2024-2030年全球汽车净零碳策略

专注于永续创新、可回收性和能源效率的碳净零策略将推动全球汽车产业的变革性成长

在汽车产业，随着全球向永续性的转变不断推进，碳中和已成为全球汽车製造商的关键目标。零排放汽车 (ZEV) 信用计划等法律规范正在改变製造商的生产、创新和合规方式。该研究检验了全球汽车製造商的碳净零策略，并专注于实现碳中和的营运、监管和策略方面。我们对零排放汽车积分法规进行了详细分析，包括计算方法和使用乘数来实现美国、欧洲和中国等主要市场的合规性。该研究强调了OEM在永续采购、脱碳供应链和采用先进技术方面的努力，并展示了永续性投资与市场差异化之间的相互作用。透过展示主要汽车製造商的碳净零策略，它深入了解了区域差异和技术进步如何影响汽车产业的脱碳格局。

主要竞争对手

• Stellantis
• Ford
• General Motors (GM)
• Hyundai & Kia
• Toyota
• Volkswagen (VW)
• BYD
• SAIC
• Geely
• GM
• Toyota
• VW
• BYD
• SAIC
• Geely

目录

汽车产业的碳净零转型

• 为何成长变得越来越困难？
• The Strategic Imperative 8
• 三大策略要务对汽车产业碳净零策略的影响

生态系统

• 分析范围
• 主要竞争对手

成长引擎

• 成长动力
• 成长抑制因素

成长环境

• 碳净零战略：关键要点
• 碳净零战略的范围
• 监理排碳权：概述
• ZEV 积分规定
• ZEV积分计算
• 比较分析
• 碳净零目标如何影响汽车製造商：概述
• OEM在实现碳净零排放和利用排碳权面临的挑战

监理与排碳权：概述

• 美国法规环境：概述
• 美国法规环境：最新发展
• 欧洲法规环境：概述
• 欧盟法规环境：最新发展
• 中国的法规环境：概述
• 中国的法规环境：最新发展
• 拥有排碳权市场和交易体系的国家
• 排碳权市场：主要参与企业和相关人员
• 排碳权乘数

碳净零策略：营运影响

• 排碳权对汽车製造商的影响：概述
• 营运影响：永续性产品开发与设计
• 产品开发与设计： OEM计划与技术供应商
• 材料和零件的永续采购
• 永续采购： OEM计画和技术供应商
• 优化製造流程
• 製造流程最佳化： OEM计划和技术供应商
• 供应链脱碳
• 供应链脱碳： OEM计画与技术供应商
• 报废产品管理与回收策略
• 报废产品管理： OEM方法
• 报废产品管理：技术供应商的实现

碳净零策略：财务影响

• 碳净零目标如何影响汽车製造商：概述
• 财务影响：经济承诺、效益
• 投资碳净零策略：对OEM的影响
• 排碳权飙升导致价格上涨

碳净零策略：市场动态

• 碳净零目标如何影响汽车製造商：概述
• 对市场动态的影响：透过净零策略实现原始OEM的差异化
• 透过净零策略实现OEMOEM做什么

碳净零策略：组织策略与愿景

• 碳净零目标如何影响汽车製造商：概述
• 影响组织策略与愿景：伙伴关係
• 对组织策略和愿景的影响：收购
• 对组织策略和愿景的影响：合资企业
• OEM净零战略的区域差异

主要汽车製造商的碳净零战略

• 汽车品牌与碳净零蓝图
• Stellantis
• Volkswagen
• Ford
• General Motors
• Toyota
• Hyundai

成长机会宇宙

• 成长机会1：永续售后市场与EOL解决方案
• 成长机会二：消费者融资解决方案与订阅模式
• 成长机会三：碳市场整合

附录：后续步骤

• 成长机会的益处和影响
• 后续步骤Next steps
• 附件列表
• 免责声明

The Global Automotive Sector is Experiencing Transformational Growth due to Carbon Net-zero Strategies Focused on Sustainable Innovation, Recyclability, and Energy Efficiency

The automotive industry is witnessing a global shift to sustainability, with carbon neutrality emerging as a critical objective for automakers worldwide. Regulatory frameworks, such as zero-emission vehicle (ZEV) credit systems, are reshaping how manufacturers approach production, innovation, and compliance. This study examines global OEMs' carbon net-zero strategies, focusing on the operational, regulatory, and strategic dimensions of their carbon neutrality journeys. It provides a detailed analysis of ZEV credit regulations, including calculation methodologies and the use of multipliers to achieve compliance in key markets, including the United States, Europe, and China. The study highlights OEM initiatives in sustainable sourcing, decarbonized supply chains, and advanced technology adoption, showcasing the interplay between investments in sustainability and market differentiation. By profiling leading automakers' carbon net-zero strategies, the study offers insight into how regional variations and technological advancements are shaping the automotive industry's decarbonization landscape.

