Autology

IHS Markit is now part of S&P Global. Autology is a weekly podcast series from the experts at AutoTechInsight.

CES 2025- What to expect? 01/03/2025

The Rise of India’s Automotive Components Industry 12/18/2024

The Rise of India’s Automotive Components Industry Today's episode of Autology is all about the rise of India’s automotive components industry. With a mammoth size of $74 billion, India’s auto components sector continues to grow at an average of 10%-11% year-on-year. While India’s automotive industry contributes about 49%-50% of the country’s manufacturing GDP, the emerging components space is a successful example of the Government’s flagship ‘Make in India’ initiative. Key factors such as strengthening export volumes and increasing localization have led the industry to achieve a trade surplus, which marks a long journey for India’s automotive supply chain that began taking shape barely 40 years ago. Narrating the remarkable growth story of India’s automotive components industry, Mr Vinnie Mehta, the Director General at Automotive Component Manufacturers Association of India (ACMA) highlights how the tier one suppliers have matured from using OEM blueprints to produce parts to now investing in own R&D operations to close the gaps. In addition, he talks about the policy framework India is laying down, with a focus on local manufacturing of semiconductors, power electronics and batteries. Tune in to this episode of Autology as we discuss the fast-paced growth of India’s automotive components industry, rising global stature, advancements in manufacturing and R&D capabilities, government support and the ongoing transition to electric mobility. Speakers: Vinnie Mehta, Director General, Automotive Component Manufacturers Association of India (ACMA) Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We’d love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the website. Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! /episode/index/show/5e11482f-d2af-4ee3-98fb-0b874e1b1e81/id/34507240

Chassis Matters: On a roll with ZF 11/22/2024

The Price of Lithium-ion Batteries: Trends and Forecasts 11/12/2024

The Price of Lithium-ion Batteries: Trends and Forecasts Today's episode of Autology is based on a recently published battery report, which aims to forecast the evolution of battery prices by analyzing the historical data. EV batteries account for about 30% to 40% of the total cost of a battery electric vehicle (BEV), making it the single most strategic component that is not only keeping the prices of BEVs more than their ICE counterparts but is also pushing the carmakers to rework their respective global supply chains. As a result, the price of an EV battery and the factors contributing to it remains one of the key topics of interest for the vehicle manufacturers globally. For long, it was believed that battery electric and ICE cars will achieve price parity once the price of a lithium-ion battery pack gets to a $100 per kWh, resulting into a widespread adoption of BEVs globally. Our battery experts try to explain the relevance of this riddle by using S&P Global Mobility data sets and factoring in the volatility of battery material prices. The podcast also gives an insight on the difference in battery production costs in mainland China and Europe and North America and factors contributing to these dynamics. Tune in to this episode of Autology as we discuss the evolution in the price of batteries, most favored battery chemistries and new innovations and the impact of global BEV slowdown on the supply chain. Speakers: Ali Adim, Manager of Battery research, Supply Chain & Technology, S&P Global Mobility. Hugo Cruz, Senior Research Analyst, S&P Global Mobility. Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We’d love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! /episode/index/show/5e11482f-d2af-4ee3-98fb-0b874e1b1e81/id/33896497

Holograms in Motion 08/22/2024

Navigating the Software Highway 07/16/2024

Shifting dynamics in the lithium iron phosphate battery market 06/27/2024

Shifting dynamics in the lithium iron phosphate battery market In this episode, we are discussing the growing adoption of lithium iron phosphate batteries (LFP). LFP batteries are highly regarded for their stability, long lifespan, and resistance to heat degradation. While they have been popular in China, they are now gaining traction in North America, with automakers like Tesla, Ford, and Rivian already planning to incorporate them into their electric vehicles. As technology continues to advance, the performance gap between LFP batteries and other battery types is expected to narrow. However, there are supply chain challenges that need to be addressed for wider adoption in the low-cost sector. Join us to gain insights into the current state and prospects of the LFP market. Speakers: Ali Adim, Manager, Battery research, Supply Chain & Technology at S&P Global Mobility. Dan Blondal, CEO, Director and Founder of Canadian battery materials maker Nano One. Matthew Beecham, moderator and research manager, S&P Global Mobility. Key takeaways: Striking a balance between protecting domestic industries and fostering healthy competition is paramount for the long-term sustainability and competitiveness of the battery market. Governments must create economic conditions and environmental incentives to nurture companies and support innovation for cleaner, greener, and diversified supply chains. Collaboration is key in diversifying the supply chain from China and creating independent know-how and supply chains in North America. China's dominance in the battery industry presents a challenge, but there is still huge growth potential in the EV and energy storage sectors in North America. Demand for batteries, battery materials, and critical minerals exceeds supply, indicating a strong market opportunity. Governments must foster growth, opportunity, and competitiveness with policy that levels the support for LFP and nickel manganese cobalt (NMC) batteries. Americans should add phosphorus and iron to the list of critical minerals to incentivize supply chain diversification. Support for innovation that addresses the need for cleaner, greener, and diversified supply chains is crucial. Collaboration between governments, investors, and the battery sector is essential to support innovation and foster growth in the industry. This collaboration should focus on developing economic conditions and environmental incentives that nurture companies and promote competitiveness. By learning from other expert nations and restricting ownership, North America can develop its own independent know-how and supply chains. Customization of supply chains for the region's specific needs and conditions is crucial for success. This approach will enable North America to compete with China's dominance in the battery market and achieve a secure and cost-competitive supply chain. We’d love to hear your thoughts on this episode at our email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! /episode/index/show/5e11482f-d2af-4ee3-98fb-0b874e1b1e81/id/31913582