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Charging Up: Australia’s EV Future & Automotive Market Dynamics

Automotive Podcast Series

Release Date: 01/16/2024

China: The Unstoppable EV Market show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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...

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Aging Population, Transforming Market, Chinese Competition: The Future of Japanese Auto-market show art Aging Population, Transforming Market, Chinese Competition: The Future of Japanese Auto-market

Automotive Podcast Series

In this podcast, Yoshiaki Kawano, a Japanese LV Forecasting expert, joins us to discuss the automotive market. Together, we delved into the reasons why, despite challenges such as high inflation, the market is posting robust growth. While the market improves in the short term, we also discussed the long-term worries, including an ageing population as a larger proportion is less inclined to own or replace vehicles. In the final segment, we discussed how Japanese carmakers are facing tough competition from Chinese carmakers, particularly in the Electric Vehicle segment, and whether J-OEMs have a...

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Automotive Forecast Podcast Series Trailer show art Automotive Forecast Podcast Series Trailer

Automotive Podcast Series

These 7–10-minute podcasts feature in-depth discussions on automotive disruptions, innovative breakthroughs, and strategic implications. From China’s push for NEVs, Japan’s declining production, and new opportunities available in South Asian markets, the program offers our expert view on each topic. Our listeners can expect to gain insights into the challenges and opportunities faced by the automotive industry in the next decade in APAC.  

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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. If you have questions for the hosts, please email [email protected]