글로벌 배터리/소재 시장 동향

GM CEO, "2035년까지 내연기관차 판매 중단"
(美) Reuters

13일(현지시간) 제너럴모터스(GM)의 메리 바라(Mary Barra) CEO는 "2035년까지 내연기관차 판매를 중단하고 100% 전기차로 전환하는 계획을 유지한다"고 밝혔다. 바라 CEO는 워싱턴경제클럽(Washington Economic Club)에 참석, "고객 수요에 적절히 대응할 것이지만 2035년까지 100% 전기차로 전환할 것이다"고 언급했다. 

GM은 미시간 오리온 타운십(Orion Township) 공장에서 전기 픽업트럭 생산을 1년 연기함에 따라, 2022~2024년 중반 기간에 전기차 40만대를 생산한다는 목표를 취소한다고 지난 10월 밝혔다. GM은 10월에 혼다와 보급형 전기차 개발 계획도 취소했다. 

바라 CEO는 "우리가 판매하고 있는 전기차 종류를 고려하면 좋은 위치에 있다고 생각한다. 소비자 수요에 맞게 규제가 정비되고 충전 인프라가 구축되어야 한다고 본다"고 언급했다. 

한편, GM, 포드, 스텔란티스 등이 속한 미국자동차정책협회(American Automotive Policy Council)는 지난 10월 규제당국에 트럭에 대한 연비 기준 인상을 4%에서 2%로 낮추도록 촉구했다. 

원문

GM still planning to end gas-powered vehicle sales by 2035 -- CEO (Reuters, 12-14)


Logo of GM atop the company headquarters

The new GM logo is seen on the facade of the General Motors headquarters in Detroit, Michigan, U.S., March 16, 2021. REUTERS/Rebecca Cook Acquire Licensing Rights


WASHINGTON, Dec 13 (Reuters) - General Motors (GM.N) CEO Mary Barra said Wednesday the Detroit automaker still plans on moving to all electric vehicle sales by 2035 even as it has recently delayed some EV production.


"Our plan is to only be selling EVs, light-duty EVs at that time but of course we're going to be responsive to where the customer is at but we have a plan to do that," Barra told reporters after an appearance at the Washington Economic Club.


GM in October said it was abandoning a goal of building 400,000 EVs from 2022 through mid-2024 as it delays production of electric pickup trucks at its plant in Michigan's Orion Township by a year. GM also in October scrapped a $5 billion plan to jointly develop affordable EVs with Honda Motor (7267.T).


The Biden administration is pursuing aggressive vehicle emissions regulations and Barra said they must be achievable.


"I think we're in a good position with the number of EVs that we have that we're launching," Barra said Wednesday. "I think we just need to make sure that the regulations stay aligned with where the customer is, the charging has to be there."


The American Automotive Policy Council, representing GM, Ford Motor and Stellantis, in October urged regulators to halve its proposed fuel economy increases from 4% to 2% annually for trucks, saying the proposal "would disproportionately impact the truck fleet."


U.S. automakers separately have warned fuel economy fines would cost GM $6.5 billion, Stellantis (STLAM.MI) billion and Ford (F.N) $1 billion. Reuters reported in June GM paid $128.2 million in fines covering 2016 and 2017, the first time the automaker had paid fuel economy penalties.


Automakers also have raised alarm at the Energy Department's proposal to significantly revise how it calculates the petroleum-equivalent fuel economy rating for EVs. Barra met with Energy Secretary Jennifer Granholm and raised the issue, sources told Reuters.


GM said in October it could support the administration's fuel economy proposal if the Energy Department rescinded its petroleum-equivalent proposal.