Russo-Ukrainian War and its Effects on the Global Automotive Industry

Russo-Ukrainian War and its Effects on the Global Automotive Industry

Worsening Supply of Raw Materials, Semiconductor Chips, EV Batteries, and Catalytic Converters Coupled with Plant Shutdowns would Lead to 1 Million Fewer Vehicles Being Produced Worldwide

RELEASE DATE
08-Apr-2022
REGION
Europe
Research Code: PD28-01-00-00-00
SKU: AU02310-GL-MR_26419
AvailableYesPDF Download
$4,950.00
In stock
SKU
AU02310-GL-MR_26419
$4,950.00
DownloadLink
ENQUIRE NOW

Description

The Russo-Ukrainian war severely disrupted the automotive value chain and prompted OEMs and suppliers to defer or discontinue trade with Russia. Several OEMs in Europe and Eastern Europe have paused or slowed their production due to a lack of parts from Ukraine-based suppliers. Production halt and auto parts supply shortage are the immediate effect of this crisis, and supply chain issues and raw material shortages are expected in the coming weeks. OEMs, including Toyota, Ford, Volvo, Jaguar-Land Rover, General Motors, and BMW, have ceased export operations to Russia, with many of them suspending Russian joint ventures in response to the invasion. Russia is a major supplier of key metals & minerals, and export sanctions have severely impacted commodity demand and prices.

The study aims to provide an overview of the automotive industry in Russia and Ukraine, key manufacturers, the share of these countries in the global automotive industry, and analyze the impact of the Russo-Ukrainian war on the global automotive industry. The research service will elucidate the key issues auto OEMs face for raw material & auto parts demand and supply. It will help understand the current market position and how the industry responds, particularly in vehicle production, business opportunity, and supply chains. It provides an overview of the key OEMs/suppliers, services & products and analyzes the strategies adopted by them for mitigating the crisis. In addition to the effect of the crisis on the automotive industry and key areas of impact, the report analyzes future areas of disruption, impact on the supply chain due to raw material shortage, and manufacturing strategies. Frost & Sullivan has examined the auto components industry and analyzed which automotive segments will be severely impacted by the conflict.

By providing a comprehensive overview of the industry from multiple angles, this research service seeks to:
• Capture the current scenario of the global automotive market and the Russo-Ukrainian automotive industry.
• Understand the role of Russia as a major metal supplier.
• Identify the role of Ukraine in the global automotive industry.
• Understand the landscape of the supply chain crisis and how it can be solved.
• Understand and analyze the current scale and effects of the crisis on the global automotive industry.
• Identify OEM risk mitigation strategies and best practices followed.

From an automotive and transportation standpoint, this study provides a global outlook of the ongoing crisis and analyzes its impact on the OEMs and auto-component manufacturers.

This study takes a deep dive into Russia’s and Ukraine’s contribution to the global automotive industry, the best practices adopted by some OEMs to deal with the crisis, and what can be done to mitigate future crises in this domain.

Key Issues Addressed

  • What is the current state of the automotive industry?
  • What are the major areas of disruption and effects of the crisis on the automotive industry?
  • What are the key factors and trends that could fuel the auto chip shortage?
  • What strategies are followed by leading OEMs who conduct business with Russia and Ukraine?
  • What is the effect of this crisis on European or global auto production?

Table of Contents

Why Is It Increasingly Difficult to Grow?

The Strategic Imperative 8™

The Impact of the Top Three Strategic Imperatives on Automotive Industry

Growth Opportunities Fuel the Growth Pipeline Engine™

Russo-Ukrainian War, Key Highlights & Impact on Automotive

Key Areas of Disruption in Automotive

Global Passenger Vehicle Production Overview, 2020

Highlights of Passenger Vehicle Manufacturing in Russia & Ukraine

Passenger Vehicle Production Plants in Russia & Ukraine

Global Automotive OEMs Pausing Trade With Russia & Ukraine

Snapshot of the Russian Auto Parts Industry

Snapshot of the Ukrainian Auto Parts Industry

Impact Analysis—Auto Parts and Raw Materials

Overview of OEM Specific Impact

Passenger Car Industry Snapshots, Russia

Passenger Car Industry Snapshots, Ukraine

Regional Outlook of the Crisis

Business Opportunity Loss in Russia & Ukraine for OEMs

Impact Analysis on the OEMs in Russia & Ukraine

Possible OEM/Supplier Strategies

Auto Parts that are Affected due to the Conflict

Auto Parts that are Affected due to the Conflict (continued)

