Masu kera motoci daga Tesla zuwa Rivian zuwa Cadillac suna hawan farashin motocin lantarki a cikin canjin yanayin kasuwa da hauhawar farashin kayayyaki, musamman don mahimman kayan da ake buƙata donEV baturi.

Farashin batir yana raguwa tsawon shekaru, amma hakan na iya kusan canzawa.Wani kamfani yana aiwatar da haɓakar buƙatun ma'adinan baturi a cikin shekaru huɗu masu zuwa wanda zai iya haɓaka farashin ƙwayoyin batir na EV sama da 20%.Wannan yana kan saman farashin da ya riga ya tashi na kayan albarkatun da ke da alaƙa da baturi, sakamakon rugujewar sarƙoƙi mai alaƙa da mamayar Covid da Rasha ta mamaye Ukraine.

Mafi tsadar tsadar kayayyaki ya sa wasu masu kera motocin lantarki ke haɓaka farashinsu, wanda ke sa motocin da suka riga sun yi tsada su zama ƙasa da arha ga talakawan Amurkawa kuma suna tambayar tambayar, shin hauhawar farashin kayayyaki zai rage jinkirin juyin juya halin motocin?

Kudin wucewa

Jagoran masana'antu Tesla ya yi aiki na tsawon shekaru don rage farashin motocinsa, wani ɓangare na "tsarin tsare-tsaren sirri" don inganta canjin duniya zuwa sufuri mai fitar da hayaki.Amma har ma ya kara farashinsa sau da yawa a cikin shekarar da ta gabata, ciki har da sau biyu a cikin Maris bayan Shugaba Elon Musk ya yi gargadin cewa duka Tesla da SpaceX suna "ganin hauhawar hauhawar farashin kayayyaki kwanan nan" a farashin albarkatun kasa da farashin sufuri.

Yawancin Teslas yanzu sun fi tsada fiye da yadda suke a farkon 2021. Mafi arha "Standard Range" na Model 3, abin hawa mafi araha na Tesla, yanzu yana farawa a $46,990 a Amurka, sama da 23% daga $38,190 a cikin Fabrairu 2021.

Rivian ya kasance wani farkon mai motsi kan hauhawar farashin, amma matakinsa bai kasance ba tare da jayayya ba.Kamfanin ya ce a ranar 1 ga Maris cewa duka nau'ikan mabukatan sa, R1T karba da R1S SUV, za su sami hauhawar farashi mai yawa, aiki nan da nan.R1T zai yi tsalle 18% zuwa $79,500, in ji shi, kuma R1S zai yi tsalle 21% zuwa $84,500.

Rivian a lokaci guda ya ba da sanarwar sabbin nau'ikan farashi masu rahusa na samfuran biyu, tare da ƙarancin daidaitattun fasali da injunan lantarki guda biyu maimakon huɗu, waɗanda aka farashi akan $ 67,500 da $ 72,500 bi da bi, kusa da ainihin farashin ƴan uwansu masu motoci huɗu.

gyare-gyaren ya ɗaga gira: Da farko, Rivian ya ce hauhawar farashin zai shafi umarni da aka sanya kafin 1 ga Maris da kuma sabbin umarni, da gaske ya ninka ga masu riƙe da ajiyar kuɗi don ƙarin kuɗi.Amma bayan kwanaki biyu na turawa, Shugaba RJ Scaringe ya nemi afuwa kuma ya ce Rivian zai girmama tsoffin farashin odar da aka riga aka sanya.

"A cikin magana da da yawa daga cikinku a cikin kwanaki biyun da suka gabata, na gane sosai kuma na yarda da yadda yawancin ku kuka ji," Scaringe ya rubuta a wata wasika zuwa ga masu ruwa da tsaki na Rivian."Tun da aka kafa tsarin farashin mu, kuma musamman a cikin 'yan watannin nan, abubuwa da yawa sun canza.Komai daga semiconductor zuwa karfen karfe zuwa kujeru ya yi tsada.”

Kungiyar Lucid kuma tana ba da wasu daga cikin waɗannan ƙarin farashi ga masu siyan ƙwararrun ƙwararrun sedan na alatu masu tsada.

Kamfanin ya fada a ranar 5 ga Mayu cewa zai kara farashin duk wani nau'i na sedan na alfarma na Air da kusan kashi 10% zuwa 12% ga abokan cinikin Amurka da ke ajiye ajiyar su a ranar 1 ga Yuni ko kuma bayan 1 ga Yuni. Shugaban Lucid Peter Rawlinson ya ba abokan ciniki tabbacin cewa Lucid zai girmama farashin sa na yanzu don kowane ajiyar da aka sanya a ƙarshen Mayu.

Abokan ciniki da ke yin ajiyar Lucid Air a ranar 1 ga Yuni ko kuma daga baya za su biya $154,000 don sigar yawon shakatawa mai girma, daga $139,000;$107,400 na Air in Touring trim, daga $95,000;ko kuma $87,400 akan sigar mafi ƙarancin tsada, mai suna Air Pure, daga $77,400.

Farashi don sabon babban matakin datsa da aka sanar a watan Afrilu, Ayyukan Yawon shakatawa na Air Grand, ba ya canzawa a $ 179,000, amma - duk da irin wannan ƙayyadaddun bayanai - yana da $ 10,000 fiye da ƙayyadaddun Mafarkin Mafarki na Air wanda ya maye gurbinsa.

