Fuel For Thought

Loyalty opportunities hidden in today’s affordability environment

Thu, 02 Apr 2026 15:43:00 +0000

With average monthly car payments pushing toward $800 and nearly 20% of US consumers making $1,000 payments, buyers are weighing brand attachment against purchasing reality.

Recent automotive market analysis shows that affordability pressures are fundamentally changing car buyer behavior, creating new risks for retention but also new opportunities for conquest.

The result is a market in motion: Households that once returned reliably to brands and models are now open to change. Sellers that understand this dynamic will be best positioned to capture the moment.

In this episode of Fuel for Thought, our host Guido Vildozo speaks with loyalty expert Tom Libby on key conquest and retention opportunities available for OEMs in this environment.

Participants:

Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)
Tom Libby, Director, Loyalty Solutions and Industry Analysis, S&P Global Mobility

What’s changing for North American automakers in 2026 and beyond

Wed, 04 Mar 2026 00:42:00 +0000

For North American automakers, the familiar megatrends of electrification, regionalization, the rise of Chinese competitors, technological transformation, and supply chain resilience are evolving amid global supply risks and shifting regulatory pressures.

Our latest whitepaper, The next phase of automotive megatrends, explores how regulatory uncertainty, affordability pressures, shifting consumer expectations, and global supply risks are reshaping strategy for OEMs across the region. From upcoming USMCA negotiations to new semiconductor shortages, our host Guido Vildozo sits down with the whitepaper authors to discuss what's truly different in this next phase—and what leaders should be doing now to prepare.

Participants:

Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)
Henner Lehne, VP, Research and Analysis, S&P Global Mobility
Peter Nagle, Research and Analysis Associate Director, S&P Global Mobility

2026 Automotive Supplier Outlook: What top executives are saying about the year ahead

Wed, 14 Jan 2026 12:48:00 +0000

Over the past year, automotive suppliers have navigated shifting tariff regimes, geopolitical uncertainty, uneven EV demand, and rising expectations around software, sustainability, and resilience.

So why are many suppliers still optimistic?

To find out, S&P Global Mobility expert Matthew Beecham spoke with 59 senior executives across the global automotive supply chain to understand how they're adapting to this new normal.

With disruption now a constant rather than an exception, suppliers are prioritizing resilience through ecosystem partnerships, long-term technology investments, and proactive growth strategies. Instead of waiting for conditions to stabilize, they're rethinking how and where to compete.

In this episode of Fuel for Thought, Matthew joins our host Guido Vildozo to unpack the key takeaways from these conversations—and what supplier sentiment signals for OEMs, investors, and policymakers right now.

Speakers:

Matthew Beecham, AutoTechInsight Research Manager, S&P Global Mobility
Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)

DRAM makers prioritize AI data center demand, sparking automotive semiconductor shortage

Mon, 29 Dec 2025 13:24:00 +0000

As we approach 2026, the automotive industry is bracing for yet another potential crisis: a shortage of dynamic random access memory (DRAM) chips.

This anticipated shortage will not be quite as dramatic as the 2021 crisis—which prevented more than 10 million cars from being built that year—but could potentially be more disruptive and long-lasting than the 2025 Nexperia incident.

DRAM is found in the compute-heavy systems in cars, namely in cockpit and in ADAS/Autonomy systems. However, major DRAM manufacturers are increasingly reallocating their wafer capacity toward high-bandwidth memory (HBM) for AI data centers.

The profitability and demand for HBM far exceed those of traditional automotive applications, leaving automakers increasingly vulnerable to an automotive supply chain crunch that could rival the previous shortages.

In this episode of Fuel for Thought, we dive deeper into the shortage and explain what automakers need to do in order to adapt.

Speakers:

Jeremie Bouchaud, Executive Director, Supply Chain and Technology, S&P Global Mobility
Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)

Chinese automakers accelerate overseas vehicle manufacturing amid tariff pressures

Wed, 26 Nov 2025 00:52:00 +0000

Chinese automakers are not only reshaping their domestic market but are also becoming formidable players on the international stage. Their aggressive expansion into overseas markets, driven by a combination of competitive pricing, innovative technology, and strategic partnerships, poses both challenges and opportunities for established automakers.

Moreover, as trade barriers and regulatory changes emerge in various regions, understanding how Chinese manufacturers adapt can provide valuable insights into the future of global automotive supply chains.

In this episode of Fuel for Thought, we discuss how Chinese automakers are navigating global markets, the impact of tariffs and trade barriers, and the strategies these automakers are employing to expand their footprint.

Speakers:

Abby Tu, Principal Research Analyst, S&P Global Mobility
Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (host)

Powertrain system trends in flux as electrification goals meet market realities

Thu, 30 Oct 2025 12:31:00 +0000

A decade ago, the path toward full electrification seemed clear. Battery electric vehicles (BEVs) were seen as the inevitable future. But fast forward to today and that once-shared vision has fractured.

Different regions are now taking distinctly different routes shaped by policy shifts, consumer sentiment, and economic realities.

In this episode of Fuel for Thought, we unpack how these divergent strategies are influencing production planning, why transitional technologies like PHEVs and REEVs are gaining renewed relevance, and how scenario-based forecasting can help automakers stay agile in this fragmented market.

Speakers:

A. Saboor Imran, Principal Analyst, EMEA Light Vehicle Powertrain Forecasting, S&P Global Mobility
Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (host)

OEM Pricing Strategy Evolves with Tariff Effects

Tue, 16 Sep 2025 00:27:00 +0000

Since May 3, 2025, automakers have been navigating a complex US trade policy which includes a 25% tariff on imported vehicles and parts from nearly all countries. Although trade negotiations may ultimately reduce this tariff rate, few new deals have been signed so far.

Amidst this backdrop, early expectations of an immediate cost pass-through to consumers has not materialized. Instead, automakers have taken a more measured approach to their pricing and production strategies.

Moving forward, three of the most important considerations for OEMs will be:

Tariff exposure and pass-through feasibility,
Competitive pricing, and
Production sourcing flexibility.

As uncertainty continues, manufacturers that can swiftly adapt to market changes and effectively communicate their value propositions to consumers will be better positioned to thrive in this challenging environment.

Speakers:

Stephanie Brinley, Associate Director, AutoIntelligence, S&P Global Mobility
Matt Trommer, Associate Director, Innovation Product Management and Industry Performance, S&P Global Mobility
Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (host)

Rare earth elements: Auto industry looks beyond China

Mon, 28 Jul 2025 17:11:00 +0000

In this podcast episode, experts from S&P Global Mobility delve into the critical role of rare earth elements (REEs) in the automotive industry—particularly in the production of electric vehicle components like traction motors.

China currently dominates both the production and processing of these essential materials. The discussion examines how China's control over the rare earth supply chain is shaping global industries, the geopolitical implications, and how other nations are responding in an effort to diversify their REE sources.

Our experts also explore the rise of emerging technologies, including Europe's shift toward magnet-free motor designs, and consider what the future may hold for REE dependency in the evolving automotive landscape.

Speakers:

Guido Vildozo, Associate Director, Consulting (Moderator), S&P Global Mobility
Kartik Ganesh, Principal Research Analyst, S&P Global Mobility
Jie Yang, Sr. Research Analyst, S&P Global Mobility

A Benchmarking Guide for Software-Defined Vehicles

Thu, 08 May 2025 13:27:00 +0000

As the automotive industry shifts toward software-defined vehicles (SDVs), the term has become a buzzword, frequently mentioned at industry events like CES, often with varying interpretations and meanings.

