{"id":36558,"date":"2025-02-11T09:23:34","date_gmt":"2025-02-11T08:23:34","guid":{"rendered":"https:\/\/www.italpassion.fr\/?p=36558"},"modified":"2025-02-11T09:23:36","modified_gmt":"2025-02-11T08:23:36","slug":"stellantis-mas-noticias-para-as-fabricas-de-pilhas-de-kaiserslautern-na-alemanha-e-de-termoli-em-italia","status":"publish","type":"post","link":"https:\/\/www.italpassion.fr\/pt\/stellantis\/stellantis-mauvaise-nouvelle-pour-les-usines-de-batteries-dallemagne-kaiserslautern-et-italie-termoli\/","title":{"rendered":"Stellantis: m\u00e1s not\u00edcias para as f\u00e1bricas de baterias na Alemanha (Kaiserslautern) e em It\u00e1lia (Termoli)"},"content":{"rendered":"
\"\"<\/figure>\n\n\n\n

Em junho de 2024, a empresa comum Automotive Cells Company (ACC), que re\u00fane Stellantis<\/a>A Mercedes-Benz e a TotalEnergies anunciaram que os planos para as gigaf\u00e1bricas de baterias na Europa, nomeadamente em Termoli, em It\u00e1lia, e em Kaiserslautern, na Alemanha, seriam suspensos. A raz\u00e3o apresentada na altura? Uma queda na procura de ve\u00edculos el\u00e9ctricos (VE) na Europa. No entanto, um novo e inesperado desenvolvimento parece estar a p\u00f4r em causa o futuro destes projectos.<\/strong><\/p>\n\n\n\n

Inicialmente, a queda da procura de ve\u00edculos el\u00e9ctricos foi apontada como a principal raz\u00e3o para a suspens\u00e3o. Em 2024, o mercado de ve\u00edculos el\u00e9ctricos abrandou na Europa. As previs\u00f5es da ACC, que se tinham baseado em baterias de l\u00edtio-n\u00edquel-cobalto-mangan\u00eas (NCM) para as suas f\u00e1bricas, revelaram-se menos optimistas do que o esperado, com margens reduzidas.<\/p>\n\n\n\n

Mas por detr\u00e1s desta justifica\u00e7\u00e3o est\u00e1 uma realidade mais complexa. O sector das baterias est\u00e1 a evoluir rapidamente e uma tecnologia em particular, a qu\u00edmica do fosfato de ferro e l\u00edtio (LFP), tornou-se uma alternativa s\u00e9ria \u00e0s baterias NCM. Embora esta nova qu\u00edmica ofere\u00e7a custos de produ\u00e7\u00e3o mais baixos, n\u00e3o foi inicialmente inclu\u00edda no roteiro da ACC.<\/p>\n\n\n\n

Para se adaptar a esta revolu\u00e7\u00e3o tecnol\u00f3gica, A Stellantis assinou parcerias estrat\u00e9gicas com l\u00edderes do mercado de baterias LFP, como a CATL.<\/a>para garantir o abastecimento necess\u00e1rio \u00e0 produ\u00e7\u00e3o de ve\u00edculos el\u00e9ctricos mais acess\u00edveis, como o Citro\u00ebn e-C3, o Fiat Grande Panda e o futuro Fiat 500 el\u00e9trico.<\/p>\n\n\n\n

A transi\u00e7\u00e3o para as baterias LFP parecia estar a assentar como um ponto de viragem necess\u00e1rio para a ACC, Uma nova declara\u00e7\u00e3o de Patrick Pouyann\u00e9, o patr\u00e3o da TotalEnergies, lan\u00e7ou um v\u00e9u sobre o futuro das Gigafactories na Europa. <\/strong>Numa entrevista concedida em 10 de fevereiro de 2025, Pouyann\u00e9 questionou a pertin\u00eancia de desenvolver novas f\u00e1bricas na Alemanha e em It\u00e1lia, sugerindo que a t\u00f3nica deveria ser colocada na f\u00e1brica existente em Fran\u00e7a, em Billy-Berclau. \"\u00c9 melhor concentrar os esfor\u00e7os numa f\u00e1brica do que em tr\u00eas\", afirmou, salientando os riscos financeiros de multiplicar as instala\u00e7\u00f5es antes de a primeira estar totalmente operacional.<\/p>\n\n\n\n

