Name: 2023 S&P Global Mobility Fall Briefing - Detroit
Start: 2023-10-10
End: 2023-10-10

2023 S&P Global Mobility Fall Briefing - Detroit

Date: October 10, 2023

Overview

This event is for forecasting clients. To request access, please email Mobility@spglobal.com

Join our experts to discuss Uncharted: The Global Automotive Outlook

As the automotive industry 'quietly' slips out of the shackles of the semiconductor crisis, its near-term trajectory will be distorted but largely positive.

Going forward the future is bi-polar where the pace of change will be driven by a complex interplay of new forces at a level of intensity unfamiliar to the industry and consumers.

Engage with our analysts to discuss:

Economic and country risk trends
Ongoing impacts on global production volumes and its recovery path
New vehicle demand in light of global electrification developments
Powertrain & compliance assessment
Automotive materials, technology, and supply chain topics

Join us in person for our event and listen to our expert's predictions for the global automotive industry.

Details

Event Details

Date:

10 October 2023, Tuesday

Time:

8:00 AM - 4:15 PM EST

Venue:

Saint John's Resort
44045 Five Mile Rd
Plymouth, MI 48170 (MAP)

Registration for the live event will end on 9 October 2023, 11:59 PM EDT.

Speakers

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Henner Lehne

Vice President, Vehicle & Powertrain Forecasting, S&P Global Mobility

Kristen Balasia

Vice President, Automotive Advisory, S&P Global Mobility

Colin Couchman

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

Mark Fulthorpe

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

Joe Langley

Director, North American Light Vehicle Production

James Martin

Consulting Director, Automotive Advisory, S&P Global Mobility

Eric Anderson

Associate Director, Americas Light Vehicle Powertrain Forecasting

Kyle Davis

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

Chris Hopson

Principal Research Analyst, North American Light Vehicle Sales, S&P Global Mobility

Gregory Genette

Senior Research Analyst, Medium & Heavy Commercial Vehicles, S&P Global Mobility

Tetyana Melnyk

Director, Texas Comptroller’s office

Simon Whitelocke

VICE PRESIDENT, ITC HOLDINGS CORP. AND PRESIDENT, ITC MICHIGAN

Tony Tomczak

Vice President, Electric Sales & Marketing DTE Energy

Agenda

Time indicated in EST Tue, October 10, 2023
8:00 AM Registration and Breakfast

8:30 AM Introduction
Henner, Lehne, Vice President, Vehicle and Powertrain Group, S&P Global Mobility

8:35 AM Global Demand Outlook and Macroeconomics
Colin Couchman, Executive Director, Global Light Vehicle Sales Forecast, S&P Global Mobility

9:05 AM Global Production
Mark Fulthrope, Executive Director, Global Light Vehicle Production Forecast, S&P Global Mobility

9:35 AM Panel Discussion: "Charging towards an electric future - a discussion on EV enablement"
Kristen Balasia, Vice President, Automotive Advisory, S&P Global Mobility
Tony Tomczak Vice President, Electric Sales & Marketing, DTE Energy
Simon S. Whitelocke, Vice President, ITC Holdings Corp. And President, ITC Michigan
Tetyana Melnyk, Director of the Revenue Estimating division of the Texas Comptroller's office
Join a conversation with key adjacent mobility stakeholders as they discuss the opportunities and headwinds with the battery-electric future.

10:20 AM Q&A

10:40 AM Break

11:10 AM Global Powertrain Outlook
Eric Anderson, Senior Analyst, North America Light Vehicle Forecasting, S&P Global Mobility

11:40 AM Netflixication of In-Car Software Services
Kyle Davis, Sr. Analyst, Connected Car and Vehicle Experience, Automotive Insights, S&P Global Mobility

12:10 PM Impact of the EV Transition on the Supplier Industry
James Martin, Consulting Associate Director, Automotive Advisory, S&P Global Mobility

12:40 PM Q&A

1:00 PM Lunch

2:15 PM Sales & Production Breakout Session
2:15 PM North American Sales Outlook
Chris Hopson, Principal Research Analyst, North American Light Vehicle Sales, S&P Global Mobility

2:45 PM North American Production Outlook
Joe Langley, Associate Director, North American Light Vehicle Production, S&P Global Mobility

3:15 PM North American Truck Outlook
Gregory Genette, Senior Research Analyst, Global Truck Research, S&P Global Mobility

3:45 PM Q&A

4:05 PM Closing Remarks

2:15 PM Powertrain & Electrification Breakout Session
2:15 PM North American Powertrain Outlook
Tsukasa Watanabe, Principal Research Analyst, Powertrain, S&P Global Mobility

2:45 PM “Battery technology: Navigating trade-offs between vehicle performance, environmental impact and sourcing security”
Amod Kumar, Associate Director Research & Analysis, S&P Global Mobility

3:15 PM US & Canada - Different electrification speeds on the road to Net Zero
Henner Lehne, Vice President, Vehicle and Powertrain Group, S&P Global Mobility

3:45 PM Q&A

4:05 PM Closing Remarks

4:15 PM Event Ends

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