Amidst this excitement, many OEMs are making claims about their new SDV launches; They feel the pressure to incorporate SDVs into their product developments to appear competitive in a rapidly evolving landscape.

But despite all the talk and promises, there has been no clear industry benchmark to measure vehicles' readiness for SDV implementation.

S&P Global Mobility has developed a method which we refer to as SDV Readiness to help the industry and consumers alike assess SDV technology. The establishment of these software-defined vehicle benchmarks not only clarifies the current state of the industry but also sets the stage for future innovations that will redefine mobility as we know it.

Speakers:

Guido Vildozo, Associate Director, Consulting (Moderator), S&P Global Mobility
Manuel Tagliavini, Principal Research Analyst, Automotive Supply Chain and Technology

Bridging Gaps for Carbon Reporting in the Automotive Industry

Wed, 26 Feb 2025 21:00:00 +0000

Carbon reporting in the automotive industry is becoming increasingly important, as original equipment manufacturers (OEMs) face various regulatory pressures around the world. However, tracking and measuring carbon emissions is not an easy feat.

One of the biggest challenges OEMs face lies in the complexity of reporting Scope 3 emissions -- specifically, Scope 3 Category 11, which pertains to the emissions generated during a vehicle's use phase through the end of its life.

This category often accounts for 75-80% of an automaker's total carbon footprint, making accurate reporting not just important, but essential.

Although inconsistencies in geographic scope, vehicle types, and automaker assumptions complicate this task, standardized carbon reporting is an important opportunity for OEMs to remain in regulatory compliance.

Speakers:

Guido Vildozo, Associate Director, Consulting (Moderator), S&P Global Mobility
Qifan Yang, Lead Research Analyst, S&P Global Mobility

A More Practical Future for Autonomous Vehicles

Thu, 30 Jan 2025 13:44:00 +0000

In this podcast episode, S&P Global Mobility experts discuss the landscape of autonomous vehicles coming out of the 2025 Consumer Electronics Show, or CES, that was held in Las Vegas at the beginning of the year.

After years of ambitious announcements and hype around fully self-driving cars, it appears that companies are shifting to a more pragmatic approach. Their conversation explores how tech companies and traditional automakers are now aligning their expectations, focusing on incremental developments and practical applications of autonomous vehicle technology.

As the industry moves forward, partnerships between startups and established players are becoming crucial for driving innovation and achieving market-ready solutions.

Speakers:

Guido Vildozo, Associate Director, Consulting (Moderator), S&P Global Mobility
Jeremy Carlson, Associate Director, Autonomy, S&P Global Mobility
Brock Walquist, Sr. Specialist, Technical Research, S&P Global Mobility

www.spglobal.com/mobility

Tariffs, Taxes, and EVs: The Road Ahead for the Global Auto Industry

Thu, 12 Dec 2024 15:54:00 +0000

In this month's Fuel for Thought, host Guido Vildozo speaks with our experts about how the automotive industry is navigating anticipated shifts under a second Trump administration. Their discussion focuses on the potential global implications of new US tax policies, tariffs, and deregulation.

Their conversation also dives into the uncertain future of electric vehicles, with policy changes leading to a potentially significant slowdown in adoption rates. How the auto industry adapts to these changes will be key in determining the pace of EV growth globally.

Speakers:

Peter Nagle, Research and Analysis Associate Director, S&P Global Mobility
Stephanie Brinley, Associate Director, AutoIntelligence, S&P Global Mobility
Michael Robinet, Executive Director, Consulting, S&P Global Mobility

Moderator:

Guido Vildozo, Associate Director, Consulting

www.spglobal.com/mobility

How EU Tariffs Will Impact the Battery Electric Vehicle Market

Tue, 19 Nov 2024 18:34:00 +0000

In this episode of Fuel for Thought, we explore the European Union's decision to impose tariffs on Chinese battery electric vehicles (BEVs) following concerns about unfair subsidies. The tariffs, ranging from 17% to 35%, affect major manufacturers like BYD, Geely, and SAIC, while Tesla faces a lower rate of 7.8%.

This move, aimed at protecting European automakers, may reshape the market but has sparked tensions, with China filing a WTO dispute and considering retaliatory tariffs. The episode features Moderator Guido Vildozo in conversation with Tim Urquhart, Principal Research Analyst at S&P Global Mobility, about the impact on the EU car market and consumers.

Speakers:

Guido Vildozo, Associate Director, Consulting at S&P Global Mobility (moderator)
Tim Urquhart, Principal Research Analyst, S&P Global Mobility

www.spglobal.com/mobility

2024 Presidential Election: Impacts on the US Auto Industry

Tue, 15 Oct 2024 15:24:00 +0000

In this special episode of Fuel for Thought, we're diving into the 2024 US presidential election – one of the most consequential elections in US history – which could reshape the future of the automotive ecosystem.

Our panelists cover the wide range of issues on the table – including environmental regulations, trade policies, and labor dynamics – as well as the impacts these issues could have on automakers, suppliers, and consumers alike.

Speakers:

Guido Vildozo, Associate Director, Consulting at S&P Global Mobility (moderator)
Stephanie Brinley, Associate Director, AutoIntelligence, S&P Global Mobility
Michael Robinet, Executive Director, Consulting at S&P Global Mobility

www.spglobal.com/mobility

The US Auto Market: OEMs and Captive Lenders Face New Challenges

Thu, 26 Sep 2024 17:02:00 +0000

It's been a turbulent four years for the US auto industry, from the COVID-19 pandemic to inventory fluctuations and supply chain disruptions.

But unfortunately for some of the industry's most important stakeholders, the turbulence isn't over yet. Automakers and their captive financing groups are facing intensified competition and difficulty attracting customers, due to several converging trends. These range from a recent surge in vehicle inventory and affordability concerns to fluctuating incentives and evolving consumer behaviors.

In this Fuel for Thought podcast episode, our host Guido Vildozo speaks with the experts to break down how these trends are playing out in 2024, and what they mean for OEMs and captive lenders.

Moderator:
- Guido Vildozo, Senior Manager, Consulting, S&P Global Mobility

Speakers:
- Tom Libby, Associate Director, Industry Analysis and Loyalty Solutions, S&P Global Mobility
- Matt Trommer, Product Management Associate Director, S&P Global Mobility
- Michelle Yeung, Director, National OEM Sales, S&P Global Mobility

To read the Fuel for Thought article, click here.

www.spglobal.com/mobility

Electrification in China - On Track but Challenging

Thu, 26 Sep 2024 15:03:00 +0000

In this episode of Fuel for Thought, we're thrilled to welcome Abby Tu, Principal Research Analyst at S&P Global Mobility and author of "Electrification in China: On Track but Challenging." In a conversation with moderator Guido Vildozo, Senior Manager, Consulting, S&P Global Mobility, Abby dives into mainland China's remarkable journey towards electrification, revealing how new-energy vehicles (NEVs) have surpassed internal combustion engine vehicles for the first time in July 2024. With NEV sales soaring and predictions indicating they will make up 75% of the market by 2029, Abby explores the pivotal role of plug-in hybrids and range-extended electric vehicles in driving this shift. Abby and Guido also discuss the growing dominance of Chinese automakers, their impact on global competitors, and the strategic adaptations of international brands like Volkswagen and Toyota. Podcast Speakers

Moderator: Guido Vildozo, Senior Manager, Consulting, S&P Global Mobility
Speaker: Abby Tu, Principal Research Analyst, S&P Global Mobility

To read the Fuel for Thought article, click here.

www.spglobal.com/mobility

Battery Industry Blues - Consequences of the EV Slowdown

Thu, 25 Jul 2024 15:22:00 +0000

In this episode of Fuel for Thought, research experts Ali Adim and Gabrielle Aversa discuss the current challenges facing the EV battery industry amidst a slowdown in demand for battery electric vehicles. The conversation was moderated by Mike Wall, Executive Director, Automotive Analysis, S&P Global Mobility.

