Le Pen / Macron: What the presidential candidates have to offer for the automotive industry

Following the results of the first round, the second round of the presidential election will therefore pit Marine Le Pen against Emmanuel Macron. If their programs offer very different views of the automotive sector, they agree on the desire to increase the power of hydrogen.

The second round of the presidential election is taking place in a particular context for the car industry. With a market that has been at its lowest level since the creation of automotive statistics and a Russian-Ukrainian war that not only drains its share of atrocities, but also affects the production of the sector, the sector of the automotive industry is struggling to say the least. . .

Added to this is an increase in energy prices with an increase in pump prices in addition to a semiconductor crisis that is generating delays in delivery. In short, motorcyclists are having a bit of trouble keeping a smile right now and are becoming an issue for the election of the future President of the Republic.

To dilute the environmental fog, the candidates and their spokesperson spoke with the Driver Defense League and the Automotive and Mobility Sector. We return to the main proposals of Emmanuel Macron and Marine Le Pen, the two candidates who will run in the second round of the presidential election on Sunday, April 24, 2022.

A dying context

The quarter of 2022 was the worst of all for the automotive sector. It shows a drop of 150,000 cars sold (441,847 vs 365,407 vehicles) during the period from January to March 2022 compared to the same period in 2021; that is, -17.3%, and even -34% compared to the years before Covid. Therefore, the situation of the sector continues to worsen. An improvement was expected in the second half of 2022, with an improvement in semiconductor deliveries, but the resumption of the epidemic in China is causing further disruptions in the supply chain.

The war in Ukraine affects manufacturers in the region, such as Renault or Michelin, but also equipment manufacturers. The latter, in fact, specialize in the creation of harnesses for car wiring and production is paralyzed. Finally, the war causes problems in the supply chain of raw materials such as cobalt, nickel or aluminum, and inevitably a rise in the price of new cars.

The good news is that the market share of electric cars is still rising for the time being (12% in the first quarter of 2022). The supply of manufacturers has multiplied by 8 in 5 years, and the share of electrification is growing; it has just tripled in 2 years.

The remaining questions, however, remain the consequences of these long-term interruptions in production. Also, will consumers be there if the price differences between internal combustion cars and electric cars remain just as important, or even increasing with the different crises? It is in this context that we want to return to the proposals of the two finalists in the presidential election.

Emmanuel Macron in favor of the development of electricity

As part of his France 2030 plan, Emmanuel Macron is committed to electricity. With a steady increase in the market share of electric vehicles and including the share of hybrids, electrified cars account for 40% of the market, compared to 16% of diesel, while this engine was still in the majority a few years ago. To accentuate the development of the electric car, E. Macron has the national sovereignty of energy and industrial production, with not only a relocation of semiconductor manufacturing, but also the creation of gigafactories French company that would manufacture its own batteries of electric car batteries.

Beyond job opportunities, for the outgoing president’s teams, it’s all about having control over the manufacture of batteries, because that’s about half the price of an electric vehicle. The aim is to reduce the cost of electric vehicles by overcoming supply problems.

The candidate also wants to accelerate the deployment of fast charging stations with a terminal production sector whose goal is still to reach 500,000 charging points open to the public. It has an additional 5.4 billion euros in public spending to decarbonise transport. A figure that fits the statement of Bruno Le Maire (current Minister of Economy) who announced during the Presidential Conference organized by the automotive industry on March 14, 2022 the maintenance of the ecological bonus for vehicles 100% electric.

In addition, in his program, E. Macron argued that “we will deploy an affordable supply of electric vehicles. We will strengthen things, in particular by establishing rental mechanisms to support the most modest households that allow them to make the transition from their vehicles.The idea is that once the customer has chosen the model of electric vehicle at their dealership, they will receive a grant so that their monthly payment does not exceed € 100 / month; the difference would be covered by the State, in conditions – but not yet we know which ones.

In addition, it is interesting to note that candidate E. Macron is not in favor of limiting fuel prices, but will implement emergency measures that are triggered when prices explode, which has been done previously with energy control. , for example, or even the reduction of 18 cts / liter in the pump.
Finally, candidate E. Macron proposes a revaluation clause in 2028 in order to extend the existence and sale of thermal vehicles beyond 2035, in particular through rechargeable hybrids.

The dangerous temptation of Manichaeism

The temptation to sink into a “show me where you’re going, I’ll tell you who you vote for“It’s dangerous and absurd, because everyone’s mobility problems are much more complex than that. In fact, it would be too simple and simplistic to caricature those who use a thermal vehicle for their travels by accusing them of de facto voting far right, however, he is part of this electorate that wants to convince Marine Le Pen, who has focused his campaign on purchasing power.

With little autonomy and a charging network that is far from fulfilling its promises, electric driving is now almost an obstacle course.

That is why, today, the heat engine, and in particular the diesel engine, remains the preferred engine of the working classes, suburbs, the countryside and families. Jean-Philippe Tanguy, representative of Marine Le Pen, stated: “The ecological transition must be built on trust, not opposing the well-being of citizens“.

Marine Le Pen is committed to the abolition of SPAs (low-emission zones) which it describes as exclusion zones, and above all it wants to reduce the VAT on fuels to 5.5% – which corresponds to a reduction of 35 to 45 cents per liter- and wants to offer a grant of € 1,000 for the conversion to bioethanol. The far-right candidate says “hybrid vehicles have a place in a decarbonized future. They reduce emissions and fuel consumption“while wishing”slow down the replacement of thermal by fully electric“by not making conversion required in 2030.

Finally, from an economic point of view, he announces that he is against the sanction and also proposes the nationalization of highways, which will reduce the price of tolls by between 10 and 15% and bring them to the coffers of the state 1,500. millions. euros per year. However, a termination of the contracts before they take effect would cost 47 billion euros in compensation, according to the Minister of Transport, Jean-Baptiste Djebbari.

The development of the hydrogen sector, a point of agreement between the two candidates

In conclusion, let us remember that the two candidates more or less agree on their desire to develop the hydrogen sector. Jean-Philippe Tanguy, representative of Marine Le Pen, announced that he wants a mixture of electrical energy that integrates batteries, hybrids and hydrogen. The president of the RN is proud to be one of the first French political figures to support this sector by declaring “France will commit to the hydrogen revolution. This hydrogen will go, in a priority way, to the industry, to the balance of the electrical network, then to the non-electrifiable transport.

For his part, E. Macron highlights his desire to develop hydrogen from renewable energy with the creation of two gigafactories of electrolyzers. Hydrogen development is “a battle for industry, ecology and sovereignty“In addition to the € 30 billion budget set out in the France 2030 plan, the president announced that € 1.9 billion will be set aside,” said the head of state. in the Faculty.

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