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书名:东京爱情故事|作者:笑无语|本书类别:古言|更新时间:03:39:50|字数:3896字

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“关税和怯懦正让美国汽车制造商陷入绝境”,美国彭博社气候和能源领域专栏作家戴维·菲克林5月11日以此为题撰写专栏文章,狠批美国车企安于现状,面对电气化转型这一“世纪变革”时“令人吃惊地丧失了勇气”,害怕中国电动汽车崛起带来的巨大变化,并利用“虚假数据”向政客游说以提高对华关税。
菲克林称,就在18个月前,美国总统拜登还在庆祝《通货膨胀削减法》(IRA)的通过,声称将采取“有史以来最积极的行动”应对气候危机、加强能源安全,美国汽车企业和工人“正投入数十亿美元和大量辛勤工作与智慧制造电动汽车和电池”,但如今那种“我能做到”的乐观精神似乎已成为遥远的记忆。

B |     As Canada and Sweden send their first groups of military instructors to the UK to provide training for the Ukrainian forces, it is likely that “the arrival of more NATO instructors will be used by media outlets loyal to the Kiev regime as another little brick in their attempt to build a wall of false 'wunder-waffen' hopes among both the military and the civilian population," former MEP Nick Griffin told Sputnik.,On Friday, Ottawa and Stockholm announced the deployment of their first batches of military instructors to Britain, in what came amid Russia's ongoing special military operation in Ukraine. The deployment followed Canada’s Defence Minister Anita Anand stating last week that Ottawa had authorized the dispatch of up to 225 Canadian Armed Forces (CAF) personnel to Britain to train Ukrainian forces, in line with a new program unveiled by UK Prime Minister Boris Johnson in June.,She added that CAF servicemen will be sent to the UK for an initial period of four months, and that the Ukrainian troops will be trained on the basics of soldiering “related to frontline combat, weapons handling, first aid, field craft, patrol tactics, and include the law of armed contact.”,Anand said that apart from the training, Canada would provide the Ukrainian military with 39 armored vehicles, which she claimed are fitted with “additional, modern, state of the art armor and machine guns.”,UK Arms to Ukraine Will 'Not Change Anything', Says Former Think-Tank Analyst1 July, 14:45 GMT,Earlier this week, the Finnish Defense Ministry said that they would send about 20 service personnel to the UK to take part in a training program for the Ukrainian Armed Forces. The move was preceded by the Swedish military announcing that it will deploy up to 120 military instructors to Britain within the framework of the program.,Meeting Ukraine’s President Volodymyr Zelensky in Kiev in mid-June, UK Prime Minister Boris Johnson offered to launch a training program for Ukrainian forces, with the potential to train up to 10,000 soldiers every 120 days. He urged other nations in the Joint Expeditionary Force (JEF) and Canada to join the initiative.,The JEF, which was launched in 2014, is a UK-led expeditionary force consisting of Denmark, Finland, Estonia, Iceland, Latvia, Lithuania, the Netherlands, Sweden, and Norway.,The UK government noted on its website that under the program, “each soldier would spend three weeks on the training course, learning battle winning skills for the front line, as well as basic medical training, cyber-security and counter explosive tactics.”,According to No 10, the program will “train and drill the Armed Forces of Ukraine using battle-proven British Army expertise, allowing them to accelerate their deployment, rebuild their forces, and scale-up their resistance” to Russian troops.,Griffin said in this vein that Western countries are seeking to prolong the Ukraine conflict due to a whole array of factors, not least “the profits of the military-industrial complex, hostility to independent Russia of the neo-con and corporate lobbies, as well as the opportunity to use the conflict as an excuse for advancing the Western elite's insanely destructive decarbonisation agenda.”,He stressed that as far as Canada is concerned, “there is one extra factor: the country has the world's biggest concentration of Ukrainians, behind only the Ukraine itself and Russia.”,According to him, “the community's politics have been heavily influenced by Banderista ideology and hatred, and the Ukrainian lobby is well-organized, with plenty of politicians in receipt of campaign donations and back-handers. In a corrupted, kleptocratic democracy like Canada, money talks.”,RussiaUK Pledges $1.2 Billion Military Aid to Ukraine, Reports Say30 June, 07:08 GMT,Griffin suggested that Canada and Sweden sending their military instructors to the UK might be “far more of a political gesture and propaganda tool for the Kiev regime, than it is a genuine military factor” to change the situation on the ground in Ukraine.,“Training troops properly takes very much longer than Ukraine's unfortunate conscripts are getting before being thrown into the meat-grinder. Even well-trained troops only take a little longer to kill when the capabilities of the two sides are as far apart as they now are in Donbass, so [Canadian Prime Minister Justin] Trudeau's aggressive gesture will change nothing on the ground,” the former MEP insisted.,Britain has delivered hundreds of millions of pounds’ worth of military equipment and training support to Ukraine since 2014, including through secret “Operation Orbital”, over the course of which more than 22,000 Ukrainian troops were trained in the use of portable anti-tank missiles and other weapons.,Currently, the UK remains the second-largest supplier of weaponry to Ukraine after the US, providing Kiev with anti-tank and anti-aircraft weapons, missile boats, armored vehicles, and long-range artillery.,The Russian Defense Ministry has repeatedly warned that the UK would evoke an "immediate and proportional response" from Moscow if it continued to provoke Kiev into launching attacks on Russian soil using British-made weapons, amid Russia’s special operation in Ukraine.,The operation to demilitarize and de-Nazify Ukraine was announced by Russian President Vladimir Putin on 24 February following the Donbass republics’ request to protect them from Kiev’s atrocities.。

