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    alt text

    Briefing

    2022 Automotive Spring Briefing AMER

    Date: March 23, 2022

    • Overview
    • Featured Solutions
    • Overview
    • Details
    • Speakers
    • Overview

    Overview

    Speakers | Agenda

    Automotive 2022 & Beyond

    The accelerated transformation of the automotive industry continues in 2022. Various key industry players are committed to reduce emissions even faster than legislators request it and at the same time, to deliver a completely new driving and ownership experience. The transformation from machinery to technology powerhouse becomes more and more visible. And all of that is happening in the aftermath of the deepest global economic crisis in recent history and while the automotive industry has been hit by the largest supply chain crisis ever seen.

    Although the global economy made the transition from recovery to expansion in 2021, the COVID-19 pandemic is still impacting businesses and economies around the world. An uneven economic expansion generated supply/demand imbalances, leading to major supply chain disruptions and rising inflation. Supply chain disruptions, energy price hikes, and technology costs will continue to exert upward pressures on prices in 2022 and beyond.

    Please join us for our automotive spring briefing, where we share with you our latest views on the state of the global automotive industry and scenarios on how things could develop going forward.

    REGISTER NOW

    Details

    Event Details

    Date:
    23 March 2022, Wednesday

    Time:
    9 AM - 4:50 PM Eastern Time [Updated]

    Venue:
    Online

    Gate Fee:
    $500 USD

    Registration for the live event will end on 21 March, 11:59 PM Eastern Time.

    ASIA PACIFIC - 30 MAR 2022

    Speakers

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    Andrej Divis

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

    Carlos Da Silva

    Manager, South American Light Vehicle Production Forecast, S&P Global Mobility

    Guido Vildozo

    Associate Director, Advisory, S&P Global Mobility

    Joe Langley

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

    Kyle Davis

    Sr. Analyst, Connected Car and Vehicle Experience, Automotive Insights, S&P Global Mobility

    Mark Fulthorpe

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

    Michael Southcott

    Associate Manager, Automotive Supply Chain & Technology, S&P Global Mobility

    Peter Nagle

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

    Phil Amsrud

    Associate Director - Automotive, S&P Global Mobility

    Rafael Amiel

    Director, Latin America & Caribbean Economics, S&P Global Market Intelligence

    Roberto Barros

    Senior Research Analyst II, Americas Light Vehicle Sales Forecasting, S&P Global Mobility

    Thiago Costa

    Sr. Research Analyst, Heavy Commercial Vehicle Forecasting, S&P Global, Mobility

    Todd Campau

    Associate Director, Aftermarket Solutions, S&P Global Mobility

    Victor Silva

    Senior Analyst, South America Powertrain Forecasting, S&P Global Mobility

    Xi Wang

    Senior Research Analyst, S&P Global Mobility

    Yanina Mills

    Senior technical research analyst for Supply Chain & Technology, S&P Global Mobility

    Overview

     

    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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