The auto industry, which has been hit hard by the Trump tariffs, may find itself in a completely different market and competitive environment two years from now due to technological rollback from the auto industry side.

We will clarify the impact of the Trump tariffs on the auto markets and auto industries of each country, which is contrary to the conventional wisdom, and discuss the future international direction and measures for Japan.
We will identify the conditions that have stalled the international development of the automotive industry, and analyze the reactions and responses of major countries around the world to these conditions and their impact on the automotive industry.
At the same time, a major technological revolution is taking place in the automotive industry. In response to the Trump administration’s policy of “non-environmental justice,” we will explore the future energy choices for automobiles (internal combustion engine or EV), the shift to SDVs (software defined vehicles) and the introduction of semiconductors and software, and the trend of companies in each country toward the use of generated AI. We will also explore the trends in the automotive industry in the next two to five years.

In addition, in July 2023, the European Commission published the Draft Regulation on Circularity Requirements for Vehicle Design and Management of End-of-Life Vehicles (ELV Regulation), which significantly revises the current End-of-Life Vehicles Directive (ELV Directive). Subsequently, the European Parliament published a second version of the ELV Directive, relaxing the recycled plastic utilization rate from 25% to 20%.
This presentation will provide an overview of the latest discussions on the European circular economy policies/legislation (eco-design regulation and critical raw materials law) and the draft ELV Regulation in the European Parliament, as well as discuss issues that operators should address in preparation for the implementation of the new draft Regulation.

The path to CO2 reduction is the expansion of HEVs/PHEVs and the introduction of drop in fuel to support existing vehicles, and a 48% reduction in CO2 emissions by 2030 is impossible without carbon neutralization of not only electricity but also fuel.
One of the technical issues in electrification is the relationship between energy density of batteries for EVs and cruising range.

As for the electrification strategy of each government, there are differences in the electrification strategies of China, the European Union (EU), and the U.S. government. Is it appropriate to strengthen CO2 standards for new vehicles in each country and region to achieve a 48% reduction in CO2 emissions by 2030?
Especially in the EU, what is the amount of drop in fuel supply needed to achieve a 48% CO2 reduction for owned vehicles?

The only way to achieve a 48% reduction in CO2 emissions from owned vehicles by 2030 is to develop the ideal scenario for the world’s vehicles from a backcast perspective, and to clarify the segregation of electric vehicles by 2030 and the segregation of electric vehicles from 2031 to 2050.
Next, the sales mix of automobiles (in 2030) and the ideal CO2 reduction rate for each country and region (Europe, US, Japan, and the Global South including China and India) will be calculated, and if the projections are correct, 2/3 of EVs sold worldwide will be expensive heavy vehicles in the premier zone.