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13 March 2023 Mark Rechtin
Scaling the grid to serve millions of EVs will present massive (and mundane) infrastructure challenges
10 March 2023
While waiting for a nationwide infrastructure to be established, fuel-cell big-rigs seek a foothold in regional trucking
09 March 2023
‘Drop-in’ bio-fuels can help decarbonization efforts until new options arrive
09 March 2023
CERAweek: Range anxiety has been replaced by charging time and user experience concerns
08 March 2023
Under demand pressures, mining companies must balance social issues and lengthy extraction horizons
08 March 2023 Richard Dixon
Can Carmakers Assail Tesla's Lead in E/E Architecture?
07 March 2023
How to solve for EV sales triggering lower gas-tax revenues
06 March 2023 Mark Hazel Andrej Divis
While the overall story of the last three years has been one of challenges, the real eye-opener of 2022 was the dawn of the electric commercial...
03 March 2023 Henner Lehne
Europe Sales and Production Commentary- February 2023
27 February 2023
S&P Global Mobility announced the winners of its 27th annual Automotive Loyalty Awards, recognizing General Motors as...
23 February 2023
With US light vehicle sales volume for the month projected at 1.1 million units, we expect February 2023 to represent year-over-year (y/y) growth...
21 February 2023
Vehicle inventories are returning to dealer lots, purchasing methods are increasing, and car-shoppers are expecting more of the transaction process...
21 February 2023
For mainstream automotive brands to show continued growth in challenging economic times, they must find traction across all demographics. The...
21 February 2023
EV-focused startups stand poised to shake up the transportation industry. New brands like Polestar and Lucid are challenging industry stalwarts...
16 February 2023
Addition of Market Scan’s data and payment calculations strengthens S&P Global Mobility’s Sales Optimization tools, positioning S&P Global...
13 February 2023 Tom Libby
The data are clear: the sedan is dead. Or is it? S&P Global Mobility registration and loyalty data support both sides of this discussion....
10 February 2023
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
10 February 2023 Richard Dixon
Can Carmakers Assail Tesla's Lead in E/E Architecture?
02 February 2023
Recovering inventories are increasing dealer stock, while interest rate hikes and economic headwinds will dampen demand – forcing OEMs and dealers...
30 January 2023 Tatiana Hristova
Middle East and Africa Sales and Production Commentary - January 2023
26 January 2023
January 2023 US auto sales are expected to advance mildly from the year-ago level; seasonally adjusted annual rate (SAAR) will jump once again...
26 January 2023 Tom Libby
As new electric vehicle brands and models come to market, market shares are changing accordingly. Tesla remains the dominant player, but its...
23 January 2023
‘One-and-done’ customers present loyalty challenge to automakers and their dealers
19 January 2023
Post-COVID car buyers are willing to wait for the right car, and want more of the process to be handled online. But they still want test drives...
18 January 2023 Tom Libby
The light-duty full-size half-ton pickup segment is one of the most crucial in the US industry, for several reasons: the three segment leaders...
17 January 2023 Tom Libby
Auto industry observers more than once have commented that the U.S. luxury market really is two different markets, with Tesla in one and the...
17 January 2023 Brian Rhodes
The end of cheap capital – combined with worsening macroeconomic conditions, the war in Ukraine, raw material uncertainties, and the continuing...
16 January 2023 Mario Franjičević
Non-traditional automakers, including Tesla, will produce 7.3 million BEVs annually by 2034 according to our forecasts. But their share of BEVs...
09 January 2023 Tom Libby
Brand loyalty in the US light vehicle market rose from 49.2% in September 2022 to 50.3% in October, the first significant increase since January...
09 January 2023 Stephanie Brinley
Even with home charging, infrastructure will need to quadruple by 2025
06 January 2023 Lin Huaibin Gao Tao
Greater China Sales & Production Commentary - December 2022
21 December 2022 Thiago Costa
Issues such as low speed, low efficiency and congestions are common across cities in South America. With more than 12 million people, Sao Paulo...
21 December 2022
With volume for the month projected at 1.19 million units, December U.S. auto sales are estimated to translate to an estimated sales pace of...
21 December 2022 Joe LaFeir
This partnership will provide a common market structure and forecast intelligence for business planning, sales steering and performance management...
20 December 2022 Tawhid Khan Matteo Fini Jeremie Bouchaud Graham Evans Brian Rhodes
Looking forward to 2023
20 December 2022 Mark Fulthorpe Colin Couchman Chris Hopson
The longer the supply squeeze lasts, the more potential there is for “lost” or “destroyed” demand.
15 December 2022
Supply chain chaos means certain brands' 2022 model year vehicles are still available
06 December 2022 Tom Libby
Among the three volume leaders in the mainstream part of the new vehicle industry – Chevrolet, Ford, and Toyota, the Japanese brand is pulling...
