据 InsideEVs 报道，大众汽车旗下的电池子公司 PowerCo 将其在安大略省的电池工厂建设计划推迟了两年，新的工厂预计将于 2029 年建成。此外，ID Buzz 汽车也将推迟在美国市场上市（即该车型将错过一个美国车型年度的发布计划）。PowerCo 表示，导致这些推迟的原因包括关税政策以及市场需求低于预期。
Volkswagen’s battery subsidiary PowerCo has delayed its Ontario plant by two years to 2029, and the ID Buzz will skip another American model year. Its Salzgitter plant in Germany has been making cells since December and supplies a new assembly line at SEAT’s Martorell site in Spain.
PowerCo 位于德国萨尔茨吉特（Salzgitter）的工厂自 12 月以来已开始生产电池芯，并为西班牙 SEAT 公司位于马托雷尔（Martorell）的工厂提供电池组件。这些电池芯采用棱柱形镍锰钴（prismatic nickel-manganese-cobalt）设计，其密度比前一代产品高出约 10%。Oliver Blume 称大众汽车为首家在欧洲建立自主电池研发和生产基地的汽车制造商。
Volkswagen’s battery subsidiary PowerCo has delayed its Ontario plant by two years, to 2029, InsideEVs reported. The company also said the ID Buzz will skip another American model year and return as a 2028 car. Tariffs and slower than expected demand are behind both. The European plant is already running. PowerCo commissioned Salzgitter on 17 December, producing the first Unified Cells made in Europe, starting at up to 20 GWh a year and expandable to 40, or roughly 250,000 cars. The cell is a prismatic nickel manganese cobalt design about 10% denser than its predecessor. Oliver Blume called Volkswagen the first European carmaker to establish its own cell development and production.
这些电池芯将被运往西班牙，用于 SEAT 在马托雷尔的工厂进行组装；同时，位于潘普洛纳（Pamplona）的 Mobis 公司也在协助生产线的调试工作。这些电池芯将首次应用于 ID Polo、ID Cross、Skoda Epiq 和 Cupra Raval 等车型中。PowerCo 的目标是为大众集团约一半的电池需求提供支持。
The cells go to Spain.
目前，在德国，大众汽车收到的电动汽车订单数量已经超过了汽油车和柴油车的订单数量。为此，大众汽车已取消了沃尔夫斯堡（Wolfsburg）工厂的额外生产班次，并在埃姆登（Emden）和茨维考（Zwickau）增加了生产班次。这些电动汽车型号正是由萨尔茨吉特工厂生产的电池芯所驱动的。目前，这些车型累计收到了约 10 万个订单。
Salzgitter supplies a new battery assembly facility at SEAT’s Martorell plant for cell-to-pack work, with Mobis at Pamplona helping during the ramp. The cells debut this year in the ID Polo, the ID Cross, the Skoda Epiq and the Cupra Raval. PowerCo is meant to cover about half of the group’s unified cell demand. Those are the cars selling. Volkswagen is now taking more orders for electric cars than for petrol and diesel in Germany, and has cancelled extra shifts at Wolfsburg while adding them at Emden and Zwickau. The four models drawing that demand are the four the Salzgitter cells feed. Roughly 100,000 orders sit behind them.
接下来，西班牙将成为 PowerCo 电池产品的主要销售市场，随后是加拿大。位于瓦伦西亚（Valencia）的电池工厂计划于 2027 年 7 月开始生产电池。安大略省的工厂建设计划仍被推迟至 2029 年。整个欧洲电池生产体系是最早建立起来的，也是目前唯一正在实际生产电池的基地。北美市场目前仍是大众汽车电池业务的发展薄弱环节。
Spain is next, then Canada. Cell production at Valencia is scheduled to begin in July 2027. Ontario has now moved to 2029. The European chain was built first and is the one turning out cells today. North America is the weak part.
大众汽车在墨西哥的两家工厂目前面临着美国的关税；其位于田纳西州的工厂目前仅生产汽油版Atlas和Atlas Cross Sport车型（因为ID.4车型已被停产，为这两款车型腾出了生产空间）。ID. Buzz车型的销量再次下滑。该公司正在依赖与Rivian公司的合资项目来共同开发软件架构。
Volkswagen’s two Mexican plants face American tariffs, and its Tennessee factory now builds only the petrol Atlas and Atlas Cross Sport after the ID.4 was dropped to make room for them. The ID Buzz has slipped again. The company is leaning on a joint venture with Rivian for software architecture. Home is not comfortable either.
大众汽车在88年的发展史上首次关闭了其在德国的工厂；据报道，该公司可能裁员多达10万人，但这一数字尚未得到官方确认。导致这些变化的关键因素在于电池的生产地——部分电池的生产链仍在德国，而另一部分电池的生产链则已转移到了本世纪末（即2020年代末）。
Volkswagen closed a German plant last year for the first time in its 88-year history, and up to 100,000 job cuts have been reported and never confirmed. The difference is where the batteries are. One chain is running and the other has moved to the end of the decade.