"Duniya ta canza sosai daga lokacin da muka fara sanar da Lucid Air a watan Satumbar 2020," Rawlinson ya fadawa masu saka hannun jari yayin kiran samun kudin shiga na kamfanin.

Amfanin gado

Kafaffen masana'antun kera motoci na duniya suna da mafi girman tattalin arziƙin sikeli fiye da kamfanoni kamar Lucid ko Rivian kuma ba a yi musu wahala sosai ba ta hanyar hauhawar farashin baturi.Su ma, suna jin matsin lamba na farashi, kodayake suna ba da farashi ga masu siye zuwa ƙaramin digiri.

Janar Motors a ranar Litinin ya haɓaka farashin farawa na Cadillac Lyriq crossover EV, yana yin sabon umarni da $3,000 zuwa $62,990.Ƙaruwar ya ware tallace-tallacen sigar farko ta farko.

Shugaban Cadillac, Rory Harvey, a cikin bayanin hawan, ya lura cewa kamfanin yanzu ya hada da tayin $ 1,500 ga masu su shigar da caja a gida (ko da yake abokan ciniki na sigar farko na farashi mai rahusa suma za a ba su yarjejeniyar).Ya kuma ba da misali da yanayin kasuwa da kuma farashin gasa a matsayin abubuwan da ke haifar da hauhawar farashin.

GM yayi gargadin yayin kiran sa na farko kwata-kwata a watan da ya gabata cewa yana tsammanin farashin kayayyaki gabaɗaya a cikin 2022 zai shigo cikin dala biliyan 5, ninka abin da mai kera motoci ya yi hasashe a baya.

"Ba na tsammanin abu daya ne a ware," in ji Harvey yayin wani taron manema labarai a ranar Litinin yayin sanar da sauye-sauyen farashin, ya kara da cewa kamfanin koyaushe yana shirin daidaita alamar farashin bayan halartan taron."Ina tsammanin an yi la'akari da abubuwa da yawa."

Ayyukan da ƙayyadaddun sabon 2023 Lyriq ba su canzawa daga ƙirar farko, in ji shi.Amma karuwar farashin yana sanya shi kusa da farashin Tesla Model Y, wanda GM ke sanya Lyriq don yin gasa.

Rival Ford Motor ya sanya farashi wani muhimmin sashi na filin tallace-tallace don sabon ɗaukar walƙiya na F-150 na lantarki.Yawancin manazarta sun yi mamaki a bara lokacin da Ford ya ce F-150 Walƙiya, wanda kwanan nan ya fara jigilar kaya zuwa dillalai, zai fara akan $ 39,974 kawai.

Darren Palmer, mataimakin shugaban Ford na shirye-shiryen EV na duniya, ya ce kamfanin yana shirin kiyaye farashin - kamar yadda yake da shi ya zuwa yanzu - amma yana fuskantar tsadar kayayyaki "mahaukaci", kamar kowa.

Ford a watan da ya gabata ya ce yana tsammanin dala biliyan 4 a cikin iska a wannan shekara, sama da hasashen da aka yi a baya na dala biliyan 1.5 zuwa dala biliyan 2.

"Har yanzu za mu ci gaba da kiyaye shi ga kowa da kowa, amma dole ne mu mayar da martani kan kayayyaki, na tabbata," Palmer ya fada wa CNBC yayin wata hira a farkon wannan watan.

Idan Walƙiya ta ga hauhawar farashin, masu riƙe da ajiyar 200,000 na yanzu za a iya tsira.Palmer ya ce Ford ya lura da mayar da martani ga Rivian.

Kafa sarkar samar da kayayyaki

Lyriq da F-150 Walƙiya sabbin kayayyaki ne, tare da sabbin hanyoyin samar da kayayyaki waɗanda - a halin yanzu - sun fallasa masu kera motoci zuwa hauhawar farashin kayayyaki.Amma a kan wasu tsofaffin motocin lantarki, irin su Chevrolet Bolt da Nissan Leaf, masu kera motoci sun sami damar yin tsadar farashin su duk da tsadar farashin.

GM's 2022 Bolt EV yana farawa a $31,500, sama da $500 daga farkon shekara-shekara, amma ƙasa da kusan $ 5,000 idan aka kwatanta da shekarar ƙirar da ta gabata kuma kusan $ 6,000 mai rahusa fiye da lokacin da aka fara gabatar da motar don shekara ta 2017.Har yanzu GM bai sanar da farashin 2023 Bolt EV ba.

Nissan ta ce a watan da ya gabata wani sabon nau'in Leaf ɗinta na lantarki, wanda ake siyarwa a Amurka tun 2010, zai ci gaba da yin irin wannan farashin farawa na ƙirar motar mai zuwa 2023.Samfuran na yanzu suna farawa a $27,400 da $35,400.

Shugaban kamfanin Nissan Americas Jeremie Papin ya ce fifikon kamfanin game da farashi shine ɗaukar yawancin farashin waje kamar yadda zai yiwu, gami da motocin nan gaba kamar su Ariya EV mai zuwa.Ariya ta 2023 za ta fara ne a kan dala 45,950 idan ta isa Amurka a karshen wannan shekara.

"Wannan shine fifikon farko," in ji Papin ga CNBC."Wannan shine abin da muka mai da hankali kan yin… gaskiya ne ga ICE kamar yadda yake ga EVs.Muna son siyar da motoci ne a farashi mai gasa kuma da cikakken darajarsu.”