Mobility Whitepapers

July 2022 | Russia's invasion of Ukraine has caused prices of nickel, lithium, and other materials to soar, compounding the pain of the global chip shortage and other supply chain woes caused by the COVID-19 pandemic. The purpose of this paper is to describe the trend of changing battery chemistries and battery pack cost forecast till 2030 under the foreseen raw material prices trend.

May 2022 | This whitepaper provides a review of registration and migration patterns in the mainstream US new vehicle industry. Learn about the three dominant "clusters" and their characteristics, and why it is important to be aware of them.

February 2022 | Over the last decade, Tesla and other automotive manufacturers have successfully harnessed the opportunity to convert overperformance of existing CO2 emissions and fuel consumption regulatory standards to valuable revenue streams. Future opportunities to monetize overperformance to vehicle regulatory standards hinge both on emissions performance of the future vehicle fleet as well as the stringency of future standards.

July 2021 | This whitepaper addresses a critical topic of cost parity between BEVs and ICE and also discusses the prospects for the European and mainland China markets, focusing on the rate of electrification.

July 2021 | This research paper focuses on the LCA-based CO₂ reduction evaluations from ICE vehicles to BEVs, in the timeframe of 2020 to 2030. Passenger cars are used as example.

April 2021 | The automotive industry is pivoting toward an electrified future driven by the Paris COP-21 agreement and the intensification of green policy initiatives by country governments. The timetable for industry change is now led by legislation rather than the consumer with OEMs announcing aggressive target dates for zero tailpipe emissions.

March 2021 | A huge paradigm shift is taking place now in the automobile industry. The last three years has seen an increasing number of vehicle manufacturers worldwide announcing to only sell zero emission vehicles (ZEV) starting as early as 2030. The pledge from big names in the industry such as Ford of Europe, Jaguar and General Motors signals the end of the internal combustion engine (ICE) - age.

February 2021 | With chip supply constraints likely to persist until third quarter 2021, S&P Global analyzes the short and long-term implications for the automotive industry. The semiconductor shortage crisis has highlighted the need for adjustments in capacity and sourcing patterns between automakers, tier-1 suppliers, semiconductor suppliers, and their foundries. In the short term, only industry-wide collaboration can help reduce the effect.

January 2020 | Based on S&P Global loyalty data, households with an import in the garage are substantially more likely to acquire another import when they return to market, and, likewise, households with a domestic vehicle are strongly inclined to stay with a domestic product for their next acquisition. This report takes a look at loyalty across brands, bodystyles and demographics.

December 2020 | This report project 2030 passenger car CO₂ emission target and examine the compliance status of the market, along with five top-volume manufacturers. Two strategic pathways are evaluated on how to achieve the 2030 target under each target scenario, either by overall powertrain mix upgrade or by dedicated reliance on battery-electric vehicles.

November 2020 | This whitepaper provides details on key measures to reduce CO₂ along with an emphasis on resulting incremental powertrain cost. Measures taken to achieve compliance is uniquely assessed for each car manufacturer based on their technical and historical trends as well as their compliance position.

October 2020 | This paper focuses on the impact of COVID-19 and implementation of SAFE rule, with a nearly exclusive focus on change in market size for various technologies and change in investments by automotive manufacturers, for passenger cars (PCs) and light-duty trucks (LDTs) combined. To understand the full impact of the new SAFE rule requires the comparison of investments in fuel-efficient technologies during Obama-era CAFE standards to the comparable investments required under new SAFE rules.

October 2020 | This report clarifies how the European CO₂ emission legislation applies to passenger vehicles in 2020 and evaluates what legislative facilities are available to assist manufacturers to define their CO₂ status.

October 2020 | The third instalment of this whitepaper series will address the impact of the pandemic on consumer behavior and how mobility shifts have influenced dealer standards and capacity, dealer profitability models, OEM changing views on legislation, and the role of dealers in the future. Research and insights into these accelerating trends will highlight the alterations automotive manufacturers and dealers must make in the short term to survive these trying times, as well as the longer-term strategies to enact to ensure prosperity going forward.

October 2020 | The second instalment of this whitepaper series will reexamine assumption sets, legislation, available capital, the fiscal environment, and the trajectory for industry volumes, and layout the key factors to revise a strategic plan.

September 2020 | The first instalment of this whitepaper series will address brands and how they have evolved, changes in product plans due to the virus (including AV and EV programs), the use of incentives, the relationships between brands and their captive finance sources, and manufacturers' strategies for retaining current owners and conquesting new households.

August 2020 | Suppliers of all tiers need to re-examine their strategies considering shifting market dynamics, shrinking research-and-development (R&D) budgets, as well as delayed/rescoped vehicle programs and technology integration paths—time for a strategy reboot.

June 2020 | S&P Global takes a preliminary look at possible COVID-19 outcomes related to mobility channels, technology, remote working, personally-owned cars, societal issues and cities.

May 2020  |  This whitepaper looks back on registration and loyalty trends following the 2008 recession to prepare for a post-COVID-19 reality.

February 2020  |  When will battery electric vehicles (BEVs) reach the tipping point and overtake the internal combustion engine (ICE) as the power source of choice? This question is already agreed by most industry observers as the one defining the modern automotive era.

January 2020 | Understand what the easiest autonomous vehicle use cases are

January 2020 | Learn more about key cyber-security solution developers.

January 2020 | Learn more about the implications and path forward for this disruptive technology.

November 2019 | Forecasting the implication of Euro-7 on powertrain technologies

October 2019 | How hard will CO2 compliance be to achieve in Europe?

October 2019 | Learn about the 5 pitfalls to avoid for a successful marketing campaign.

September 2019 | Learn how the significant growth in utility vehicles will affect the segment.

December 2018 | S&P Global predicts that by 2040 there will be 33 million automated vehicles sold-up from 51,000 units in 2021. With many of these self-driving cars employed in mobility schemes, it is obvious that connectivity and data will be key inputs to revenues and positive user experience.

October 2018 | Rota 2030 aims to improve the technological content of vehicles commercialized in the Brazilian market and encourage investments in research and development (R&D) with fiscal incentives.

August 2018 | This analysis looks to answer the question, “Do minority dealers sell more inventory to minority consumers than their non-minority dealer peers?” while providing insight on the impact that minority-owned dealerships have on ethnic registration and return-to-market (RTM) performance.