06 December 2023
Honda Motor got hit by the pandemic shutdowns perhaps more so than any other automaker, with the Honda and Acura brands’ combined US market share...
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Mobility Research & Analysis
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Stay ahead of the curve with essential intelligence from S&P Global Mobility
Observations and insights from our global mobility experts including: product strategy, technology, production, sales and marketing.
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30 November 2023
Banks and financial institutions are increasingly committed to reducing the emissions they finance – with the auto industry among the world’s...
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29 November 2023 Julie Choate James Martin Constantin Gerner
Rising new vehicle prices in the US and Europe are leaving cash-strapped consumers with limited options for cheap cars – and the affordability...
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28 November 2023 Vijay Subramanian
EVs won’t be enough for automakers to hit Paris climate targets. What can OEMs do?
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27 November 2023
On an unadjusted volume level, November US light vehicle sales are expected to advance mildly from the strike impacted levels of October but...
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22 November 2023 Matt Trommer
Retail advertised inventory data for the week of Nov. 6-12: S&P Global Mobility delivers the following insights regarding the US market. ...
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16 November 2023
Canadian Automotive Insights A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
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08 November 2023
Although battery-electric vehicles are getting closer to price parity with their internal combustion siblings, the affordability factor is the...
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01 November 2023 Mengyin Tao Edwin Pope
Gigacasting is all the rage in automotive manufacturing circles. And while Tesla has mainstreamed the term — involving enormous, high-pressure...
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27 October 2023 Kent Chiu
With consumer demand for electric vehicles appearing to reach a plateau for the moment, automakers are finding new customers for their EV stock...
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25 October 2023
Five years ago, hype surrounding “autopilot” cars peaked. But S&P Global Mobility’s updated forecast offers a reality check of careful, limited...
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25 October 2023
Despite some assembly plants shut down by the UAW strike for more than a month and continued auto consumers pressure points of rising interest...
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25 October 2023 Matt Trommer
Strike vehicles Retail advertised inventories of the vehicles affected since the beginning of the UAW strike — Ford Ranger, Ford Bronco, Ford...
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23 October 2023 Steve Giordano
While the auto industry obsesses over consumer acceptance of electric vehicles, an interesting side development has occurred: Sales of hybrid...
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17 October 2023
When vehicle inventories skidded during the pandemic and semiconductor crisis, automakers switched focus to concentrating on high-profit segments....
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16 October 2023 Shubhankar Mengi
With the current push by the Indian government for major infrastructure and development projects, expansion of the e-commerce network, and strong...
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Matt Weiss Joins S&P Global Mobility as Executive Director of Product Strategy and Pricing Solutions
13 October 2023
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...
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12 October 2023
The easy headline is: “3 out of 4 Luxury EV Households Stick with EVs for Next Vehicle.” But remove Tesla’s industry-leading loyalty numbers...
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04 October 2023
Ending consecutive periods of year-over-year declines, brand loyalty movement among U.S consumers halted in the first half of 2023, according...
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04 October 2023
Every quarter since 1Q 2019 has seen an increase in three-cylinder penetration into the US powertrain portfolio, according to S&P Global Mobility...
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29 September 2023 Stephanie Brinley Michael Robinet Joe Langley
UAW strikes Ford, GM vehicle assembly plants
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28 September 2023
With more than one-third of used vehicle loans in 2023 carrying loan-to-value ratios above 130%, used vehicle LTVs are at historic highs. Have...
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27 September 2023
With internal-combustion and battery-electric vehicles vying for showroom space and advertising dollars, peak model complexity will transform...
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27 September 2023
US light vehicle sales in September should remain relatively unchanged from the month-prior result, according to S&P Global Mobility, which projects...
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25 September 2023
The era of peak hype has passed, but forecasters still see long-term adoption in certain segments that benefit from today's rise in automated...
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25 September 2023 Matt Trommer
The auto industry continues its year-long trend of seeing inventories drop at month-end, then surge through the first two weeks of the following...
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22 September 2023 Stephanie Brinley Michael Robinet Joe Langley
UAW strikes GM, Stellantis US parts distribution centers
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20 September 2023 Viroop Narla
The number of electrified vehicles, which include mild hybrid electric vehicles (MHEVs), plug-in hybrid electric vehicles (PHEVs), full hybrid...