06 December 2022 Puneet Gupta Gaurav Vangaal
India/Pakistan Sales and Production Commentary-Nov 2022
29 November 2022 Todd Campau David Bellamy
On the opening day of AAPEX, our resident expert Todd Campau presented our insights into the emerging top-five aftermarket trends we can see...
29 November 2022
Toyota and Honda ICE owners defecting for others’ EVs
29 November 2022 Tom Libby
Retail new light vehicle market share among ethnic consumers in the US combined reached a record 33% in September 2022.
28 November 2022 Yanina Mills
Consumers were typically willing to pay the lowest price tiers in each scenario.
22 November 2022
With volume for the month projected at 1.122 million units, November U.S. auto sales are estimated to translate to an estimated sales pace of...
07 November 2022 Vince Palomarez
As national charging infrastructure is created, coastal America still dominates EV registrations
04 November 2022 Bjoern Huetter
Recovery sustains in October, yet YTD continues to be negative.
03 November 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
03 November 2022
Price hikes for Electrified Vehicles Outpace Combustion Counterparts.
02 November 2022 Bjoern Huetter
Top 10 markets by electrified vehicle sales volume and electrified vehicle penetration.
01 November 2022 Bjoern Huetter
Race for third place: Can India snatch the bronze medal in annual vehicle sales from Japan in 2022? The contest is on, Q4 will decide.
01 November 2022
Polk Audiences and the need for a new EV Taxonomy
31 October 2022 Graham Evans
Geopolitical upheaval and supply chain transformation challenge aspirational volume targets
31 October 2022 Cassie Liu
Mainland China, as the world’s largest medium and large bus (length>7-meter) maker and market, is playing a leading role in the electrification...
31 October 2022
Because Nomadic customers are less loyal than Loyalists and Super Loyalists, it makes sense that the One & Done rate (defection rate of Nomadic...
31 October 2022 Miki Sasaki
This week's chart focuses on MHCV (Medium and Heavy Commercial Vehicles) powertrain (propulsion system) long term forecast.
28 October 2022 Tom Libby
Any discussion about the most popular vehicles in the US has to include the Toyota RAV4. Since January 2019, this compact utility has ranked...
28 October 2022
As the average age of light vehicles in the US continues to rise, the aftermarket remains poised for growth, albeit in different ways than historically...
25 October 2022 Mark Hazel James Martin Andrej Divis
Aside from the supply shortage, one of the biggest buzzwords in the commercial vehicle industry the past few years has revolved around electric...
24 October 2022
Success will be short-lived, however, due to economic headwinds
18 October 2022
October Forecast: As supply chain challenges ease, demand headwinds could impact global light vehicle production
17 October 2022 Tanja Linken
No-haggle pricing, direct-to-consumer, agency model – there are OEM announcements about new retail concepts almost every week, and often referenced...
17 October 2022 Denis Schemoul
As production reaches pre-crisis volumes, vehicle availability slowly improves.
14 October 2022
The biggest challenge for OEMs rolling out new battery electric vehicles (BEVs) is rising input costs, which are affecting cost parity with traditionally...
14 October 2022 Tom Libby
Hyundai Motor Group recently has emerged as one of the top-performing new vehicle manufacturers in the US New-vehicle registration data from...
11 October 2022
The auto industry faces significant risk exposure from the looming European energy crunch
10 October 2022 Claudio Vittori
Over the last few years and months Chinese market has been proven to be a first mover in terms of technical innovation around charging infrastructure....
07 October 2022 Tom Libby
Automotive brand loyalty rate dips below 50% for third straight month
03 October 2022 Toru Hatano
Source shows “Light Vehicle Powertrain Transmission Forecast Oct, 2022”. this chart is derived from the latest AutoForecast data.
28 September 2022 Stephanie Brinley
The reimagined 2022 Detroit Auto Show, also known as the North American International Auto Show, finished its media and industry days with limited...
26 September 2022
S&P Global Mobility analysts expect US light vehicle sales to be limited to 1.105 million units in September, marking an annual rate of 13.4...
21 September 2022 Menzi Nkonyane
Load-shedding disrupts recovery in South Africa truck and bus assembly
20 September 2022
Our team at S&P Global Mobility (formerly the automotive team at S&P Global) has issued our latest global light vehicle production update, as...
19 September 2022 Mark Fulthorpe
Major supply chain disruption is behind us but production developments are far from uniform as new headwinds emerge
18 September 2022 Tom Libby
As the automotive inventory shrinks, vehicle loan payment on average have surged 8.5% in the last 14 months when compared to those in the previous...
