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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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    1. American Honda sees a share rebound

      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...

      • Light Vehicles
    2. COP28: Banks facing climate-change pressure for financing auto industry emissions

      30 November 2023

      Banks and financial institutions are increasingly committed to reducing the emissions they finance – with the auto industry among the world’s...

      • Mobility
      • Greenhouse Gas (GHG) Emissions Management
    3. Fuel for Thought: The vehicle affordability crunch

      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...

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    4. EVs won’t be enough for automakers to hit Paris climate targets. What can OEMs do?

      28 November 2023 Vijay Subramanian

      EVs won’t be enough for automakers to hit Paris climate targets. What can OEMs do?

      • Environmental, Social and Governance (ESG)
      • Environmental Compliance
      • Climate Change
    5. November US auto sales stay the course; projection of 1.23 million units

      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...

      • Vehicle Sales/Registrations
      • Light Vehicles
    6. November inventory trends: Leftover ‘23s, an EV plateau, and hybrid hype

      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. ...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    7. Automotive Insights – Q3 2023 Canadian EV Information and Analysis

      16 November 2023

      Canadian Automotive Insights A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

      • Electric Vehicles (EVs/Batteries/EV Charging)
    8. Affordability tops charging and range concerns in slowing EV demand

      08 November 2023

      Although battery-electric vehicles are getting closer to price parity with their internal combustion siblings, the affordability factor is the...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    9. Gigacasting: The hottest trend in car manufacturing

      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...

    10. Tesla is most popular EV brand for US fleet companies

      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...

    11. Fuel for Thought: Waiting for Autonomy

      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...

      • Vehicle Autonomy
      • Light Vehicles
      • Automotive Supply Chain
    12. October US auto sales reflect uneasiness and volatility; projection of 1.2 million units

      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...

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    13. October inventory trends: strike vehicles, small SUVs, and electric vehicles

      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...

      • Vehicle Types/Segments
      • Vehicle Components
      • Light Vehicles
      • Automotive Supply Chain
      • Automotive Retail Trends/Transformation
    14. Don’t count out hybrids just yet

      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...

      • Mobility
      • Hybrid IT Integration
      • Automotive Retail Trends/Transformation
    15. US consumers going big as full-size SUVs gain share

      17 October 2023

      When vehicle inventories skidded during the pandemic and semiconductor crisis, automakers switched focus to concentrating on high-profit segments....

      • Automotive Supply Chain
      • Automotive Consumer Marketing/Audiences
    16. Will India’s MHCV production surpass its 2018 peak by 2025?

      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...

      • Automotive Supply Chain
      • Automotive Retail Trends/Transformation
    17. 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...

      • Mobility
    18. Does the auto industry have an EV loyalty problem?

      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...

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    19. Automotive loyalty rates stall despite volume increases

      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...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    20. 3-cylinder engine installations rising in US, though 4-cylinders still rule

      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...

      • Automotive Market Statistics
    21. UAW strikes Ford, GM vehicle assembly plants

      29 September 2023 Stephanie Brinley Michael Robinet Joe Langley

      UAW strikes Ford, GM vehicle assembly plants

      • Market Disruption
    22. Have lenders and consumers taken on too much risk in the used vehicle portfolio?

      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...

      • Mobility
    23. Fuel for Thought: Too many toys on the shelf

      27 September 2023

      With internal-combustion and battery-electric vehicles vying for showroom space and advertising dollars, peak model complexity will transform...

      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Consumer Marketing/Audiences
    24. September US auto sales reflect pressures of current market conditions, projection of 1.3 million units

      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...

      • Automotive Supply Chain
    25. Autonomous Vehicle Reality Check: Widespread Adoption Remains at Least a Decade Away

      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...

      • Vehicle Autonomy
      • Mobility
    26. September auto inventory trends

      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...

      • Vehicle Sales Forecasts
      • Automotive Supply Chain
    27. UAW strikes GM, Stellantis US parts distribution centers

      22 September 2023 Stephanie Brinley Michael Robinet Joe Langley

      UAW strikes GM, Stellantis US parts distribution centers

      • Market Disruption
    28. Over 95 million electrified vehicles in operation expected to be out of warranty by 2033

      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...

