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    alt text

    2023 S&P Global Mobility Fall Briefing - Detroit

    Date: October 10, 2023

    • Overview
    • Details
    • Speakers
    • Agenda

    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.

    Webinar 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 and Powertrain Group, 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

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

    James Martin

    Consulting Associate Director, Automotive Advisory, S&P Global Mobility

    Eric Anderson

    Senior Analyst, North America Light Vehicle Forecasting, S&P Global Mobility

    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

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    • 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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