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

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