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    alt text

    Briefing

    2022 Automotive Spring Briefing AMER

    Date: March 23, 2022

    • Overview
    • Featured Solutions

    Please note all times listed are in Eastern Time (EDT)

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    • Time indicated in EDT Wed, March 23, 2022
      9:00 AM Introduction
      9:10 AM COVID-19, Chaos, and Conflict

      Peter Nagle, Senior Research Analyst II, Automotive, S&P Global Mobility

      9:40 AM Semiconductor Crisis

      Phil Amsrud, Senior Principal Analyst, Automotive, S&P Global Mobility

      10:10 AM Global Light Vehicle Production Outlook

      Mark Fulthorpe, Executive Director, Global Light Vehicle Production Forecast, S&P Global Mobility

      10:40 AM Q&A
      11:05 AM North America Light Vehicle Sales Outlook

      Guido Vildozo, Senior Manager, Americas Light Vehicles Sales Forecasting, S&P Global Mobility

      11:35 AM Tale of Market Dualities - North America Light Vehicle Outlook

      Joe Langley, Associate Director, North American Light Vehicle Production, S&P Global Mobility

      12:05 PM Q&A
      12:25 PM Break
      1:30 PM Breakout 1 | Propulsion Outlook
      1:30 PM Introduction
      1:35 PM Light Vehicle Decarbonization and Sustainability

      Xi Wang, Senior Research Analyst, S&P Global Mobility

      2:05 PM EV Infrastructure Planning

      Colin Bird-Martinez, Consultant Principal, Automotive Advisory, S&P Global Mobility

      2:35 PM Q&A
      2:55 PM North American Powertrain Outlook

      Mike Fiske, Associate Director, North American Powertrain Forecasting, S&P Global Mobility

      3:25 PM North America: MHCV Market Outlook

      Andrej Divis, Executive Director, Global Truck Research, S&P Global Mobility

      3:55 PM Q&A
      4:15 PM Conference Concludes
      1:30 PM Breakout 2 | rEV-olution: Consumer, Technology and New Revenue Streams
      1:30 PM Introduction
      1:35 PM Consumers and EVs

      Yanina Mills, Technical Research Analyst, S&P Global Mobility

      2:05 PM Insights on EV Mileage

      Todd Campau, Associate Director, Aftermarket Solutions, Automotive, S&P Global Mobility

      2:35 PM Margin is King in EVs: Setting new targets for connected data revenue and savings in an electrified world

      Kyle Davis, Sr. Analyst, Connected Car and Vehicle Experience, S&P Global Mobility

      3:05 PM Q&A
      3:30 PM Battery Technology Democratizing Electrification

      Jay Hwang, Senior Technical Research Analyst, S&P Global Mobility

      4:00 PM OEMs’ Evolving Role in E-motor and Future Technology Developments

      Michael Southcott, Senior Technical Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility

      4:30 PM Q&A
      4:50 PM Conference Concludes
      1:30 PM Breakout 3: Latin America Outlook
      1:30 PM Introduction
      1:35 PM Latin America’s Economic Outlook Clouded by Political Uncertainty and Policy Risks Rafael Amiel, Director, Latin America & Caribbean Economics
      2:00 PM Latin America LV Sales Outlook: Will parts shortages be matched by demand shortages? Roberto Barros, Senior Research Analyst, Americas Light Vehicle Sales Forecasting, S&P Global Mobility
      2:25 PM Q&A
      2:35 PM South America Production: Adding supply chain uncertainties to an already volatile landscape Carlos Da Silva, Manager, South American Light Vehicle Production Forecast, Automotive, S&P Global Mobility
      3:00 PM How will electrification take place in Brazil? Victor Silva, Senior Analyst, South America Powertrain Forecasting, S&P Global Mobility
      3:25 PM How will the truck market perform in face of uncertainties? Thiago Costa, South America Truck Market Analyst, S&P Global Mobility
      3:50 PM Q&A
      4:00 PM Conference Concludes
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