Masu kera motoci daga Tesla zuwa Rivian zuwa Cadillac suna ƙara farashin motocinsu masu amfani da wutar lantarki a yayin da kasuwar ke canzawa da hauhawar farashin kayayyaki, musamman don muhimman kayan da ake buƙataBatirin EV.

Farashin batirin ya ragu tsawon shekaru, amma hakan na iya canzawa. Wani kamfani ya yi hasashen karuwar bukatar ma'adanai na batirin a cikin shekaru hudu masu zuwa wanda zai iya kara farashin kwayoyin batirin EV sama da kashi 20%. Wannan ya biyo bayan hauhawar farashin kayan da suka shafi batirin, sakamakon katsewar hanyoyin samar da kayayyaki da suka shafi Covid da mamayar Rasha a Ukraine.

Karin farashin ya sa wasu masu kera motocin lantarki suka kara farashinsu, wanda hakan ya sa motocin da suka riga suka yi tsada suka zama marasa araha ga talakawan Amurka, kuma hakan na iya zama abin tambaya, shin karuwar farashin kayayyaki zai rage saurin juyin juya halin motocin lantarki?

Kudin da aka kashe wajen biya

Shugaban masana'antu Tesla ya shafe shekaru yana aiki don rage farashin motocinsa, wani ɓangare na "babban shirinsa na sirri" don haɓaka sauyin duniya zuwa sufuri mara hayaki. Amma har ma ya zama dole ya ƙara farashinsa sau da yawa a cikin shekarar da ta gabata, ciki har da sau biyu a watan Maris bayan da Shugaba Elon Musk ya yi gargaɗin cewa duka Tesla da SpaceX suna "ganin matsin lamba mai yawa na hauhawar farashin kayayyaki" kwanan nan a farashin kayan masarufi da farashin sufuri.

Yawancin motocin Tesla yanzu sun fi tsada fiye da yadda suke a farkon shekarar 2021. Sigar "Standard Range" mafi arha ta Model 3, wacce ita ce motar Tesla mafi araha, yanzu ta fara daga dala $46,990 a Amurka, inda ta karu da kashi 23% daga dala $38,190 a watan Fabrairun 2021.

Rivian wani mamba ne na farko da ya fara yin karin farashi, amma matakin da ya dauka bai yi wata ce-ce-ku-ce ba. Kamfanin ya ce a ranar 1 ga Maris cewa dukkan samfuran sa na masu amfani da shi, wato R1T pickup da R1S SUV, za su samu karin farashi mai yawa, wanda zai fara aiki nan take. Kamfanin ya ce R1T zai tashi da kashi 18% zuwa dala 79,500, kuma R1S zai tashi da kashi 21% zuwa dala 84,500.

A lokaci guda kuma Rivian ta sanar da sabbin nau'ikan samfuran guda biyu masu rahusa, tare da ƙarancin fasaloli na yau da kullun da kuma injinan lantarki guda biyu maimakon huɗu, farashinsu ya kai dala $67,500 da $72,500 bi da bi, kusan farashin asali na 'yan'uwansu mata masu motoci huɗu.

Sauye-sauyen sun tayar da hankali: Da farko, Rivian ya ce karin farashin zai shafi umarnin da aka bayar kafin 1 ga Maris da kuma sabbin umarni, wanda hakan ke ninka adadin wadanda ke da rajista da ake da su don samun karin kudi. Amma bayan kwana biyu na matsin lamba, Shugaba RJ Scaringe ya nemi afuwa kuma ya ce Rivian zai girmama tsoffin farashin da aka yi wa oda da aka riga aka yi.

"Yayin da nake magana da yawancinku a cikin kwanaki biyu da suka gabata, na fahimci kuma na fahimci yadda da yawa daga cikinku suka ji bacin rai," Scarenge ya rubuta a cikin wata wasika ga masu ruwa da tsaki na Rivian. "Tun da farko na kafa tsarin farashinmu, musamman a cikin 'yan watannin nan, abubuwa da yawa sun canza. Komai daga semiconductor zuwa takardar ƙarfe zuwa kujeru ya zama mafi tsada."

Kamfanin Lucid Group yana kuma mika wasu daga cikin waɗannan ƙarin farashi ga masu siyan motocin alfarma masu tsada.

Kamfanin ya ce a ranar 5 ga Mayu cewa zai ƙara farashin dukkan nau'in sedan ɗinsa na Air luxury sedan da kusan kashi 10% zuwa 12% ga abokan cinikin Amurka waɗanda suka sanya ajiyarsu a ranar 1 ga Yuni ko kuma bayan haka. Wataƙila yana la'akari da sauyin fuskar Rivian, Shugaban Kamfanin Lucid Peter Rawlinson ya tabbatar wa abokan ciniki cewa Lucid za ta girmama farashinta na yanzu ga duk wani ajiyar da aka yi har zuwa ƙarshen watan Mayu.

Abokan ciniki da ke yin rajista don Lucid Air a ranar 1 ga Yuni ko kuma daga baya za su biya $154,000 don sigar Grand Touring, daga $139,000; $107,400 don kayan ado na Air in Touring, daga $95,000; ko $87,400 don sigar mafi arha, mai suna Air Pure, daga $77,400.

Farashin sabon tsarin gyaran mota mai inganci wanda aka sanar a watan Afrilu, Air Grand Touring Performance, bai canza ba zuwa $179,000, amma — duk da irin waɗannan bayanai — ya fi $10,000 fiye da Air Dream Edition mai iyaka da ya maye gurbin.

"Duniya ta canza sosai tun lokacin da muka fara sanar da Lucid Air a watan Satumba na 2020," in ji Rawlinson ga masu zuba jari a lokacin kiran samun kudin shiga na kamfanin.