To read the Fuel for Thought article, click here.

www.spglobal.com/mobility

9 Highlights from our Recent Consumer Survey on Autonomous Vehicles

Thu, 27 Jun 2024 15:22:00 +0000

In this episode of Fuel for Thought, Senior Research Analysts Vivek Beriwal and Mariana Gongora highlight the key findings from our annual consumer survey on autonomous vehicles. The conversation was moderated by Calum Macrae, director of Research and Analysis in the Supply Chain and Technology division at S&P Global Mobility.

To read the Fuel for Thought article, click here.

www.spglobal.com/mobility

Average age of vehicles in the US hit a new record

Thu, 30 May 2024 15:23:00 +0000

In this episode of Fuel for Thought we discuss the aging of the US vehicle fleet.

Vehicles on the road are getting even older, according to new S&P Global Mobility data released last week. The average age of cars and light trucks in the US has risen again to a new record of 12.6 years in 2024, up by two months over 2023. The increase in average age is showing signs of slowing as new registrations normalize.

This continues to improve business opportunities for companies in the aftermarket and vehicle service sector in the US, as repair opportunities are expected to grow alongside vehicle age.

Learn more about the average age of vehicles in this podcast and hear from these experts...

Mike Wall - Executive Director of Automotive Analysis, S&P Global Mobility
Todd Campau - Aftermarket Practice Lead, S&P Global Mobility

To read the Fuel for Thought article, click here.

www.spglobal.com/mobility

From aspiration to reality, building the trail to vehicle electrification

Mon, 29 Apr 2024 15:23:00 +0000

In this episode of Fuel for Thought we discuss the transition to electric vehicles in the U.S. market.

As EV sales slow, OEMs must consider multiple factors to align their EV production with government regulations and consumer demand.

From the here-and-now reality to the long-term aspiration of decarbonization in the transportation sector.

The U.S. government regulatory aspirations and their pressure on OEMs towards an accelerated response to electrification.

The consumer mindset and sentiment towards electrification: pricing, technology and the willingness of adoption.

OEM showroom response to align regulation and pricing via alternative vehicle electrification pathways.

Hear from these S&P Global Mobility experts...

Kristen Balasia - Vice President of Consulting, S&P Global Mobility
Guido Vildozo - Associate Director, S&P Global Mobility

To read the Fuel for Thought article, click here.

The Road to Transformation - Charting the course for the future of trucking

Thu, 28 Mar 2024 15:24:00 +0000

In this episode of Fuel for Thought we discuss the future of trucking. Disruption is coming to the medium and heavy commercial vehicle industry and an increased focus on climate change, strict regulations, and technological innovations are expected to change the future landscape.

Hear from S&P Global Mobility experts as we identify and address major questions the truck industry faces.

Mike Wall - Executive Director of Automotive Analysis, S&P Global Mobility
Andrej Divis - Executive Director of Global Heavy Truck Research, S&P Global Mobility
Greg Genette - Senior Research Analyst for Heavy Trucks, S&P Global Mobility

To read the Fuel for Thought article, click here.

CERAWeek - An increasingly fragile mobility and energy transition

Wed, 28 Feb 2024 15:24:00 +0000

In this episode of Fuel for Thought, we discuss what's likely to shape our industry in 2024 and beyond. Learn about the softening of the EV market, as well as increasing media coverage concerning sustainability, and the associated future pressures that this could bring to your business.

With the upcoming S&P Global CERAWeek and Innovation Agora event in Houston (TX), we will preview some of the panel discussions that will be held there with several industry leaders.

Join us as we dive into the topic of the mobility and energy transition.

Tom De Vleesschauwer - Senior Director, Future Mobility, S&P Global Mobility
Anoop Desai - Executive Director of Sustainability, Consulting, S&P Global Mobility
Greg Genette - Senior Research Analyst, MHCV, S&P Global Mobility

To read the Fuel for Thought article, click here.

Connected cars and the automotive revolution

Tue, 19 Dec 2023 15:25:00 +0000

The automotive industry is reaching an inflection point that will reshape its near-term future, precipitated by the connected car era – also known as software defined vehicles or "SDVs." This will affect every aspect of future mobility, from Generative AI implications in Level 2+ autonomy to the HMI of the cockpit domain software.

Tune in to this episode of Fuel for Thought and hear from our industry experts as we dive into the topic of connected cars and the automotive revolution...

Mark Rechtin - Executive Editor, S&P Global Mobility
Phil Amsrud - Associate Director, Automotive Supply Chain & Technology, S&P Global Mobility
Tawhid Khan - Software Research Director, Automotive Supply Chain & Technology, S&P Global Mobility

To read the Fuel for Thought article, click here.

The Vehicle Affordability Crunch

Wed, 29 Nov 2023 15:25:00 +0000

Average transaction prices for new vehicles are through the roof. But affordability has also been crimped by many automakers shifting away from traditional entry-level segments, both in the US and Europe. But as legacy OEMs depart the 'cheap-and-cheerful' arena, white space opportunity emerges for new manufacturers to enter the fray.

In the past decade, it was possible to find an entry-level new vehicle for less than $20,000. But pricing in the US market has recently increased dramatically to where $25,000 or even $30,000 is the lowest possible transaction price for a "low-priced" vehicle.

Tune in to this episode of Fuel for Thought and hear from our industry experts as we dive into the topic of vehicle affordability...

Mark Rechtin - Executive Editor, S&P Global Mobility
Julie Choate - Senior Consultant, Automotive Advisory, S&P Global Mobility
Constantin Gerner - Senior Consultant, Automotive Advisory, S&P Global Mobility

Waiting for Autonomy

Wed, 25 Oct 2023 15:25:00 +0000

Five years ago, hype surrounding "autopilot" cars peaked. But S&P Global Mobility's updated forecast offers a reality check of careful, limited adoption of self-driving technology through 2035. Learn more about the future of autonomous vehicles in this episode of Fuel for Thought.

Join Mark Rechtin - Executive Editor, Jeremy Carlson - Associate Director of the Autonomy Practice, and Own Chen - Senior Principal Analyst at S&P Global Mobility as they share their thoughts on this topic.

Too many toys on the shelf

Wed, 27 Sep 2023 15:26:00 +0000

The consumer is already inundated by more than 450 vehicle nameplates to choose from in the US market. With automakers rapidly adding EVs to their product portfolios, that number will soar even higher. How are OEMs, dealers, and agencies going to adjust their marketing messaging and media spend with this onslaught of products? Learn more in this episode of Fuel for Thought.

Join Mark Rechtin - Executive Editor, Joe Kyriakoza - Vice President and General Manager of Polk Automotive Solutions, and Jason Jordhamo, Director of Polk Automotive Solutions at S&P Global Mobility as they share their thoughts on this topic.

Warning signs on the path to mass EV adoption

Wed, 30 Aug 2023 15:26:00 +0000

In this episode of Fuel for Thought we are going to expand the conversation of electrification.

Rosy sales projections aside, global adoption of battery-electric vehicles still faces huge obstacles to cross the chasm, an updated forecast from S&P Global Mobility shows. Raw materials shortages, supply chain snarls, mainland China's dominance, and charging-network snafus are showing the transition from ICE to EV will take much more than wishful thinking and government mandates.

