通貨膨脹抑製法對電動車產業的影響

本報告提供IRA設定的要求與獎勵分析，對美國PEV市場的影響預測，廠商與消費者之間的受益者確認，汽車廠商供應商的建議等資訊。

目錄

第1章 序文

第2章 背景

第3章 推薦事項

第4章 通貨膨脹抑製法如何改變乾淨車輛補助

• 取消上限的PEV銷售台數
• 本地內容要求的追加
• 重要的礦物要求課題
• 所得限制和上限價格的追加
• 銀行匯款的追加
• 中古PEV的獎勵追加
• 中型車輛、大型車輛

第5章 改變生產計劃而不是產品

• 對汽車廠商的影響為何
• 預期磷酸鋰鐵的增產
• 汽車製造商活用軟體定義型汽車的可能性
• 對市場的長期影響可能是積極的
• 汽車供應商應該做什麼
• 哪個車輛符合條件
• 消費者的勝敗
• 廠商的勝敗
• 加速在現場的PEV和電池的生產，削減成本

第6章 附錄

This Guidehouse report analyzes the requirements and incentives laid out in the IRA; forecasts the impact on the US PEV market; specifies who benefits among manufacturers and consumers; and gives recommendations for automakers and suppliers.

Table of Contents

1. Spark

2. Context

3. Recommendations

4. How Has the Inflation Reduction Act Changed Clean Vehicle Credits?

• 4.1 Volume Caps on PEV Sales Have Been Eliminated
• 4.2 Local Content Requirements Have Been Added
• 4.3 Critical Minerals Requirements Will Be a Challenge
• 4.4 Income and Price Limits Have Been Added
• 4.5 Credit Transfers Have Been Added
• 4.6 Incentives for Used PEVs Have Been Added
• 4.7 Medium and Heavy Duty Vehicles

5. Changing Production Plans, Not Product

• 5.1 What Is the Impact on Automakers?
• 5.2 More Lithium Iron Phosphate Is Expected
• 5.3 Automakers May Leverage the Software-Defined Vehicle
• 5.4 Long-term Impact on the Market Is Likely Positive
• 5.5 What Must Automotive Suppliers Do?
• 5.6 Which Vehicles Qualify?
• 5.7 Which Consumers Win and Lose?
• 5.8 Which Manufacturers Win and Lose?
• 5.9 Accelerate Local PEV and Battery Production and Reduce Cost

6. Appendix

• 6.1 Countries That Have Free Trade Agreements with the US
• 6.2 Critical Minerals as Defined by the IRA

List of Figures

• Model Proliferation of PEVs by Price Bracket, 2021 vs 2025
• PEV Market Share, United States 2016-2022
• Impact of IRA on PEV Sales, United States: 2021-2030