14 September 2022
Electrified powertrain volume reached highest volume ever
12 September 2022 Matteo Martini
If, on one hand, there is concern over the end-of-life treatment of batteries, on the other hand, BEVs will require significantly less lubricants...
09 September 2022 Tom Libby
Tesla Motors has not just thrived in the first six months of 2022; it has reached new levels of success based on two metrics -- record-high brand...
05 September 2022 Xi Wang
Life cycle assessment methodology is applied using mostly 2021H1 forecast datasets.
01 September 2022 Tom Libby
The Fed’s recent interest rate increases to curb inflation have quickly cascaded to the auto industry. The average interest rate on a new vehicle...
01 September 2022 Treffen White Amber Daniel
We are in year two of the great supply chain crisis. There are a handful of factors – from chip supply to impacts from climate and conflict...
29 August 2022 Tom Libby
The exceptionally low inventory levels plaguing the U.S. new vehicle industry continue to negatively impact brand loyalty. According to S&P...
24 August 2022 Chris Hopson
US Light Vehicle Sales to total 1.25 million units for August, according to S&P Global Mobility Forecasts
23 August 2022 Oracha Sakunbunma Mayuree Chaiyuthanaporn Jessada Thongpak
ASEAN Sales and Production Commentary- August 2022
16 August 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
16 August 2022 Ali Adim Hafshejani
The Inflation Reduction Act (IRA) strives to shore up the battery supply chain to North America. OEMs who can fulfill the “component” and “critical...
15 August 2022
The following reflects the S&P Global Mobility August 2022 Light Vehicle Production Forecast update.
15 August 2022 Monika Punshi
Impact of raw material prices surge on battery pack costs, for EU market
15 August 2022
S&P Global Mobility, a division of S&P Global (NYSE: SPGI) and a world leader in data, technology, and expertise, today announced it has hired...
12 August 2022
Electric vehicle penetration of new retail registrations reached 5% in the five months from January to May 2022.
08 August 2022 Phil Amsrud
The S&P Global Mobility automotive semiconductor lead time analysis and other resources are available to subscribers to our E/E and Semi module...
01 August 2022 Tom Libby
Tesla’s May 2022 brand loyalty of 63% is exceptional when viewed from just about any perspective: it is more than double its May 2021 loyalty...
28 July 2022 Jay Hwang Graham Evans Anoop Desai
Navigating the opportunities within the comparatively nascent EV industry will see winners and losers emerge. But how real are the concerns around...
28 July 2022 Tom Libby
Through the first five months of 2022, Hyundai Motor Group U.S. retail market share ranks third, up from sixth a year ago, based on new vehicle...
28 July 2022 Gao Tao
In March and April, light vehicle production has been heavily hit by social containments in Changchun and Shanghai owing to COVID infection...
28 July 2022 Lin Huaibin Gao Tao
Greater China Sales & Production Commentary - July 2022
26 July 2022 Tom Libby
The national average for a gallon of regular unleaded gasoline jumped 88% from January 2021 to May 2022 ($2.42 - $4.55), driving a shift in consumer...
19 July 2022 Joe Kyriakoza
S&P Global Mobility has launched its Certified Polk Data Partner program, recognizing preferred marketing partners that successfully leverage...
18 July 2022 Demian Flowers
Global sales of new light vehicles have declined 12% during 2022 up to and including June, to 35.3 million units. Though semiconductor shortages...
15 July 2022
The following reflects the S&P Global Mobility July 2022 Light Vehicle Production Forecast update
11 July 2022 Christiane Stein
Plant openings in mainland China will lead to a reduction of more than 50% in exports in heavy-duty vehicles from Europe to the region. Mercedes-Benz...
06 July 2022 Fangchi Liu
Mainland Chinese medium- and heavy-duty trucks (MHDTs) have entered a bear market since mid-2021. Although the market staged a slight recovery...
05 July 2022
GAS is a standout feature by Google and despite Android Automotive OS adoption increasing, not all OEMs are signing up for GAS. Will that change...
05 July 2022 Yoshiaki Kawano
Japan & Korea Sales and Production Commentary- June 2022
29 June 2022 Michael Robinet Demian Flowers
Although financial markets grab headlines when fear and volatility are highest, the same markets do also function rationally, and are a window...
27 June 2022 Mark Fulthorpe
Production revisions continue to reflect the dynamic environment impacting the auto industry. The March 2022 forecast update resulted in a rather...
27 June 2022
Utility owners are increasingly migrating within the body style
21 June 2022 Paritosh Gupta
Despite facing multiple headwinds from the second and third wave of CoVID-19, chip shortage, and high raw material prices, the Indian CV industry...
16 June 2022 Satvik Nikunj
The truck transmission market in North America is gearing up (no pun intended) for a major shift towards AMT &amp...