The Impact of the Top 3 Strategic Imperatives on the Automotive Industry's Carbon Net-zero Strategies

Transformative Megatrends

• Why:
• Carbon neutrality commitments drive the integration of renewable energy practices in automotive OEM manufacturing plants.
• Sustainable practices are becoming a strategic differentiator, influencing customer purchasing decisions.
• The emphasis on sustainability across the supply chain to reduce illegal mining and logistics emissions is evident.
• Frost Perspective:
• During the next 5 years, OEMs will adopt renewable energy, achieving a minimum 50% renewable energy mix in their factories.
• Within this decade, automotive OEMs will include their sustainability practices as strategic communication to attract environmentally conscious consumers.
• In the next 5 years, responsible sourcing and sustainable logistics practices will become mandatory for North American and EU automotive OEMs.

Geopolitical Chaos

• Why:
• Political unrest and geopolitical tensions may result in energy supply disruptions between countries, leading to shortages in manufacturing operations.
• Sustainability initiatives in the automotive industry contribute directly to Sustainable Development Goals (SDGs), such as Goal 7 (Affordable and Clean Energy) and Goal 13 (Climate Action).
• Frost Perspective:
• Owing to unfavorable political conditions after the COVID-19 pandemic, automotive OEMs are targeting self-sustaining energy production through renewable sources, such as solar, wind, and biogas, for their manufacturing facilities.
• During the next 5-10 years, automotive brands will try to integrate sustainable practices that directly contribute to specific SDGs and broader sustainability objectives to have a positive societal and environmental impact.

Disruptive Technologies

• Why:
• Digital technologies, such as IoT sensors and smart energy management systems, allow automotive OEMs to monitor energy usage in real time, reducing overall energy consumption and greenhouse gas (GHG) emissions.
• Digital tools, such as blockchain and artificial intelligence (AI), enhance supply chain transparency by tracing raw material origins for sustainable and ethical sourcing.
• Frost Perspective:
• The integration of energy-efficient technologies and predictive maintenance systems will become mandatory in automotive manufacturing during the next 5 years.
• Full-scale adoption of digital solutions, such as blockchain, digital twins, and generative AI, to enable monitoring and reduce carbon footprints, as well as position the automotive industry as a leader in sustainable manufacturing practices, will occur after 2030.

Scope of Analysis

• The study provides a comprehensive overview of regulatory carbon credits by examining zero-emission vehicle (ZEV) credit regulations, their calculation methodologies, and the influence of multipliers in driving compliance with carbon net-zero targets across the United States, the European Union (EU), and China.
• The study explores the operational and product development impacts of carbon net-zero strategies on OEMs, focusing on the sustainable sourcing of materials and components, as well as the role of technology vendors in enabling decarbonization initiatives.
• The study analyzes OEM initiatives in sustainable sourcing, supply chain decarbonization, and end-of-life (EOL) product management, highlighting the role of technology partnerships and vendor contributions. It examines investments in carbon net-zero strategies and their effects on organizational strategy, market differentiation, and regional variations.
• The study profiles select global OEMs' carbon net-zero strategies, showcasing their organizational vision, strategic initiatives, and technological advancements tailored to regional market requirements.

Growth Drivers

Electric Vehicle (EV) Components' End of Life (EOL):

OEMs will adopt business models that leverage opportunities in EV second-life applications and recycle raw materials from EVs, such as nickel and cobalt.

Advanced Manufacturing Processes:

Concepts such as digital twins, energy-efficient manufacturing systems, and micro-factories will reduce GHG emissions and waste generation in factories and ensure sustainability in vehicle assembly.

SDGs:

As a part of their SDG goals and commitment to sustainable development, UN member countries are increasingly imposing regulations on automotive OEMs to increase sustainable practices and reduce GHG emissions across the value chain.

Circular Economy Principles:

Vehicle manufacturing will adopt a sustainability-focused approach that includes EOL recycling and modular assembly practices from the concept stage to ensure sustainable practices in vehicle design in the coming years.

Lightweight Materials:

Automotive manufacturers are adopting lightweight materials to reduce overall vehicle weight, translating to improved fuel efficiency and reduced emissions.

