The Green Revolution unfolding in our eyes can be a strong blow to the rapid Russian automotive industry in the global car industry. And the first signs of this are already beginning to manifest. We are talking about
First of the plans of Americans. The other day, Ford announced the transition to selling only electric vehicles in the European market. After three years, the company plans to abandon traditional diesel engines and gasoline aggregates in favor of hybrid power plants, and after another six years — go to the electric motors.
It would seem, let them in Europe and make their steps towards the «zero exhausts». From Russia, Ford went back in 2019, turning activity in the passenger sector and closing its plants in Naberezhnye Chelny and Vsevolozhsk (Leningrad Region), as well as its motor factory in Elabuga.
But here the commercial segment of Ford did not leave our country, and, together with his Russian partner, Sollers continues to produce vans and chassis.
So, according to the voiced strategy of the American automaker, it is already very soon, by 2024, the entire line of commercial vehicles, which also comes in and manufactured in TRANSIT Tatarstan will consist of plug-in hybrids or completely electrical versions.
Now Ford dominates the American and European commercial vehicles, in the US, its share is up to 40%, and in Europe about 15%. And this is not just a statement, the electrification of the commercial line in Detroit is called «the key to future growth and profitability.»
Today, the situation is such. Commercial model
Table 1 Most Popular LCV Cars in the Russian Federation in 2020 (pieces)
It would seem ahead of the Ford Transit a gorgeous market future in Russia and a further reduction in the gap with the main domestic «labor» Gazelle NEXT. But the negative development of events emerged unexpectedly.
The Ford’s strategy change may hurt the Sollers Sollers Sollers Schvetsov, since the entire engineering component of Ford’s commercial vehicles refers to the maintenance of an American company. In addition, for further independent proceedings, if Ford still decides to stop the engineering and other support for the Elabuga project, it will be necessary to buy a very not cheap license.
Another limiting factor is the low degree of localization of the Ford Transit cars, most of the car components for which are delivered from Turkey from the Turkish Ford-Otosan branch. The process of localization of the component base for a commercial car goes, but very slowly. For example, recently for the Elabuzhny Transit at the Chusovsky plant began to produce springs from special steel.
But here, one of the most important measures on localization was to purchase and superficialization on the release of diesel engines for the commercial transport of the Motor plant Ford.
Our channel told about this production and plans. Sollers spent 1.14 billion rubles for the purchase. Our channel told about this deal and
Based on the foregoing commercial car Ford Transit of the current generation with an internal combustion engine (Diesel) will stop at the current version, which will become the end of its evolution. But whether the small Russian company can independently develop the engineering of this LCV — under the big question. To pull the same strap support for a diesel car, given the modest sales volumes in Russia Ford Transit American automaker, most likely refuses.
What kind of events development options do we see?
For such a short period of historical standards, as a five-year horizon until 2025, Russia is unlikely to carry out a massive
It makes no sense in organizing the production of the European environmentally friendly version of Ford Transit in Russia. No company will in the near future in Russia can be successful in the automotive market with a commercial electric car or a hybrid in the LCV segment.
Further, Sollers have access to another partner from foreign automakers of commercial vehicles, which will still be able to support the production of a commercial car with an internal combustion engine in Russia.
Did the officials of the Profile Ministry of Industry and Trade of the Russian Federation go to help the Russian company Sollers go to independent production of a good commercial car Ford Transit? Considering that in the same difficult situation turned out to be more
This is how the past Ford will put in the near future to the serious position of his Russian partner.