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IHS Markit is now part of S&P Global
From product planning to marketing, sales, and the aftermarket, S&P Global Mobility's automotive solutions provide the actionable insight to make better decisions that drive better results.
From product planning to marketing, sales, and the aftermarket, S&P Global Mobility's automotive solutions provide the actionable insight to make better decisions that drive better results.
157 Episodes
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![Fuel for Thought [S6|E4]: Average age of vehicles in the US hit a new record](https://s3.castbox.fm/71/58/7f/7ebcde0d18f3865e8f2ae04661061991b3_scaled_v1_400.jpg "Fuel for Thought [S6|E4]: Average age of vehicles in the US hit a new record")
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 vehicle age. Learn more about the average age of vehicles in this podcast and hear from these experts... Mike Wall - Executive Director of Automotive Analysis, S&P Global Mobility Todd Campau - Aftermarket Practice Lead, S&P Global Mobility To read the Fuel for Thought article, click here. www.spglobal.com/mobility
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 adoption. OEM showroom response to align regulation and pricing via alternative vehicle electrification pathways. Hear from these S&P Global Mobility experts... Kristen Balasia - Vice President of Consulting, S&P Global Mobility Guido Vildozo - Associate Director, S&P Global Mobility To read the Fuel for Thought article, click here.
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 for Heavy Trucks, S&P Global Mobility To read the Fuel for Thought article, click here.
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 CERAWeek and Innovation Agora 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 Mobility, S&P Global Mobility Anoop Desai - Executive Director of Sustainability, Consulting, S&P Global Mobility Greg Genette - Senior Research Analyst, MHCV, S&P Global Mobility To read the Fuel for Thought article, click here.
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 Supply Chain & Technology, S&P Global Mobility Tawhid Khan - Software Research Director, Automotive Supply Chain & Technology, S&P Global Mobility To read the Fuel for Thought article, click here.
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" vehicle. Tune in to this episode of Fuel for Thought and hear from our industry experts as we dive into the topic of vehicle affordability... Mark Rechtin - Executive Editor, S&P Global Mobility Julie Choate - Senior Consultant, Automotive Advisory, S&P Global Mobility Constantin Gerner - Senior Consultant, Automotive Advisory, S&P Global Mobility
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.
The consumer is already inundated by more than 450 vehicle nameplates to choose from in the US market. With automakers rapidly adding EVs to their product portfolios, that number will soar even higher. How are OEMs, dealers, and agencies going to adjust their marketing messaging and media spend with this onslaught of products? Learn more in this episode of Fuel for Thought. Join Mark Rechtin - Executive Editor, Joe Kyriakoza - Vice President and General Manager of Polk Automotive Solutions, and Jason Jordhamo, Director of Polk Automotive Solutions at S&P Global Mobility as they share their thoughts on this topic.
In this episode of Fuel for Thought we are going to expand the conversation of electrification. Rosy sales projections aside, global adoption of battery-electric vehicles still faces huge obstacles to cross the chasm, an updated forecast from S&P Global Mobility shows. Raw materials shortages, supply chain snarls, mainland China’s dominance, and charging-network snafus are showing the transition from ICE to EV will take much more than wishful thinking and government mandates. Join Mark Rechtin - Executive Editor, Graham Evans - Director of Supply Chain and Technology, and Calum MacRae - Director of Supply Chain and Technology at S&P Global Mobility as they share their thoughts on this topic.
In this episode of Fuel for Thought we discuss how the commercial vehicle fleet is accelerating toward ZEV adoption. How many electrified medium- and heavy-duty commercial vehicles can we expect to see delivering packages and plying US highways? And how soon? S&P Global Mobility recently upgraded its forecast to 140,000 ZEV MHCVs annually, starting in 2030. But potential potholes to adoption remain. Join Mark Rechtin - Executive Editor, Andrej Divis - Executive Director of Global Truck Research, and James Martin - Consulting Director at S&P Global Mobility as they share their thoughts on this topic.
In this episode of Fuel for Thought, S&P Global Mobility experts discuss the transformation of auto retail. Automakers and dealers need to change rapidly if they want to survive in the digital age. The recent S&P Global Mobility Vehicle Buyer Journey survey showed consumers were willing to drive further to buy a car if a dealer engaged more online. With disruptor automakers now playing heavily in the omnichannel retail transformation space, what are legacy OEMs to do about it? Join Mark Rechtin - Executive Editor, Tanja Linken - Executive Director of Dealer Network Development, and Grant Gitre - Associate Director of Consulting at S&P Global Mobility as they share their thoughts on this topic.
In this episode of Fuel for Thought, S&P Global Mobility experts discuss auto safety systems. As more ADAS systems are installed in new vehicles, consumers, automakers and repair shops will have to ensure cars stay safe after modifications and repairs are performed. A slight modification or accident to a vehicle could make its driver-assist and crash-avoidance technology not work properly – or at all. And as more ADAS vehicles enter the fleet, the service and repair industry is struggling to keep pace. Join Mark Rechtin - Executive Editor, Nishant Parekh - Senior Research Analyst of Auto Technology & Aftermarket, Jeremy Carlson - Associate Director of Autonomy, and Todd Campau - Associate Director of Aftermarket Solutions at S&P Global Mobility as they share their thoughts on this topic.
