EVã¡ã¼ã«ã¼ã§ããRivianã¯ã11ææç¹ã§æ ªä¾¡ã$78/æ ªã«éãããã®å¾å¤§å¹ ã«ä¸æããå¾ãè¨é²çãªä½æ°´æºã§åå¼ãããæ¨å¹´11æã®å²ä¸æé«å¤ã§ãã$172ãã93%ä¸è½ããä¸æ¹çãªå¤±æã®é£ç¶ã¨ãªã£ãã
ãããããã¤ãæ大ã®èªåè»ã¡ã¼ã«ã¼ã§ãããã©ã«ã¯ã¹ã¯ã¼ã²ã³ããRivianã¨ã®åå¼äºæ¥ãå½¢æããããã«50åãã«ãæè³ããã¨çºè¡¨ããRIVNãã³ã°ãã¡ã«ã¨ã£ã¦ã¯ä¸çã®å¸æã¨ãªã50%以ä¸ã®ã¢ãã¿ã¼ãã¼ã±ããã§ã®æ¥é¨°ãèµ·ãã¾ãããããã«ãããå°é£ã«ç´é¢ãã¦ããã¹ã¿ã¼ãã¢ããã«å½ç¶±ãæãæãããã¤ãã®èªåè»ã¡ã¼ã«ã¼ãã¢ã¡ãªã«ã®EVä¼æ¥ã®æè¡ã«ã¢ã¯ã»ã¹ãããã¨ã«ãªãã¾ããã
ãã®æè³ã«ä¼´ããVWã¯å³åº§ã«Rivianã«10åãã«ãæè³ãããã®å¾4åãã«ã追å æè³ããã¨çºè¡¨ãæ°ããåå¼ä¼æ¥ã¯ãå¹³çã«ç®¡çã»ææããããã次ä¸ä»£ãã®ããããªã¼é§åè»ä¸¡ã¨ã½ããã¦ã§ã¢ãéçºãããã¨ãç®æãã¨ãVWã¨Rivianã¯å ±å声æã§è¿°ã¹ã¦ãã¾ãã
ãã®æ¦ç¥çææºã«ãããè³éçç¼ãç¶ãã¦ããRivianã«ã¨ã£ã¦ã¯çå½ç·ã¨ãªãæ°è¦è³æ¬ã®æºãæä¾ãããå社ã¯é»åããã¯ã¢ãããã©ãã¯ã¨SUVã¢ãã«ã®çç£ã¨ç´åãæ¡å¤§ãããã¨ã«è¦å´ãã¦ãã¾ãããããã¯ãRivianãäºå®ãã¦ããæè³å®¶åãã®èª¬æä¼ã®ç´åã§ã®åºæ¥äºã§ãããä¸æ¹ãVWã¯ããã¹ã©ã¨åçã®å¹çã¨æ©è½ãåãããã©ã°ã¤ã³è»ä¸¡ãå±éãããã¨ã§æ°å¹´éè¦å´ãã¦ããEVã¹ã¿ã¼ãã¢ããã®ã½ããã¦ã§ã¢ã¨EVã¢ã¼ããã¯ãã£ã«ã¢ã¯ã»ã¹ã§ãã¾ãã
åæã«åºã¥ãããã©ã«ã¯ã¹ã¯ã¼ã²ã³ã¯åªå æ ªå¼è»¢æ社åµï¼æªæ ä¿ï¼ãéãã¦Rivianã«10åãã«ã®åºè³ããã2021å¹´12æ1æ¥ä»¥éã«Rivianã®æ ªå¼ã«äº¤æãããäºå®ã§ããããã«ãããVWã¯ç¾å¨ã®æå¤§æ ªä¸»ã§ããAmazon.comã«æ¬¡ã2çªç®ã®å¤§æ ªä¸»ã¨ãªãã¾ããVWã¯ããã«2025å¹´ã¨2026å¹´ã«2ã¤ã®åé¡ã®åå²ã§Rivianæ ªå¼ã«ããã«20åãã«æè³ããæ°ä¼ç¤¾ã«2026å¹´ã«å ¥æã§ãããã¼ã³ã¨åããã¦è¿½å ã§20åãã«ãæè³ããäºå®ã§ãã
ãªãã¢ã³ã®CEOã§ããRJ Scaringeã¯ãVWã®CEOã§ãããªãªãã¼ã»ãã«ã¼ã¡ã¨ä¼ã£ãç´å¾ã«è£½åæ¦ç¥ã§å ±éã®ç解ãå¾ãããã¨è¿°ã¹ãå ±åä½æ¥ã«ã¤ãã¦ã®è©±ãåããå§ã¾ã£ãã¨èªãã¾ããã
ãç§ãã¡ã®ååã«ãããè»ä¸¡ã¸ã®æé©ãªã½ãªã¥ã¼ã·ã§ã³ãããè¿ éãã¤ä½ã³ã¹ãã§æä¾ãã¾ããã¨ãã«ã¼ã¡ã¯ã両社ã®å£°æã§è¿°ã¹ã¦ãã¾ãããç§ãã¡ã¯æè¡ãããã¡ã¤ã«ã¨ç«¶äºåãå¼·åãã¾ããã