31 May 2022 Tom Libby
The introduction of the Ford Bronco in June 2021 marked the first time in decades that a model has been positioned to compete directly with the...
25 May 2022 Claudio Vittori
The automotive electrification outlook is a component of many intertwined factors from vehicle technologies and infrastructure availability to...
24 May 2022 Mark Hazel
The story throughout the pandemic all tied back to material shortages in numerous industries including the commercial vehicle market. Those shortages...
23 May 2022 Todd Campau Nishant Parekh
The average age of light vehicles in the US reached an all-time high in 2022 as the vehicle fleet climbed to 283M passenger cars and light trucks....
20 May 2022
Addition of tens of millions of EVs every year will require several thousand GWh of batteries
18 May 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
16 May 2022 Mike Wall
May 2022 sees ongoing supply chain issues and lingering COVID-19 impacts varying from region to region
09 May 2022
Utility share reaches new high, despite increasing gas prices
09 May 2022 Tom Libby
A review of registration and migration patterns in the mainstream US new vehicle industry.
27 April 2022 Tom De Vleesschauwer Claudio Vittori
The global energy and mobility industry is at a critical inflection point. Meeting ambitious emissions targets while also delivering energy and...
20 April 2022 Mark Fulthorpe
The following analysis from S&P Global Mobility highlights the latest global light vehicle production forecast settings and sales outlook...
08 April 2022
How autonomous trucks will transform landscape of logistics industry
23 March 2022 Max Tingyao Lin
China has unveiled its long-awaited national blueprint to develop a clean hydrogen industry, setting out a near-term production target while...
22 March 2022 Fangchi Liu
The pre-loaded consumption and supply chain disruptions have clouded the mainland Chinese medium- and heavy-duty truck (MHDT) market since last...
22 March 2022 Treffen White
The jury is no longer out. Electric vehicles (EVs) are coming, and in large numbers. We have heard the message loud and clear. Nearly every major...
15 March 2022 Demian Flowers
The repercussions of the Russia-Ukraine war is putting light vehicle production and automotive supply chain at risk due to prolonged semiconductor...
09 March 2022 Matteo Fini Ali Adim Hafshejani
The conflict in Ukraine aggravates sourcing of critical battery raw materials leaving carmakers and consumers exposed to substantial price increases...
08 March 2022
Inventory shortages are having a profound impact on the industry
03 March 2022 Graham Evans Demian Flowers
What motor sourcing says about a carmaker’s electrification ethos
25 February 2022 Suraj Ghosh
Electric vehicles (EVs) have occupied a lot of media space of late and are widely regarded as the next big breakthrough technology in the automotive...
23 February 2022 Xi Wang Xavier Demeulenaere Michael Reale
Selling credits is a lucrative revenue stream for EV makers
09 February 2022 Tom Libby
While all full size luxury sedans supposedly compete with each other, the Tesla Model S and Porsche Taycan face off against each other to a greater...
07 February 2022 Todd Campau Nishant Parekh
The battle over access to vehicle repair information has been playing out in the court of the Commonwealth of Massachusetts, United States over...
04 February 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global
03 February 2022 Ujjwal Yadav
South Africa had been in the midst of social unrest since the start of 2021, with protests peaking in July at the Gauteng province, which includes...
27 January 2022 Jeremie Bouchaud
The capacity for analog chips is expected to grow, but it is unlikely to be sufficient to meet the increased demand for chips in cars; therefore...
24 January 2022 Gregory Genette
On November 17th, 2021, the state of Oregon became the second state to adopt the Advanced Clean Trucks (ACT) policy requiring medium-and heavy-duty...
20 January 2022 Nigel Griffiths
The Risk in Outline: Will Omicron cut chip supply from the Philippines?
18 January 2022 Mark Hazel Kristen Balasia
Automotive Monthly Newsletter and Podcast
18 January 2022 Kristen Balasia Colin Bird-Martinez
Automotive monthly newsletter and podcast
16 December 2021 Mark Fulthorpe Colin Couchman
Automotive Monthly Newsletter and Podcast
14 December 2021 Matteo Fini Graham Evans Claudio Vittori
While major steel producers are investing millions to increase electrical steel production capacity, the rapid growth of the hybrid and electric...
14 December 2021
Asians spend more on cars
01 December 2021 Fangchi Liu
The policy-induced pre-loaded consumption has given mainland Chinese medium- and heavy-duty truck (MHDT) market a chill since July, with production...
16 November 2021 Mark Hazel James Martin Gregory Genette
Automotive Monthly Newsletter and Podcast
15 November 2021 Graham Evans Colin Bird-Martinez
US Infrastructure Bill’s EV Charger Funding a Good Start, but More Funding Likely to be Needed to Meet Growing Demand
02 November 2021 Tom Libby
Impact of Inventory Shortages on US New Vehicle Industry Market Dynamics
02 November 2021 Paolo Martino Michael Tao Edwin Pope
The automotive industry remains concerned about the supply constraints for magnesium, with the immediate impact of substantial input cost increases...
