Industri Otomotif
New electric car premium applies retroactively from year start
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The German government is introducing a new purchase premium for electric cars, retroactive for vehicles newly registered since the start of the year. Subsidies ranging from 1,500 to 6,000 euros will be available based on income and family status. Environment Minister Carsten Schneider views it as a boost for the domestic automotive industry.
The EU Commission has partially rolled back the planned 2035 combustion engine ban, which a study by the think tank Transport & Environment says could lead to higher CO₂ emissions and declining EV sales. The original 100 percent CO₂ reduction was softened to 90 percent, reducing the share of pure electric vehicles to 85 percent. Experts fear job losses in the German automotive industry.
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In July 2026, Mexico, the United States, and Canada will begin the review of the United States-Mexico-Canada Agreement (USMCA), a pivotal process that could extend the deal for another 16 years or lead to prolonged negotiations. This evaluation occurs amid political tensions, with voices from Washington suggesting the U.S. could thrive without the treaty, and aligns with challenges in Mexico's automotive industry, which is seeing export declines and the influx of Chinese vehicles. Business leaders and experts stress the need for regional integration to sustain competitiveness.
Penjualan kendaraan listrik di AS turun drastis pada Oktober setelah berakhirnya kredit pajak federal secara mendadak. Para dealer melaporkan penurunan 20 persen pada EV bekas dan penurunan 50 persen pada yang baru dibandingkan September. Analis memprediksi perlambatan tetapi mengharapkan pertumbuhan adopsi yang berkelanjutan.
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Prime Minister Sanae Takaichi's administration advocates responsible and proactive public finances, focusing on tax system revisions to boost economic growth. Discussions for the fiscal 2026 revision highlight automobile-related taxes, with challenges in offsetting revenue losses. Local government opposition and alignment with decarbonization efforts must also be addressed.
Truk pick-up bertenaga baterai listrik terkemuka dari Tesla, Ford, dan Rivian menghadapi penurunan penjualan signifikan dan penghentian produksi pada 2025, meskipun ada lonjakan pengiriman EV sebelum subsidi pajak federal berakhir. Tesla Cybertruck, Ford F-150 Lightning, dan Rivian R1T menyumbang banyak tantangan segmen tersebut, dengan volume rendah yang menimbulkan pertanyaan tentang kelayakan mereka menuju 2026. Sementara Model Y Tesla mencetak rekor penjualan, model pick-up menyoroti hambatan pasar yang lebih luas untuk truk listrik.
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Pembuat kendaraan listrik Rivian telah menyetujui penyelesaian sebesar $250 juta dengan investor yang menuduhnya membuat pernyataan menyesatkan tentang harga kendaraan selama penawaran umum perdana tahun 2021. Perusahaan membantah adanya pelanggaran tetapi mengatakan kesepakatan itu akan memungkinkannya berkonsentrasi pada peluncuran kendaraan R2 massal di tahun 2026. Gugatan tersebut berasal dari kenaikan harga pasca-IPO yang menghapus sebagian besar nilai Rivian.
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