Join Mark Rechtin - Executive Editor, Graham Evans - Director of Supply Chain and Technology, and Calum MacRae - Director of Supply Chain and Technology at S&P Global Mobility as they share their thoughts on this topic.

The commercial vehicle fleet accelerates toward ZEV adoption

Wed, 26 Jul 2023 15:27:00 +0000

In this episode of Fuel for Thought we discuss how the commercial vehicle fleet is accelerating toward ZEV adoption. How many electrified medium- and heavy-duty commercial vehicles can we expect to see delivering packages and plying US highways? And how soon? S&P Global Mobility recently upgraded its forecast to 140,000 ZEV MHCVs annually, starting in 2030. But potential potholes to adoption remain.

Join Mark Rechtin - Executive Editor, Andrej Divis - Executive Director of Global Truck Research, and James Martin - Consulting Director at S&P Global Mobility as they share their thoughts on this topic.

The Transformation of Auto Retail – Bricks, Clicks, and People

Tue, 27 Jun 2023 15:27:00 +0000

In this episode of Fuel for Thought, S&P Global Mobility experts discuss the transformation of auto retail. Automakers and dealers need to change rapidly if they want to survive in the digital age. The recent  S&P Global Mobility Vehicle Buyer Journey survey showed consumers were willing to drive further to buy a car if a dealer engaged more online. With disruptor automakers now playing heavily in the omnichannel retail transformation space, what are legacy OEMs to do about it?

Join Mark Rechtin - Executive Editor, Tanja Linken - Executive Director of Dealer Network Development, and Grant Gitre - Associate Director of Consulting at S&P Global Mobility as they share their thoughts on this topic.

Auto Safety Systems - Calibration challenges and opportunities

Wed, 31 May 2023 15:28:00 +0000

In this episode of Fuel for Thought, S&P Global Mobility experts discuss auto safety systems. As more ADAS systems are installed in new vehicles, consumers, automakers and repair shops will have to ensure cars stay safe after modifications and repairs are performed.

A slight modification or accident to a vehicle could make its driver-assist and crash-avoidance technology not work properly – or at all. And as more ADAS vehicles enter the fleet, the service and repair industry is struggling to keep pace.

Join Mark Rechtin - Executive Editor, Nishant Parekh - Senior Research Analyst of Auto Technology & Aftermarket, Jeremy Carlson - Associate Director of Autonomy, and Todd Campau - Associate Director of Aftermarket Solutions at S&P Global Mobility as they share their thoughts on this topic.

As the industry goes electric, expect a shakeout among internal-combustion suppliers

Sun, 30 Apr 2023 15:28:00 +0000

In today's episode, we will be looking at the transition from an internal combustion world to one of battery electric propulsion and what that means for the traditional automotive supplier base. If you are a maker of engine, transmission, fuel, or exhaust systems, how do you fit into this picture? And how do you make a business case in such an environment? How existential is this crisis? Is it survivable? Or is your doomed fate inevitable?

Join Mark Rechtin, Executive Editor, Michael Robinet, Consulting Executive Director, Mike Wall, Sales Engineering Executive Director, and Michael Southcott, Associate Manager of Propulsion Component Research at S&P Global Mobility as they share their thoughts on this topic.

Navigating a Turbulent World: Energy, Climate, Mobility, and Security

Wed, 22 Mar 2023 15:28:00 +0000

CERAWeek 2023

With more than 8,000 delegates and 1,000 speakers, S&P Global's CERAWeek conference displayed the ever-closer entwining of the energy and mobility sectors. Scores of CEOs and ministers from global energy and utilities – as well as automotive, technology, manufacturing, policy, and financial communities – gathered to discuss the transition of these key industries.

The old way of selling cars won’t work anymore

Tue, 21 Feb 2023 15:29:00 +0000

The easy days of selling from low inventories are over. Brands, dealers, and salespeople need to start fighting for auto buyer attention and consideration once again, and need to work together to win. As inventories continue to move toward pre-pandemic levels, customers are finding themselves with more freedom when it comes to selecting a vehicle, the price they pay, and how they shop.

Nowhere was this looming trend more evident than on the NADA show floor in Dallas, where thousands of dealers, vendors, and automaker reps came together to discuss the near- and long-term future of automotive retail.

Join Mark Rechtin - Executive Director, Executive Editor, S&P Global Mobility, Kristen Balasia - VP of Consulting Services, S&P Global Mobility, Joe Kyriakoza - VP & GM, Polk Automotive Solutions, S&P Global Mobility and Grant Gitre - Consulting Associate Director, S&P Global Mobility.

Automotive Supply Chain & Technology Themes for 2023

Tue, 17 Jan 2023 05:00:00 +0000

The end of cheap capital – combined with worsening macroeconomic conditions, the war in Ukraine, raw material uncertainties, and the continuing chip shortage – will combine to mark 2023 as the beginning of an era when demand-side considerations replace the current supply-side fixation. Listen

Already, we are seeing these conditions impact the burgeoning mobility startup ecosystem. But in a larger framework, the industry will continue its pivot away from internal combustion engines toward electrified vehicles in all formats – as well as the exploration of connectivity and monetizing the reams of data produced as the industry seeks more profit pools.

Join Kristen Balasia, VP of Advisory Services, Brian Rhodes, Associate Director of Supply Chain & Technology, and Colin Bird-Martinez, Consulting Principal as they share their thoughts on this topic.

Fuel For Thought [S4|E13]: S&P Global Mobility forecasts 83.6M units in 2023

Fri, 06 Jan 2023 13:26:00 +0000

Global new light vehicle sales will reach nearly 83.6 million units in 2023, a 5.6% increase year-over-year, according to a new forecast by S&P Global Mobility, a world leader in information, analytics and solutions. The auto industry continues to navigate supply chain challenges while confronted by several markets facing deteriorating economic conditions and fading pent-up demand. As semiconductor availability plays out, demand destruction is expected to take a more fundamental role in 2023, impacting production and the inventory restocking cycle.

Join Kristen Balasia, VP of Advisory Services, Chris Hopson, Principal Research Analyst, and Colin Couchman, Executive Director, Global Light Vehicle Sales Forecast as they share their thoughts on this topic.

Fuel For Thought [S4|E12]: Top 5 Global Automotive Trends and the biggest Aftermarket shows

Fri, 25 Nov 2022 15:20:50 +0000

Two recent aftermarket conventions – Automechanika Frankfurt, and AAPEX in Las Vegas – highlighted key mobility, supply chain, and remanufacturing trends that will have significant impact on the industry moving forward. The existence of an electrified future also loomed large with attendees and providers. Join Kristen Balasia, VP of Advisory Services, Todd Campau, Research and Analysis Associate Director Global Insight, David Bellamy, Principal Research Analyst Comp Forecasting as they share their thoughts on this topic.

Fuel For Thought [S4|E11]: The future of EVs and alternative propulsion in the commercial market

Mon, 24 Oct 2022 17:40:31 +0000

Aside from the supply shortage, one of the biggest buzzwords in the commercial vehicle industry over the past few years has revolved around electric vehicles (EVs). Everyone has an opinion on whether EVs are a fad or here to stay but what does the data say specifically about EVs in the commercial industry? Even through the supply issues of the past few years, there were more EVs registered commercially through August 2022 than all of 2021. Join Kristen Balasia, VP of Advisory Services, Mark Hazel, Associate Director of Commercial Vehicles, Andrej Divis, Executive Director of Global Truck Research, and James Martin, Consulting Services as they share their thoughts on this topic.

