俄烏戰爭對歐洲汽車潤滑油售後市場的影響

Impact of the Russo-Ukrainian War on Select European Automotive Lubricants Aftermarket

出版日期: 2022年12月01日 | 出版商:

Frost & Sullivan | 英文 62 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

繼歐洲主要石油和天然氣公司之後，本報告分析了在該地區運營的俄羅斯主要石油公司。它闡明了歐洲國家對俄羅斯石油公司的依賴程度、歐洲主要石油和潤滑油製造商的退出策略、替代採購策略等。

內容

戰略要務

為什麼增長越來越難？
戰略要務
三大戰略要務對歐洲汽車潤滑油售後市場的影響
增長機會加速增長管道引擎

增長機會分析

歐洲的俄烏戰爭 - 地緣政治和宏觀經濟影響

俄烏戰爭 - 重要事件和經濟制裁的時間表
布倫特原油*價格
2022-2023 年 GDP 增長展望
世界 GDP 增長展望（按情景劃分）
戰爭對全球 GDP 的影響
戰爭對宏觀經濟動態的影響
2021 年歐洲收入最大的石油公司
2021 年俄羅斯和烏克蘭最大的石油和天然氣公司的銷售額
歐洲的主要進口商
石化公司的退出和業務連續性戰略
歐洲潤滑情況行業顯著趨勢
俄烏戰爭對歐洲 OEM 和分銷生態系統的影響
全球汽車原始設備製造商暫停與俄羅斯和烏克蘭的貿易
OEM、OES、分銷商和供應商的戰略變化
增長動力
抑制增長的因素

增長機會分析

預測假設
增長指標
歐洲主要經濟和汽車售後市場指標
歐洲國家選擇 - VIO 和到 2023 年的增長預測
大流行病和俄烏戰爭對車輛公裡數的影響
2022 年歐洲不斷增長的汽車保有量模式
售後市場總更換潤滑油 - 需求
更換售後發動機油的需求
售後齒輪油的更換需求
更換售後傳動液的需求
總結 - 對渠道的影響
2023 年對售後市場汽車潤滑油供應商的期望

成長機會

增長機會 1 - 美洲和北非的石油分銷集團
增長機會 2 - 生產和分銷翻番
增長機會 3 - 零售量監控技術

結論

簡介目錄

Product Code: MG47-41

Two Quarters of War-like Conditions and Geopolitical Chaos will Shrink the Demand for Automotive Lubricants by 2.1% in 2023

This research service discusses the impact of the Russo-Ukrainian War on select European automotive replacement lubricants aftermarket for passenger cars and light commercial vehicles (class 1 to 3) in demand (million units) and volume (million US Quart). The regions covered are the UK, Germany, France, Italy, and Spain. The base year is 2022, and the forecast period is 2023.

This study analyzes key oil and natural gas companies in Europe, followed by major Russian oil companies operating in the region. It highlights the dependency of European countries on Russian oil companies, the exit strategy of major European oil and lubricant manufacturers, and their alternative sourcing strategy.

The study discusses macroeconomic trends influenced by war, such as GDP, inflation, recession, and impact on major currencies. It identifies market drivers and restraints that can influence lubricant demand in 2023. The total demand base is identified, and 3 lubricants covered are engine oil (motor oil or passenger car motor oil [PCMO]), gear oil, and transmission fluid. For each lubricant, Frost & Sullivan forecasts 3 growth scenarios for the year 2023:

Scenario 1 is based on historical trends. It depicts a market without the War.

Scenario 2 is based on higher growth, as the market reacts positively to a possibility where demand grows faster than historical trends. The War does not affect domestic markets severely.

Scenario 3 is based on a lower growth rate, as the market reacts negatively to a possibility where demand shrinks quicker than historical trends. The War adversely affects domestic European markets.

The study identifies growth opportunities in the automotive lubricant segment in areas of alternative distribution partners, sourcing avenues, and production.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Select Automotive Lubricants Aftermarket
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Key Questions this Research Deliverable will Address
Segmentation & Definition
Distribution Structure
Key Competitors-Major Automotive Lubricants Suppliers in Europe
Key Findings
Current Scenario and 2023 Outlook

Impact on Europe-Geopolitical & Macroeconomics of the Russo-Ukrainian War

Russo-Ukrainian War-Timeline of Key Events & Economic Sanctions
Crude Oil Brent* Prices
GDP Growth Outlook, 2022-2023
Global GDP Growth Outlook by Scenario
Impact of War on Global GDP
Impact of War on Macroeconomic Dynamics
Impact of War on Macroeconomic Dynamics (continued)
What to Expect Ahead?
Largest European Oil Companies by Revenue, 2021
Russia & Ukraine Largest Oil & Gas Companies by Revenue, 2021
Major Importers of (HSN 27101980) in Europe
Petrochemical Companies-Exit and Business Continuity Strategy
Petrochemical Companies-Exit and Business Continuity Strategy(continued)
Noteworthy Trends in the European Lubricant Landscape
Impact of the Russo-Ukrainian War on the European OEMs & Distribution Ecosystem
Global Automotive OEMs Pausing Trade with Russia & Ukraine
Shift in OEM, OES, and Distributor-Supplier Strategies
Growth Drivers
Growth Restraints

Growth Opportunity Analysis

Forecast Assumptions
Growth Metrics
Key European Economic & Automotive Aftermarket Metrics1
Select European Countries-VIO & Growth Forecast to 2023
Impact of the Pandemic & the Russo-Ukrainian War on Vehicle Kilometer
Increase in Passenger Vehicle Ownership Patterns in Europe, 2022
Total Replacement Lubricant Aftermarket-Unit & Volume Demand
Replacement Aftermarket-Engine Oil Demand
Replacement Aftermarket-Gear Oil Demand
Replacement Aftermarket-Transmission Fluid Demand
Summary-Channel Impact
What to Expect Ahead in 2023 for the Aftermarket Automotive Lubricant Supplier?

Growth Opportunity Universe

Growth Opportunity 1-American and North African Oil Distribution Groups
Growth Opportunity 1-American and North African Oil Distribution Groups (continued)
Growth Opportunity 2-Double Down on Production and Distribution
Growth Opportunity 2-Double Down on Production and Distribution (continued)
Growth Opportunity 3-Retail Volume Monitoring Technologies
Growth Opportunity 3-Retail Volume Monitoring Technologies (continued)