As the industry goes electric, expect a shakeout among internal-combustion suppliers
Release Date: 04/30/2023
Fuel for Thought: 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...
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From aspiration to reality, building the trail to vehicle electrification
Fuel For Thought
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...
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The Road to Transformation - Charting the course for the future of trucking
Fuel For Thought
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...
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CERAWeek - An increasingly fragile mobility and energy transition
Fuel For Thought
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 and Innovation 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...
info_outlineIn 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.