Major global automakers are recalibrating electrification roadmaps as consumer adoption of fully electric vehicles encounters pricing and infrastructure resistance. Capital allocation is noticeably pivoting toward plug-in hybrid electric vehicles (PHEVs) to maintain margins while complying with emissions targets.
Manufacturing Adjustments
Several original equipment manufacturers (OEMs) have announced delays in dedicated EV battery plant construction. Supply chain leads report increased sourcing orders for internal combustion components integrated with modular hybrid transmissions.