OICA General Assembly, Delhi, 21 – 22 October 2010 Round table on OICA General Assembly, Delhi, 21 – 22 October 2010 Round table on Climate Change and CO2 X Fels - CCFA Chairman

Sales and CO2 2007 - 2010 Package of measures on sales and CO2… Bonus / Malus, TVTS since 2008 Scrappage scheme on 2009 – 2010 … leading to a positive PC market level… 2008 : 2,050 M.V; 2009 : 2,078 MV; 2010 > 2 MV … and to very low CO2 in average 2007 : 147 g  2010 : 130 g (EU average : 14x g) Lowest CO2 emissions in large EU markets

Sales and CO2 forecast Stable market volume in the future : ~ 2 M/year No significant growth in a mature market Market mix evolving upwards from a low 2009 point Progressive introduction of EV & P-HEV vehicles Strong public policy supported by low CO2 electricity Two local manufacturers investing in these vehicles CO2 forecast : driven by EU Regulation and taxation Current share of transport in CO2 emissions : ~ 24 % tbc Strong Gov. ambition on environment, energy and CO2

Customer expectations ? Stronger economic requirements Significant Retail Price decrease Average decrease since 2007 : ~ - 8% Significant change of the Product mix, A + B segment Effect of the crisis and of the taxation scheme Importance of fuel consumption High average mileage in France compared to other EU countries, even if decreasing Taxation scheme promotes strongly low CO2 cars Aside economics : safety, style, comfort

Possible role for fuels ? Major role of Diesel : 60 – 70 % of PC market CO2 performance based on diesel share Likely decrease with Euro 5 standards Lower competitivity of cars Strong commitment on biofuels Gazoline : E 10 ; marginally E 85 Diesel : B 7, possible extension to B 10 EV development Purchase incentives ; call for tender for LCV Support to infrastructure deployment R&D and investment support : Tax credit, batteries, etc. Note the G/D supply/ demand imbalance in the EU

Plans for infrastructures Reloading infrastructure for EV : « Green book » under preparation 12 major cities committed to develop EV Requirements for future building to facilitate EV reloading display in parkings Limited infrastructure deployment for CNG and E 85 ; LPG exists already

Examples of Integrated Approaches Scrappage Scheme Adequate planning on 2009 – 2010 Consistency with PC CO2 taxation Concertation with manufacturers on phase-out Efficient for market and CO2 Biofuel policy Consistent industrial and fiscal policies so far EV & P-HEV deployment Commitment of the State, regions, cities Consistency for market, infrastructure, industry