The electric automotive transition under pressure
- Published on 21/12/2025 12:03
- Modified on 21/12/2025 12:03
In light of climate goals and component shortages, the automotive energy transition is putting pressure on the industry.
As the global automotive industry continues its shift towards electric and hybrid solutions, the energy transition proves to be more complex and tense than expected. With strict CO2 regulations, battery and semiconductor shortages, and economic imperatives, manufacturers and suppliers are navigating a changing environment.
European governments have set ambitious targets, pushing manufacturers to massively electrify their ranges. The production of electric vehicles (EVs), however, depends on a fragile supply chain, with lithium-ion batteries concentrated in a limited number of countries, resulting in high costs and logistical tensions.
Navigating by sight
Some major players are revising their strategies. Ford, for example, has announced an exceptional budget of $19.5 billion to realign its electric and hybrid range, while other European manufacturers are ramping up promotions and incentives to sell older thermal or hybrid models.
The ongoing shortage of semiconductors complicates production and causes temporary factory shutdowns in Japan and China, slowing the ramp-up of electrified vehicles.
Yet, innovation continues: partnerships for battery production, new recycling plants, and advances in solid-state batteries show that solutions exist. Consumers are gradually shifting towards more environmentally friendly vehicles, directly influencing industrial decisions.
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The energy transition in the automotive industry is therefore a major challenge: balancing performance, sustainability, and profitability while responding to the growing demand for clean mobility. The industry, under pressure, is reinventing itself to shape the future of sustainable mobility.
READ ALSO: Thermal 2035: Are French manufacturers sacrificed?
This page is translated from the original post "La transition électrique automobile sous tension" in French.
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