{"id":5226,"date":"2023-09-19T13:29:39","date_gmt":"2023-09-19T16:29:39","guid":{"rendered":"https:\/\/artica.capital\/clairfield-pilulas\/overview-do-mercado-de-veiculos-eletricos\/"},"modified":"2026-09-29T12:01:06","modified_gmt":"2026-09-29T15:01:06","slug":"overview-do-mercado-de-veiculos-eletricos","status":"publish","type":"pilulas","link":"https:\/\/artica.capital\/en\/clairfield-pilulas\/overview-do-mercado-de-veiculos-eletricos\/","title":{"rendered":"Overview of the electric vehicle market"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Os ve\u00edculos el\u00e9tricos (EVs) est\u00e3o ganhando mais for\u00e7a no cen\u00e1rio automobil\u00edstico mundial, conseguindo cada vez mais competir com os carros com motores a combust\u00e3o.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">De acordo com uma pesquisa do Goldman Sachs, em 2035 a venda de ve\u00edculos el\u00e9tricos ir\u00e1 representar 50% das vendas globais de ve\u00edculos. Nesse mesmo ano, a Europa ter\u00e1 100% de suas vendas de carros representadas por ve\u00edculos movidos a bateria.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A ado\u00e7\u00e3o das baterias no setor automobil\u00edstico \u00e9 uma tend\u00eancia global, fazendo com que grandes players do mercado e de segmentos correlatos, realizem uma s\u00e9rie de aquisi\u00e7\u00f5es e parcerias para se consolidarem no setor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No cen\u00e1rio brasileiro, Elon Musk, avaliou a possibilidade de fazer uma oferta pela Sigma Lithium, mineradora nacional de l\u00edtio (mat\u00e9ria-prima fundamental para a produ\u00e7\u00e3o de bateria dos carros el\u00e9tricos).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A seguir, apresentamos as principais tend\u00eancias do mercado de EVs e algumas transa\u00e7\u00f5es realizadas esse ano.<\/p>\n\n\n\n<!-- pilula-html v1 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li{margin-bottom:6px}\n.pil-fact{font-size:14px;line-height:1.5;padding-left:14px;border-left:3px solid var(--light)}\n.pil-fact.dark{border-color:var(--navy)}\n.pil-fact b{color:var(--navy)}\n.pil-fact big{font-size:20px;font-weight:800;color:var(--navy)}\n.pil-hl{color:var(--blue);font-weight:700}\n\/* tabela *\/\n.pil-tw{overflow-x:auto}\n.pil-table{width:100%;border-collapse:collapse;font-size:13px}\n.pil-table th{background:var(--navy);color:#fff;text-align:left;padding:8px 10px;font-weight:700}\n.pil-table td{padding:7px 10px;border-bottom:1px solid #d8dce4;vertical-align:top}\n.pil-table tr:nth-child(even) td{background:#f5f6f9}\n.pil-table .n{text-align:right;font-variant-numeric:tabular-nums;white-space:nowrap}\n\/* linha do tempo *\/\n.pil-time{display:grid;gap:14px;border-left:2px dashed var(--light);padding-left:18px;margin-left:6px}\n.pil-time>div{position:relative;font-size:14px;line-height:1.5}\n.pil-time>div::before{content:\"\";position:absolute;left:-25px;top:5px;width:12px;height:12px;border-radius:50%;background:var(--navy)}\n.pil-time b.y{display:block;color:var(--light);font-size:16px;font-weight:800}\n\/* figuras (recortes do slide) *\/\n.pil-fig{margin:0}\n.pil-fig figcaption{text-align:center;font-weight:800;color:var(--light);font-size:16px;margin-top:4px}\n.pil-brand{background:var(--card);border-radius:14px;overflow:hidden}\n.pil-brand p{margin:0;text-align:center;font-size:20px;font-weight:800;font-style:italic;color:var(--navy);padding:10px 0 12px}\n@media (max-width:700px){\n  .pil-grid2,.pil-grid2.wide-left,.pil-grid2.wide-right{grid-template-columns:1fr}\n  .pil-grid3,.pil-grid4,.pil-grid5{grid-template-columns:1fr 1fr}\n  .pil-sec h2{font-size:17px}\n  .pil-bars{height:180px}\n  .pil-bars>div>span{font-size:10px}\n  .pil-years{font-size:9px}\n}\n@media (max-width:480px){\n  .pil-bars{gap:1.2%}\n  .pil-years{gap:1.2%;font-size:8px}\n  .pil-bars>div>span{font-size:8px;letter-spacing:-.3px}\n  .pil-bars:has(>div:nth-child(13))>div>span{writing-mode:vertical-rl;transform:translateX(-50%) rotate(180deg);top:auto;bottom:100%;padding-bottom:2px}\n  .pil-years:has(>span:nth-child(13)) span{writing-mode:vertical-rl;transform:rotate(180deg);margin:0 auto}\n}\n<\/style>\n<div class=\"pil\">\n\n<section class=\"pil-sec\">\n  <h2>Em 2040, a venda de EVs ultrapassar\u00e1 a casa dos 50 MM em regi\u00f5es relevantes do globo<\/h2>\n  <div class=\"pil-grid2 wide-left\">\n    <div>\n      <div class=\"pil-sub\">Vendas de ve\u00edculos el\u00e9tricos<\/div>\n      <span class=\"pil-unit\">MM de ve\u00edculos<\/span>\n      <img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-vendas.png\" alt=\"Gr\u00e1fico de colunas empilhadas das vendas de ve\u00edculos el\u00e9tricos, em milh\u00f5es, por regi\u00e3o (Europa, EUA, Jap\u00e3o, China e \u00cdndia), de 2020 a 2040: total de cerca de 2 em 2020, 14 em 2025, 31 em 2030, 43 em 2035 e 53 em 2040\" loading=\"lazy\">\n    <\/div>\n    <div>\n      <div class=\"pil-sub\">Insights do Mercado<\/div>\n      <div class=\"pil-card\">\n        <h3>Ganho de participa\u00e7\u00e3o no setor automobil\u00edstico<\/h3>\n        <ul class=\"pil-list\">\n          <li>Aumento de incentivos regulat\u00f3rios<\/li>\n          <li>Maior infraestrutura para suportar EVs<\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"pil-card\" style=\"margin-top:14px\">\n        <h3>Altos pre\u00e7os das baterias<\/h3>\n        <ul class=\"pil-list\">\n          <li>80% da produ\u00e7\u00e3o mundial de baterias \u00e9 voltada para EVs<\/li>\n          <li>40% do custo de fabrica\u00e7\u00e3o de um EV \u00e9 da bateria<\/li>\n          <li>Pre\u00e7os dos ve\u00edculos continuar\u00e3o altos se n\u00e3o houver redu\u00e7\u00e3o no pre\u00e7o desse componente<\/li>\n        <\/ul>\n      <\/div>\n    <\/div>\n  <\/div>\n  <div class=\"pil-src\">Fonte: Goldman Sachs<\/div>\n<\/section>\n\n<section class=\"pil-sec\">\n  <h2>EVs apresentam maior relev\u00e2ncia no cen\u00e1rio automobil\u00edstico global, podendo alcan\u00e7ar 61% das vendas mundiais em 2040<\/h2>\n  <div class=\"pil-grid2 wide-left\">\n    <div>\n      <div class=\"pil-sub\">Percentual de vendas de ve\u00edculos el\u00e9tricos<\/div>\n      <span class=\"pil-unit\">% do total de ve\u00edculos vendidos<\/span>\n      <img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-percentual.png\" alt=\"Gr\u00e1fico de linhas do percentual de ve\u00edculos el\u00e9tricos no total de vendas, de 2020 a 2040. Em 2040: Europa 100, EUA 85, Jap\u00e3o 80, China 68, Mundo 61, \u00cdndia 55. Em 2025: China 32, Europa 24, EUA 20, Mundo 16, Jap\u00e3o 5, \u00cdndia 3\" loading=\"lazy\">\n    <\/div>\n    <div>\n      <div class=\"pil-sub\">Insights do Mercado<\/div>\n      <div class=\"pil-card\">\n        <h3>Verticaliza\u00e7\u00e3o das fabricantes de EVs<\/h3>\n        <ul class=\"pil-list\">\n          <li>Com o objetivo de diminuir os custos de fabrica\u00e7\u00e3o, companhias do setor est\u00e3o verticalizando sua opera\u00e7\u00e3o<\/li>\n          <li>JVs com fabricantes de baterias est\u00e3o sendo formadas<\/li>\n          <li>Fabrica\u00e7\u00e3o onshoring de baterias, diminuindo a depend\u00eancia dos produtos chineses<\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"pil-card\" style=\"margin-top:14px\">\n        <h3>Aumento de M&amp;As no setor<\/h3>\n        <ul class=\"pil-list\">\n          <li>Cada vez mais tecnologias emergentes est\u00e3o sendo desenvolvidas por start-ups de EVs, criando oportunidades para que grandes empresas consolidem o mercado nos pr\u00f3ximos anos<\/li>\n        <\/ul>\n      <\/div>\n    <\/div>\n  <\/div>\n  <div class=\"pil-src\">Fonte: Goldman Sachs<\/div>\n<\/section>\n\n<section class=\"pil-sec\">\n  <h2>O mercado de M&amp;As de EVs est\u00e1 aquecido, apresentando um grande n\u00famero de transa\u00e7\u00f5es, al\u00e9m do envolvimento de grandes players<\/h2>\n  <div class=\"pil-sub\">Transa\u00e7\u00f5es selecionadas do setor de EVs<\/div>\n  <div class=\"pil-tw\">\n    <table class=\"pil-table\">\n      <thead><tr><th>Buyer<\/th><th>Target<\/th><th>Data<\/th><th>Coment\u00e1rios<\/th><\/tr><\/thead>\n      <tbody>\n        <tr>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-vw.png\" alt=\"Volkswagen\" loading=\"lazy\" style=\"max-width:56px\"><\/td>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-xpeng.png\" alt=\"Xpeng\" loading=\"lazy\" style=\"max-width:96px\"><\/td>\n          <td class=\"n\"><b>Jul-23<\/b><\/td>\n          <td><ul class=\"pil-list\" style=\"font-size:13px\"><li>Volkswagen investiu <b>US$ 700 MM <\/b>para adquirir <b>4,99%<\/b> de participa\u00e7\u00e3o na Xpeng, fabricante de ve\u00edculos el\u00e9tricos da China<\/li><li>A VW tamb\u00e9m anunciou parceria com a SAIC e Xpeng para desenvolvimento de novos ve\u00edculos el\u00e9tricos<\/li><\/ul><\/td>\n        <\/tr>\n        <tr>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-lucid.png\" alt=\"Lucid Group\" loading=\"lazy\" style=\"max-width:100px\"><\/td>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-aston.png\" alt=\"Aston Martin\" loading=\"lazy\" style=\"max-width:96px\"><\/td>\n          <td class=\"n\"><b>Jun-23<\/b><\/td>\n          <td><ul class=\"pil-list\" style=\"font-size:13px\"><li>O Lucid Group adquiriu uma participa\u00e7\u00e3o de <b>3,7%<\/b> na Aston Martin. A transa\u00e7\u00e3o foi de aproximadamente <b>US$ 232 MM<\/b><\/li><li>O grupo tamb\u00e9m forneceu \u00e0 empresa o <i>powertrain<\/i> dos ve\u00edculos e os sistemas de bateria necess\u00e1rios para tornar el\u00e9trica a frota da fabricante inglesa<\/li><\/ul><\/td>\n        <\/tr>\n        <tr>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-shell.png\" alt=\"Shell\" loading=\"lazy\" style=\"max-width:70px\"><\/td>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-volta.png\" alt=\"Volta\" loading=\"lazy\" style=\"max-width:80px\"><\/td>\n          <td class=\"n\"><b>Mar-23<\/b><\/td>\n          <td><ul class=\"pil-list\" style=\"font-size:13px\"><li>A Shell adquiriu a Volta Inc. por <b>US$ 169 MM<\/b>, ampliando sua rede p\u00fablica de carregadores de ve\u00edculos el\u00e9tricos nos EUA<\/li><li>Essa aquisi\u00e7\u00e3o faz parte da estrat\u00e9gia de expans\u00e3o da Shell para fornecer mais de <b>500 mil <\/b>pontos de recarga at\u00e9 2025<\/li><\/ul><\/td>\n        <\/tr>\n        <tr>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-nissan.png\" alt=\"Nissan\" loading=\"lazy\" style=\"max-width:66px\"><\/td>\n          <td><img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/5226-renault.png\" alt=\"Renault\" loading=\"lazy\" style=\"max-width:42px\"><\/td>\n          <td class=\"n\"><b>Fev-23<\/b><\/td>\n          <td><ul class=\"pil-list\" style=\"font-size:13px\"><li>A Nissan investiu <b>EUR 600 MM <\/b>na unidade de ve\u00edculos el\u00e9tricos da Renault, a Ampere<\/li><li>Ap\u00f3s a transa\u00e7\u00e3o, a Nissan reduziu a participa\u00e7\u00e3o da Renault na companhia de <b>43%<\/b> <b>para 15%<\/b><\/li><\/ul><\/td>\n        <\/tr>\n      <\/tbody>\n    <\/table>\n  <\/div>\n  <div class=\"pil-src\">Fonte: Reuters; Nissan; Forbes; Shell<\/div>\n<\/section>\n\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Electric vehicles (EVs) are gaining more traction in the global automotive scene, increasingly able to compete with cars with combustion engines.<\/p>","protected":false},"author":1,"featured_media":5222,"template":"","meta":[],"class_list":["post-5226","pilulas","type-pilulas","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/artica.capital\/en\/wp-json\/wp\/v2\/pilulas\/5226","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/artica.capital\/en\/wp-json\/wp\/v2\/pilulas"}],"about":[{"href":"https:\/\/artica.capital\/en\/wp-json\/wp\/v2\/types\/pilulas"}],"author":[{"embeddable":true,"href":"https:\/\/artica.capital\/en\/wp-json\/wp\/v2\/users\/1"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/artica.capital\/en\/wp-json\/wp\/v2\/media\/5222"}],"wp:attachment":[{"href":"https:\/\/artica.capital\/en\/wp-json\/wp\/v2\/media?parent=5226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}