CLEPA OBJAVILA NOVICO »MOTNJE V DOBAVNI VERIGI PREDSTAVLJAJO EKSTENCIALNO TVEGANJE ZA DOBAVITELJE AVTOMOBILSKI INDUSTRIJI«
CLEPA Evropsko združenje dobaviteljev avtomobilske industrije je objavilo novico o tem, kaj prinašajo motnje v dobavni verigi dobaviteljev avtomobilski industriji.
Novico objavljamo v originalnem zapisu z vsemi povezavami (poudarjeno v tekstu).
Supply chain disruptions pose existential risk for automotive suppliers
An extended, member-exclusive update of the 2022 outlook highlights that raw material price increases and supply chain disruptions are threatening the financial health of a growing number of suppliers. The share of suppliers facing financial distress increased from 34% at the end of 2020 to 42% at the end of the third quarter of 2021, according to a PWC analysis. IHS Markit’s leading business sentiment survey showed first signs of improvement with automotive production in the Eurozone increasing in December for the second consecutive month in a row. An easing in manufacturers’ input price inflation to the lowest level since last April also suggest stabilisation, though at a historically high level. LMC Automotive expects that over the course of 2022, the semiconductor shortage will affect production of 4 million cars globally, after production of 9.4 million cars was affected in 2021. Despite a widely expected moderation of electric vehicle sales growth in 2022, Investment Bank UBS foresees potential bottlenecks in battery cell supply over the coming year.
Decarbonisation will require suppliers to formulate long-term vision on supply chains
Access to a decarbonised supply of raw materials will be of increasing importance for suppliers as regulatory and consumer demands to lower carbon footprints increases. Aluminium alone could represent up to 50% of material related production emissions, highlighting the importance of aluminium. In December 2021, a report assessing four technological pathways for the aluminium sector was published by the World Economic Forum.
To develop and demonstrate these decarbonising technologies, the World Economic Forum recommends partnerships to pilot them. Beyond technological pathways, improved recycling and sorting are pointed out as important contributors. European Aluminium has earlier published a circular economy action plan, which highlights the automotive industry as prime movers to this contribution.
Audi partnered with Rio Tinto and Alcoa’s Elysis project to manufacture the 20” wheels for the e-tron GT model using low-carbon aluminium produced with inert anode technology. Volvo is partnering with the world’s primary aluminium recycling company, Novelis, to pioneer the biggest automotive closed-loop recycling system, allegedly reducing the carbon footprint of delivered aluminium sheets by 78%.
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