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15 September 2023 Stephanie Brinley Michael Robinet Joe Langley Eric Anderson
After all three Detroit automakers increased their offers to the UAW but did not fully meet the UAW demands, the union went on strike at key...
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13 September 2023
The best-selling Model Y is a favored next stop from the rest of the lineup, but until Elon Musk’s automaker enters new segments – such as Cybertruck...
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07 September 2023 Mark Hazel
Fueled by the surging lease/rental industry, commercial vehicle fleets (classes 1-8) in the US market have seen a 22% year-over-year spike for...
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05 September 2023
n 2015, though the Hyundai and Kia brands' combined U.S. registrations were strong at 1.39 million, its customer loyalty was a middling 55.2...
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04 September 2023
In February 2022, eight departments of the Chinese central government jointly launched a pilot city program for the comprehensive electrification...
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30 August 2023 Graham Evans Calum MacRae
Just what you wanted: Yet another analysis regarding vehicle electrification. But bear with us; this one is necessary reading. Yes, the battery-electric...
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28 August 2023
S&P Global Mobility expects US light vehicle sales in August to remain steadfast in a challenging environment, with a volume estimate of 1.34...
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22 August 2023 Oracha Sakunbunma Mayuree Chaiyuthanaporn Jessada Thongpak
ASEAN Sales and Production Commentary- August 2023
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16 August 2023
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
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09 August 2023
Cars have been the stars of video games since the beginning. Now video games are becoming a star attraction in cars. Eyeing the broader social...
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03 August 2023
The Indian mobility sector is a true growth engine and is at the threshold of major change. The industry has effectively changed gears from “Small...
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02 August 2023
With a record-high average vehicle age in the US, the aftermarket is likely to see robust growth in repair and maintenance work, as older cars...
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31 July 2023 Florian Eichinger
With Battery Electric Vehicles (BEV) and Plug-In Hybrid Electric Vehicles (PHEV) now entering the market in the mid-$20,000 range, disruptor...
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26 July 2023 James Martin Gregory Genette Andrej Divis
The projected curve in tractor trailer electrification in the US is getting steeper, but a future of roadways filled with EV and hydrogen big...
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25 July 2023 Matt Trommer
The impact of the July 4 weekend sales events, Ford Mach-E inventory numbers climbing past ICE SUVs, and the looming Compact SUV dogfight in...
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24 July 2023
New light vehicle sales in July are expected to sustain recent momentum.
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20 July 2023
Captives, banks, and many credit unions saw declines in return-to-market loyalty, and many have yet to recover.
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20 July 2023 Cassie Liu
Mainland China’s medium- and heavy-duty truck production has surged strongly in early 2023, with double-digit year-over-year growth seen in the...
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19 July 2023
Car-shoppers are largely satisfied with subscription-based infotainment services, but value and exposure matter most. Data security and privacy...
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13 July 2023
The redesigned Range Rover proves the adage that new product can invigorate the buyer base.
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12 July 2023 Stephanie Brinley
The industry has regained its manufacturing pace, but potential disruptions in chip supply remain, and production momentum disruption has pushed...
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05 July 2023
Demand is softening while production sustains in 2023, slowing into ‘24 – whereupon both rebound in the build-up to the GHG-3 pre-buy wave.
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30 June 2023
In the years before the pandemic, leasing accounted for 25-30% of all retail transactions, and were as high as 53% in the luxury market.
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29 June 2023 Abby Chun Tu
Mainland China became the world's second-largest automotive exporter last year, and with domestic sales softening, could become the No. 1 exporter...
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28 June 2023
Signs of green shoots within the auto demand environment continue to emerge as June US auto sales are expected to follow-up on the solid volume...
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27 June 2023 Tanja Linken
OEMs and dealers need to change rapidly if they want to survive in the digital age.
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22 June 2023
Batteries are heavy, and some premium equipment that consumers want may run counter to lightweighting measures. Suppliers could be caught in...
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21 June 2023 Matt Trommer
While dealer-advertised vehicle inventories continue their several-month trend of meandering around 2.050 million vehicles – though a startling...
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20 June 2023
The surge is concentrated primarily in subprime, with remaining categories remaining near historic norms. Tightening credit means recent-vintage...
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20 June 2023 Graham Evans
With the rapid rates of electric vehicle adoption continuing in major markets globally, legislative agendas supporting aggressive transitions...