美国福特汽车宣布将减少电池供应商的订单,这也是其削减120亿美元电动汽车支出计划的一部分。
美国通用汽车已连续两年未能实现电气化目标。这家曾立志在全球每五辆汽车中生产一辆电动汽车的公司,去年的电动汽车出货量不到7.6万辆,相当于全球1400万辆汽车销量的1/200。
美国电动汽车制造商特斯拉正在裁减10%的员工,并解散了一个充电业务团队,而整个行业都在依赖特斯拉的超级充电站提供移动充电选择。今年迄今为止,特斯拉股价已下跌32%。
美国第一季度电动汽车销量同比仅增长2.6%,与2022年和2023年同期81%和46%的增长率相去甚远。文章形容,汽车分析师们对每一次远离电池动力的举动都“欢呼雀跃”……
与此同时,文章指出,美国却正在切断自己与“世界上唯一一个似乎正在无缝过渡到电动汽车的地方”的联系,这个地方既拥有价格低于1万美元的紧凑型电动汽车,也有不到3万美元的光鲜亮丽的运动型电动汽车。

C | 彭博社10日报道,拜登计划下周宣布对中国清洁技术征收新的关税,《华尔街日报》称,其核心内容将是将对华电动汽车关税提高三倍至100%。

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“面对21世纪最大的挑战,美国正在放弃。”菲克林写道,“我们正在目睹的是一个曾经以资本主义饥渴创造了现代汽车工业的国家令人吃惊地丧失了勇气。”
他提到,在从2008年金融危机中复苏的漫长过程中,美国“汽车城”底特律逐渐放弃了曾令其成为去安丘鳌头的汽车工业。2008年,福特在北美以外的的部门占据了其总资产的三分之一,去年这一比例更降至15%以下。通用汽车此前将自20世纪20年代以来持有的欧洲品牌出售给斯特兰蒂斯旗下的新兴品牌。
文章毫不留情地批评道:“在一个受距离和关税保护的市场中感到舒适,对电气化和中国竞争所带来的痛苦转变感到恐惧,许多美国车企高管愿意相信,整个能源转型只是一场噩梦。”
菲克林在文中特别提到近日受到热议的一个数字:彭博社11日引述福特汽车一名匿名消息人士的话报道称,福特第一季度每卖出一辆电动汽车的亏损超过10万美元。
“这个数字被反复提及,但仍令人怀疑。”在他看来,这是一项“虚假数据”,因为它是根据美国公认会计原则(US GAAP),而非几乎世界各地都使用的国际财务报告准则(IFRS)计算的,前者将研究电气化改革时投入的“一次性成本”视作持续的年度支出,后者将其视作投资。
“这是荒谬的,就好像这种研发支出的激增不会给未来几十年将销售的数千万辆电动汽车带来任何好处一样。

E | ”那美国车企为何要将这种“虚假数据”告知公众呢?菲克林分析,这只能说明许多美国车企的文化中存在着对变革的深深反感,并希望通过这些数字影响政府的决定。

他提到,当传统车企将大笔收入投入到年轻的电动汽车团队进行研发,不免让不少长期在内燃机部门工作、且部门缺乏研发资金的“老人”感到自己成为了年轻血液的“摇钱树”。
“如果你是一名高管,对潜在中国竞争对手正在开发的新型电动车型的价格和质量感到恐惧,那么这些数字就是说服政客进一步提高关税的有效途径——至少在你度过每家汽车制造商在电气化转型过程中都要经历的‘生产地狱’阶段之前是这样。

F | ”

文章表示,危险在于,通往保护主义和企业怯懦的这扇大门打开比关上更难。菲克林形容,美国车企就像“孤岛上的鸟儿”,正在不断进化以适应一个奇怪的环境,在这样的环境中,它们可以在没有饥饿对手竞争的情况下做大做强,但渐渐地将失去飞翔的能力。
文章指出,在此情况下,那些希望买到物美价廉、清洁、创新汽车的美国消费者将成为输家,这恰恰与拜登的“宣言”相反。菲克林写道:“拜登在宣布《通货膨胀削减法》时宣称:‘美国人民赢了,特殊利益集团输了。’越来越多的情况看起来恰恰相反。”

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