Fa'idar gado

Kamfanonin kera motoci na duniya da aka kafa suna da tattalin arziki mafi girma fiye da kamfanoni kamar Lucid ko Rivian kuma ba su fuskanci irin wannan matsala ba sakamakon hauhawar farashin da ya shafi batirin. Su ma, suna jin matsin lamba kan farashi, duk da cewa suna miƙa farashin ga masu siye zuwa ƙaramin mataki.

A ranar Litinin ne kamfanin General Motors ya kara farashin fara amfani da motarsa ​​kirar Cadillac Lyriq crossover EV, inda ya kara sabbin oda da dala $3,000 zuwa dala $62,990. Karin bai hada da tallace-tallacen sigar farko ba.

Shugaban Cadillac Rory Harvey, yayin da yake bayani kan karin kudin, ya lura cewa yanzu kamfanin ya hada da tayin dala $1,500 ga masu shi don sanya na'urorin caji a gida (kodayake za a bai wa abokan cinikin sigar farko mai rahusa). Ya kuma ambaci yanayin kasuwa na waje da farashin gasa a matsayin abubuwan da suka haifar da hauhawar farashin.

Kamfanin GM ya yi gargaɗi a lokacin kiran samun kuɗin shiga na kwata na farko a watan da ya gabata cewa yana sa ran jimlar farashin kayayyaki a shekarar 2022 zai kai dala biliyan 5, wanda ya ninka abin da kamfanin kera motoci ya yi hasashe a baya.

"Ban yi tsammanin abu ɗaya ne kawai aka ware ba," in ji Harvey a lokacin wani taron manema labarai a ranar Litinin yayin sanar da canje-canjen farashin, yana mai ƙara da cewa kamfanin koyaushe yana shirin daidaita farashin bayan fara ciniki. "Ina tsammanin an yi la'akari da abubuwa da yawa."

Ya ce, aikin da ƙayyadaddun bayanai na sabuwar Lyriq ta 2023 ba su canza ba kamar yadda aka saba gani a farkon samfurin. Amma ƙarin farashin ya sa ya yi daidai da farashin Tesla Model Y, wanda GM ke sanya Lyriq ya yi gogayya da shi.

Kamfanin Ford Motor mai adawa da shi ya sanya farashi ya zama muhimmin ɓangare na tallan sabon motar F-150 Lightning pickup mai amfani da wutar lantarki. Masu sharhi da yawa sun yi mamaki a bara lokacin da Ford ta ce F-150 Lightning, wacce kwanan nan ta fara jigilar kaya zuwa dillalai, za ta fara ne akan dala $39,974 kacal.

Darren Palmer, mataimakin shugaban shirye-shiryen EV na Ford na duniya, ya ce kamfanin yana shirin ci gaba da farashin — kamar yadda yake yi zuwa yanzu — amma yana fuskantar "kudaden" kayayyaki, kamar kowa.

Kamfanin Ford a watan da ya gabata ya ce yana sa ran samun koma-baya a fannin albarkatun kasa na dala biliyan 4 a wannan shekarar, daga hasashen da aka yi a baya na dala biliyan 1.5 zuwa dala biliyan 2.

"Za mu ci gaba da ajiye shi ga kowa, amma dole ne mu mayar da martani kan kayayyaki, na tabbata," Palmer ya shaida wa CNBC a lokacin wata hira da aka yi da shi a farkon wannan watan.

Idan Lightning ta ga hauhawar farashi, masu ajiyar kaya 200,000 da ke akwai za su tsira. Palmer ya ce Ford ya lura da martanin da aka mayar kan Rivian.

An kafa hanyoyin samar da kayayyaki

Motocin Lyriq da F-150 Lightning sabbin kayayyaki ne, tare da sabbin hanyoyin samar da kayayyaki waɗanda - a yanzu - suka fallasa masu kera motoci ga hauhawar farashin kayayyaki. Amma a wasu tsoffin motocin lantarki, kamar Chevrolet Bolt da Nissan Leaf, masu kera motoci sun sami damar kiyaye hauhawar farashinsu kaɗan duk da hauhawar farashin.

Motar GM ta Bolt EV ta 2022 ta fara daga $31,500, wanda ya karu da $500 idan aka kwatanta da shekarar da ta gabata, amma ta faɗi da kusan $5,000 idan aka kwatanta da shekarar da ta gabata, kuma ta yi arha da kusan $6,000 fiye da lokacin da aka fara gabatar da motar a shekarar 2017. GM bai riga ya sanar da farashin motar Bolt EV ta 2023 ba.

Kamfanin Nissan ya ce a watan da ya gabata, sabuwar sigar Leaf mai amfani da wutar lantarki, wacce ake sayarwa a Amurka tun daga shekarar 2010, za ta ci gaba da samun irin wannan farashin na farko ga samfuran motar da za su fara a shekarar 2023. Motocin da ake amfani da su a yanzu sun fara ne daga dala $27,400 da kuma dala $35,400.

Shugaban kamfanin Nissan Americas, Jeremie Papin, ya ce fifikon kamfanin game da farashi shine ya sha duk wani karin farashi na waje gwargwadon iko, gami da motocin da za su zo nan gaba kamar Ariya EV. Ariya ta 2023 za ta fara ne daga dala $45,950 idan ta isa Amurka daga baya a wannan shekarar.

"Wannan shine babban fifiko koyaushe," Papin ya shaida wa CNBC. "Wannan shine abin da muke mai da hankali kan yi ... gaskiya ne ga ICE kamar yadda yake ga EV. Muna son kawai mu sayar da motoci a farashi mai rahusa kuma don cikakken ƙimar su."