02 November 2021
A curated collection of Canadian EV information, analysis, and insights from S&P Global
29 October 2021 Mark Hazel
As we close in on two years of a global pandemic and a supply chain shortage that has drastically cut commercial vehicle production, we are still...
27 October 2021
S&P Global to Share Aftermarket Trends and Insight at AAPEX, SEMA 2021
26 October 2021 Antti Lindstrom
The current supply chain constraints will see us cut our Class 4-8 production forecasts for the remainder of this year and 2022.
26 October 2021 Tawhid Khan
Automotive Monthly Newsletter and Podcast
18 October 2021 Demian Flowers
There is hope for the optimistic in the S&P Global October update as we maintain our 2022 global production outlook despite further near-term...
14 October 2021 Tom Libby
S&P Global monthly payment data explain EV challenges and hybrid popularity
07 October 2021 Sascha Klapper Matteo Fini Jeremy Carlson Brian Rhodes
The latest September revision of the global light vehicle production forecast following the semiconductor shortage issue will see this impact...
07 October 2021
After seemingly defying the challenges facing truck manufacturers globally, Brazil’s plants hit with downtime starting from September 2021
06 October 2021 Tom Libby
Luxury SUV growth out-paces mainstream
05 October 2021 Demian Flowers
The automotive sector has ‘lost’ 7.4mn light vehicles this year, i.e. a 10 percentage point negative growth hit even before we factor in losses...
30 September 2021
CPO Returns to Pre-Pandemic Levels
28 September 2021 Christiane Stein
Car chip shortage was expected to improve in the second half of 2021, but the European MHCV production and sales are in a critical stage now....
16 September 2021 Mark Fulthorpe
The S&P Global light vehicle production forecast has been cut by 6.2% or 5.02M units in 2021
15 September 2021 Thiago Costa
The re-opening of the economy and the return of activities in the last quarter of 2020 has brought back the optimism for a quick recovery of...
14 September 2021 Mike Wall Kristen Balasia Bjoern Huetter
Automotive Monthly Newsletter and Podcast
08 September 2021 Tom Libby
Substantial Internal Cannibalization for Incremental Models
03 September 2021 Tim Urquhart
IAA Mobility 2021: Germany’s new auto show to focus on electric autonomous vehicles and mobility
01 September 2021
As the industry moves towards electrification, one strategy that is being employed rather successfully is using hybrid technology as a bridge...
30 August 2021
What does the arrival of 5G mean for vehicles? Watch our expert Anna Buettner describe in this video.
27 August 2021
Brand Loyalty among US Auto Consumers Drops to Six-Year Low, according to S&P Global
23 August 2021 Kristen Balasia Amber Daniel
64% of US car shoppers cite convenience as the primary reason for purchasing the vehicle online
09 August 2021 Xi Wang Stephanie Brinley Mike Fiske
Analysis and comments from the automotive team at S&P Global on last week’s proposed greenhouse gas emission standards announced by the US EPA....
09 August 2021
A curated collection of Canadian EV information, analysis, and insights from S&P Global
03 August 2021 Andrej Divis
Impressive topline US market performance in second quarter masks slowing commercial momentum
28 July 2021
Many questions remain in the shift to electrification - we address them.
27 July 2021 Xavier Demeulenaere Rashmi Dhar Monika Punshi
Battery cost trends in the European Union and mainland China
21 July 2021 Xi Wang Vijay Subramanian
Automotive electrification and decarbonization: Shifting toward net-zero
21 July 2021 Vijay Subramanian
Globally, a growing number of countries have pledged to achieve net-zero greenhouse gas emissions (GHGs).
19 July 2021 Tom Libby
Tesla Encounters Formidable Competition
15 July 2021 Claudio Vittori
According to the S&P Global EV charging infrastructure forecast, the global deployment of EV charging stations will increase at a massive 31%...
14 July 2021 Vijay Subramanian Tim Urquhart Ian Fletcher
S&P Global Offers Updated Analysis on the EU Green Deal
13 July 2021 Tim Urquhart Ian Fletcher
S&P Global releases powertrain market analysis for revised EU fleet emissions scenarios
01 July 2021 Antti Lindstrom
The North American truck production is expected to rebound by nearly 24% from last year and continue into 2022, contingent on availability of...
30 June 2021 Phil Amsrud Mark Fulthorpe
Global light vehicle production is estimated to have been up by 15% in the first quarter of 2021 and as we reach the end of the second quarter...
23 June 2021 Tom Libby
New analysis of the latest S&P Global new vehicle registration data in the US indicates vehicles with a hybrid powertrain (both gasoline and...