Rivianã¯ãEVã®æªæ¥ã®è¿ éãªå°æ¥ã«å¯¾ããç±çã®é ç¹ã§ãã2021å¹´11æã«ä¸å ´ããæ½å¨çãªãã¹ã©ã®ç«¶åç¸æã¨è¦ãªããã¾ããã確ãã«ããªãã¢ã³æ ªã®åæä¸æã¯ä¸æçã«ãã©ã¼ããGMãä¸åãå¸å ´ä¾¡å¤ãæã£ã¦ãããããã®å¾ãå¤ãã®EVã¹ã¿ã¼ãã¢ãããé«é¡ãªEVè»ä¸¡ãé¿ããä¸è¬çãªèªåè»è³¼å ¥è ã®æ¯æãå¾ãããªããªãã¾ãããRivianã¯ãå©çã確ä¿ããå°æ¥ã®è³é調éã«å åãªãã£ãã·ã¥ããã¼ãçã¿åºãçµè·¯ãè¦ã¤ããã®ã«è¦å´ãã¦ãã¾ããã
ããããæ¬æ¥ã®ææºãGMã¨ãã¤ã¦ã®è©æ¬ºä¼æ¥ã§ãããã¹ã©ã¨ã®å£æ» çãªJVã¨åæ§ã«çä¸ããå¯è½æ§ãããã®ã¯é©ãã¹ããã¨ã§ã¯ãªãã§ããããã¡ã¢ãªã¼ã»ãã©ãæè³åã«ã¾ã£ãããã¥ã¼ã»ãã£ãªã¸ã§ã³ã¹ï¼é©åãªæ³¨æï¼ãè¡ããªãã£ãããããã®å¾éããªãç ´ç£ãããã¨ã¨ãªã£ãä¼æ¥ã¸æ°ç¾ä¸ãã«ãæè³ããã¼ãã©ã«ã¢ã¼ã¿ã¼ãºã¨ã®å£æ» çãªJVã§ãå®éãRivianã¯éå»ã«ç¢ºç«ãããèªåè»ã¡ã¼ã«ã¼ã¨ã®ææºã失æããå®ç¸¾ãããã¾ãã2021å¹´11æã«ã¯ãåæã®æè³å®¶ã§ãããã©ã¼ãã¨å ±åã§EVã®éçºãè¨ç»ãã¦ãã¾ãããããã®è¨ç»ãä¸æ¢ãã¾ãããã¾ãã2022å¹´12æã«ã¯ãã¡ã«ã»ãã¹ã»ãã³ãã¨ã®é»æ°ãã³ã®å»ºé è¨ç»ãåçµãã¾ããã
ãã©ã«ã¯ã¹ã¯ã¼ã²ã³ã«ã¨ã£ã¦ã¯ããã¹ã©ç¤¾ã¨åçã®å¹çã¨æ©è½ãåãããã©ã°ã¤ã³è»ä¸¡ãå±éãããã¨ã§ããã¤ãèªåè»æ¥çã®å·¨å¤§ä¼æ¥ãEVã¹ã¿ã¼ãã¢ããã®ã½ããã¦ã§ã¢ã¨EVã¢ã¼ããã¯ãã£ã«ã¢ã¯ã»ã¹ã§ãããã¨ã¨ãªãã¾ãã
両社ã¯åå¼äºæ¥ã§çã¿åºãããæè¡ãæè¼ããè»ä¸¡ããæ¬å¹´ä»£ã®å¾åã«å°å ¥ããäºå®ã ã¨å ±å声æã§è¿°ã¹ã¦ãã¾ãã
Rivianã®æ ªä¾¡ã¯ã¢ãã¿ã¼ãã¼ã±ããã§æ¥é¨°ããæ大55%ã¾ã§ä¸æ...
... ããã¯ããã®ãã¥ã¼ã¹ã«å¯¾ããèåå°çãªåå¿ã¨ãã¦ã ãã§ãªããå²ä¸æé«ã«è¿ã133ç¾ä¸æ ªãä»ç¾å¨ã·ã§ã¼ãããã¦ãããæµééã®16.4%ãã·ã§ã¼ãããã¦ãããã¨ã«èµ·å ããã·ã§ã¼ãã¹ã¯ã¤ã¼ãºã®ä¸ç°ã§ãã
ããããã¤ãæ大èªåè»ã¡ã¼ã«ã¼ãã¢ã¡ãªã«ã§ç©æ¥µçã«EVå¸å ´ãæ¡å¤§ãã¦ããã®ã§ããã°ããã®ä¸æµåçè ã«æ³¨ç®ãã¹ãæãæ¥ãã®ã§ã¯ãªããã112ç¾ä¸ã·ã§ã¢ã®è¨é²çãªã·ã§ã¼ãã¤ã³ã¿ã¬ã¹ããæã¤Chargepointã注ç®ããã¾ããæµééã®28%ãã·ã§ã¼ãããã¦ããï¼ããã500ç¾ä¸ãã«ã®æ価ç·é¡ï¼ã人ã ã¯æ¬¡ã«ãã®éæãæ¥ä¸æããã®ã§ã¯ãªããã¨äºæ³ãã¦ãã¾ãã
By Zerohedge.com
Oilprice.comããã®ãã®ä»ã®è©±é¡ï¼
The leading economics blog online covering financial issues, geopolitics and trading.… More