Watt's the big idea: South Korea's next generation battery moves
Autology
Today’s episode of Autology takes you inside InterBattery 2026 in Seoul to decode what the world’s biggest battery players are really signaling right now. This year’s show didn’t just feel like an EV-focused expo—it felt like a turning point: a broader, sharper and a growing race to win the next era of batteries – not just for EVs but also for rapidly evolving applications in energy storage, AI, robots, and beyond. Key highlights include: a) A government warning with a deadline: We unpack Vice Minister Moon Shin-Hak’s ‘5–7 years’ message—why Korea sees a narrowing...
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CAM Jam: The Cathode Race
Autology
Today's episode of Autology dives deep into the pivotal role of cathode active materials (CAM) in shaping the future of global battery manufacturing and electric vehicle (EV) adoption. The speakers break down why CAM is the most expensive and performance-critical component in EV batteries, how it influences cost, energy density, and cycle life, and what this means for automakers and consumers worldwide. Key highlights include: CAM Overview: CAM, comprising materials like lithium, nickel, and cobalt, accounts for up to 45% of battery cell costs and is central to battery performance. The...
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Supplier Soundbytes: When software takes the wheel
Autology
In the automotive industry, some technologies spend decades in the realm of promise before quietly becoming inevitable. Steer-by-wire is one of them. For years, the idea of removing the mechanical link between the steering wheel and the road wheels felt more like a concept-car talking point than a near-term engineering reality. Yet in the latest episode of Supplier Soundbytes, S&P Global Mobility’s concise Autology podcast series, that assumption is challenged. Our guest is Jake Morris, portfolio director for steer-by-wire at ZF Group, and his message is straightforward: The conditions...
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Supplier Soundbytes: Rare earths, real politics
Autology
For years, rare earth elements were the wallflowers of the electric vehicle revolution: chemically exotic, geopolitically awkward and largely ignored. Lithium and cobalt stole the limelight. Rare earths — essential to the permanent magnets that power electric motors — were treated as a niche sustainability concern, a footnote to the main act. No longer. As supply chains fray and industrial policies harden, rare earths have been recast as instruments of national security. Control over them increasingly shapes trade policy, investment screening and corporate strategy. Carmakers that once...
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Supplier Soundbytes: When cars learn to reason
Autology
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Supplier Soundbytes: The car is learning to talk back
Autology
The modern car is already a rolling computer. Now it is being taught to converse. In Supplier Soundbytes, S&P Global Mobility’s new concise podcast series, industry executives dissect the forces reshaping the automotive supply chain. In this episode, Dr Moritz Neukirchner, Senior Director, Head of Cross-Portfolio Growth and Strategic Alliances for Elektrobit, argues that AI agents are poised to become the organising interface of the software-defined vehicle (SDV)—not a decorative add-on, but a functional necessity. At the 2026 CES in Las Vegas, carmakers and suppliers showcased AI...
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Bidirectional charging technologies and their role in global EV adoption
Autology
Today's episode of Autology attempts to discuss and examine the critical role of bidirectional charging (BDC) in enhancing the adoption of battery-electric vehicles (BEVs) globally. The speakers discuss what are the different types of bidirectional charging technologies, and why are they key to grid stability amid increasing vehicle electrification. Key highlights include: BDC Overview: BDC allows EVs to both receive and send electricity, transforming them into energy storage solutions that can help balance supply and demand on power grids. Use Cases: The technology supports various...
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The Steel Deal: Lightweighting the Future of EVs
Autology
In this episode of Autology, Matthew Beecham sits down with Mengyin Tao, Principal Research Analyst for Materials at S&P Global Mobility, and Ingo Olschewski, Director of WorldAutoSteel, to explore how advanced high-strength steel (AHSS) is reshaping modern vehicle design and manufacturing. Tune in to gain insights into the challenges and opportunities created by the rapid shift toward electric vehicles (EVs) - from the growing demand for lightweight materials to the ongoing need to maximize safety and performance. The conversation delves into innovative fabrication methods such as...
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Exploring the dynamics of automotive software development
Autology
Over the past decade, automotive software development has transitioned from a supporting function to a core driver of innovation within the automotive industry. As vehicles become increasingly connected, autonomous, and electrified, the demand for sophisticated software solutions continues to surge. Understanding the evolving forces shaping this landscape is essential for stakeholders aiming to make informed procurement and investment choices. From regulatory shifts to technological breakthroughs, several key forces influence the development and deployment of automotive software services....
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Light up the night: ADB in North America – Challenges and opportunities
Autology
Having been approved by regulations in 2022, adaptive driving beams have finally entered the North American market. Despite being adopted en masse in Europe, only two OEMs in the US have rolled out the technology. Our lighting expert Tanya Chantiri hosts Arunkumar Pesala, automotive lighting engineer at SL America Corporation, to discuss the reason for the delay, the slow adoption rates post-approval and the potential growth of the technology in the near future. Tune in to find out how and why North America’s regulations and standards are more stringent than its European counterpart, as well...
info_outlineWelcome to a special episode of our Autology podcast, where we explore insights from some of the industry's leading players in the software-defined vehicle (SDV) market. Join us as we discuss their approaches to product development, partnerships, and revenue generation.
The SDV market is poised to transform the automotive industry by integrating advanced software into traditional vehicle functions. Original Equipment Manufacturers (OEMs) are making significant strides in deploying SDVs, with a strong focus on enhancing customer experience and operational efficiency through over-the-air (OTA) updates. Leading manufacturers, particularly BMW with its Neue Klasse, are adopting modular SDV architectures that allow for scalability and updatability across a diverse range of models. This shift not only redefines vehicle design and maintenance but also reshapes business models. Furthermore, OEMs are forging closer collaborations with technology firms to leverage AI and data analytics, unlocking new revenue opportunities through subscription services and data monetization. Ultimately, the SDV market is paving the way for smarter, more responsive vehicles that cater to modern consumer demands.
Featured speakers:
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Christoph Grote, SVP of Electronics and Software, BMW Group
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Joachim Mathes, CTO, Valeo Brain
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Venkatraman V, Senior Practice Director, KPIT
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Jeremie Bouchaud, Director of Autonomy, E/E & Semiconductor, SDVs, S&P Global Mobility
We’d love to hear your thoughts on this episode. Reach out to us at autology@spglobal.com, and discover more insights at autotechinsight.spglobal.com.
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