22 June 2021 Phil Amsrud Mark Fulthorpe Kristen Balasia
As the automotive industry recovers from the pandemic it continues to be challenged by a series of supply chain constraints.
14 June 2021
Average age of cars and light trucks in the US rises to 12.1 years, accelerated by COVID-19
09 June 2021
Electrification has quickly emerged as one of the key global megatrends across the industry and is a contributor to the disruptive era in the...
04 June 2021 Michael Robinet
The level of BEV-focused investment by OEMs, suppliers and policymakers points to electric being the future
26 May 2021
In 2020, over 2 million sedans were sold in the US. As many manufacturers discontinue sedans, it is critical to understand who the sedan buyers...
20 May 2021 Joe Kyriakoza
How an idea transformed into a new industry offering, introducing www.polkdealermarketing.com. A self-serve e-commerce platform for dealers...
19 May 2021 Stephanie Brinley
An Automotive Minute with Stephanie Brinley: Electric Trucks
19 May 2021 Paritosh Gupta
The first quarter of 2021 saw 57% higher MHCV sales in India as compared to the previous quarter, but all is not as rosy as it seems.
18 May 2021 Tom Libby
US monthly new vehicle registrations reach 10-year high in March; EV market share surpasses 3% for first time
18 May 2021
For decades, the goal of automakers the world over has been to make buying and servicing your vehicle with their network as convenient as possible...
17 May 2021 Tom Libby
While brand and manufacturer loyalty are closely followed by the auto industry, partially because leaders can use strong retention results in...
13 May 2021
An Automotive Minute with Mark Boyadjis: David vs Goliath | EVs vs ICEs
11 May 2021
A curated collection of Canadian EV information, analysis, and insights from S&P Global
07 May 2021 Michael Robinet
An Automotive Minute with Michael Robinet - Suppliers Strategy in the BEV Age
03 May 2021 Stephanie Brinley
S&P Global sees potential for battery electric vehicles to make up 25% to 30% of US passenger car sales as soon as 2030
22 April 2021 Tom De Vleesschauwer Tim Armstrong Reinhard Schorsch Nigel Griffiths Henner Lehne Colin Couchman
The year 2027 emerges as a tipping point for an acceleration in EV adoption, and by 2030 over one in four new passenger cars sold will be an...
21 April 2021 Christiane Stein
The global semiconductor shortages are having a significant impact on the automotive industries. It took a while to reach the Medium and Heavy...
20 April 2021
Automotive monthly newsletter and podcast
14 April 2021 Reinhard Schorsch
The regulations currently in discussion will propel BEV shares above 50% in Europe by 2030. China and the US will reach 40% and 25% BEV respectively....
07 April 2021
Tech Giants and the Auto Industry
31 March 2021 Tom De Vleesschauwer
The road to carbon neutrality: An electrifying future?
26 March 2021
Software - An Automotive Disruptor
25 March 2021
Plant closures in Brazil likely to cause only short-term impact on South American production
23 March 2021 Colin Giles
Key suppliers monitoring inventories of propylene derivatives as raw material production resumes, although not at pre-storm levels
22 March 2021 Tom Libby
EV owners’ loyalty to the electric vehicle propulsion system*, regardless of brand, size, or price, has steadily been increasing over the last...
19 March 2021 Stephanie Brinley
Stephanie Brinley discusses a shift towards mid-sized vehicles
19 March 2021 Cassie Liu
Mainland Chinese medium & heavy commercial-vehicle market to fall in 2021
15 March 2021 Tom De Vleesschauwer Tim Armstrong Kristen Balasia
Automotive monthly newsletter and podcast
11 March 2021 Tom Libby
An Automotive Minute - Vehicle Loyalty with Tom Libby
10 March 2021 Tom Libby
Tesla ranks #1 in the US luxury market
10 March 2021
Thriving in an electric future: Assessing the challenge of accelerating EV proliferation on states and utilities
10 March 2021
US captive loan penetration has increased – what value do they bring?
07 March 2021 Stephanie Brinley
An Automotive Minute - Hybrids and Electrification with Stephanie Brinley
24 February 2021 Paolo Martino
The true potential of electrohydraulic brake actuation revealed
23 February 2021 Greg Wood
Over the past 3 months there has been a significant increase in Semiconductor shortages, as the COVID-19 coronavirus continues to impact economies...
17 February 2021 Kristen Balasia Bjoern Huetter Ali Khalili
Automotive monthly newsletter and podcast
16 February 2021 Phil Amsrud Mark Fulthorpe
Update of semiconductor supply issues on light vehicle production
11 February 2021 Christiane Stein
The global bus market (>6t, excluding motor homes) will grow 14% y/y in 2021, after the tremendous decline it had witnessed in 2020...
