俄乌战争对欧洲汽车润滑油售后市场的影响

Impact of the Russo-Ukrainian War on Select European Automotive Lubricants Aftermarket

出版日期: 2022年12月01日 | 出版商:

Frost & Sullivan | 英文 62 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

继欧洲主要石油和天然气公司之后，本报告分析了在该地区运营的俄罗斯主要石油公司。它阐明了欧洲国家对俄罗斯石油公司的依赖程度、欧洲主要石油和润滑油製造商的退出策略、替代采购策略等。

内容

战略要务

为什么增长越来越难？
战略要务
三大战略要务对欧洲汽车润滑油售后市场的影响
增长机会加速增长管道引擎

增长机会分析

欧洲的俄乌战争 - 地缘政治和宏观经济影响

俄乌战争 - 重要事件和经济制裁的时间表
布伦特原油*价格
2022-2023 年 GDP 增长展望
世界 GDP 增长展望（按情景划分）
战争对全球 GDP 的影响
战争对宏观经济动态的影响
2021 年欧洲收入最大的石油公司
2021 年俄罗斯和乌克兰最大的石油和天然气公司的销售额
欧洲的主要进口商
石化公司的退出和业务连续性战略
欧洲润滑情况行业显着趋势
俄乌战争对欧洲 OEM 和分销生态系统的影响
全球汽车原始设备製造商暂停与俄罗斯和乌克兰的贸易
OEM、OES、分销商和供应商的战略变化
增长动力
抑制增长的因素

增长机会分析

预测假设
增长指标
欧洲主要经济和汽车售后市场指标
欧洲国家选择 - VIO 和到 2023 年的增长预测
大流行病和俄乌战争对车辆公里数的影响
2022 年欧洲不断增长的汽车保有量模式
售后市场总更换润滑油 - 需求
更换售后发动机油的需求
售后齿轮油的更换需求
更换售后传动液的需求
总结 - 对渠道的影响
2023 年对售后市场汽车润滑油供应商的期望

成长机会

增长机会 1 - 美洲和北非的石油分销集团
增长机会 2 - 生产和分销翻番
增长机会 3 - 零售量监控技术

结论

简介目录

Product Code: MG47-41

Two Quarters of War-like Conditions and Geopolitical Chaos will Shrink the Demand for Automotive Lubricants by 2.1% in 2023

This research service discusses the impact of the Russo-Ukrainian War on select European automotive replacement lubricants aftermarket for passenger cars and light commercial vehicles (class 1 to 3) in demand (million units) and volume (million US Quart). The regions covered are the UK, Germany, France, Italy, and Spain. The base year is 2022, and the forecast period is 2023.

This study analyzes key oil and natural gas companies in Europe, followed by major Russian oil companies operating in the region. It highlights the dependency of European countries on Russian oil companies, the exit strategy of major European oil and lubricant manufacturers, and their alternative sourcing strategy.

The study discusses macroeconomic trends influenced by war, such as GDP, inflation, recession, and impact on major currencies. It identifies market drivers and restraints that can influence lubricant demand in 2023. The total demand base is identified, and 3 lubricants covered are engine oil (motor oil or passenger car motor oil [PCMO]), gear oil, and transmission fluid. For each lubricant, Frost & Sullivan forecasts 3 growth scenarios for the year 2023:

Scenario 1 is based on historical trends. It depicts a market without the War.

Scenario 2 is based on higher growth, as the market reacts positively to a possibility where demand grows faster than historical trends. The War does not affect domestic markets severely.

Scenario 3 is based on a lower growth rate, as the market reacts negatively to a possibility where demand shrinks quicker than historical trends. The War adversely affects domestic European markets.

The study identifies growth opportunities in the automotive lubricant segment in areas of alternative distribution partners, sourcing avenues, and production.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Select Automotive Lubricants Aftermarket
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Key Questions this Research Deliverable will Address
Segmentation & Definition
Distribution Structure
Key Competitors-Major Automotive Lubricants Suppliers in Europe
Key Findings
Current Scenario and 2023 Outlook

Impact on Europe-Geopolitical & Macroeconomics of the Russo-Ukrainian War

Russo-Ukrainian War-Timeline of Key Events & Economic Sanctions
Crude Oil Brent* Prices
GDP Growth Outlook, 2022-2023
Global GDP Growth Outlook by Scenario
Impact of War on Global GDP
Impact of War on Macroeconomic Dynamics
Impact of War on Macroeconomic Dynamics (continued)
What to Expect Ahead?
Largest European Oil Companies by Revenue, 2021
Russia & Ukraine Largest Oil & Gas Companies by Revenue, 2021
Major Importers of (HSN 27101980) in Europe
Petrochemical Companies-Exit and Business Continuity Strategy
Petrochemical Companies-Exit and Business Continuity Strategy(continued)
Noteworthy Trends in the European Lubricant Landscape
Impact of the Russo-Ukrainian War on the European OEMs & Distribution Ecosystem
Global Automotive OEMs Pausing Trade with Russia & Ukraine
Shift in OEM, OES, and Distributor-Supplier Strategies
Growth Drivers
Growth Restraints

Growth Opportunity Analysis

Forecast Assumptions
Growth Metrics
Key European Economic & Automotive Aftermarket Metrics1
Select European Countries-VIO & Growth Forecast to 2023
Impact of the Pandemic & the Russo-Ukrainian War on Vehicle Kilometer
Increase in Passenger Vehicle Ownership Patterns in Europe, 2022
Total Replacement Lubricant Aftermarket-Unit & Volume Demand
Replacement Aftermarket-Engine Oil Demand
Replacement Aftermarket-Gear Oil Demand
Replacement Aftermarket-Transmission Fluid Demand
Summary-Channel Impact
What to Expect Ahead in 2023 for the Aftermarket Automotive Lubricant Supplier?

Growth Opportunity Universe

Growth Opportunity 1-American and North African Oil Distribution Groups
Growth Opportunity 1-American and North African Oil Distribution Groups (continued)
Growth Opportunity 2-Double Down on Production and Distribution
Growth Opportunity 2-Double Down on Production and Distribution (continued)
Growth Opportunity 3-Retail Volume Monitoring Technologies
Growth Opportunity 3-Retail Volume Monitoring Technologies (continued)