Fuel for Thought: Electrification in China - On Track but Challenging
Release Date: 08/29/2024
Fuel for Thought: 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...
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Connected cars and the automotive revolution
Fuel For Thought
The automotive industry is reaching an inflection point that will reshape its near-term future, precipitated by the connected car era – also known as software defined vehicles or “SDVs.” This will affect every aspect of future mobility, from Generative AI implications in Level 2+ autonomy to the HMI of the cockpit domain software. Tune in to this episode of Fuel for Thought and hear from our industry experts as we dive into the topic of connected cars and the automotive revolution... Mark Rechtin - Executive Editor, S&P Global Mobility Phil Amsrud - Associate Director, Automotive...
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The Vehicle Affordability Crunch
Fuel For Thought
Average transaction prices for new vehicles are through the roof. But affordability has also been crimped by many automakers shifting away from traditional entry-level segments, both in the US and Europe. But as legacy OEMs depart the 'cheap-and-cheerful' arena, white space opportunity emerges for new manufacturers to enter the fray. In the past decade, it was possible to find an entry-level new vehicle for less than $20,000. But pricing in the US market has recently increased dramatically to where $25,000 or even $30,000 is the lowest possible transaction price for a “low-priced"...
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Waiting for Autonomy
Fuel For Thought
Five years ago, hype surrounding “autopilot” cars peaked. But S&P Global Mobility’s updated forecast offers a reality check of careful, limited adoption of self-driving technology through 2035. Learn more about the future of autonomous vehicles in this episode of Fuel for Thought. Join Mark Rechtin - Executive Editor, Jeremy Carlson - Associate Director of the Autonomy Practice, and Own Chen - Senior Principal Analyst at S&P Global Mobility as they share their thoughts on this topic.
info_outline- Moderator: Guido Vildozo, Senior Manager, Consulting, S&P Global Mobility
- Speaker: Abby Tu, Principal Research Analyst, S&P Global Mobility
To read the Fuel for Thought article, click here.