01 February 2021
S&P Global welcomes Julie Martin to lead North American OEM Sales
25 January 2021 Kristen Balasia Brian Rhodes
Automotive monthly newsletter and podcast
19 January 2021 Stephanie Brinley, MBA Ian Fletcher
S&P Global provides context for some opportunities and challenges Stellantis
14 January 2021
Join us February 4 for a webinar as we highlight key outputs of the Body-in-White forecast, as well as sharing the structure of the forecast
14 January 2021
S&P Global will be hosting its inaugural US Brand Performance Review webinar, unveiling the results of a comprehensive brand analysis powered...
13 January 2021 Mark Fulthorpe
Disruption within the supply chain of semiconductors to the automotive sector
12 January 2021 Devin Lindsay
An Automotive Minute: Electric Vehicles in the Biden adminstration
12 January 2021 Tom Libby
Polarization of the US New Vehicle Industry
08 January 2021 Patrick Linder
See why the recent FCC decision to hit the accelerator on C-V2X and slam the brakes on DSRC could mean big things for 5G and what the auto industry...
08 January 2021 Colin Couchman
Colin Couchman discusses the European CO2 compliance challenge and how OEMs might adjust their strategies
23 December 2020
Automotive semiconductor supply constraints expected to resolve by second half of 2021
14 December 2020 Vijay Subramanian
The market will be significantly under compliant under either the current legislation or proposed further CO2 target reduction in 2030.
14 December 2020
Video: EU to mandate EV battery recycling
14 December 2020
The introduction of 5G telecommunication services is going to be a game-changer for the automotive industry.
14 December 2020 Peter Nagle Mark Fulthorpe Kristen Balasia
Automotive monthly newsletter and podcast
10 December 2020
Uber is refocusing on its core businesses, including ride-hailing and food delivery, since the COVID-19 virus pandemic, and scaling back some...
10 December 2020
The Western European passenger car market posted another decline in November as most major markets renewed lockdowns of varying degrees in order...
07 December 2020 Vijay Subramanian
How are the car manufacturers expected to perform in 2025 and 2030?
19 November 2020 Vijay Subramanian
The US Environmental Protection Agency (EPA) and the Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) have...
17 November 2020 Mike Wall Kristen Balasia
Automotive monthly newsletter and podcast
13 November 2020
New registrations of GVW 4-8 buses and motor homes rose 9% y/y in September. GVW 5 extended its stellar performance, with a 36% y/y gain in...
13 November 2020 David Trippany
Automotive displays becoming a key aspect of the in-car user experience
05 November 2020 Phil Amsrud
Better-than-expected growth in global automotive semiconductor revenue in 2020
29 October 2020
As most countries are coming out of lockdowns and markets are adapting to the ‘new normal’, automotive retailing is no longer the same as six...
20 October 2020 Vijay Subramanian
How are EU vehicle manufacturing pools performing and how will the achieve compliance?
20 October 2020 Tanja Linken Mike Wall Melanie Erff
Automotive monthly newsletter and podcast
19 October 2020
The focus on low or 0% APR programs moved the US market towards loans and away from leases. Learn how this new trend helped mitigate the impact...
06 October 2020 Tom Libby
Consumer Preferences Continue to Shift; New Vehicle Registrations Show Record Share Levels for SUVs
02 October 2020
Are UK-based OEMs at risk of failing local content requirements in Brexit deal blow?
01 October 2020
Suppliers of all types and revenue levels are heeding the alarms. The emergence of COVID-19 has thrown a wrench into even the best supplier strategic...
22 September 2020 Tom Libby Kristen Balasia Anoop Desai
Automotive monthly newsletter and podcast
17 September 2020 Phil Amsrud
Given the extensive investments by OEMs and tier 1s in Arm core-based hardware-software architectures, and Arm’s extensive CPU IP expertise...
14 September 2020
As the global automotive industry recovers from the unparalleled COVID-19 disruption, questions remain surrounding consumer expectations, behaviors...
08 September 2020
S&P Global looks at constrained and increasingly competitive market conditions, and lay out where are the greatest opportunities to maximize...
25 August 2020
S&P Global accelerates focus on future automotive solutions for fast-changing customer needs
18 August 2020
US Registration Data Show Market Share Improvement for Pick-up Trucks, Decline for Compact Cars in H1
18 August 2020 Melanie Erff Kristen Balasia Joe Kyriakoza
Automotive monthly newsletter and podcast
10 August 2020 Stephanie Brinley, MBA
US light-vehicle sales are estimated to have dropped 12.2% year on year (y/y) to 1,227,420 units in July and decreased 21.8% y/y to 7,688,741...
