Automotive industry could experience an investment boom with decarbonization, estimates Anfavea | Photo: Marcelo Elias / Arquivo / Gazeta do Povo
The challenge for the Brazilian automotive sector to achieve decarbonization may mean a window of opportunity and investment potential similar to that of the 1960s, when the automotive sector experienced uninterrupted growth in the country. The assessment is made by the president of the National Association of Motor Vehicle Manufacturers (Anfavea), Luiz Carlos de Moraes, who spoke on the subject during an online event this Tuesday (10) to present the data from a study developed by the consulting firm BCG at the request of the Association.
According to Moraes, the process – which is increasingly expected to move away from the engine fueled by the combustion of petroleum products in favor of electrification and renewable fuels – will require a new round of relevant investments, with a view to not only serving the market. domestic, but also export opportunities.
Even in a more conservative scenario, it is estimated that the country could have over 1.3 million vehicles with some degree of electrification by 2035, but there is a chance that this fleet will be even larger. “In a scenario of global convergence [previsto no estudo] this number can reach 2.5 million light vehicles and nearly 2.6 million heavy vehicles equipped with new technologies ”, underlines the representative of Anfavea. “Today, these new technologies are imported. I cannot imagine that this volume is covered by imports, ”he said, stressing the need for solid investments in segments such as research and development and adaptation of factories.
Moraes’ assessment is that decarbonization movements, with incentive programs, should be accompanied by investments in the supply of semiconductors and batteries, for example, in order to reduce dependence on l national industry. “We are going through a phase of great stimulation of innovation, research and development all along the chain. We could have a new boom in investments in the sector and a technological transformation in Brazil. [como ] what happened in the 60s. We can have a new phase which will have great advantages for the country “, he believes.