On the occasion of the Shanghai Motor Show, a concern of European and especially German car manufacturers For relocation of the automotive production base or parts of their headquarters in USA. There is only one reason and it concerns the provisions of recent legislation Biden for his sponsorship green economy, This is reported by Deutsche Welle in its publication. “We do not plan to move production to the US, but our next plants will definitely be built there. There is a risk that Europe will be the loser from the coming changes,” said Klaus Rosenfeld, head of parts supplier Schaeffler, which employs 80,000 people. The intentions of the fourth largest German company in the industry are indicative. Automakers are curtailing production from Germany and moving it to China and USA.

“The reasons for moving production to other countries can vary,” Stefan Schneeberger, director of automotive consultancy Berylls Strategy Advisors, told DW. One of the main reasons has to do with the high cost of energy in the EU, which is twice or three times higher than in the US, and bureaucratic red tape makes life difficult for German car manufacturers. A recent analysis by Beryls says that plans to move production abroad mean for the EU in the period 2023-2029. reduction of the planned number of car production. However, this does not apply to other regions of the planet where growth is expected. car manufacturingbut not at the level of 2021.

A production gap between Germany and North America of around 4 million vehicles is expected in the coming years.

According to the analysis, a production gap between Germany and North America is expected to be around 4,000,000 vehicles in the coming years. It should be noted that both Audi and Ford have already announced that they will increase car production overseas, particularly in the US, where manufacturers are being paid generous subsidies as part of the transition to electrification. As a result, 100,000 jobs in Germany are at risk. At the same time, in the process of digitalization of production, the trend towards strengthening alternative engines is more than obvious, despite the fact that in the United States the transition from heat engines to electric vehicles this is happening much more slowly than in Europe and China. For example, in Germany, 14% of new car sales are purely electric, in China the corresponding percentage is 21%, and in the USA – less than 6%. However, this data may change in the near future, according to Deutsche Welle.

“Times when electromobility it was only about the west coast of the United States,” says American Henning Lundz, automotive expert and partner at Berylls Strategy Advisors, to DW. According to Lundz, a co-author of the analysis, the US and Europe are vying for the second largest global electric vehicle market after China. U.S. sales of electric vehicles are expected to exceed six million units per year by 2030. Also, according to him, “recent statements by the US Energy Administration to reduce fuel consumption limits, as well as statements by the US Environmental Protection Agency to reduce prices for carbon dioxide emissions, it is possible that the percentage of electric vehicle sales in the US will approach 60% by 2030″.