福来汽车公司最新消息

本次更新旨在协助汽车供应商制定法律与运营决策，以应对挑战并把握机遇。请联系您的福里律师事务所客户经理，或安·玛丽·尤茨、凡妮莎·L·米勒、尼古拉斯·J·埃利斯进行后续沟通。

主要发展

• The most recent article in Foley & Lardner LLP’s Auto Trends 2023 Series discusses the balance between innovation and legacy needs in EV product roll-outs. Click HERE to subscribe to the series.
• U.S. new light-vehicle sales reached 1.36 million units in May, representing a SAAR of 15 million units, according to preliminary estimates from GlobalData (formerly LMC Automotive). The analysis indicates May sales were up 22.6% year-over-year, while noting May 2022 experienced the lowest selling rate for any month last year.
• The global light-vehicle selling rate reached 83.3 million units/year for the first four months of 2023, according to recent analysis from GlobalData.
• A report by the U.S. Transportation Department’s Office of Inspector General found the National Highway Traffic Safety Administration’s Office of Defects Investigation (ODI) failed “to complete defect investigations within the timeframe specified in its procedures.” The report reviewed a sample of investigations conducted in 2018, 2019 and 2021. In a separate announcement, Stephen Ridella stepped down as director of the ODI on June 3 for a role in the private sector.
• BloombergNEF’s annual Electric Vehicle Outlook predicts the combined category of battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs) will represent 28% of new passenger vehicle sales in the U.S. by 2026.The analysis projects BEV and PHEV share will rise to 52% in China and 42% in Europe in the same time period. [Executive summary publicly available; full report requires subscription]
• As part of a collaboration which establishes access to Tesla’s Supercharger network beginning in 2024, GM will follow Ford in a decision to equip EVs with the North American Charging Standard (NACS) port beginning in 2025.
• Global lithium-battery demand will reach 5.7TWh annually by 2035, and meeting this demand will require an investment of at least $188 billion in battery cell and component plants by 2030, according to projections in BloombergNEF’s Electric Vehicle Outlook.

原始设备制造商/供应商

• Stellantis and GM will pay civil penalties of $235.5 million and $128.2 million, respectively, for the failure to meet U.S. fuel economy standards for certain model years.
• GM announced over $2 billion in investments at existing manufacturing facilities in Flint, Michigan, Arlington, Texas, Fort Wayne, Indiana and Oshawa, Ontario, to support production of future internal-combustion engine trucks and SUVs.
• Bloomberg reports China’s BYD now sells its vehicles in 53 countries and regions around the world, as part of a strategy to pursue growth in international markets. The article notes BYD has not expressed plans to enter the U.S. market.
• Former Whirlpool executive Liz Door joined Ford as chief supply chain officer effective June 12.

电动汽车和低排放技术

• Tesla and its battery partner Panasonic could receive up to $1.8 billion in production tax credits in 2023 under provisions in the Inflation Reduction Act, according to analysis from Benchmark Mineral Intelligence quoted in Bloomberg.
• Toyota will invest an additional $2.1 billion in an upcoming electric and hybrid vehicle battery factory in Greensboro, North Carolina, bringing the site’s total investment to nearly $6 billion. Separately, the automaker announced plans to spend nearly $50 million on a new electric vehicle battery lab at its North American R&D headquarters near Ann Arbor, Michigan.
• S&P Global provided a summary of emerging battery chemistries which could experience increased adoption resulting from efforts to avoid potential supply constraints of materials such as lithium, cobalt and nickel.
• China’s Gotion High-Tech Co. revealed a lithium-iron-manganese-phosphate (LMFP) battery, which could power an EV for up to 621 miles on a single charge, according to Bloomberg.
• Ford indicated it is on track to reach its production target of 150,000 F-150 Lightning electric trucks this year.
• The U.S. buildout of Level 3 fast chargers faces a number of uncertainties pertaining to cost, location and usability, according to views expressed in The Wall Street Journal.
• Ascend Elements announced a billion-dollar deal to supply precursor cathode active material (pCAM) from recycled lithium-ion batteries for an undisclosed manufacturer at an upcoming plant in southwest Kentucky. The site will have the capacity to produce enough pCAM for up to 750,000 electric vehicles per year.

自动驾驶、自主或互联汽车技术

• The California State Assembly approved a bill which could prohibit autonomous heavy-duty trucks from being tested or commercially operated on public roads in the state unless a human safety driver is present in the vehicle. The bill, AB 316, is now under consideration by the state’s senate.
• North Texas has become a hub for autonomous truck testing and pilot programs due to factors including the area’s central location on the transportation network, as well as the state’s regulatory environment.
• The California Department of Motor Vehicles issued a permit which allows Mercedes-Benz to offer its automated driving system, DRIVE PILOT, on designated highways under certain conditions without the active control of a human driver. The announcement notes the automaker is the fourth company to receive an autonomous vehicle deployment permit in California, and the first authorized in the state to sell or lease vehicles with a Level 3 automated driving system.

市场趋势与监管

• A new study by the Center for Automotive Research assessed potential upfront and recurring dealership compliance costs which could result from the Federal Trade Commission’s proposed Motor Vehicle Dealers Trade Regulation Rule. If the rule is enacted, CAR estimates a median upfront cost of $46,950, and recurring annual compliance costs of up to $50,958 per dealer location.
• NHTSA announced a proposed rule that would require automatic emergency braking and pedestrian AEB systems on all new passenger cars and light trucks within three years of the publication date of a final rule.
• EETimes reports the complexity of automotive cyberattacks is “changing rapidly,” and requires proactive and comprehensive protection to reduce supply chain risk.
• Law360 reports several lawmakers expressed views during a recent House Subcommittee on Communications and Technology hearing which opposed the intent by certain automakers to remove AM radio from upcoming electric vehicle models.

Prepared by Julie Dautermann, Competitive Intelligence Analyst