28 July 2020
Average age of light VIO in the US has risen to 11.9 years this year, about one month older than in 2019
22 July 2020
Automotive monthly newsletter and podcast
10 July 2020
Advanced estimates for new vehicle sales/registrations for 10 countries show a further stabilisation of demand.
08 July 2020
Holiday sales events contributing to national momentum, 25% week-over-week (w/w) increase in national retail registration volume, representing...
25 June 2020
The automotive industry is currently facing one of the most significant disruptions in history. S&P Global announces a thought leadership series...
17 June 2020
Positive momentum continues, 18% month-to-date (mtd) increase compared with mid-May in national retail registration volume, representing over...
12 June 2020
Explore how COVID-19 might help, hinder and otherwise affect the automotive industry
09 June 2020
With Global Auto Demand for May-2020 now more than 50% actualised/early estimates, we are seeing evidence of a solid rebound from April’s extreme...
03 June 2020
A strong 91% month-to-date (mtd) increase as May concludes in national retail registration volume, representing a greater than 500,000-unit improvement...
20 May 2020
A 34% week-on-week (w/w) increase in national retail registration volume, representing almost 61,000 units
19 May 2020
SAAR fell to just 49 million units in April 2020, from 91 million units in December 2019.
13 May 2020
An 18% week-on-week (w/w) decrease in national registration volume coming off the April sales close
08 May 2020
S&P Global looks back on registration and loyalty trends following the 2008 recession to prepare for a post-COVID-19 reality
06 May 2020
With EV sales expected to drop significantly in the near future because of the coronavirus disease 2019 (COVID-19) pandemic, the charging industry...
06 May 2020
14% decrease month-over-month in US national registration volume for April
05 May 2020
22% drop in global vehicle demand month-over-month with 31% of countries reporting
30 April 2020
S&P Global downwardly revised its forecasts for global light vehicle sales and production as the impact COVID-19 impact has depressed demand
29 April 2020
US registration volumes increase 48% w/w. Download Now: Automotive Rapid Response Report | 29 April 2020
28 April 2020 Beatriz Minamy
The COVID-19 pandemic has impeded the progress of 5G with regulations and auctions delayed globally
22 April 2020
Early US Recovery Insights – Download the Automotive Rapid Response Report | 22 April 2020
17 April 2020
Global commercial vehicle production expected to be down 22 percent in 2020
17 April 2020 Andrej Divis
Commercial Vehicle Rapid Response Report | COVID-19 Special Edition - 17 April 2020 ...
15 April 2020
Download our weekly Rapid Response Report to get real-time market feedback on specific market actions that will help you get a step ahead and...
15 April 2020 Matteo Fini
COVID-19 Impact assessment on Automotive R&D - Survey results
14 April 2020 Phil Amsrud
The COVID-19 pandemic can potentially impede many ‘invisible factors’ in semiconductor supply chain logistics that play a significant role in...
09 April 2020 Andrej Divis
Commercial Vehicle Rapid Response Report | COVID-19 Special Edition
08 April 2020
Download our weekly Rapid Response Report to get real-time market feedback on specific market actions that will help you get a step ahead and...
08 April 2020 IHS Markit Automotive Expert
China steps up efforts to boost auto industry, lowers market access requirements for EV makers
07 April 2020 Matteo Fini
S&P Global providing an impact assessment of COVID-19 government measures on automotive plant activity at OEMs and suppliers on a global basis....
07 April 2020 Tim Urquhart, B.A.
Western European passenger car market falls 52.9% y/y in March
06 April 2020
The European market is expected to drive the highest growth for surface lighting applications initially, followed by the US and Chinese markets...
06 April 2020 IHS Markit Automotive Expert
Imported vehicle sales in Japan decline 11.5% y/y during March
02 April 2020 Tim Urquhart, B.A.
Daimler discusses ‘organic’ battery research and development programme
31 March 2020
Download our weekly Rapid Response Report to get real-time market feedback on specific market actions that will help you get a step ahead and...
31 March 2020
Beijing offers incentives to owners scrapping high-emission vehicles
27 March 2020
S&P Global conducted a survey to capture the perception of suppliers regarding the impact the COVID-19 pandemic
25 March 2020 Colin Couchman
he coronavirus crisis piles intense additional pressure on an already-stressed autos industry and the latest S&P Global forecast release includes...
25 March 2020
Download our weekly Rapid Response Report to get real-time market feedback on specific market actions that will help you get a step ahead and...
24 March 2020 Tim Urquhart, B.A.
European automotive industry helps in COVID-19 response
23 March 2020 Tim Urquhart, B.A.
Italian industry head calls to delay full EU CO2 implementation
20 March 2020
The association has also called for subsidies to relocate operations to the US
20 March 2020 Henner Lehne
Coronavirus Impact on European and North American Auto production
