Navigating a Turbulent World: Energy, Climate, Mobility, and Security
Release Date: 03/22/2023
Bridging Gaps for Carbon Reporting in the Automotive Industry
Fuel For Thought
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...
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A More Practical Future for Autonomous Vehicles
Fuel For Thought
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...
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Tariffs, Taxes, and EVs: The Road Ahead for the Global Auto Industry
Fuel For Thought
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,...
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How EU Tariffs Will Impact the Battery Electric Vehicle Market
Fuel For Thought
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...
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2024 Presidential Election: Impacts on the US Auto Industry
Fuel For Thought
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,...
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The US Auto Market: OEMs and Captive Lenders Face New Challenges
Fuel For Thought
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...
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Electrification in China - On Track but Challenging
Fuel For Thought
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...
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Battery Industry Blues - Consequences of the EV Slowdown
Fuel For Thought
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, .
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9 Highlights from our Recent Consumer Survey on Autonomous Vehicles
Fuel For Thought
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, .
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Average age of vehicles in the US hit a new record
Fuel For Thought
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...
info_outlineCERAWeek 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.