorell (Spain) where it should succeed on the assembly lines the various Seat models and the Audi A1 which will be soon stopped. Production model will begin in 2023 under the three brands Volkswagen, Skoda and Seat.

In fact, the transfer of the Martorell plant to all-electric will take several years. It is a real challenge for the VW to turn the plant entirely dedicated to electric cars in 2030, taking into account the constraints to the development of this technology in Europe. 2035 seems to be a more realistic objective. This is why Inovev thinks that the production will turn around 100,000 units per year for the VW ID2 and its Skoda and Seat versions, at the start of their career (2023-2025) and then 200,000 units per year in mid-career (2026- 2028) and finally 250,000 units per year at the end of the career (2029-2031). 


    
 

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Renault will end its partnership with Brilliance
After ending in 2020 its agreement with its Chinese partner Dongfeng (which is also a long-time partner of Nissan) to the benefit of Geely, Renault has decided to end its agreement with Brilliance on utility vehicles. The Jinbei and Huasong brands were the brands that the French carmaker had bought for this purpose, and Renault included the quantities produced by these two Chinese brands in the total production of the Renault group, as it is done with Renault-Samsung, Dacia, Lada or Alpine.

However, it is becoming clear today that the hopes placed in these brands have not given satisfaction, because Jinbei and Huasong have never exceeded 165,000 annual sales (165,000 units in 2018, 162,000 in 2019 and 156,000 in 2020) and these two subsidiaries are now experiencing such financial difficulties that Renault is considering separating with them. The initial project was to produce and market fully electric light utility vehicles under the three brands Jinbei, Huasong and Renault.

Production was scheduled for 2022 at the Shenyang plant, owned by Brilliance, but this project will not see the day. The announced bankruptcy of Chinese brands Jinbei and Huasong does not appear to have an impact on the Brilliance brand which has a long-standing deal with BMW which needs it to produce its own models in China.

For Renault, this is bad news, unless it helps to clarify it strategy in China, which is now focused on its recent agreement with Geely, itself a partner of the Daimler group for the Smart brand.


    
 

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Inovev forecasts 50,000 to 100,000 units per year of the new Smart SUV
The Smart brand will stop producing its Fortwo and Fourfour models in Europe in 2022, after a 2021 year which will mark some progress over 2020, as the production volume will probably exceed 50,000 units produced this year against 37,000 the previous year and 123,000 in 2019. In the meantime, all production switched from thermal to fully electric, which has caused the brand to lose many customers who have left to competitors.

The realistic Smart concept car presented at the 2021 Munich Motor Show reveals a change in the business model of the brand which no longer seems to market A-segment models, but more imposing B-segment vehicles. With 4.29 m long, the concept car is way longer than the 2.70 m of the Fortwo and the 3.50 m of the Forfour. The dimensions of the new model, which are closed to a SUV than a sedan, are similar to those of the Mini Countryman (4.30 m). But the new model of Smart powered exclusively by a 100% electric motor is wider (1.90 m) and higher (1.70 m) than the Mini Countryman (1.82 m wide and 1.56 m high).

Designed on a technical basis developed by the Chinese Geely, the future SUV of Smart should share components/systems with Volvo models that will use the same platform, Volvo being part of the Geely group. With a battery capacity of 70 kWh, the future Smart will have an autonomy of 400 kilometers.

The production model resulting from this concept will be unveiled at the end of 2022 and marketed in early 2023. It will be assembled in China, following the agreement signed with Mercedes last year. The model will of course be sold in China and exported throughout Europe. Inovev forecasts 50,000 sales per year of this model at the start of its career, then 100,000 per year in the middle of its career.


    
 

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Ford to end production of its vehicles in India
American carmakers continue to retreat on their home market. After GM stopped its production in India (Chevrolet Spark) at the end of 2020, it is now Ford's turn to announce the closure of its plant in India before the end of the year 2021. Ford currently produces Figo, Ecosport, Endeavor and Freestyle models at the Chennai plant. In 2020, 110,878 vehicles were assembled in this plant, including 85,007 Ecosport which was the most produced model. Over the first seven months of 2021, there are still 52,643 vehicles produced, including 37,555 Ecosport. Ford represented only 3% of the Indian production in 2020 and only 2% in 2021, which almost corresponds to its market share.

The announcement follows the shutdown of the Ford plants in Australia, Brazil and Russia. India is the fifth largest market in the world after China, the United States, Europe and Japan, but that did not seem to have played a role in Ford's decision. Ford says it will supply the overseas Indian market despite heavy import taxes. However, we can see a clear desire by Ford to pull back in North America, which is the reverse of an expansionary plan as the North American market is already saturated. There are many brands present in this market.

The Ford group has been declining steadily since the 2000s. From being the second largest carmaker in the world until the early 2000s, the Ford group suddenly dropped out and fell to sixth place in 2010 and then to seventh in 2020. The sale of Volvo, Jaguar, Land Rover brands and the elimination of Mercury accelerated the decline of the former world's second-largest carmaker.


    
 

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