Fuel For Thought [S4|E10]: Detroit Auto Show 2022 - An industry in transition

Mon, 26 Sep 2022 10:51:09 +0000

The reimagined 2022 Detroit Auto Show, also known as the North American International Auto Show, finished its media and industry days with limited automakers and brands participating after a three-year hiatus in the city. Those OEMs and brands who did participate – mostly the hometown automakers – most told a brand story that included both internal combustion engine (ICE) and electric vehicle (EV) solutions. While tomorrow's auto market seems to be rushing to be electric, today is in transition. The result is a more dynamic and diverse market than ever. Join Kristen Balasia, VP of Advisory Services, Mike Wall, Executive Director of Automotive Analysis, Stephanie Brinley, Associate Director Automotive Intelligence as they share their thoughts on this topic.

Fuel For Thought [S4|E9]: Automotive Marketing Signals - How inventory and loyalty impact investment

Thu, 01 Sep 2022 12:41:18 +0000

We are in year two of the great supply chain crisis. There are a handful of factors — from chip supply to impacts from climate and conflict — as to when "normal" production will return. Here is what we do know now: profit margins are near historic highs for OEMs while consumer loyalty scores are near historic lows. Listen to this podcast and learn important data signals for automotive marketers. Join Mike Wall, Executive Director of Automotive Analysis, Amber Daniel, Director of Product Strategy for Polk Automotive Solutions, and Cheryl Woodworth, Consulting Associate Director as they share their thoughts on this topic.

Fuel For Thought [S4|E8]: What can OEMs do to ensure a robust and economical supply of batteries?

Thu, 28 Jul 2022 00:00:00 +0000

Navigating the opportunities within the comparatively nascent EV industry will see winners and losers emerge. But how real are the concerns around the battery upstream market and could this genuinely be the next automotive supply chain crisis? In what way can automakers achieve economies of scale while feasibly navigate fluctuating commodity prices to deliver competitively priced EV offerings? Join Kristen Balasia, VP, Advisory Services, Jay Hwang, Sr Technical Research Analyst and Anoop Desai, Consulting Director as they share their thoughts on this topic.

Fuel For Thought [S4|E7]: What do capital markets tell us about the automotive industry?

Wed, 29 Jun 2022 00:00:00 +0000

Although financial markets grab headlines when fear and volatility are highest, the same markets do also function rationally, and are a window into an ongoing re-evaluation of companies' prospects and risks. So, what can we learn from the state of the markets today? Join Kristen Balasia, VP, Advisory Services, Michael Robinet, Consulting Executive Director and Demian Flowers, Product Management Executive Director as they share their thoughts on what capital markets tell us about the automotive industry?

Fuel For Thought [S4|E6]: Dynamics of EV charging and its impacts on mobility

Wed, 25 May 2022 00:00:00 +0000

The automotive electrification outlook is a component of many intertwined factors from vehicle technologies and infrastructure availability to consumer sentiments and OEM partnerships. Many propose this to be a "Chicken and Egg" paradox, though S&P Global believes the vehicle (demand side) and charging stations (supply side) can be, and will be, developed and deployed largely at the same time. While there will be momentary shifts toward an oversupply of vehicles or an excess demand for charging, in the long run an equilibrium will emerge in most markets globally. Listen in as Mark C. Boyadjis, Global Technology Lead, Consulting Services and Claudio Vittori, Associate Director, Supply Chain & Technology share their thoughts on this subject.

Fuel For Thought [S4|E5]: CERAWeek 2022 - Pace of Change: Energy & mobility, climate and innovation

Wed, 27 Apr 2022 00:00:00 +0000

Kristen Balasia, Tom DeVleesschauwer and Mark Boyadjis talk about Pace of Change: Energy & mobility, climate and innovation. The global energy and mobility industry is at a critical inflection point. Meeting ambitious emissions targets while also delivering energy and mobility for a growing world economy will require new thinking, innovation and a transformation of a system that supports the $90 trillion world economy. Are our current systems ready for the transformation? What are the innovations necessary to support this new world and what can we do to get there?

Fuel For Thought [S4][E4]: Can the dealer of today serve the EV customer of tomorrow?

Tue, 22 Mar 2022 00:00:00 +0000

Kristen Balasia, Treffen White and our special guest, Chris Potgieter from automotiveMastermind talk about EVs and the dealer of tomorrow. Nearly every major automaker in the United States has announced significant investment commitments to transition a substantial percentage of their product portfolio from internal combustion engines (ICEs) to EVs. But what will this transition mean for the average US franchised dealer? What changes will be required to the traditional sales process? Will service revenue be at risk?

Fuel For Thought [S4|E3]: India’s CO2-reduction goals and the EV conundrum

Wed, 23 Feb 2022 00:00:00 +0000

Mike Wall, Vijay Subramanian and Suraj Ghosh discuss India's decarbonization goals and the market's EV challenges. The discussion looks at why India is so critical in the global efforts to decarbonize, how regulations align with India's long-term net zero goals, how OEMs are gearing up to achieve compliance in India, which leaders are emerging, how decarbonization goals play into companies' ESG goals, how India's goals align with other markets, and how likely India is to achieve these goals.

Fuel For Thought [S4|E1]: Consumer Electronics Show Recap 2022

Mon, 17 Jan 2022 11:19:34 +0000

Kristen Balasia, Colin Bird Martinez and Mark Boyadjis talk about Consumer Electronics Show (CES) Recap 2022, which provided some foresight on where the mobility industry is headed next on a technical, theoretical, and commercial basis. The automotive industry theme for 2022 is electrification and all the subsequent impacts it has on product, services, digitalization, and distribution.

Fuel For Thought [S4|E2]: Technology Evolution in the Heavy-Duty Commercial Industry

Mon, 17 Jan 2022 06:29:29 +0000

The IHS Markit team is joined by special guest Jon Morrison CEO of J&M Strategic Insights and former president of WABCO Americas as they discuss how technology and data are transforming the heavy-duty commercial vehicle industry.

Fuel For Thought [S3|E12]: 2022 Automotive Outlook

Wed, 15 Dec 2021 10:09:34 +0000

Kristen Balasia, Mike Wall and Phil Amsrud talk about Automotive 2022 outlook, diving into possibilities of recovery and potential pandemic impacts, and what to expect in 2022 for light and electrical vehicles.

Fuel For Thought [S3|E11]: Can Electrification Deliver for Commercial Vehicles?

Mon, 15 Nov 2021 08:04:34 +0000

Kristen Balasia, Gregory Genette, James Martin and Mark Hazel talk about Light Commercial vehicles, and Medium / Heavy duty vehicles, specifically in the growth and evolution these segments are experiencing. Growth and transition are influenced by an increase in e-commerce combined with other factors favoring the introduction of electric commercial vehicles.

Fuel For Thought [S3|E10]: Software-Defined Vehicles

Mon, 25 Oct 2021 07:20:25 +0000

Kristen Balasia, Mark C. Boyadjis and Tawhid Khan talk about the major shift towards software-defined vehicles and bridging the union between the digital experience and automotive industry.

Fuel For Thought [S3|E9] - A Rocky Recovery in the Second Year of the Pandemic

Wed, 15 Sep 2021 03:38:19 +0000

Kristen Balasia, Mike Wall and Bjoern Huetter talk about supply chain challenges and electrification trends, and review the rocky recovery as we progress through the second year of the pandemic.

Fuel For Thought [S3|E8] - Car Buying Convenience Factor

Tue, 24 Aug 2021 09:31:26 +0000

Kristen Balasia, Amber Daniel and our special guest, Giancarlo Montenegro; Director of Social at Reunion Marketing talk about the changing consumers experience, specifically how much driving dealer actions and ad spent, and how to best engage the consumers in the tight market.

