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Renault SA
RNOp · BCXE · Auto Manufacturers · France
Renault SA is a French multinational automobile manufacturer founded in 1899, renowned for designing, manufacturing, selling, repairing, maintaining, and leasing motor vehicles across Europe, Eurasia, Africa, the Middle East, Asia Pacific, and the Americas. The company operates through three core segments: Automotive, which produces and distributes passenger cars and light commercial vehicles under brands like Renault, Dacia, Alpine, and Mobilize, while investing in key alliances such as Nissan; Sales Financing, providing leasing, maintenance, and services via Mobilize Financial Services; and Mobility Services, delivering energy and mobility solutions for electric vehicles under the Mobilize brand. Renault SA also engages in powertrain development, spare parts distribution, used vehicle sales, and advanced engineering research. Headquartered in Boulogne-Billancourt, France, it plays a pivotal role in the global automotive industry, emphasizing innovation in sustainable mobility, low-carbon technologies, and diverse vehicle offerings from historic models to modern electric and hybrid solutions. With a legacy spanning over 125 years, Renault SA continues to shape the future of transportation through strategic partnerships and a commitment to excellence.
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Auto Manufacturers
Consumer Cyclical sector · France
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Supply Chain
EV Battery Supply Chain
The EV battery supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: a single battery cell requires lithium, cobalt, nickel, manganese, and graphite — each sourced through its own constrained supply chain — meaning disruption to any one mineral cascades through cell production; gigafactory-scale manufacturing demands $2-5 billion in capital and two to three years to reach production quality, concentrating cell production among a small number of firms; and no single battery chemistry optimizes for energy density, safety, cost, and longevity simultaneously, forcing the system into parallel technology paths that fragment scale advantages.
Automotive Supply Chain
The automotive supply chain is shaped by three root constraints: just-in-time assembly dependency where parts must arrive in exact sequence to moving production lines, platform integration complexity where a single vehicle contains 20,000-30,000 parts sourced from hundreds of suppliers, and tooling commitment where retooling a production line requires years and billions of dollars in irreversible capital.