<div id="readability-page-1"><div> And Europeans, too, for that matter. An op-ed was recently published in the Wall Street Journal with the title “Can U.S. Automakers Compete With Chinese EVs While Focusing on Gas Guzzlers?” Following Betteridge’s law of headlines, which states “Any headline that ends in a question mark can be answered by the word no,” the answer must be no. And of course it is. In short, it is through scaling and intense, rapid development that a company becomes a leader on a new technology. If US automakers are going to pull back on vehicle electrification in their main market (as they are doing), they lose much of that potential. In Europe and China, they often partner with local companies, especially with regard to EVs. In any case, they are not as big in those markets as the domestic brands. So, where are US automakers going to get the scaling, development, and innovation benefits needed when it comes to EVs? They are not going to do so. And as the world moves from ~20% of new vehicle sales being electric to 50% of new vehicle sales being electric, while the US probably stagnates, well, we can all see where this is going, right? But let’s get to the WSJ op-ed and see what Jinjoo Lee has to say. (I haven’t read the article yet, so I don’t actually know what’s in store at this point.) “American automakers want to boost their profits by selling high-margin gas guzzlers today, all while not falling behind on electric-vehicle technology. It will be difficult to do both,” he starts out. Then he has a long, and useful, section on policy pullbacks, automaker incentives to sell high-profit gas guzzlers rather than EVs, the EV losses automakers were seeing, and then this sobering line: “The Detroit 3 collectively have less than 5% of the global EV market, according to BloombergNEF. The top three EV sellers—BYD, Geely and Tesla TSLA -0.45%decrease; red down pointing triangle—together have nearly 40%.” The writer then highlights how GM and Stellantis are confident in their flexible powertrain approach. “GM’s Barra has said the company is able to adjust its manufacturing footprint to changing demand for EVs and gasoline-powered cars. ‘When you look at first the way that some of our plants where we’ve added the EV capacity, we have the ability to flex back and forth between ICE and EVs,’ she said at an earnings call earlier this year. Similarly, Stellantis is sticking with its ‘multi-energy’ platform that can produce internal-combustion-engine cars, hybrids and EVs,” Lee writes. But, as I noted above, that doesn’t allow for the scale and competitiveness that is truly needed. Lee goes down the same road of thinking: “But keeping a smaller EV manufacturing footprint seems to run counter to the idea of producing competitively priced, profit-making EVs. Colin McKerracher, head of clean transport at BloombergNEF, notes that automakers require substantial EV manufacturing volume to get cheaper pricing from battery suppliers. Lack of scale is one reason American automakers are losing money on EVs, McKerracher says. “Manufacturing EVs in the same factory as gasoline vehicles comes at a cost, too. Efficiencies are inevitably lost when EVs are produced along the same assembly line as internal-combustion-engine vehicles, notes John Murphy, managing director at Haig Partners. “Being optimistic about the Detroit 3’s EV dominance takes several leaps of faith. First, one has to believe it is possible to manufacture low-cost EVs without scale. Second, that U.S. automakers can somehow keep up with the urgency that Chinese EV makers operate with in a cutthroat, one-directional policy environment. Chinese EV-focused brands roll out a new model every 1.8 years compared with 5.2 years for non-Chinese brands such as Tesla, according to AlixPartners. And third, that Chinese EV companies will stay out of the U.S. market forever.” Indeed. Without scale, they can’t compete. Without a concerted, intense effort to develop super competitive EVs quickly, they will lose in the EV race. Well, I guess this is nothing new for longtime CleanTechnica readers. We’ve been saying so for years. Of course, we’re seeing some bumps in the road in certain places, but things are still moving along at a rapid pace globally. And that’s unlikely to change in China, other parts of Asia, Australia, South America, and Africa. </div></div>

吉利汽车(ADR)

吉利汽车

美国汽车制造商在电动车技术方面落后于中国和欧洲竞争对手，原因在于过于关注高利润的燃油车以及电动车制造规模不足。底特律三巨头在全球电动车市场的份额不足 5%，而比亚迪、吉利和特斯拉等顶级销售商则占据主导地位。由于缺乏可观的电动车制造量，美国汽车制造商在竞争定价和效率方面面临困难。该评论文章指出，如果不进行紧急开发和扩大规模，美国汽车制造商将会在电动车竞争中落败

US Automakers Will Fall Further & Further Behind Chinese on Electrification

- 美国汽车制造商在电动汽车 ( EV ) 市场面临严峻挑战。  
- 当前仅占全球 EV 市场不到 5% 的三大底特律公司难以提速。  
- 缺乏规模和快速发展使其难以竞争，尤其是在中国和欧洲市场。

美国汽车制造商在电气化进程中将越来越落后于中国