      • Vehicles In Operation (VIO/PARC)
      • Automotive Supply Chain
      • Automotive Aftermarket
    29. S&P Global Mobility Analysis: UAW Strike

      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...

      • Market Disruption
    30. What do Tesla owners buy when they return to market?

      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...

      • Vehicle Loyalty
    31. US commercial vehicle fleet registrations roaring back from pandemic lows

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    32. Genesis crucial in boosting Hyundai Motor loyalty

      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...

    33. The challenge of greening mainland China's garbage-truck fleet

      04 September 2023

      In February 2022, eight departments of the Chinese central government jointly launched a pilot city program for the comprehensive electrification...

    34. Fuel for Thought: Warning signs on the path to mass EV adoption

      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...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    35. August US auto sales trends remain familiar

      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...

      • Vehicle Sales/Registrations
      • Mobility
    36. ASEAN Sales & Production Commentary- August 2023

      22 August 2023 Oracha Sakunbunma Mayuree Chaiyuthanaporn Jessada Thongpak

      ASEAN Sales and Production Commentary- August 2023

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    37. Automotive Insights – Q2 2023 Canadian EV Information and Analysis

      16 August 2023

      A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    38. In-car gaming: key players, developments, and outlook

      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...

      • Automotive Software
      • Automotive Retail Trends/Transformation
      • Automotive Connectivity (Connected Car)
    39. INDIA: Massive growth potential constricted by snarled infrastructure and differing regional solutions

      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...

      • Mobility
    40. As America becomes a nation of old cars, mechanics and the aftermarket may see boom times

      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...

      • Mobility
      • Automotive Aftermarket
    41. Mainland Chinese consumers crossing the chasm to mainstream EV adoption

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    42. Fuel for Thought: The commercial vehicle fleet accelerates toward ZEV adoption

      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...

      • Environmental Regulations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    43. July US auto inventory trends you should know

      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...

      • Mobility
    44. US auto sales progress again in July

      24 July 2023

      New light vehicle sales in July are expected to sustain recent momentum.

      • Vehicle Sales/Registrations
      • Mobility
    45. Consumer loyalty to finance companies fell sharply during pandemic

      20 July 2023

      Captives, banks, and many credit unions saw declines in return-to-market loyalty, and many have yet to recover.

      • Vehicle Loyalty
      • Mobility
    46. Mainland China commercial truck production starts 2023 with a powerful rebound

      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...

    47. What connected–car services are consumers willing to pay for?

      19 July 2023

      Car-shoppers are largely satisfied with subscription-based infotainment services, but value and exposure matter most. Data security and privacy...

      • Vehicle Components
      • Mobility
      • In-Vehicle Infotainment (IVI)
    48. And the vehicle with the most loyal repeat buyers so far in 2023 is…

      13 July 2023

      The redesigned Range Rover proves the adage that new product can invigorate the buyer base.

      • Mobility
    49. The semiconductor shortage is – mostly – over for the auto industry

      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...

      • Mobility
      • Automotive Supply Chain
    50. Commercial Vehicle forecast: MDHD truck market coasts through ’24, then accelerates as new emissions standards loom

      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.

      • Vehicle Production Forecasts
      • Mobility
      • Automotive Supply Chain
      • Automotive Market Statistics
    51. Why Leasing Matters - June 2023

      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.

      • Mobility
      • Automotive Market Statistics
    52. China exported more than 3 million vehicles in ‘22 … and is soaring even higher this year

      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...

      • Vehicle Sales/Registrations
      • Mobility
      • Automotive Supply Chain
    53. US auto sales to advance again in June

      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...

      • Vehicle Sales/Registrations
      • Mobility
    54. Fuel for Thought: The Transformation of Auto Retail – Bricks, Clicks, and People

      27 June 2023 Tanja Linken

      OEMs and dealers need to change rapidly if they want to survive in the digital age.