Fuel For Thought [S3|E7] - Automotive Electrification & Decarbonization: Towards Net-Zero

Wed, 21 Jul 2021 09:13:52 +0000

Kristen Balasia, Vijay Subramanian and James Martin talk about automotive electrification, regulation, and transportation decarbonization toward net-zero ambitions.

Fuel For Thought [S3|E6] - The Chip Dip

Tue, 22 Jun 2021 05:08:01 +0000

Kristen Balasia, Mark Fulthorpe and Phil Amsrud talk about the tight supply of semiconductors, and various disruptions to non-automotive markets which is also impacting the automotive sector.

Fuel For Thought [S3|E5] - Retail revolution – Real or not?

Tue, 18 May 2021 07:17:24 +0000

Kristen Balasia, Thomas Libby, Ian McIlravey and our special guest Michelle Denogean; CMO at Roadster, talk about the changing retail model and consumer behaviors accelerated by COVID-19 lockdown.

Fuel For Thought [S3|E4] - Vehicle loyalty grows in share and importance; Some brands top 60%

Tue, 20 Apr 2021 06:39:43 +0000

Thomas Libby and Kristen Balasia talk about the importance of loyalty in the automotive industry.

Fuel For Thought [S3|E3] - The New Map – Charting the Future

Mon, 19 Apr 2021 06:55:09 +0000

Tim Armstrong, Tom De Vleesschauwer and Kristen Balasia talk about IHS Markit's CERAWeek which is widely considered to be the most prestigious annual gathering of the global energy community.

Fuel For Thought [S3|E2] - Market dynamics in the first year of the pandemic

Tue, 16 Feb 2021 10:15:02 +0000

Bjoern Huetter, Ali Khalili and Kristen Balasia talk about 2020 year in review around the globe; an unprecedented year for the automotive industry.

Fuel For Thought [S3|E1] - CES 2021 Roundup

Mon, 25 Jan 2021 08:24:40 +0000

Kristen Balasia, Mark Boyadjis and Brian Rhodes talk about the future of technology and CES 2021 virtual event roundup.

An Automotive Minute [S2|E45] Global-US Sales Outlook with Chris Hopson

Wed, 23 Dec 2020 14:24:24 +0000

IHS Markit projects new light vehicle sales of 83.4 million units globally in 2021, up 9% from a 2020 projection of 76.5 million units, as industry demand levels emerge next year in the wake of recovery from the COVID-19 pandemic – especially in major markets. Looking at the U.S. auto demand environment, the sequential rise in sales levels from the April 2020 trough reflects that consumers that were willing, ready and able to purchase a new vehicle did so. While the pace of growth for auto sales flattened out after September, IHS Markit expects continued growth in auto demand levels in 2021, supported by sustained economic development from better-than-expected news on vaccines and likely economic stimulus. IHS Markit projects US sales volume to reach 16 million units in 2021, up an estimated 10% from the projected 2020 level of approximately 14.5 million units. The pace of sales is anticipated to be stronger in the second half of the year, following the expected widespread availability of the vaccine by summer. I'm Chris Hopson with an IHS Markit Minute.

An Automotive Minute [S2|E44] Parts Constraints with Michael Robinet

Mon, 21 Dec 2020 10:36:33 +0000

Part suppliers have their hands full these days. After surviving more than two months of virtually no vehicle output earlier this spring – production in North America has been on a tear. Total North American output should reach 13 million light vehicles – a remarkable achievement. Consumers have re-engaged into the market - now finding that inventory of several popular vehicles to be slimmer than expected. One group feeling the pressure are parts suppliers - dealing with increasing COVID restrictions in many regions are thus having difficulties finding qualified labor to keep up with demand. Absenteeism and employee turnover are at heightened levels. These issues are not just in North America. Low inventories of microchips and semi-conductors from various locations in Asia are causing concern throughout the global industry. Just when the industry should be enjoying a volume revival – there is no rest for the weary. This has been Michael Robinet with an IHS Markit minute.

An Automotive Minute [S2|E43] EV Adoption with Stephanie Brinley

Thu, 17 Dec 2020 10:16:07 +0000

Electric vehicle production and platform announcements continue to pepper the landscape. EV development has been underway in earnest, and we are at the edges of an explosion in production as a result. IHS Markit forecasts EV global production could rise to 15% of total light-vehicle production in 2027, bringing a wave of new products. With this next phase of EV maturation, development has been focused on vehicles that consumers want. At the same time, publicly available charging and infrastructure networks are improving. The combination of products aligned with consumer uses and demand, more choice and better infrastructure are essential to consumer adoption. However, over the first three quarters of 2020, electric vehicle registrations accounted for only 1.58% of the US light-vehicle market, while the industry is ramping up to support a much higher share of market. Though growth in the coming years will be strong, we may also see near-term production increase faster than consumer demand. I'm Stephanie Brinley and this has been an IHS Markit Minute.

Fuel for Thought [S2|E11] - Automotive Scenarios for 2021 — The Virus and the Vaccine

Tue, 15 Dec 2020 08:59:25 +0000

Kristen Balasia, Peter Nagle and Mark Fulthorpe talk about automotive 2021 outlook, diving into the positive influences and uncertainties, and what we can expect in 2021.

An Automotive Minute [S2|E42] How COVID-19 is Changing the Auto Industry with Mark Boyadjis

Mon, 07 Dec 2020 12:07:34 +0000

As the automotive industry looks to recover lost revenues from the global COVID-19 pandemic, the growing demand for high-tech, shared mobility solutions has become a focal point. Within major markets, IHS Markit forecasts a steady 18 percent compound annual growth rate on vehicle sales for mobility services use in the next 10 years, adding 2.6 million units by 2030. In contrast, vehicle sales for personal-use will see a net loss of 1 million units in the same timeframe. To take advantage of the shifting consumer demand, many automakers are partnering with ride-hailing companies to design and optimize a new type of vehicle for their services. Recently, Chinese carmaker, BYD launched the D1 to exclusively support DiDi's ride-hailing operations in China, earning revenues based on vehicle usage, rather than unit sales. And BYD is not alone. Several other OEMs have launched similar endeavors, proving that the pandemic has forced OEMs to think differently about how vehicles are designed AND how revenues are earned. I'm Mark Boyadjis, with an IHS Markit Minute.

Fuel For Thought [S2|E10] - China: The current engine of the automotive industry

Tue, 17 Nov 2020 07:57:47 +0000

Kristen Balasia, Mike Wall and Sandra Zhou talk about China; the auto industry gets a lift from Chinese consumers and regulators driving growth even as a surge in COVID-19 cases in the US and Europe tempers demand elsewhere.

An Automotive Minute [S2|E41] The EV Market with Stephanie Brinley

Mon, 16 Nov 2020 09:33:05 +0000

Investment in electric vehicle manufacturing has been in the news lately, with announcements from General Motors, Ford and FCA, as well as Volkswagen's introduction of the ID.4 which will see production in the US. Daimler, BMW and Honda are also expected to add US EV production by the end of the decade. In 2026, IHS Markit forecasts that about 10% of US light-vehicle production will be electric vehicles, compared with just under 4% in 2019. With expectations for a Democratic president in the White House in January, vehicle emissions regulations may shift to more aggressive targets. Though the government has regulatory and incentive levers which could speed consumer adoption, the trajectory toward EVs is already set, relative to most automaker strategy and long-term investment plans. The increased manufacturing is bringing more models to market, delivering more consumer choice. Increased choice and availability will be as critical to increasing consumer adoption as incentives or regulations. I'm Stephanie Brinley and this has been an IHS Markit Minute.

