Electrification technology in reshaped supply chains for ubiquitous EVs

Electrification technology in reshaped supply chains for ubiquitous EVs

Time Stamp: June 19, 2023 11:17 PM
Source Node: 2143674

With the rapid rates of electric vehicle adoption continuing in
major markets globally, legislative agendas supporting aggressive
transitions to phase out mainstream internal combustion engine
(ICE) usage, and supply chains gearing up accordingly, the
narrative around electrification technology is shifting toward one
of maturity and scale.

Key themes are emerging as this seismic shift unfolds. A battle
for ownership of the vehicle’s propulsion system is playing out
between the vehicle manufacturers themselves and the suppliers so
urgently seeking viable long-term product portfolios. In
particular, margins for suppliers are being squeezed as original
equipment manufacturers look to navigate the most cost-effective
path through supply chain constraints and the implementation of
expensive new technologies. Meanwhile, economies of scale and
potential raw material constraints in the critical underpinning
battery technology challenge the fundamental viability of the
shift, while demands for longer range and a seamless charging
process mean acceptance from mainstream consumers is not
guaranteed.

Download the full whitepaper and learn more about the outlook
for electrification technology from our S&P Global Mobility
Supply Chain & Technology team of experts. Topics covered in
the whitepaper include:

  • Maturing electrification technology in 2023

  • Supply chain challenges constraining mass adoption of electric
    vehicles

  • Regulation as a stimulus and a target: Too much, too soon?

  • Key themes by domain:

    • Propulsion technology and the struggle to own it
    • Charging infrastructure for 179m plug-in EVs in 2030: what they
      need and where they need it
    • Achieving acceptable EV range and the importance of optimized
      Thermal Management
    • Sustainable Battery technology: Is there enough raw material to
      go around?

      Download Whitepaper

This article was published by S&P Global Mobility and not by S&P Global Ratings, which is a separately managed division of S&P Global.

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