3 6 Ke·2025-07-14 04:20Core Viewpoint - The report by the European Federation for Transport and Environment (T & E) highlights that the European automotive industry is at a critical juncture, where the advancement or delay of the "ban on combustion engines" proposal will significantly impact the industry's future direction [1][2]. Industry Impact - The report indicates a projected decline of 5.9% in electric vehicle sales in the EU for 2024, with the threat of tariffs from the Trump administration further complicating the situation [1][2]. - If the EU abandons the 2035 target to ban the sale of combustion engine vehicles, it could result in the loss of 1 million jobs in the automotive sector and a potential investment loss of up to two-thirds in the new energy sector [2][4]. Employment and Economic Contribution - T & E's report supports the continuation of the "ban on combustion engines," suggesting that adherence to the 2035 clean energy goals could lead to the automotive industry contributing an additional 11% to the European economy by 2035 [4]. - If the ban is enforced until 2030, job losses in traditional automotive manufacturing could be offset by the creation of over 100,000 jobs in battery and electric vehicle sectors, with a total of 120,000 jobs expected in the new energy sector by 2035 [5][6]. Battery Manufacturing and Investment - The report emphasizes that ensuring over 900 GWh of battery manufacturing capacity could create over 100,000 new jobs, with the economic output of the battery industry projected to increase fivefold to €79 billion by 2035 [6][14]. - T & E's analysis of 13 electric vehicle projects in Europe indicates that successful implementation could yield an annual production capacity of at least 2.1 million electric vehicles by 2027, meeting the growing market demand [9][12]. Risk Assessment of Projects - The report categorizes projects into low, medium, and high-risk levels based on various criteria, with low-risk projects expected to generate 390 GWh of capacity and create approximately 43,000 jobs [15][16]. - Medium-risk projects could provide 630 GWh of capacity and support 47,500 jobs, while high-risk projects, still in conceptual stages, could yield 410 GWh of capacity and 37,500 jobs, contingent on future policy decisions [15][16]. Regional Insights - Countries like Poland and Hungary show clearer development prospects in battery manufacturing, with Hungary potentially increasing its capacity by 90 GWh, positioning itself as a new hub for the electric vehicle industry in Europe [19][20].