Name: 2022 Automotive Spring Briefing AMER
Start: 2022-03-23
End: 2022-03-23

Briefing

2022 Automotive Spring Briefing AMER

Date: March 23, 2022

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

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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