Growth Restraints

Vehicle Life Cycle Monitoring:

Monitoring sold vehicles and retrieving them for proper EOL disposal is becoming an essential task for automakers. Stricter recycling and disposal standards are threatening automotive manufacturers.

High Implementation Costs to Achieve Sustainability:

Implementing sustainable practices in material usage and energy generation involves substantial investments, which burdens automotive OEMs, especially small- and medium-sized automakers.

Lack of Standards and Regulations:

Sustainability standards differ by region, with EU standards being much stricter than Asian ones. Implementing sustainability across an automaker's manufacturing locations becomes challenging, as plants in different regions have divergent priorities.

Limited Consumer Awareness:

Consumers have limited awareness of and interest in buying green products, such as eco-friendly car interiors and modular vehicles, and the willingness to pay for such products is only picking up slowly, making automakers cautious about investing in these areas.

Limitations in Sustainable Material Usage:

Despite the encouragement to adopt sustainable materials, they have certain limitations; for example, using plant-based materials to replace plastics will improve renewable material usage but promote deforestation.

Key Competitors

• Stellantis
• Ford
• General Motors (GM)
• Hyundai & Kia
• Toyota
• Volkswagen (VW)
• BYD
• SAIC
• Geely
• GM
• Toyota
• VW
• BYD
• SAIC
• Geely

Table of Contents

Transformation in Carbon Net Zero in the Automotive Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Automotive Industry's Carbon Net-zero Strategies

Ecosystem

• Scope of Analysis
• Key Competitors

Growth Generator

• Growth Drivers
• Growth Restraints

Growth Environment

• Carbon Net-zero Strategies: Key Takeaways
• Carbon Net-zero Strategies' Scope
• Regulatory Carbon Credits: Overview
• ZEV Credit Regulations
• ZEV Credit Calculation
• Comparative Analysis
• Impact of Carbon Net-zero Targets on Automakers: Overview
• Challenges OEMs Face in Achieving Carbon Net Zero and Utilizing Carbon Credits

Regulations and Carbon Credits: Overview

• Regulatory Environment, US: Overview
• US Regulatory Environment: Recent Developments
• European Regulatory Environment: Overview
• EU Regulatory Environment: Recent Developments
• Chinese Regulatory Environment: Overview
• Chinese Regulatory Environment: Recent Developments
• Countries with Carbon Credit Markets and Trading Systems
• Carbon Credits Market: Key Participants and Stakeholders
• Carbon Credit Multipliers

Carbon Net-zero Strategies: Operational Impact

• Impact of Carbon Credits on Automakers: Overview
• Operational Impact: Product Development and Design for Sustainability
• Product Development and Design: OEM Initiatives and Technology Vendors
• Sustainable Sourcing of Materials and Components
• Sustainable Sourcing: OEM Initiatives and Technology Vendors
• Manufacturing Process Optimization
• Manufacturing Process Optimization: OEM Initiatives and Technology Vendors
• Supply Chain Decarbonization
• Supply Chain Decarbonization: OEM Initiatives and Technology Vendors
• EOL Product Management and Recycling Strategies
• EOL Product Management: OEM Initiatives
• EOL Product Management: Enabling Technology Vendors

Carbon Net-zero Strategies: Financial Implications

• Impact of Carbon Net-zero Targets on Automakers: Overview
• Financial Implications: Financial Incentives, Benefits
• Investments in Carbon Net-zero Strategy: Impact on OEMs
• Increasing Prices Due to the High Cost of Carbon Credits

Carbon Net-zero Strategies: Market Dynamics

• Impact of Carbon Net-zero Targets on Automakers: Overview
• Impact on Market Dynamics: OEM Differentiation Through Net-zero Strategies
• OEM Differentiation Through Net-zero Strategies: OEM Initiatives

Carbon Net-zero Strategies: Organizational Strategy and Vision

• Impact of Carbon Net-zero Targets on Automakers: Overview
• Impact on Organizational Strategy and Vision: Partnerships
• Impact on Organizational Strategy and Vision: Acquisitions
• Impact on Organizational Strategy and Vision: Joint Ventures
• Regional Variations in OEM Net-zero Strategies

Select OEMs' Carbon Net-zero Strategies

• Automotive Brands and their Carbon Net-zero Roadmaps
• Stellantis
• Volkswagen
• Ford
• General Motors
• Toyota
• Hyundai

Growth Opportunity Universe

• Growth Opportunity 1: Sustainable Aftermarket and EOL Solutions
• Growth Opportunity 2: Consumer Financing Solutions and Subscription Models
• Growth Opportunity 3: Integration of Carbon Markets

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer