Specialist
Former general manager at Renault Nissan-Mitsubishi Alliance
Agenda
- Volume and pricing dynamics in ICE (internal combustion engine) and EVs (electric vehicles)
- EV product roadmap and capabilities vs Volkswagen, PSA and Volvo
- Renault-Nissan-Mitsubishi Alliance outlook
Questions
1.
What is your expectation for Renault’s volume recovery in H2 2020, given the threat of a potential second coronavirus wave across Europe?
2.
What are your full-year volume loss expectations for Renault, given 2020’s coronavirus challenges?
3.
There has been commentary around the number of ranges of the ICE [internal combustion engine] models offering and that there could be some rationalisation of those models. What do you think would be a reasonable reduction in range within the ICE models?
4.
As you say, the C-segment for Renault has been a challenge. Why do you think Renault has faltered, given the partnership with Nissan and the opportunities to do well in that C-segment?
5.
Who will lead the SUV segment in Europe between Renault and Nissan? Under the leader-follower approach, Renault is supposed to lead in Europe but Nissan will lead with SUVs.
6.
How much pricing headroom is there within the ICE models in the C-segment?
7.
Why has Renault lost market share, in particular in the European EV [electric vehicle] segment, over the last few years?
8.
What shape do you think government incentives are likely to take over the next 18-24 months? Do you think there might be a drop-off in government incentives in Europe in particular?
9.
To what extent do you think the most recent product roll-out addresses some of the issues around the market share losses due to the lack of innovation?
10.
Do you think Renault could get the Dacia price point under EUR 20,000? I know it’s been branded as potentially the cheapest car.
11.
What do customers prioritise out of price vs range vs charging capabilities?
12.
You mentioned the majority of volumes will be driven by fleet customers. Could you put a percentage on that to indicate the magnitude of volumes that could potentially be purchased by fleet?
13.
How does Renault compare on total cost of ownership of the new models it is releasing vs the ID3 or the ID4 from Volkswagen?
14.
How competitive is the new Peugeot model, the e-208, in relation to the Zoe or the Dacia?
15.
What are your expectations of the EV penetration from Renault models and how that’s likely to develop over the next four years or so? How is that EV penetration likely to grow YoY from 2020 onwards?
16.
How is the EV penetration likely to grow in relation to total unit sales, given the expected roadmap?
17.
Do you have any volume expectations of the hybrid roll-out within Renault?
18.
What do you think Renault should begin to produce itself vs third party? I know this is an ongoing discussion around batteries, electric motors, inverters and software.
19.
There is the new CMF [common module family]-EV tech platform that Renault is operating on. How are costs improved under that CMF-EV platform?
20.
I think Renault has always said it doesn’t make sense to make a pure Dacia EV, as it was heavily loss making. Given that it is now rolling out that Dacia EV, has the CMF platform changed the economics of that model, or can we assume it will lose money with each Dacia EV sold?
21.
How successful do you think the e-tech roll-out will be?