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19 June 2023 Jeremie Bouchaud
Increased numbers of more-powerful chips will be required in the next wave of electrified and automated vehicles, and companies like Qualcomm...
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13 June 2023 Tom Libby
San Francisco BEV and hybrid sales combine to outsell pure-gasoline vehicles
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13 June 2023
Car buyers understand and want advanced driver assistance systems (ADAS) features that provide safer driving – and they expect them to be standard...
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08 June 2023 Thiago Costa
With 2.2 million heavy commercial trucks in the national parc, Brazil is facing international pressure to bring more eco-friendly vehicles to...
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08 June 2023 Menzi Nkonyane
The medium and heavy commercial vehicle market in South Africa (GVW >6 metric tons) is still resilient in the face of ongoing supply chain...
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31 May 2023 Nishant Parekh
A slight modification or accident to a vehicle could make its driver-assist and crash-avoidance technology not work properly – or at all. As...
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24 May 2023 Chris Hopson
New light vehicle sales in May are expected to maintain the gradual pace of the preceding months; uncertainty remains for remainder of year
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22 May 2023
Without F-Series and Silverado, big Detroit brands see customer-return percentages drop
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22 May 2023
Autos and Sustainability: From Compliance to Leadership
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19 May 2023
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
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19 May 2023
Where brands are giving consumers more choice, what segments are growing, who is discounting the most?
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19 May 2023 Richard Kim Matteo Martini
Improving real-world driving range is crucial to mainstream EV adoption
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18 May 2023 Ali Adim
S&P Global Mobility forecasts that by 2030, fully electric vehicles will exceed 40% of global market share. This skyrocketing demand has created...
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18 May 2023
One of the primary challenges toward an electrified future in the transportation sector is the limited access to electric vehicle (EV) charging...
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16 May 2023
Despite an uncertain market and its fluctuating prices, Tesla continues to be the lead choice among minority buyers returning to market
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15 May 2023 Todd Campau Nishant Parekh
Vehicle parc aging trend continues as new vehicle sales remain under pressure. Number of passenger cars to hit lowest point since 1978; aftermarket...
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10 May 2023
In the midst of the pandemic, global supply chains were pushed well past the breaking point. Inventory and sales declined industrywide.
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10 May 2023
Consumers with lower credit scores are increasingly being pushed out of the new-vehicle market by rising interest rates, leaving it dominated...
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03 May 2023
Car buyers want better sound systems, and they are willing to pay more for higher-quality audio. As a result, premium sound isn’t just for luxury...
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01 May 2023
With a resurrected name, the electrified SUV/truck brand can lure new buyers, retain current customers, ask higher prices … and perhaps gain...
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01 May 2023 Michael Robinet
There are still numerous suppliers of parts related to internal-combustion engines that are steadfast in their belief that the looming (and eventual)...
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26 April 2023 Jeremy Carlson
Self-driving cars won’t happen without smarter ADAS
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26 April 2023 Richard Dixon
Be ready for the coming shift in automotive computing power
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26 April 2023 Manuel Tagliavini
Keeping hackers out of your car is big business
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25 April 2023 Chris Hopson
New light vehicle sales in April are expected to maintain the pace of the preceding months; uncertainty remains for remainder of year.
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11 April 2023 Stephanie Brinley
While the auto show business model remains in flux, the recent New York International Auto Show featured several all-new production and concept...
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05 April 2023 Tom Libby
Nearly three-quarters of households with a sport-utility vehicle acquired another utility when they returned to market, according to S&P Global...
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23 March 2023
With volume for the month projected at 1.27 million units, S&P Global Mobility analysts expect March 2023 to be up more than 11% from the month-prior...
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22 March 2023 Mark Rechtin
With more than 8,000 delegates and 1,000 speakers, the CERAWeek by S&P Global conference displayed the ever-closer...
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13 March 2023 Mark Rechtin
Scaling the grid to serve millions of EVs will present massive (and mundane) infrastructure challenges
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10 March 2023
While waiting for a nationwide infrastructure to be established, fuel-cell big-rigs seek a foothold in regional trucking
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09 March 2023 Mark Rechtin
CERAweek: Range anxiety has been replaced by charging time and user experience concerns
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09 March 2023
‘Drop-in’ bio-fuels can help decarbonization efforts until new options arrive
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08 March 2023
Under demand pressures, mining companies must balance social issues and lengthy extraction horizons
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08 March 2023 Richard Dixon
Can Carmakers Assail Tesla's Lead in E/E Architecture?