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Retail Trends/Transformation
    55. How EV platforms and technology could transform auto interior design

      22 June 2023

      Batteries are heavy, and some premium equipment that consumers want may run counter to lightweighting measures. Suppliers could be caught in...

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    56. June auto inventory trends you should know

      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...

      • Mobility
    57. Auto-finance delinquencies rise past Great Recession peak, but…

      20 June 2023

      The surge is concentrated primarily in subprime, with remaining categories remaining near historic norms. Tightening credit means recent-vintage...

      • Mobility
      • Automotive Consumer Financing
    58. Electrification technology in reshaped supply chains for ubiquitous EVs

      20 June 2023 Graham Evans

      With the rapid rates of electric vehicle adoption continuing in major markets globally, legislative agendas supporting aggressive transitions...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    59. With mobile phone semiconductor demand cooling, automotive chips are red-hot

      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...

      • Automotive Supply Chain
    60. First-ever major US metro area hits 50% electrified vehicle registrations in March

      13 June 2023 Tom Libby

      San Francisco BEV and hybrid sales combine to outsell pure-gasoline vehicles

      • Electric Vehicles (EVs/Batteries/EV Charging)
    61. Consumers desire automated safety over self-driving tech

      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...

      • Mobility
    62. Can Brazil’s commercial truck fleet turn electric?

      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...

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    63. South Africa’s truck assembler position will be challenged over the decade

      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...

      • Mobility
      • Commercial Vehicles
      • Automotive Supply Chain
    64. Fuel for Thought: Auto Safety Systems - Calibration challenges and opportunities

      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...

      • Vehicles In Operation (VIO/PARC)
      • Light Vehicles
      • Automotive Aftermarket
    65. Growing inventories and falling prices, but US auto sales growth still progressing slowly

      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

      • Vehicle Sales/Registrations
      • Mobility
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    66. Ford and Chevrolet brand loyalty depends on pickups

      22 May 2023

      Without F-Series and Silverado, big Detroit brands see customer-return percentages drop

      • Vehicle Loyalty
      • Mobility
      • Commercial Vehicles
    67. Autos and Sustainability: From Compliance to Leadership

      22 May 2023

      Autos and Sustainability: From Compliance to Leadership

      • Environmental, Social and Governance (ESG)
    68. Automotive Insights – Canadian EV Information and Analysis Q1 2023

      19 May 2023

      A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

      • Vehicle Powertrain
      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    69. 8 vehicle inventory trends you should know about in May

      19 May 2023

      Where brands are giving consumers more choice, what segments are growing, who is discounting the most?

      • Mobility
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
      • Automotive Market Statistics
    70. Improving real-world driving range is crucial to mainstream EV adoption

      19 May 2023 Richard Kim Matteo Martini

      Improving real-world driving range is crucial to mainstream EV adoption

      • Electric Vehicles (EVs/Batteries/EV Charging)
    71. A revolutionary road

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    72. Charging infrastructure incentives gain momentum in key EV markets

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
    73. Tesla's enviable minority group loyalty continues to climb

      16 May 2023

      Despite an uncertain market and its fluctuating prices, Tesla continues to be the lead choice among minority buyers returning to market

      • Vehicle Loyalty
      • Mobility
      • Automotive Market Statistics
    74. Average Age of Light Vehicles in the US Hits Record High 12.5 years, according to S&P Global Mobility

      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...

      • Vehicle Sales/Registrations
      • Mobility
      • Light Vehicles
    75. How General Motors maintains its loyalty lead amid declining sales

      10 May 2023

      In the midst of the pandemic, global supply chains were pushed well past the breaking point. Inventory and sales declined industrywide.

      • Vehicle Loyalty
      • Mobility
      • Light Vehicles
      • Automotive Supply Chain
    76. Lower-credit buyers pushed out of new vehicles; bad news for younger shoppers

      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...

      • Mobility
      • Automotive Market Statistics
      • Automotive Consumer Financing
    77. Premium audio enters the mass market

      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...

      • Vehicle Components
      • Mobility
      • Automotive Market Statistics
    78. Why VW needs Scout

      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...

