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
08-Apr-2022
Europe
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)
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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
Author | Sujith Unnikrishnan |
---|---|
Industries | Automotive |
No Index | No |
Is Prebook | No |
Podcast | No |
WIP Number | PD28-01-00-00-00 |