50 AUTOMOTIVE
WHAT IS THE END GOAL THAT THE ATG IS AIMING FOR? I think for us the end goal is to continue to stay close to our automaker customers but also to the consumer and address what they want and what they need. We will look at this, not only from a technological/innovative perspective, but also from an environmental perspective. And we achieve these goals by continuing to invest in different initiatives. The aluminium industry has invested or committed $6.5 billion in U.S. manufacturing since 2013, with nearly $3.5 billion in domestic aluminium manufacturing announced in last 12 months. And part of that $3.5 billion is one of our members, Novelis, and the recent announcement to invest $2.5 billion in a low-carbon aluminium recycling and rolling plant. WITH THE TRANSITION TO ELECTRIFICATION WHAT DOES THE ALUMINIUM GROWTH PICTURE LOOK LIKE? As I said before, next generation vehicles need next generation alloys that are light, yet strong to help extend EV range and/or reduce battery costs since less energy is needed to move lighter vehicles. And that’s why aluminium growth is projected to continue accelerating. A third-party survey of automakers by Ducker projects 570 pounds in total aluminium content per vehicle by 2030, a 12% increase from 2020. And the BEV study conducted by FEV North America affirms this projection showcasing aluminium’s important role in the transition to electrification. We conduct this survey every few years to ensure that we have a clear picture of aluminium content in the market and are already underway with Ducker on the next survey of automakers.
ADDRESSING THE ENTIRE ALUMINIUM AUTOMOTIVE INDUSTRY, WHAT WOULD YOU LIKE TO SAY TO THEM ALL? The road to modern mobility is paved with aluminium. And ATG is here to support you. We believe that aluminium builds a better, more sustainable and safer vehicle. ANY OTHER COMMENTS? We can’t try to boil the ocean because when you try to boil the ocean, you end up getting nothing done. We developed a Roadmap that has realistically achievable objectives for the next 5 to 10 years, with a focus on what we have control of, that we can really advance the ball down the field. That is really the backbone of our Roadmap. I love that we can wrap our arms around it and use it as a conversation starter with industry stakeholders. It’s the foundation for the future of automotive aluminium.
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