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07 March 2023 Mark Rechtin
How to solve for EV sales triggering lower gas-tax revenues
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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...
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03 March 2023 Henner Lehne
Europe Sales and Production Commentary- February 2023
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27 February 2023
S&P Global Mobility announced the winners of its 27th annual Automotive Loyalty Awards, recognizing General Motors...
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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...
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21 February 2023
Vehicle inventories are returning to dealer lots, purchasing methods are increasing, and car-shoppers are expecting more of the transaction process...
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21 February 2023
EV-focused startups stand poised to shake up the transportation industry. New brands like Polestar and Lucid are challenging industry stalwarts...
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21 February 2023
For mainstream automotive brands to show continued growth in challenging economic times, they must find traction across all demographics. The...
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16 February 2023
Addition of Market Scan’s data and payment calculations strengthens S&P Global Mobility’s Sales Optimization tools, positioning S&P...
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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....
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10 February 2023
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
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10 February 2023 Richard Dixon
Can Carmakers Assail Tesla's Lead in E/E Architecture?
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02 February 2023
Recovering inventories are increasing dealer stock, while interest rate hikes and economic headwinds will dampen demand – forcing OEMs and dealers...
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30 January 2023 Tatiana Hristova
Middle East and Africa Sales and Production Commentary - January 2023
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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...
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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...
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23 January 2023
‘One-and-done’ customers present loyalty challenge to automakers and their dealers
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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...
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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...
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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...
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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...
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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...
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09 January 2023 Stephanie Brinley
Even with home charging, infrastructure will need to quadruple by 2025
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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...
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06 January 2023 Lin Huaibin Gao Tao
Greater China Sales & Production Commentary - December 2022
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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...
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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...
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21 December 2022 Joe LaFeir
This partnership will provide a common market structure and forecast intelligence for business planning, sales steering and performance management...
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20 December 2022 Tawhid Khan Matteo Fini Jeremie Bouchaud Graham Evans Brian Rhodes
Looking forward to 2023
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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.
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15 December 2022
Supply chain chaos means certain brands' 2022 model year vehicles are still available
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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...
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06 December 2022 Puneet Gupta Gaurav Vangaal
India/Pakistan Sales and Production Commentary-Nov 2022
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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.
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29 November 2022
Toyota and Honda ICE owners defecting for others’ EVs
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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...
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28 November 2022 Yanina Mills
Consumers were typically willing to pay the lowest price tiers in each scenario.
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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...
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07 November 2022 Vince Palomarez
As national charging infrastructure is created, coastal America still dominates EV registrations
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04 November 2022 Bjoern Huetter
Recovery sustains in October, yet YTD continues to be negative.
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03 November 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
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03 November 2022
Price hikes for Electrified Vehicles Outpace Combustion Counterparts.
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02 November 2022 Bjoern Huetter
Top 10 markets by electrified vehicle sales volume and electrified vehicle penetration.
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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.
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01 November 2022
Polk Audiences and the need for a new EV Taxonomy
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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...
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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...
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31 October 2022 Miki Sasaki
This week's chart focuses on MHCV (Medium and Heavy Commercial Vehicles) powertrain (propulsion system) long term forecast.
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31 October 2022 Graham Evans
Geopolitical upheaval and supply chain transformation challenge aspirational volume targets
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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...
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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...
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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...
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24 October 2022
Success will be short-lived, however, due to economic headwinds
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18 October 2022
October Forecast: As supply chain challenges ease, demand headwinds could impact global light vehicle production
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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...
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17 October 2022 Denis Schemoul
As production reaches pre-crisis volumes, vehicle availability slowly improves.
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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...
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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...
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11 October 2022
The auto industry faces significant risk exposure from the looming European energy crunch
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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....
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07 October 2022 Tom Libby
Automotive brand loyalty rate dips below 50% for third straight month
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03 October 2022 Toru Hatano
Source shows “Light Vehicle Powertrain Transmission Forecast Oct, 2022”. this chart is derived from the latest AutoForecast data.
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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...
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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...
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21 September 2022 Menzi Nkonyane
Load-shedding disrupts recovery in South Africa truck and bus assembly
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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...
