{"id":34289,"date":"2024-07-02T21:07:00","date_gmt":"2024-07-02T19:07:00","guid":{"rendered":"https:\/\/www.italpassion.fr\/?p=34289"},"modified":"2024-07-02T21:07:02","modified_gmt":"2024-07-02T19:07:02","slug":"carlos-tavares-a-transicao-para-a-eletricidade-vai-demorar-mais-tempo","status":"publish","type":"post","link":"https:\/\/www.italpassion.fr\/pt\/stellantis\/carlos-tavares-la-transition-vers-lelectrique-prendra-plus-de-temps\/","title":{"rendered":"Carlos Tavares: a transi\u00e7\u00e3o para os ve\u00edculos el\u00e9ctricos vai demorar mais tempo"},"content":{"rendered":"
\"\"<\/figure>\n\n\n\n

No Dia do Investidor Stellantis, em junho de 2024, Carlos Tavares, CEO da Stellantis<\/a>O relat\u00f3rio \u00e9 uma an\u00e1lise franca e intransigente da situa\u00e7\u00e3o atual e do futuro. desafios que se colocam ao grupo autom\u00f3vel na transi\u00e7\u00e3o para os ve\u00edculos el\u00e9ctricos<\/strong>. O seu discurso sublinhou a complexidade crescente desta transforma\u00e7\u00e3o e a necessidade de reajustar as estrat\u00e9gias de investimento e de produ\u00e7\u00e3o.<\/p>\n\n\n\n

Uma declara\u00e7\u00e3o de arrog\u00e2ncia<\/h2>\n\n\n\n

Carlos Tavares come\u00e7ou por reconhecer uma s\u00e9rie de erros cometidos por Stellantis, qualificando de \"arrogante\" a gest\u00e3o dos desafios no final de 2023. Na sua opini\u00e3o, tr\u00eas factores principais convergiram para criar dificuldades significativas: deteriora\u00e7\u00e3o das condi\u00e7\u00f5es de mercado, inefici\u00eancias internas n\u00e3o resolvidas em v\u00e1rias f\u00e1bricas e uma estrat\u00e9gia de marketing insuficientemente rigorosa<\/strong>. <\/p>\n\n\n\n

\"Fomos arrogantes porque nos demos demasiado tempo para resolver estes problemas\", disse Tavares, salientando que estes desafios eram vis\u00edveis j\u00e1 no outono de 2023, mas n\u00e3o foram devidamente abordados devido a prioridades.<\/p>\n\n\n\n

A realidade da transi\u00e7\u00e3o para os ve\u00edculos el\u00e9ctricos<\/h2>\n\n\n\n

Ao abordar a quest\u00e3o da transi\u00e7\u00e3o para ve\u00edculos el\u00e9ctricos, <\/strong>Tavares admitiu que a Stellantis, tal como muitas outras empresas do sector, tinha inicialmente subestimaram o tempo necess\u00e1rio para esta transi\u00e7\u00e3o. <\/strong>As expectativas eram de que a transi\u00e7\u00e3o para a mobilidade el\u00e9ctrica fosse r\u00e1pida, com uma fase de arranque acelerada. No entanto, as realidades do mercado mostraram que este per\u00edodo seria mais longo do que o previsto.<\/strong><\/p>\n\n\n\n

Tavares referiu que as tens\u00f5es ligadas ao falta de acessibilidade econ\u00f3mica <\/strong>e o car\u00e1cter pr\u00e1tico dos ve\u00edculos el\u00e9ctricos criaram obst\u00e1culos imprevistos. \"O que estamos a ver agora \u00e9 que \u00e9 necess\u00e1rio alargar o per\u00edodo de tempo durante o qual esta transi\u00e7\u00e3o ter\u00e1 lugar\", explicou. Esta reavalia\u00e7\u00e3o levou a Stellantis a ajustar os seus investimentos, nomeadamente suspender a constru\u00e7\u00e3o de novas gigaf\u00e1bricas na Europa <\/strong>at\u00e9 que as vendas de ve\u00edculos el\u00e9ctricos a bateria (BEV) aumentem suficientemente.<\/p>\n\n\n\n

Perante estes desafios, Carlos Tavares sublinhou a sorte que teve por ter tomado a decis\u00e3o, em 2021, de investir em plataformas multi-energia<\/strong> e fabrico flex\u00edvel. Estas escolhas estrat\u00e9gicas permitem agora que a Stellantis se adapte mais facilmente a uma transi\u00e7\u00e3o que se prolonga no tempo.<\/p>\n\n\n\n

\"Seremos capazes de gerir esta transi\u00e7\u00e3o, principalmente tirando partido das plataformas multi-energ\u00e9ticas\", afirmou. Esta abordagem permite \u00e0 Stellantis modular os seus investimentos em fun\u00e7\u00e3o da evolu\u00e7\u00e3o das vendas de ve\u00edculos el\u00e9ctricos, mantendo uma gest\u00e3o prudente dos fluxos de tesouraria.<\/p>\n\n\n\n

\"\"
Gr\u00e1fico Dare Forward 2030 - Stellantis BEV Day 2021<\/figcaption><\/figure>\n\n\n\n

Recorde-se que, em 2021, a Stellantis planeava oferecer mais de 75 VEB e vender 5 milh\u00f5es de VEB por ano em todo o mundo at\u00e9 2030. Para ser mais exato, O objetivo da Stellantis \u00e9 que 100 % das suas vendas de autom\u00f3veis de passageiros na Europa e 50 % das suas vendas de autom\u00f3veis de passageiros e ve\u00edculos comerciais ligeiros nos EUA sejam VEB at\u00e9 ao final da d\u00e9cada. <\/strong>Embora n\u00e3o haja d\u00favidas de que a oferta de VEB ser\u00e1 alcan\u00e7ada, o objetivo de vendas ser\u00e1 mais dif\u00edcil. Todos os novos modelos BEV da Stellantis s\u00e3o atualmente acompanhados de uma vers\u00e3o h\u00edbrida de combust\u00e3o e parece muito complicado prever como ser\u00e1 a gama de autom\u00f3veis, de todos os construtores, em 2030.<\/p>\n\n\n\n

Isto tamb\u00e9m levanta uma quest\u00e3o sobre o objetivo de vendas de cerca de 300 mil milh\u00f5es de euros at\u00e9 2030, dos quais 52 % devem ser provenientes de VEB.<\/p>\n\n\n\n

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