This would imply sales of approximately 2 million Has very aggressive targets for total sales of BEVsĪnd PHEVs of 5 million units by 2020 – achieving If it becomes more stringent in its megacity LowĮmission Zones (LEZs). ItĬould be an explosive market for Advanced Vehicles Globally, having tripled in size from 2008-2013. Kick in from a penalty perspective in 2016.Ĭhina (28% share): is the largest auto market Is set to change under the new EPA regulations that Non-compliance, with penalties seen as an ongoingīusiness cost that is passed on to consumers. Since the 1980s, though there has been a culture of FleetĮmissions rules and penalties have been in place US consumersĭemand more super-sized powerful cars. The US (25% share): by far the highest fleet-wideĮmissions (on a per unit basis). Vehicle sales in theĮU have been declining over the last decade or so. Regulations, it has by far the lowest fleet-wideĮmissions (on a per unit basis). The EU (22% share): a leader in emissions Which together account for 75% of global auto demand. Our study spans the three largest auto markets globally, Of total emissions, split roughly as 17% supplierĮmissions and 3% auto OEMs own manufacturing Manufacturing emissions: these account for 20%

(BEVs), Plug-in Hybrid Electric Vehicles (PHEVs)Īnd Fuel Cell Vehicles (FCVs) which will increasingly Struggle without adapting their existing business models.įleet emissions: these account for 75% of totalĪdvanced Vehicles: Battery Electric Vehicles

To benefit from this regulatory change and those that will We highlight those companies that are best positioned There are significant penalties for non-compliance. Taken in aggregate, we believe these metrics could haveĪ material impact on a company’s earnings in a globalĪuto market where emissions regulation is tightening and Of the global auto market by sales volume, based onĪ number of different emissions-related metrics. We rank those companies that responded to CDP’sĬlimate Change questionnaire, which account for 83%1 (SLT) for the global automobile original equipment In this report, we launch our new Super-League Table

Linking emissions-related metrics to earningsġĝerived from Bloomberg data but adjusted by assigning total sales made by Chinese joint ventures (JVs) to their respective non-Chinese OEM partner (see fleet emissions summary).ĢĚveraged over the auto OEMs that responded to the CDP Climate Change Questionnaire Linking our findings to investment choices 7 Linking emissions-related metrics to earnings 4 Are auto manufacturers reducing emissions quickly enough?

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