EV Competition, Rising Exports: The China Auto Talk
Release Date: 09/04/2023
Plugged In: The potential of ASEAN market
Automotive Podcast Series
In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Mayuree Chaiyuthanaporn and Oracha Sakunbunma our ASEAN expert on Light Vehicle Sales forecasts The discussion covers key insights into the short-term outlook for Thailand, Indonesia, Vietnam, Malaysia and the Philippines, focusing on the impact of stricter auto loan policies, rising household debt, and government incentives for battery electric vehicles (BEVs). Despite a sales slump in Thailand, a modest recovery is anticipated, while Indonesia is projected to...
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Toyota’s Trailblazing Strategy - Infusing advanced green technologies and sustainability in product development
Automotive Podcast Series
In this episode of S&P Global Mobility Podcast, our program host, Puneet Gupta, was joined by Mr. Vikram Gulati, Country Head & Executive Vice President, Toyota India. Mr. Gulati is one of the Titans of the Indian automotive industry and has been instrumental in steering Toyota’s remarkable journey in one of the world’s most vibrant car markets, India. He has overseen the expansion of Toyota’s manufacturing footprint in India, played a Vital role in engaging with the Indian government and regulatory bodies and a key advocate for reducing the environmental impact of transportation...
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Japan’s Carmakers : Navigating Domestic & Global Markets
Automotive Podcast Series
In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Masatoshi Nishimoto, our Japanese expert on Light Vehicle Production forecasts and insights. Masa San shares his insights on the current state of Japan's automotive market, focusing on key trends and challenges faced by Japanese carmakers in global markets. Listeners will gain valuable perspectives on the short-term outlook for Japan's domestic market, the impact of North American exports, and the competitive dynamics between EVs and hybrids. S&P Global Mobility...
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China: The Unstoppable EV Market
Automotive Podcast Series
Automotive Podcast Series powered by S&P Global Mobility Our program host, Gaurav Vangaal, together with Tony Wang, an expert in the Chinese powertrain market, conduct the podcast featuring the topic "China: the Unstoppable EV Market." Tony leads the APAC powertrain team, which analyses carmakers' powertrain portfolios and closely monitors their CO2 and NEV compliance and overall powertrain strategy. We cover diverse topics, including the outlook of the Chinese EV market, factors supporting the EV market, the impact of BEV slowdowns on long-term forecasts, the growth of PHEV/REEV, and...
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Beijing Auto Show- the Influence & Impact of Chinese Carmakers on the Global Stage
Automotive Podcast Series
In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Claire Fang, an expert on the Chinese automotive market from the Forecast Intelligence and Strategy team. Claire shares her first-hand experience at the Beijing Auto Show and discusses the expansion strategies of Chinese carmakers. During the Beijing Auto Show, three key trends emerged. Firstly, there was a notable shift towards off-road vehicles and personalized models, moving away from last year's MPVs. Secondly, there was a significant emphasis on technology, with...
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Accelerating the Future: India's Mobility Transformation - India Sales Market
Automotive Podcast Series
In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Puneet Gupta, our expert on Light Vehicle Sales forecasts and insights in India. Puneet, who also serves as the Director for South Asia's light vehicle sales, provides valuable insights into regional trends. During the conversation Gaurav raises question about the high base of India, taking into account India’s robust recovery. Puneet shares insights on how India is expected to touch 5million sales in 2024 and how demographic trends, rising urbanization and...
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Changing the Gear to Sustain the Future: South Korea Production Market
Automotive Podcast Series
In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Ian Park, our South Korean expert on Light Vehicle Production forecasts and insights. Ian will provide an in-depth discussion on the post-Covid recovery of South Korean production. The conversation will also delve into the long-term view for South Korea, exploring potential shifts for Korean manufacturers and the impact of General Motors' production shift. S&P Global Mobility analysts will also address the Electric Vehicle Transformation. Ian will shed light on...
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Charging Up: Australia’s EV Future & Automotive Market Dynamics
Automotive Podcast Series
In this Automotive Podcast session hosted by S&P Global Mobility analysts: Gaurav Vangaal and Manik Gupta, Light Vehicle Sales Expert, shares the forecast update for Oceania markets. By 2035, Australia expects that 100% of all new vehicles sold will be electric. The discussion will focus on Australia’s electric vehicle policies, including recent updates on national or state wise incentives promoting electrification, shedding light on the future of EV in the country. The increased competition among Chinese and Japanese carmakers and the future of pick-up market will also be highlighted....
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ASEAN Automotive Forecast
Automotive Podcast Series
In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal will be joined by Jessada Thongpak, our ASEAN expert for Light Vehicle Production forecasts and insights. They will discuss about the trends and developments in view of the current, weaker domestic demand in the region. S&P Global Mobility analysts will also expound the EV policies for Thailand & Indonesia and how the new EV policies had supported the Chinese and Japanese carmakers to invest in the region. Additional topics of discussion include recent developments at VinFast....
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EV Competition, Rising Exports: The China Auto Talk
Automotive Podcast Series
In this episode of the Automotive Podcast Series by S&P Global Mobility, host Gaurav Vangaal will be joined by Tao Gao, our expert on the region of Greater China for Light Vehicle Production. They talked about the trends and developments in China's domestic market, such as the expected surpassing of peak production levels and the variables influencing production in 2023 and 2024. S&P Mobility Analyst also discusses at the competition between Volkswagen and BYD, Tesla and BYD, and the viability of China's growing export market. Listeners are expected to gain valuable insights from...
info_outlineIn this episode of the Automotive Podcast Series by S&P Global Mobility, host Gaurav Vangaal will be joined by Tao Gao, our expert on the region of Greater China for Light Vehicle Production. They talked about the trends and developments in China's domestic market, such as the expected surpassing of peak production levels and the variables influencing production in 2023 and 2024. S&P Mobility Analyst also discusses at the competition between Volkswagen and BYD, Tesla and BYD, and the viability of China's growing export market. Listeners are expected to gain valuable insights from the discussion into the market’s current conditions & future state.