通货膨胀抑製法对电动车产业的影响

本报告提供IRA设定的要求与奖励分析，对美国PEV市场的影响预测，厂商与消费者之间的受益者确认，汽车厂商供应商的建议等资讯。

目录

第1章 序文

第2章 背景

第3章 推荐事项

第4章 通货膨胀抑製法如何改变干净车辆补助

• 取消上限的PEV销售台数
• 本地内容要求的追加
• 重要的矿物要求课题
• 所得限制和上限价格的追加
• 银行汇款的追加
• 中古PEV的奖励追加
• 中型车辆、大型车辆

第5章 改变生产计划而不是产品

• 对汽车厂商的影响为何
• 预期磷酸锂铁的增产
• 汽车製造商活用软体定义型汽车的可能性
• 对市场的长期影响可能是积极的
• 汽车供应商应该做什么
• 哪个车辆符合条件
• 消费者的胜败
• 厂商的胜败
• 加速在现场的PEV和电池的生产，削减成本

第6章 附录

This Guidehouse report analyzes the requirements and incentives laid out in the IRA; forecasts the impact on the US PEV market; specifies who benefits among manufacturers and consumers; and gives recommendations for automakers and suppliers.

Table of Contents

1. Spark

2. Context

3. Recommendations

4. How Has the Inflation Reduction Act Changed Clean Vehicle Credits?

• 4.1 Volume Caps on PEV Sales Have Been Eliminated
• 4.2 Local Content Requirements Have Been Added
• 4.3 Critical Minerals Requirements Will Be a Challenge
• 4.4 Income and Price Limits Have Been Added
• 4.5 Credit Transfers Have Been Added
• 4.6 Incentives for Used PEVs Have Been Added
• 4.7 Medium and Heavy Duty Vehicles

5. Changing Production Plans, Not Product

• 5.1 What Is the Impact on Automakers?
• 5.2 More Lithium Iron Phosphate Is Expected
• 5.3 Automakers May Leverage the Software-Defined Vehicle
• 5.4 Long-term Impact on the Market Is Likely Positive
• 5.5 What Must Automotive Suppliers Do?
• 5.6 Which Vehicles Qualify?
• 5.7 Which Consumers Win and Lose?
• 5.8 Which Manufacturers Win and Lose?
• 5.9 Accelerate Local PEV and Battery Production and Reduce Cost

6. Appendix

• 6.1 Countries That Have Free Trade Agreements with the US
• 6.2 Critical Minerals as Defined by the IRA

List of Figures

• Model Proliferation of PEVs by Price Bracket, 2021 vs 2025
• PEV Market Share, United States 2016-2022
• Impact of IRA on PEV Sales, United States: 2021-2030