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19 September 2022 Mark Fulthorpe
Major supply chain disruption is behind us but production developments are far from uniform as new headwinds emerge
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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...
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14 September 2022
Electrified powertrain volume reached highest volume ever
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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...
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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...
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05 September 2022 Xi Wang
Life cycle assessment methodology is applied using mostly 2021H1 forecast datasets.
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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...
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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...
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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...
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24 August 2022 Chris Hopson
US Light Vehicle Sales to total 1.25 million units for August, according to S&P Global Mobility Forecasts
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23 August 2022 Oracha Sakunbunma Mayuree Chaiyuthanaporn Jessada Thongpak
ASEAN Sales and Production Commentary- August 2022
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16 August 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
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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...
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15 August 2022
The following reflects the S&P Global Mobility August 2022 Light Vehicle Production Forecast update.
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15 August 2022 Monika Punshi
Impact of raw material prices surge on battery pack costs, for EU market
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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...
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12 August 2022
Electric vehicle penetration of new retail registrations reached 5% in the five months from January to May 2022.
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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...
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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...
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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...
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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...
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28 July 2022 Lin Huaibin Gao Tao
Greater China Sales & Production Commentary - July 2022
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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...
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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...
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19 July 2022 Joe Kyriakoza
S&P Global Mobility has launched its Certified Polk Data Partner program, recognizing preferred marketing partners that successfully leverage...
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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...
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15 July 2022
The following reflects the S&P Global Mobility July 2022 Light Vehicle Production Forecast update
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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...
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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...
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05 July 2022 Yoshiaki Kawano
Japan & Korea Sales and Production Commentary- June 2022
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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...
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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...
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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...
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27 June 2022
Utility owners are increasingly migrating within the body style
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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...
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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...
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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...
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25 May 2022 Claudio Vittori
The automotive electrification outlook is a component of many intertwined factors from vehicle technologies and infrastructure availability to...
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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...
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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....
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20 May 2022
Addition of tens of millions of EVs every year will require several thousand GWh of batteries
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18 May 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility
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16 May 2022 Mike Wall
May 2022 sees ongoing supply chain issues and lingering COVID-19 impacts varying from region to region
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09 May 2022
Utility share reaches new high, despite increasing gas prices
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09 May 2022 Tom Libby
A review of registration and migration patterns in the mainstream US new vehicle industry.
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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...
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20 April 2022 Mark Fulthorpe
The following analysis from S&P Global Mobility highlights the latest global light vehicle production forecast settings and sales...
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08 April 2022
How autonomous trucks will transform landscape of logistics industry
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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...
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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...
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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...
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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...
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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...
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08 March 2022
Inventory shortages are having a profound impact on the industry
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03 March 2022 Graham Evans Demian Flowers
What motor sourcing says about a carmaker’s electrification ethos
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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...
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23 February 2022 Xi Wang Xavier Demeulenaere Michael Reale
Selling credits is a lucrative revenue stream for EV makers
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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...
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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...
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04 February 2022
A curated collection of Canadian EV information, analysis, and insights from S&P Global
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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...
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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...
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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...
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20 January 2022 Nigel Griffiths
The Risk in Outline: Will Omicron cut chip supply from the Philippines?
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18 January 2022 Mark Hazel Kristen Balasia
Automotive Monthly Newsletter and Podcast
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18 January 2022 Kristen Balasia Colin Bird-Martinez
Automotive monthly newsletter and podcast
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16 December 2021 Mark Fulthorpe Colin Couchman
Automotive Monthly Newsletter and Podcast
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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...
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14 December 2021
Asians spend more on cars
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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...
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16 November 2021 Mark Hazel James Martin Gregory Genette
Automotive Monthly Newsletter and Podcast
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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
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02 November 2021 Tom Libby
Impact of Inventory Shortages on US New Vehicle Industry Market Dynamics
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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...
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02 November 2021
A curated collection of Canadian EV information, analysis, and insights from S&P Global
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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...
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27 October 2021
S&P Global to Share Aftermarket Trends and Insight at AAPEX, SEMA 2021
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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.
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26 October 2021 Tawhid Khan
Automotive Monthly Newsletter and Podcast
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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...
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14 October 2021 Tom Libby
S&P Global monthly payment data explain EV challenges and hybrid popularity
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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...