A posi\u00e7\u00e3o da TotalEnergies representa uma rutura com o plano inicial da ACC, que previa uma expans\u00e3o europeia, nomeadamente em It\u00e1lia e na Alemanha. A Mercedes-Benz e a Stellantis, que t\u00eam interesses diretos nestes dois pa\u00edses, poderiam ver estas declara\u00e7\u00f5es como um trav\u00e3o \u00e0s suas ambi\u00e7\u00f5es. Com efeito, estas f\u00e1bricas deveriam produzir baterias para os ve\u00edculos el\u00e9ctricos destinados a estes mercados. O ceticismo da TotalEnergies quanto \u00e0 constru\u00e7\u00e3o de novas centrais pode perturbar os planos do Stellantis e dos seus aliados.<\/strong><\/p>\n\n\n\n

As rela\u00e7\u00f5es entre os tr\u00eas parceiros do ACC poder\u00e3o ficar sob press\u00e3o. <\/strong>A Mercedes-Benz e a Stellantis, embora concordem com a eletrifica\u00e7\u00e3o, n\u00e3o seguem necessariamente a mesma estrat\u00e9gia da TotalEnergies. Ao insistir em dar prioridade \u00e0 f\u00e1brica francesa, Patrick Pouyann\u00e9 est\u00e1 a exercer uma press\u00e3o consider\u00e1vel sobre os seus parceiros europeus, que procuram assegurar a capacidade de produ\u00e7\u00e3o nos seus mercados locais.<\/p>\n\n\n\n

Carlos Tavares, ex-CEO da Stellantis, j\u00e1 ter\u00e1 sido informado por Pouyann\u00e9<\/strong> os desafios inerentes \u00e0 produ\u00e7\u00e3o de c\u00e9lulas de bateria, que requerem compet\u00eancias muito mais complexas do que as da ind\u00fastria autom\u00f3vel tradicional. \"N\u00e3o estamos a falar apenas de rob\u00f4s, mas de um processo que requer conhecimentos especializados\", afirmou o CEO da TotalEnergies.<\/p>\n\n\n\n

Embora tenhamos estado \u00e0 espera de novas informa\u00e7\u00f5es sobre as f\u00e1bricas de baterias em It\u00e1lia e na Alemanha no primeiro semestre de 2025, esta nova declara\u00e7\u00e3o de um dos principais parceiros do projeto \u00e9 inesperada. Stellantis e os seus parceiros ter\u00e3o de fazer algumas escolhas dif\u00edceis.<\/strong> Trata-se de um rude golpe para as f\u00e1bricas de Kaiserslautern e de Termoli, que j\u00e1 se encontram em dificuldades.<\/p>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":35130,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":"","footnotes":""},"categories":[29],"tags":[386],"class_list":["post-36558","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stellantis","tag-termoli","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-33"],"acf":[],"yoast_head":"\nStellantis : mauvaise nouvelle pour les usines de batteries d'Allemagne (Kaiserslautern) et Italie (Termoli) - ItalPassion<\/title>\n<meta name=\"description\" content=\"En juin 2024, la co-entreprise Automotive Cells Company (ACC), qui r\u00e9unit Stellantis, Mercedes-Benz et TotalEnergies, annon\u00e7ait une mise en pause des\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.italpassion.fr\/pt\/stellantis\/stellantis-mas-noticias-para-as-fabricas-de-pilhas-de-kaiserslautern-na-alemanha-e-de-termoli-em-italia\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stellantis : mauvaise nouvelle pour les usines de batteries d'Allemagne (Kaiserslautern) et Italie (Termoli) - 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