      • Mobility
      • Commercial Vehicles
    79. Fuel for Thought: As the industry goes electric, expect a shakeout among internal-combustion suppliers

      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)...

      • Vehicle Production Forecasts
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    80. Self-driving cars won’t happen without smarter ADAS

      26 April 2023 Jeremy Carlson

      Self-driving cars won’t happen without smarter ADAS

      • Automotive Supply Chain
    81. Be ready for the coming shift in automotive computing power

      26 April 2023 Richard Dixon

      Be ready for the coming shift in automotive computing power

      • Automotive Supply Chain
    82. Keeping hackers out of your car is big business

      26 April 2023 Manuel Tagliavini

      Keeping hackers out of your car is big business

      • Electric Vehicles (EVs/Batteries/EV Charging)
    83. Progress of US auto sales remains unsteady

      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.

      • Vehicle Sales/Registrations
      • Mobility
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    84. New York Auto Show 2023: In case you missed it

      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...

      • Vehicle Powertrain
      • Mobility
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Auto Shows
    85. Substantial internal migration within the utility space

      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...

      • Vehicle Loyalty
      • Light Vehicles
    86. US auto sales sustain muted progress in March

      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...

      • Vehicle Sales/Registrations
      • Mobility
      • Light Vehicles
      • Electricity Demand
    87. Fuel for Thought – Navigating a Turbulent World: Energy, Climate, Mobility, and Security

      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...

      • Mobility
      • Hydrogen
      • Energy & Climate Scenarios
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Biofuel Markets
      • Battery Technology
    88. What consumers want, and what the network can deliver

      13 March 2023 Mark Rechtin

      Scaling the grid to serve millions of EVs will present massive (and mundane) infrastructure challenges

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
    89. Hydrogen: In it for the long haul

      10 March 2023

      While waiting for a nationwide infrastructure to be established, fuel-cell big-rigs seek a foothold in regional trucking

      • Hydrogen
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    90. The evolution of the EV consumer

      09 March 2023 Mark Rechtin

      CERAweek: Range anxiety has been replaced by charging time and user experience concerns

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Consumer Insights/Surveys
    91. Pick a winner: Electrons or molecules

      09 March 2023

      ‘Drop-in’ bio-fuels can help decarbonization efforts until new options arrive

      • Biofuel Markets
    92. The challenge of sourcing EV battery minerals in an ESG world

      08 March 2023

      Under demand pressures, mining companies must balance social issues and lengthy extraction horizons

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Battery Energy Storage
      • Automotive Supply Chain
    93. Swings and roundabouts - who benefits from new EE architecture?

      08 March 2023 Richard Dixon

      Can Carmakers Assail Tesla's Lead in E/E Architecture?

      • Automotive Supply Chain
    94. A road tax for America?

      07 March 2023 Mark Rechtin

      How to solve for EV sales triggering lower gas-tax revenues

      • Electric Vehicles (EVs/Batteries/EV Charging)
    95. Supply shortages and new EV registrations - 2022 was a big year for US commercial vehicles

      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...

      • Vehicles In Operation (VIO/PARC)
      • Fleet Forecast and Analysis
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    96. Europe Sales and Production Commentary- February 2023

      03 March 2023 Henner Lehne

      Europe Sales and Production Commentary- February 2023

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    97. S&P Global Mobility Recognizes General Motors as Top Manufacturer; Tesla as Top Make in its 27th Annual Automotive Loyalty Awards

      27 February 2023

      S&P Global Mobility announced the winners of its 27th annual Automotive Loyalty Awards, recognizing General Motors...

    98. February 2023 US auto sales holding the line

      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...

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
      • Mobility
    99. Fuel for Thought: The old way of selling cars won’t work anymore

      21 February 2023

      Vehicle inventories are returning to dealer lots, purchasing methods are increasing, and car-shoppers are expecting more of the transaction process...

      • Vehicle Sales/Registrations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Retail Trends/Transformation
    100. Electric vehicles have a gender issue with women

      21 February 2023

      EV-focused startups stand poised to shake up the transportation industry. New brands like Polestar and Lucid are challenging industry stalwarts...

