Abstract:

Agora Verkehrswende in collaboration with Boston Consulting Group (BCG), has used a comprehensive market model to investigate the global market shares and profits that manufacturers can secure with various electrification strategies. The answer depends on how the political framework evolves and what pace of electrification automakers opt for. The bottom line of the analyses suggests that automakers need not fear a drop in profits at all - not even if structural change is accelerated. On the contrary, if they are quick and if policymakers stand by them, they can even realize a plus in profits, in addition to the social plus for climate protection.