In today's episode, we will be looking at the transition from an internal combustion world to one of battery electric propulsion and what that means for the traditional automotive supplier base. If you are a maker of engine, transmission, fuel, or exhaust systems, how do you fit into this picture? And how do you make a business case in such an environment? How existential is this crisis? Is it survivable? Or is your doomed fate inevitable? Join Mark Rechtin, Executive Editor, Michael Robinet, Consulting Executive Director, Mike Wall, Sales Engineering Executive Director, and Michael Southcott, Associate Manager of Propulsion Component Research at S&P Global Mobility as they share their thoughts on this topic.
CERAWeek 2023 With more than 8,000 delegates and 1,000 speakers, S&P Global's CERAWeek conference displayed the ever-closer entwining of the energy and mobility sectors. Scores of CEOs and ministers from global energy and utilities – as well as automotive, technology, manufacturing, policy, and financial communities – gathered to discuss the transition of these key industries.
The easy days of selling from low inventories are over. Brands, dealers, and salespeople need to start fighting for auto buyer attention and consideration once again, and need to work together to win. As inventories continue to move toward pre-pandemic levels, customers are finding themselves with more freedom when it comes to selecting a vehicle, the price they pay, and how they shop. Nowhere was this looming trend more evident than on the NADA show floor in Dallas, where thousands of dealers, vendors, and automaker reps came together to discuss the near- and long-term future of automotive retail. Join Mark Rechtin - Executive Director, Executive Editor, S&P Global Mobility, Kristen Balasia - VP of Consulting Services, S&P Global Mobility, Joe Kyriakoza - VP & GM, Polk Automotive Solutions, S&P Global Mobility and Grant Gitre - Consulting Associate Director, S&P Global Mobility.
The end of cheap capital – combined with worsening macroeconomic conditions, the war in Ukraine, raw material uncertainties, and the continuing chip shortage – will combine to mark 2023 as the beginning of an era when demand-side considerations replace the current supply-side fixation. Listen Already, we are seeing these conditions impact the burgeoning mobility startup ecosystem. But in a larger framework, the industry will continue its pivot away from internal combustion engines toward electrified vehicles in all formats – as well as the exploration of connectivity and monetizing the reams of data produced as the industry seeks more profit pools. Join Kristen Balasia, VP of Advisory Services, Brian Rhodes, Associate Director of Supply Chain & Technology, and Colin Bird-Martinez, Consulting Principal as they share their thoughts on this topic.
Global new light vehicle sales will reach nearly 83.6 million units in 2023, a 5.6% increase year-over-year, according to a new forecast by S&P Global Mobility, a world leader in information, analytics and solutions. The auto industry continues to navigate supply chain challenges while confronted by several markets facing deteriorating economic conditions and fading pent-up demand. As semiconductor availability plays out, demand destruction is expected to take a more fundamental role in 2023, impacting production and the inventory restocking cycle. Join Kristen Balasia, VP of Advisory Services, Chris Hopson, Principal Research Analyst, and Colin Couchman, Executive Director, Global Light Vehicle Sales Forecast as they share their thoughts on this topic.
![Fuel For Thought [S4|E12]: Top 5 Global Automotive Trends and the biggest Aftermarket shows](https://s3.castbox.fm/de/c0/9f/0b32bfa558f9c16fd2f6b0e976a4626e0e_scaled_v1_400.jpg "Fuel For Thought [S4|E12]: Top 5 Global Automotive Trends and the biggest Aftermarket shows")
Two recent aftermarket conventions – Automechanika Frankfurt, and AAPEX in Las Vegas – highlighted key mobility, supply chain, and remanufacturing trends that will have significant impact on the industry moving forward. The existence of an electrified future also loomed large with attendees and providers. Join Kristen Balasia, VP of Advisory Services, Todd Campau, Research and Analysis Associate Director Global Insight, David Bellamy, Principal Research Analyst Comp Forecasting as they share their thoughts on this topic.
Aside from the supply shortage, one of the biggest buzzwords in the commercial vehicle industry over the past few years has revolved around electric vehicles (EVs). Everyone has an opinion on whether EVs are a fad or here to stay but what does the data say specifically about EVs in the commercial industry? Even through the supply issues of the past few years, there were more EVs registered commercially through August 2022 than all of 2021. Join Kristen Balasia, VP of Advisory Services, Mark Hazel, Associate Director of Commercial Vehicles, Andrej Divis, Executive Director of Global Truck Research, and James Martin, Consulting Services as they share their thoughts on this topic.
The reimagined 2022 Detroit Auto Show, also known as the North American International Auto Show, finished its media and industry days with limited automakers and brands participating after a three-year hiatus in the city. Those OEMs and brands who did participate – mostly the hometown automakers – most told a brand story that included both internal combustion engine (ICE) and electric vehicle (EV) solutions. While tomorrow’s auto market seems to be rushing to be electric, today is in transition. The result is a more dynamic and diverse market than ever. Join Kristen Balasia, VP of Advisory Services, Mike Wall, Executive Director of Automotive Analysis, Stephanie Brinley, Associate Director Automotive Intelligence as they share their thoughts on this topic.
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