      • Vehicle Sales/Registrations
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    101. Which car brands connect with women?

      21 February 2023

      For mainstream automotive brands to show continued growth in challenging economic times, they must find traction across all demographics. The...

      • Vehicle Sales/Registrations
      • Light Vehicles
    102. S&P Global Mobility Enhances Data and Product Offerings with Acquisition of Market Scan

      16 February 2023

      Addition of Market Scan’s data and payment calculations strengthens S&P Global Mobility’s Sales Optimization tools, positioning S&P...

    103. The sedan debate

      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....

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    104. Automotive Insights – Canadian EV Information and Analysis Q4 2022

      10 February 2023

      A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

      • Electric Vehicles (EVs/Batteries/EV Charging)
    105. Can Carmakers Assail Tesla's Lead in E/E Architecture?

      10 February 2023 Richard Dixon

      Can Carmakers Assail Tesla's Lead in E/E Architecture?

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Software
    106. US Automotive Market Share Wars Will Resume in 2023

      02 February 2023

      Recovering inventories are increasing dealer stock, while interest rate hikes and economic headwinds will dampen demand – forcing OEMs and dealers...

      • Vehicle Sales/Registrations
      • Automotive Market Statistics
    107. Middle East & Africa Sales and Production Commentary- January 2023

      30 January 2023 Tatiana Hristova

      Middle East and Africa Sales and Production Commentary - January 2023

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    108. January 2023 US auto sales highlight mixed messaging

      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...

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    109. Tesla share of EV market declines; Domestics, Koreans and Europeans gain

      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...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
    110. The trouble with Nomads

      23 January 2023

      ‘One-and-done’ customers present loyalty challenge to automakers and their dealers

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    111. Americans appear ready for the European car-ordering model

      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...

      • Automotive Retail Trends/Transformation
    112. Pickup owners moving to SUVs (like everyone else)

      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...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    113. Yet Another Tesla Advantage

      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...

      • Vehicle Loyalty
      • Automotive Market Statistics
    114. Fuel for Thought: Automotive supply chain and technology themes for 2023

      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...

      • Vehicle Components
      • Vehicle Autonomy
      • Battery Technology
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    115. EV start-ups’ share of global BEV market will halve by 2034

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Retail Trends/Transformation
    116. EV Chargers: How many do we need?

      09 January 2023 Stephanie Brinley

      Even with home charging, infrastructure will need to quadruple by 2025

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
    117. Brand loyalty finally improves month-over-month; but will it continue?

      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...

      • Vehicle Loyalty
    118. Greater China Sales and Production Commentary- December 2022

      06 January 2023 Lin Huaibin Gao Tao

      Greater China Sales & Production Commentary - December 2022

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    119. The inevitable transformation of the bus industry in South America

      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...

      • Vehicle Production Forecasts
      • Fleet Forecast and Analysis
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    120. December auto sales wrap up year on a familiar note

      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...

      • Vehicle Sales/Registrations
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    121. S&P Global Mobility expands supplier solutions with investment in IT Manufactory

      21 December 2022 Joe LaFeir

      This partnership will provide a common market structure and forecast intelligence for business planning, sales steering and performance management...

      • Automotive Software
      • Automotive Market Statistics
      • Automotive Aftermarket
    122. AutoTechInsight's Talking Heads Series: Key themes for 2023

      20 December 2022 Tawhid Khan Matteo Fini Jeremie Bouchaud Graham Evans Brian Rhodes

      Looking forward to 2023

      • Vehicle Components
      • Battery Technology
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    123. Fuel for Thought: S&P Global Mobility forecasts 83.6M units in 2023 as light vehicle market cautiously recovers

      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.

