New car: minus for electric cars – the hype is over?
Ingo Wagner/dpa New cars from Mercedes-Benz and BMW are on the autoterminal of the BLG Logistics Group.
It is not a trend reversal, but more cars were admitted in January than in the previous year’s month. With alternative drives such as electric cars, there is another minus in the market share. This should be mainly due to the manufacturer’s delivery problems.
In Germany, more new cars have been approved for the first time since June than in the same month of the previous year.
184.The Federal Motor Transport Authority (KBA) recorded 112 new registrations in the past month and thus around 8.5 percent more than in January 2021, as the office announced on Thursday. Delivery bottlenecks, especially with electric components, had heavily added to the industry last year.
However, despite the slight relaxation, the situation remains tense from the perspective of experts. The new registrations in January were 25 percent below the pre-crisis level of early 2020, the business consultancy EY announced on Thursday. It is also the third-lowest January value since reunification. "So that’s not a trend reversal," it said.
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High order stocks
Similarly, the president of the association of international motor vehicle manufacturers, Reinhard Zirpel: "The automotive industry has little reason to take a deep breath at the beginning of the year," he said. However: «The recovery potential is great for the further course of the year because the order stocks are very high. However, the market development depends crucially on the extent to which it is possible to improve the ability to deliver, »says Zirpel.
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Ey, on the other hand, also sees "no good news" in the number of admission to alternative drives. According to the KBA, the number of newly approved fully electric cars rose by more than 28 percent compared to the same month in January. However, if you compare the proportion of battery -electric vehicles in all new registrations, this decreased by around two percentage points to 11.3 percent between December and January. It is the second decline after the proportion rose to a record value of more than 17 percent in November.
VW is poorly equipped in the chip crisis
It remains to be seen whether the decline is only a short setback for the electric industry. At the moment, the manufacturers are primarily trying to supply these customers in the main effort because of the high state support and tax benefits for electric cars and hybrids. But many Stromer have long delivery times. The chip deficiency contributes significantly to this, whereby its effects ultimately affect all drive types. Volkswagen in particular has prepared poorly for the bottleneck and has to go back, while other manufacturers – BMW, Tesla or Toyota – have better grip on their material and production logistics.
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Traffic lights want 15 million e-cars by 2030
This is mixed news. Because even if the charging station expansion keeps up with the currently expected admission trend, this is by no means sufficient for the 9-year plan of the traffic light coalition. Around 3 million new cars sold must be around 1.6 million electric cars – every year. Because Germany just cracked the million border.As early as 2022, the forecast 850 must.000 electrified vehicles are added to the same number again so that Habecks and Wissing’s ministries can report the planning fulfillment to Federal Chancellor Scholz. It remains questionable whether the plug-in hybrid can still be fully calculated. Because the traffic light coalition wants to go back sharply because depending on the area of application, the vehicles hardly drive with electricity and thus have a much worse ecological balance as promised.
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