![]() We expect perceived inflation to remain than double the rate of actual inflation (5.6% y/y in 2023), and structurally above the historical average of 6.8%, with persistent uncertainty over the medium term. ![]() Together with the end of internal combustion engine technologies, this adaptation to the economics of battery-electric vehicle manufacturing could reshape automotive production in Europe. Because battery-electric vehicles are faster to assemble and require less labor, carmakers could consolidate production using fewer platforms and factories. We expect carmakers (and their suppliers) to pool resources into cash-consuming activities, especially electric-battery manufacturing to increase scale in critical activities with a lower likelihood of antitrust scrutiny. ![]() Major moves would come under close antitrust scrutiny and smaller moves would not affect current competition from abroad.
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