An Automotive Minute [S2|E40] Connectivity with Mark Boyadjis

Mon, 09 Nov 2020 12:29:55 +0000

There is a clear focus on new revenue sources in the automotive industry, as mobility, electrification, autonomy, and connectivity continue to democratize for a post-COVID world. Connected services are one way automakers can grow revenues, yet many still see it as a cost, not a profit center. In many cases, automakers see paltry renewal rates from 15-30% post trial, which is neither sustainable nor profitable. In a recent IHS Markit study, six premium brands in the US market were evaluated and indexed, investigating the intersection of consumer opinions and competitive metrics on connected features. Tesla and Cadillac indexed above the average, whereas BMW, Audi, Mercedes and Genesis indexed below. These results illustrate that the top two brands have a deeper integration of connected services across their organizations that drive higher customer satisfaction and revenues. As the industry works to recover the sales and revenue levels it enjoyed before the pandemic, those with a structural focus on connected services will find a competitive advantage amongst the market. I'm Mark Boyadjis, with an IHS Markit Minute.

An Automotive Minute [S2|E39] Cybersecurity with Jeremy Carlson

Wed, 04 Nov 2020 14:27:28 +0000

October is National Cybersecurity Awareness Month! Connected cars provide ample motivation to implement cybersecurity measures. But the expansion of automated driving gives further reason for safeguarding the vehicle. IHS Markit forecasts that more than half of all new vehicle sales globally in 2022 will have some automated vehicle control feature. In recognition of these growing risks, automakers are responding with best practices in cybersecurity, and regulators across regions are taking action as well. Japan will be first to adopt new cybersecurity requirements for all new vehicles sold after January 2021. The European Union will do the same in July 2022, alongside the adoption of new requirements for active safety and automated driving. We estimate that solutions to manage cybersecurity threats will produce annual revenues of more than 400 million US dollars globally in 2022. I'm Jeremy Carlson with an IHS Markit Minute.

An Automotive Minute [S2|E38] A Closer Look at One SUV Category with Tom Libby

Tue, 27 Oct 2020 12:00:11 +0000

A Closer Look at One SUV Category The sub-compact SUV category is one of the smaller SUV segments, based on market share, but it has contributed to the remarkable success of SUVs in general. Sub-compact SUVs' share of the U.S. market has grown from 3.4% at the start of 2016 to 4.6% now, and while this may not seem like much, it's a 34 percent increase – which ranks second among all mainstream SUV segments. Also, sub-compact SUVs continue to act as a "feeder" segment to both compact and midsize SUV categories, with 24% and 8% of consumers moving up to these two segments, respectively. In fact, households with a sub-compact SUV in their garage move up to a compact SUV more often than they move to any segment other than their own. Lastly, households with a sub-compact SUV in the garage are exceptionally brand loyal; their brand loyalty of 55% in the first seven months of 2020 is higher than overall industry-wide brand loyalty and second among all mainstream SUV categories. I'm Tom Libby with an IHS Markit Minute.

Fuel for Thought [S2|E9]– Incorporating Consumer Expectations in the post-COVID-19 Retail Experience

Mon, 19 Oct 2020 10:53:07 +0000

Melanie Erff, Mike Wall and Tanja Linken talk about how the COVID-19 pandemic has impacted the global automotive retail with respect to challenges faced by dealerships and customers' expectation in their purchase process and future interactions.

An Automotive Minute [S2|E37] Reset with Michael Robinet

Mon, 19 Oct 2020 09:22:41 +0000

The automotive industry has been working at a fever pitch since late May when we emerged from the COVID-19 driven output closures. The combination of depleted vehicle inventories and a strong sales pace has equated to the industry's inability to return to normal inventory levels until early next year. Even with a 2-month break, we will still build approximately 13 million light vehicles in North America for 2020. Outside of these short-term market disruptions, smarter suppliers are still looking past next quarter to the future. Our industry is in the midst of significant structural shifts surrounding vehicle electrification, autonomous driving system content and a changing vehicle value equation. If you are a supplier, strategic questions surround your future risk profile, financial performance and how these changes impact future competitiveness. Does one benefit from these shifts, suffer a declining market or in some cases – are you agnostic? Whatever the perspective, these shifting industry dynamics call for a Supplier Strategy Reset. This has been Michael Robinet with an IHS Markit Minute.

An Automotive Minute [S2|E36] Consumer Preferences Continue to Shift with Tom Libby

Fri, 09 Oct 2020 09:37:49 +0000

A recent analysis of IHS Markit new light vehicle registrations through July this year finds sport utilities account for 50% of all new vehicle registrations, up from 31% ten years ago. If today's mix continues for the remainder of this year, it would mark the first time in recent history that one body style has captured half of the U.S. new vehicle industry. Market share for mainstream pickups has also grown, driven in part by intense competition among the domestic manufacturers that dominate this space. Through July, pickups account for 19.9% of all new vehicle registrations in the US, outpacing sedans for the first time in recent history. With SUV/CUVs and pickups now accounting for more than two thirds of all U.S. new vehicle registrations, manufacturers need to ensure that their product portfolios align with this new paradigm. I'm Tom Libby with an IHS Markit Minute.

An Automotive Minute [S2|E35] California’s Electric Future with Devin Lindsay

Fri, 02 Oct 2020 02:16:53 +0000

So you're looking to purchase a new car in the state of California in 2035? Well, you can have any powertrain you want, as long as it's electric! California Governor Gavin Newson signed an executive order setting a goal of requiring all new passenger cars and trucks sold in the state to be zero-emission vehicles, which are battery electric or fuel cell, by 2035. Now all of this comes as California remains locked in a legal battle with the Trump administration. The state is suing over to reinstate a waiver that allows it to set its own fuel economy standards that are separate from the federal government's. If Donald Trump is re-elected, we expect the battle to be decided in the courts. But if Joe Biden is elected, we expect California to have its waiver reinstated. So you may be asking, "Can automakers just choose not to sell cars in California if it does not want to invest in an entire fleet of electric vehicles just to fill a dealership?" Sure, but California is the biggest light vehicle market in the United States, representing 11% of total US sales last year. That really makes it a state that can't be ignored by the automotive companies. I'm Devin Lindsay, with the IHS Markit Minute.

An Automotive Minute [S2] [E34] US-based NVIDIA announces intent to acquire UK-based Arm for $40B

Mon, 28 Sep 2020 08:59:13 +0000

US-based NVIDIA announces intent to acquire UK-based Arm for $40B. You may not know Arm by name, but the company's intellectual property is shipped in tens of billions of integrated circuits every year. In automotive, four out of every five processors in infotainment and driver assistance are based on Arm architectures—including those from NVIDIA. Both Arm and NVIDIA have long lists of ecosystem partners and a growing footprint in Autonomous Driving. But the combination of Arm expertise in scalable CPU design, plus NVIDIA expertise in GPUs and software, could create a one-stop-shop for anyone looking for automotive processors. The open nature of Arm architectures gives freedom to automotive engineers to develop and deploy scalable solutions from today's driver assistance to tomorrow's autonomous mobility… pending regulatory approvals, of course. I'm Jeremy Carlson with an IHS Markit Minute.

Fuel for Thought [S2|E8] – The Evolving Global EV Landscape

Tue, 22 Sep 2020 06:39:21 +0000

Kristen Balasia, Anoop Desai and Thomas Libby talk about how the COVID-19 pandemic has impacted global emissions and fuel regulations, and how regional markets and manufacturers respond to this.