Key Auto Parts Suppliers in Russia & Operational Status

Key Auto Parts Suppliers in Ukraine & Operational Status

Ukraine Auto Parts Industry, Supplier Actions

Impact Analysis—Auto Parts

Snapshot of the Russian Supply of Raw Materials

Palladium, Market Overview

Palladium, Catalytic Material in Automotive

Palladium, Exponential Increase in Price

Nickel, Market Overview

Nickel Prices Touching a 11-Year High

Nickel, EV Battery—The Key Automotive Application

Nickel Price Surge to Increase the Cost of EVs by $1,000

Neon Gas Supply Issues—Lessons from 2014 Russo-Ukrainian War

The Chip Shortage Crisis to be Aggravated by Shortage of Neon Gas

Impact Analysis—Raw Material

Impact Analysis—Raw Material (continued)

Renault, Overview

Renault, Impact Analysis

Hyundai and Kia, Overview

Hyundai and Kia, Impact Analysis

Stellantis, Overview

Stellantis, Impact Analysis

Volkswagen, Overview

Volkswagen, Impact Analysis

Toyota, Overview

Toyota, Impact Analysis

Chinese Brands

Growth Opportunity 1—Deepen Industry Collaboration to Avoid Procurement Issues

Growth Opportunity 1—Deepen Industry Collaboration to Avoid Procurement Issues (continued)

Growth Opportunity 2—Alternative Product Sourcing Strategies to Avoid Shortage in Components

Growth Opportunity 2—Alternative Product Sourcing Strategies to Avoid Shortage in Components (continued)

Growth Opportunity 3—OEMs Mitigating the Business Opportunity Losses due to the Conflict

Growth Opportunity 3—OEMs Mitigating the Business Opportunity Losses due to the Conflict (continued)

Results from Survey—Poll Question No. 1

Results from Survey—Poll Question No. 2

Results from Survey—Poll Question No. 3

List of Exhibits

List of Exhibits (continued)

List of Exhibits (continued)

Legal Disclaimer

Related Research
The Russo-Ukrainian war severely disrupted the automotive value chain and prompted OEMs and suppliers to defer or discontinue trade with Russia. Several OEMs in Europe and Eastern Europe have paused or slowed their production due to a lack of parts from Ukraine-based suppliers. Production halt and auto parts supply shortage are the immediate effect of this crisis, and supply chain issues and raw material shortages are expected in the coming weeks. OEMs, including Toyota, Ford, Volvo, Jaguar-Land Rover, General Motors, and BMW, have ceased export operations to Russia, with many of them suspending Russian joint ventures in response to the invasion. Russia is a major supplier of key metals & minerals, and export sanctions have severely impacted commodity demand and prices. The study aims to provide an overview of the automotive industry in Russia and Ukraine, key manufacturers, the share of these countries in the global automotive industry, and analyze the impact of the Russo-Ukrainian war on the global automotive industry. The research service will elucidate the key issues auto OEMs face for raw material & auto parts demand and supply. It will help understand the current market position and how the industry responds, particularly in vehicle production, business opportunity, and supply chains. It provides an overview of the key OEMs/suppliers, services & products and analyzes the strategies adopted by them for mitigating the crisis. In addition to the effect of the crisis on the automotive industry and key areas of impact, the report analyzes future areas of disruption, impact on the supply chain due to raw material shortage, and manufacturing strategies. Frost & Sullivan has examined the auto components industry and analyzed which automotive segments will be severely impacted by the conflict. By providing a comprehensive overview of the industry from multiple angles, this research service seeks to: • Capture the current scenario of the global automotive market and the Russo-Ukrainian automotive industry. • Understand the role of Russia as a major metal supplier. • Identify the role of Ukraine in the global automotive industry. • Understand the landscape of the supply chain crisis and how it can be solved. • Understand and analyze the current scale and effects of the crisis on the global automotive industry. • Identify OEM risk mitigation strategies and best practices followed. From an automotive and transportation standpoint, this study provides a global outlook of the ongoing crisis and analyzes its impact on the OEMs and auto-component manufacturers. This study takes a deep dive into Russia’s and Ukraine’s contribution to the global automotive industry, the best practices adopted by some OEMs to deal with the crisis, and what can be done to mitigate future crises in this domain.--BEGIN PROMO--

Key Issues Addressed

  • What is the current state of the automotive industry
  • What are the major areas of disruption and effects of the crisis on the automotive industry
  • What are the key factors and trends that could fuel the auto chip shortage
  • What strategies are followed by leading OEMs who conduct business with Russia and Ukraine
  • What is the effect of this crisis on European or global auto production
More Information
Author Sujith Unnikrishnan
Industries Automotive
No Index No
Is Prebook No
Podcast No
WIP Number PD28-01-00-00-00