RNSDF News and Press, Renault S.A. From 03/31/22

Positively impressed by the new management team and by the Renaulution goals already achieved. Looking at and analysing Renault's Russian exposure. Less diversified geographical revenue and Russian vehicle production favour other OEMs. For further details see: Renault: T...

Russia's decision to demand ruble payments for its natural gas exports to the EU, threaten the viability of the euro currency as a global FX reserve. Before this latest blow to the global status of the euro, there was some hope in Europe that the euro could compete with the USD as a g...

New commercial vehicle registrations in the European Union fell 15.7% to 131,874 units in February, followed by 11.1% decline in January. Except for heavy commercial vehicles, all segments recorded declines. Spain -23.3%, France -21.4%, Germany -8.1% and Italy -4.8%. On YTD bas...

Global electric car sales Jan. 2022 - Up 87% YoY reaching 10% share. China sales up 115% YoY to 17% share. Europe sales were up 39% YoY to 19% share. EV market news - US$5B plan to fund EV charging network over 5 years. USA Q4, 2021 EV sales up 72%. 10 electric pickups coming to the U...

With the war in Ukraine, I'm taking a look at the high-level implications and guiding toward what would be considered decent targets and considerations. There are negatively and positively impacted sectors to consider. The current environment offers buying opportunities as well as ris...

New commercial vehicle registrations in the European Union fell 11.1% to 125,592 units in January, followed by 8.4% decline in December. This was mainly due to a drop in new van sales. Of the region’s four major markets, Spain saw the sharpest drop -20.1%, followed ...

Company vision is critical. CEO Jim Farley has it. The challenge is about execution and managing the swap out of BEV for ICE. Tesla’s BEV production was 936,000 in 2021 and is expected to be 1.4 million in 2022. Ford plans to have 600,000 BEV manufacturing capacity by e...

I was looking for some good hedges against an Ukraine-Russia conflict, however, it's not easy to find good candidates. By accident, I remembered that Renault actually sells about 20% of its cars in Russia. If Russia and Europe start imposing sanctions on each other because of a Uk...

Global electric car sales for Dec. 2021 - up ~80% YoY, reaching 15% share. China sales up 125% YoY to 21% share. Europe sales flat YoY, hit a record 29% share. EV market news - China 2022 NEV subsidies policy will terminate on December 31, 2022. BloombergNEF forecasts just over 10 mil...

In the grip of a severe energy crisis, the EU is contemplating severe economic sanctions against its largest source of energy imports, over a possible conflict in Ukraine. The crisis already left the Nord Stream 2 pipeline in limbo, which increases the odds of the Power of Siberia 2 p...