AutoMobility Insights - July 2024 edition

in partnership with

Corporate Value Associates

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06/07/2024 Article

The last month has supplied a number of examples of the challenges in the AutoMobility Transition. The BEV disenchantment has resuscitated the interest for hybrid technologies, which buys us time… But which could actually be dangerous for players if they take their eyes of the ball, of getting their BEV model worked out. One of the gaps is in EV remarketing, which is about to scale up, without all pieces yet in place (Battery Certification…). Also in distribution, where there is a sort of “agent model disenchantment”, Jaguar is a further case of players abandoning the agent model, likely improving efficiency and capabilities of the dealer model. This hesitation is quite aligned with the opinion of the financial services industry issued in our Qorus-CVA Mobility Community, where 87% of the audience state that concerning EV management, the industry “is on the way, but the major part still needs to be addressed”.

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