An Automotive Minute [S2|E33] North American Production with Stephanie Brinley

Wed, 16 Sep 2020 00:00:00 +0000

North American auto production is expected to drop to 12.9 million units in 2020. However, the need to replenish inventories and more robust pace of sales is indicating the recovery is stronger than expected. IHS Markit expects North American production will reach 15.2 million units in 2021.

An Automotive Minute [S2|E32] Industry Collaboration with Michael Robinet

Tue, 08 Sep 2020 00:00:00 +0000

Michael Robinet discusses recent automaker partnerships including two by GM with Honda and Nikola; FCA with PSA; and Ford's alignment with VW.

An Automotive Minute [S2|E31] Jeep reenters the full-size SUV segment with Stephanie Brinley

Wed, 02 Sep 2020 00:00:00 +0000

In this podcast, Stephanie Brinley discusses Jeep's reentry into the full-size SUV segment. On September 3, 2020, Jeep will reveal the new Wagoneer and Grand Wagoneer via virtual events amid the COVID-19 pandemic. The full-size SUV segment has relatively few players. In 2019, this segment accounted for 2.4% of total US light vehicle sales.

An Automotive Minute [S2|E30] US Retail Sales in July with Chris Hopson

Wed, 26 Aug 2020 00:00:00 +0000

US sales figures from July reflect sustained retail sales levels. The outlook for second half of year remains opaque but shows people are willing, able and ready to entertain a new car purchase. IHS Markit upgrades its outlook to 13.6 million units for the full year.

Fuel for Thought [S2|E7]: Automotive Retail - The Path Forward

Mon, 17 Aug 2020 06:26:03 +0000

Kristen Balasia, Joseph Kyriakoza and Melanie Erff talk about the accelerated change of automotive retail due to the COVID-19 pandemic impact.

An Automotive Minute [S2|E29] Average Age of Vehicles with Todd Campau

Wed, 12 Aug 2020 00:00:00 +0000

Todd Campau discusses the average age of vehicles in the United States. With nearly 280 million vehicles on the road the average age is approaching 12 years. 25% of these vehicles are 16 years of age or older. The average age of vehicles is expected to increase further due to COVID-19 work from home policies and the reduced number of vehicle miles traveled which extends a vehicle's life.

An Automotive Minute [S2|E28] North America Automotive Industry with Michael Robinet

Wed, 05 Aug 2020 00:00:00 +0000

With 2.5 months of lost output and revenue, strategy is front and center for the North America auto industry.

An Automotive Minute [S2|E27] Changing consumer preferences in the US with Stephanie Brinley

Wed, 29 Jul 2020 00:00:00 +0000

Changing consumer preferences in the US with Stephanie Brinley.

An Automotive Minute [S2|E26] New US Vehicle Registrations with Tom Libby

Wed, 22 Jul 2020 00:00:00 +0000

New registrations this year in the US are down 35% from a year ago and are vastly different from last year.

Fuel For Thought [S2|E6]: Covid-19 Recovery

Tue, 21 Jul 2020 00:00:00 +0000

Kristen Balasia, Mike Wall and Tom Libby talks about the automotive recovery from Covid-19.

An Automotive Minute [S2|E25] After effects of COVID-19 with Michael Robinet

Wed, 15 Jul 2020 00:00:00 +0000

As suppliers brace for potential after effects of COVID-19, Michael Robinet looks at today's challenges and compares them with the recession of 2008/9

An Automotive Minute [S2|E24] US light vehicle demand with Stephanie Brinley

Tue, 07 Jul 2020 00:00:00 +0000

With IHS Markit forecasting sales of 13.2 million light vehicles in 2020, Stephanie Brinley looks at demand for different vehicle segments.

An Automotive Minute [S2|E23]: Pick up truck technology with Stephanie Brinley

Wed, 24 Jun 2020 00:00:00 +0000

Stephanie Brinley looks at the technology race that Ford, GM and FCA have created in full-sized pick ups.

An Automotive Minute [S2|E22] - USMCA with Michael Robinet

Tue, 16 Jun 2020 00:00:00 +0000

North America automotive parts suppliers add the new USMCA trade agreement to their list of current challenges.

An Automotive Minute [S2|E21] Antimicrobial interiors with Jeremy Carlson

Wed, 10 Jun 2020 00:00:00 +0000

The automotive industry is ramping up efforts to address consumer concerns around COVID-19. Jeremy Carlson discusses results from a survey related to antimicrobial features in a vehicle.

An Automotive Minute [S2|E20] the million mile battery with Devin Lindsay

Tue, 02 Jun 2020 00:00:00 +0000

Devin Lindsay discusses the development of a million mile battery.

An Automotive Minute [S2|E19]: Automotive manufacturing restart with Stephanie Brinley

Wed, 20 May 2020 00:00:00 +0000

Stephanie Brinley discusses the US automotive restart. IHS Markit forecasts the US sales will fall to 12.5 million units.

An Automotive Minute [S2|E18]: North America Auto Industry Restart - with Michael Robinet

Wed, 13 May 2020 00:00:00 +0000

Michael Robinet looks at the unknown post-COVID environment that awaits automakers and suppliers as they restart production.

Fuel for Thought [S2|E5]: Industry in Recovery - Post COVID considerations

Tue, 12 May 2020 00:00:00 +0000

As the global automotive market has creatively and painstakingly been enduring the COVID-19 pandemic, a new challenge awaits. While the industry looks to cautiously restart, considerations range from overall supply chain readiness and workforce safety to uncertain consumer demand and behavior. What new practices and policies will remain in the post-COVID world propelling some players forward while presenting obstacles and risk for others?

An Automotive Minute [S2|E17]: Survey Results of Pandemic on Revenues, R&D, and Technology

Wed, 06 May 2020 00:00:00 +0000

Jeremy Carlson discusses results from a recent survey that asked 100 global OEMs and suppliers what the effects of the pandemic would be on automotive revenues, R&D, and technology

An Automotive Minute [S2|E16] Global Sales and Production with Stephanie Brinley

Wed, 29 Apr 2020 00:00:00 +0000

Stephanie Brinley discusses the current status of global automotive sales and production

An Automotive Minute [S2|E15]: US Fuel Economy Standards with Devin Lindsay

Wed, 22 Apr 2020 00:00:00 +0000

New US fuel economy standards and what it means for consumers with Devin Lindsay

An Automotive Minute [S2|E14] US Light Vehicle Sales Forecast with Chris Hopson

Wed, 15 Apr 2020 00:00:00 +0000

Chris Hopson discusses the US light vehicle sales forecast for 2020.

Fuel for Thought [S2|E4]: COVID-19 - Automotive Retail Crisis or Opportunity?

Tue, 14 Apr 2020 00:00:00 +0000

As the automotive industry works to navigate the unprecedented challenges COVID-19 brings to automotive sales, service and distribution, creative approaches are being seen across the board. Limitations on face-to-face interactions are forcing OEMs and dealers alike to accelerate their retail transformation efforts. For the first time, consumers who need or want to buy, trade-in or service their vehicle are experiencing a new way of having to do this. Establishing online end-to-end sales processes along with touchless deliveries and service experiences are booming and will change the way consumers will expect to engage even after these restrictions are lifted. The more traditional players are working fast to identify, invest and establish these virtual capabilities while those who have been leading the way are looking to leverage this to secure their businesses.

An Automotive Minute [S2|E13]: COVID-19 Recovery with Michael Robinet

Wed, 08 Apr 2020 00:00:00 +0000

Michael Robinet discusses the steps the automotive industry will need to consider while recovering from COVID-19.