Singurul factor care poate modifica previziunile S&P este comportamentul pieţei din China, cea mai dinamică, dar şi cea mai imprevizibilă, fiind singura ce ar putea atinge în 2022 nivelul de vânzări din 2019, dinainte de pandemie.
Producție scăzută în 2020
Cele mai multe firme auto şi furnizori de componente vor produce sub posibilităţi pe parcursul acestui an, menţionează studiul, şi mulţi dintre ei vor încheia exerciţiul financiar foarte îndatoraţi. S&P estimează că rentabilitatea şi fluxul de numerar al producătorilor vor fi în 2021 mai slabe faţă de 2019 şi, în plus, companiile vor trebui să facă investiţii semnificative pentru a se adapta la noile cerinţe ale pieţei, cu autovehicule mai puţin poluante.
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