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07 October 2021
After seemingly defying the challenges facing truck manufacturers globally, Brazil’s plants hit with downtime starting from September 2021
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06 October 2021 Tom Libby
Luxury SUV growth out-paces mainstream
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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...
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30 September 2021
CPO Returns to Pre-Pandemic Levels
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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....
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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
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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...
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14 September 2021 Mike Wall Kristen Balasia Bjoern Huetter
Automotive Monthly Newsletter and Podcast
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08 September 2021 Tom Libby
Substantial Internal Cannibalization for Incremental Models
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03 September 2021 Tim Urquhart
IAA Mobility 2021: Germany’s new auto show to focus on electric autonomous vehicles and mobility
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01 September 2021
As the industry moves towards electrification, one strategy that is being employed rather successfully is using hybrid technology as a bridge...
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30 August 2021
What does the arrival of 5G mean for vehicles? Watch our expert Anna Buettner describe in this video.
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27 August 2021
Brand Loyalty among US Auto Consumers Drops to Six-Year Low, according to S&P Global
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23 August 2021 Kristen Balasia Amber Daniel
64% of US car shoppers cite convenience as the primary reason for purchasing the vehicle online
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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....
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09 August 2021
A curated collection of Canadian EV information, analysis, and insights from S&P Global
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03 August 2021 Andrej Divis
Impressive topline US market performance in second quarter masks slowing commercial momentum
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28 July 2021
Many questions remain in the shift to electrification - we address them.
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27 July 2021 Xavier Demeulenaere Rashmi Dhar Monika Punshi
Battery cost trends in the European Union and mainland China
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21 July 2021 Xi Wang Vijay Subramanian
Automotive electrification and decarbonization: Shifting toward net-zero
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21 July 2021 Vijay Subramanian
Globally, a growing number of countries have pledged to achieve net-zero greenhouse gas emissions (GHGs).
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19 July 2021 Tom Libby
Tesla Encounters Formidable Competition
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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%...
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14 July 2021 Vijay Subramanian Tim Urquhart Ian Fletcher
S&P Global Offers Updated Analysis on the EU Green Deal
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13 July 2021 Tim Urquhart Ian Fletcher
S&P Global releases powertrain market analysis for revised EU fleet emissions scenarios
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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...
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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...
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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...
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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.
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14 June 2021
Average age of cars and light trucks in the US rises to 12.1 years, accelerated by COVID-19
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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...
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04 June 2021 Michael Robinet
The level of BEV-focused investment by OEMs, suppliers and policymakers points to electric being the future
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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...
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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...
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19 May 2021 Stephanie Brinley
An Automotive Minute with Stephanie Brinley: Electric Trucks
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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.
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18 May 2021 Tom Libby
US monthly new vehicle registrations reach 10-year high in March; EV market share surpasses 3% for first time
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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...
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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...
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13 May 2021
An Automotive Minute with Mark Boyadjis: David vs Goliath | EVs vs ICEs
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11 May 2021
A curated collection of Canadian EV information, analysis, and insights from S&P Global
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07 May 2021 Michael Robinet
An Automotive Minute with Michael Robinet - Suppliers Strategy in the BEV Age
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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
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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...
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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...
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20 April 2021
Automotive monthly newsletter and podcast
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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....
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07 April 2021
Tech Giants and the Auto Industry
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31 March 2021 Tom De Vleesschauwer
The road to carbon neutrality: An electrifying future?
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26 March 2021
Software - An Automotive Disruptor
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25 March 2021
Plant closures in Brazil likely to cause only short-term impact on South American production
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23 March 2021 Colin Giles
Key suppliers monitoring inventories of propylene derivatives as raw material production resumes, although not at pre-storm levels
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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...
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19 March 2021 Stephanie Brinley
Stephanie Brinley discusses a shift towards mid-sized vehicles
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19 March 2021 Cassie Liu
Mainland Chinese medium & heavy commercial-vehicle market to fall in 2021
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15 March 2021 Tom De Vleesschauwer Tim Armstrong Kristen Balasia
Automotive monthly newsletter and podcast
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11 March 2021 Tom Libby
An Automotive Minute - Vehicle Loyalty with Tom Libby
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10 March 2021 Tom Libby
Tesla ranks #1 in the US luxury market
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10 March 2021
Thriving in an electric future: Assessing the challenge of accelerating EV proliferation on states and utilities
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