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    124. Plenty of '22 models still on the shelf

      15 December 2022

      Supply chain chaos means certain brands' 2022 model year vehicles are still available

      • Vehicle Sales/Registrations
    125. Toyota Excels in US Retail New Vehicle Industry

      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...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    126. India/Pakistan Sales and Production Commentary-Nov 2022

      06 December 2022 Puneet Gupta Gaurav Vangaal

      India/Pakistan Sales and Production Commentary-Nov 2022

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    127. Ethnic Share in US Light Vehicle Market Reaches a Record 33%

      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.

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
      • Light Vehicles
    128. New EV entries nibbling away at Tesla EV share

      29 November 2022

      Toyota and Honda ICE owners defecting for others’ EVs

      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
    129. Fuel for Thought: Top 5 Global Automotive Aftermarket Trends

      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...

      • Automotive Aftermarket
    130. How much are consumers willing to pay for EV charging?

      28 November 2022 Yanina Mills

      Consumers were typically willing to pay the lowest price tiers in each scenario.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    131. S&P Global Mobility: November auto sales continue previous three-month trend

      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...

      • Vehicle Sales/Registrations
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    132. When will the heartland embrace electric vehicles?

      07 November 2022 Vince Palomarez

      As national charging infrastructure is created, coastal America still dominates EV registrations

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Electric Vehicles (EVs/Batteries/EV Charging)
    133. Countdown to 2023: Sustained Passenger Vehicle Sales in October.

      04 November 2022 Bjoern Huetter

      Recovery sustains in October, yet YTD continues to be negative.

      • Light Vehicles
      • Automotive Market Statistics
    134. Automotive Insights – Canadian EV Information and Analysis Q3 2022

      03 November 2022

      A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

      • Electric Vehicles (EVs/Batteries/EV Charging)
    135. Countdown to 2023: Price hikes for electrified vehicles outpace combustion counterparts

      03 November 2022

      Price hikes for Electrified Vehicles Outpace Combustion Counterparts.

      • Vehicle Sales/Registrations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Market Statistics
      • Automotive Aftermarket
    136. Countdown to 2023: China and Norway Lead the World. But in Different Ways.

      02 November 2022 Bjoern Huetter

      Top 10 markets by electrified vehicle sales volume and electrified vehicle penetration.

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Market Statistics
    137. Countdown to 2023: India Overtook Japan to become Third Largest Car Market in Q2 & Q3.

      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.

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Automotive Market Statistics
      • Automotive Aftermarket
    138. Polk Audiences and the need for a new EV Taxonomy

      01 November 2022

      Polk Audiences and the need for a new EV Taxonomy

      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Consumer Marketing/Audiences
    139. Mainland China’s Bus Production in the Shadow of COVID-19

      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...

      • Vehicle Production Forecasts
    140. One and Done - October 2022

      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...

      • Vehicle Loyalty
      • Automotive Market Statistics
    141. MHCV (Medium and Heavy Commercial Vehicles) powertrain (propulsion system) long term forecast.

      31 October 2022 Miki Sasaki

      This week's chart focuses on MHCV (Medium and Heavy Commercial Vehicles) powertrain (propulsion system) long term forecast.

    142. A reckoning for EV battery raw materials

      31 October 2022 Graham Evans

      Geopolitical upheaval and supply chain transformation challenge aspirational volume targets

      • Market Disruption
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Energy Storage
      • Automotive Supply Chain
    143. RAV4 Challenges F Series for Retail Sales Leadership

      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...

      • Vehicle Types/Segments
      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    144. S&P Global to Share Aftermarket Insights at AAPEX, SEMA

      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...

      • Vehicle Sales Forecasts
      • Light Vehicles
      • Fleet Forecast and Analysis
      • Automotive Supply Chain
      • Automotive Aftermarket
    145. Fuel for Thought: The future of EVs and alternative propulsion in the commercial vehicle market

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    146. S&P Global Mobility predicts strong monthly SAAR for October

      24 October 2022

      Success will be short-lived, however, due to economic headwinds

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
    147. October Forecast: As supply chain challenges ease, demand headwinds could impact global light vehicle production

      18 October 2022

      October Forecast: As supply chain challenges ease, demand headwinds could impact global light vehicle production

      • Vehicle Production Forecasts
      • Market Disruption
      • Light Vehicles
    148. Vehicle Retailing – Old Dog, New Tricks

      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...

