27 Dec Reuters : Horse power: Renault-Geely engine unit speeds up as EV shift stutters
Media Source: Reuters
October 16
🚗 Horse Power: Renault–GEELY Engine Venture Rides the Hybrid Wave as the EV Transition Stutters
The latest Reuters feature explores how Horse Powertrain, the Renault–Geely joint venture, is accelerating while much of the EV world takes a breather. Once seen as a relic of the combustion era, the venture is now positioning itself as a “one-stop shop” for efficient hybrid and range-extender engines—bridging the gap between today’s realities and tomorrow’s electric ambitions.
I shared my view in the story:
“If you bet on every number in roulette, you’re going to win — but you won’t make any money because you’ve made too many bets.”
In today’s fragmented transition, automakers face a strategic dilemma — spreading investment too thin across ICE, hybrid, and EV platforms risks profitability. Outsourcing to ventures like Horse can free legacy players to focus capital and engineering resources on their long-term EV transition, while still serving near-term hybrid demand.
🔑 Key Takeaways
⚙️ Hybrid demand remains resilient: With EV adoption uneven across regions, efficient hybrid and EREV (extended-range EV) solutions are filling the gap.
🌍 Global collaboration model: Horse blends European engineering expertise with Chinese scale — an embodiment of glocalization in action.
🧩 Strategic focus is everything: OEMs that streamline portfolios and leverage ecosystem partners will be best positioned to thrive through the transition.
⏳ EV shift continues — but not linearly: While the long-term direction is clear, the journey will be phased, and multi-powertrain strategies will persist well into the 2030s.
This story underscores what we at Automobility Ltd have long emphasized — the transition to electrification is a marathon, not a sprint. Winners will adapt their strategies dynamically, leveraging partnerships and scale to stay profitable along the way.
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