Fuel For Thought

Automotive procurement and planning leaders face a growing concern in 2026: A structural tightening in the supply of DRAM chips that underpin modern vehicle electronics. DRAM suppliers are reallocating capacity toward AI data‑center applications, where memory‑intensive GPUs are absorbing a disproportionate share of manufacturing resources. The impact for automakers is higher prices and tighter availability, particularly for older generations of automotive‑grade DRAM. In this episode of Fuel for Thought, we're sharing a clip from our recent webinar with Automotive News on how OEMs can navigate this landscape over the next several years. Speakers:  Jeremie Bouchaud, Executive Director, Supply Chain and Technology, S&P Global Mobility Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)

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 

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

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)    

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 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) ·  

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)   

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)  

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

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

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

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

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

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  

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

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

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

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

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

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  

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.

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.

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.

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.  

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  

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.

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.

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.

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.

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.

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.      

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.  

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 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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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?

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?

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.

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.

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.

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.

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.