Fuel For Thought

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 - Exe...

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 transiti...

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 r...

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 he...

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...

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 sur...

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...

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...

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 semicond...

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 D...

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 commerc...

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)...

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. J...

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? Joi...

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 Ex...

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....

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 $...

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 avera...

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 go...

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.

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.