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Fuel for Thought [S5|E3]: Navigating a Turbulent World: Energy, Climate, Mobility, and Security

Release Date: 03/21/2023

Fuel for Thought [S5|E9]: Too many toys on the shelf

S&P Global Mobility | 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 - 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...

Fuel for Thought [S5|E8]: Warning signs on the path to mass EV adoption

S&P Global Mobility | Fuel For Thought

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...

Fuel for Thought [S5|E7]: The commercial vehicle fleet accelerates toward ZEV adoption

S&P Global Mobility | Fuel For Thought

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...

Fuel for Thought [S5|E6]: The Transformation of Auto Retail – Bricks, Clicks, and People

S&P Global Mobility | Fuel For Thought

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...

Fuel for Thought [S5|E5]: Auto Safety Systems - Calibration challenges and opportunities

S&P Global Mobility | Fuel For Thought

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...

Fuel for Thought [S5|E4]: As the industry goes electric, expect a shakeout among internal-combustion suppliers

S&P Global Mobility | Fuel For Thought

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...

Fuel for Thought [S5|E3]: Navigating a Turbulent World: Energy, Climate, Mobility, and Security

S&P Global Mobility | Fuel For Thought

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.

Fuel for Thought [S5|E2]: The old way of selling cars won’t work anymore

S&P Global Mobility | Fuel For Thought

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...

Fuel For Thought [S5|E1]: Automotive Supply Chain & Technology Themes for 2023

S&P Global Mobility | Fuel For Thought

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...

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

S&P Global Mobility | Fuel For Thought

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...

More Episodes

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.

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