      • Vehicle Sales/Registrations
      • Automotive Retail Trends/Transformation
    149. As production reaches pre-crisis volumes, vehicle availability slowly improves.

      17 October 2022 Denis Schemoul

      As production reaches pre-crisis volumes, vehicle availability slowly improves.

    150. Rising input costs squeezing out entry BEVs

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    151. Hyundai Motor Rises to #3 in US Market

      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...

      • Vehicle Loyalty
    152. Winter is Coming: The auto industry faces significant risk exposure from the looming European energy crunch

      11 October 2022

      The auto industry faces significant risk exposure from the looming European energy crunch

      • Vehicle Production Forecasts
      • Market Disruption
      • Energy Volatility
      • Energy Geopolitics
      • Economic Risk
    153. Rapid evolution expected in the Chinese EV charging landscape

      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....

    154. Automotive brand loyalty rate dips below 50% for third straight month

      07 October 2022 Tom Libby

      Automotive brand loyalty rate dips below 50% for third straight month

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
      • Automotive Retail Trends/Transformation
    155. Transition from traditional transmission to e-axle

      03 October 2022 Toru Hatano

      Source shows “Light Vehicle Powertrain Transmission Forecast Oct, 2022”. this chart is derived from the latest AutoForecast data.

    156. Fuel For Thought: Detroit Auto Show 2022 - An industry in transition

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Auto Shows
    157. Supply Constraints, Lack of Inventory Cap US Light Vehicle Sales in September

      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...

      • Vehicle Sales Forecasts
      • Light Vehicles
    158. Load-shedding disrupts recovery in South Africa truck and bus assembly

      21 September 2022 Menzi Nkonyane

      Load-shedding disrupts recovery in South Africa truck and bus assembly

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
      • Commercial Vehicles
    159. September 2022 Light Vehicle Production Forecast update

      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...

      • Vehicle Production Forecasts
      • Light Vehicles
    160. Major supply chain disruption is behind us but production developments are far from uniform as new headwinds emerge

      19 September 2022 Mark Fulthorpe

      Major supply chain disruption is behind us but production developments are far from uniform as new headwinds emerge

    161. Automotive Inventory

      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...

      • Vehicle Sales/Registrations
      • Automotive Consumer Financing
    162. Plugging in to the Electrified Future - September 2022

      14 September 2022

      Electrified powertrain volume reached highest volume ever

      • Vehicle Types/Segments
      • Vehicle Loyalty
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Market Statistics
    163. Fluid production in relation with the increased electrification.

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Base Oils and Lubricants
    164. Tesla loyalty and market share soar, but dominance of EV segment could wane

      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...

      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
    165. Automotive Decarbonization : An Integrated Lifecycle Perspective

      05 September 2022 Xi Wang

      Life cycle assessment methodology is applied using mostly 2021H1 forecast datasets.

      • Energy Transition
      • Carbon Capture, Utilization and Storage
      • Automotive Supply Chain
    166. Fed Rate Hikes Cascade to Auto Industry

      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...

      • Interest Rates
      • Automotive Retail Trends/Transformation
      • Automotive Consumer Financing
    167. Fuel for Thought - Automotive Marketing Signals: How inventory and loyalty impact investment

      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...

      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Retail Trends/Transformation
      • Automotive Consumer Marketing/Audiences
    168. Brand Loyalty Declines to Eight-Year Low

      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...

      • Vehicle Loyalty
    169. US Monthly Light Vehicle Sales Preview - August 2022

      24 August 2022 Chris Hopson

      US Light Vehicle Sales to total 1.25 million units for August, according to S&P Global Mobility Forecasts

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    170. ASEAN Sales & Production Commentary- August 2022

      23 August 2022 Oracha Sakunbunma Mayuree Chaiyuthanaporn Jessada Thongpak

      ASEAN Sales and Production Commentary- August 2022

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    171. Automotive Insights – Canadian EV Information and Analysis Q2 2022

      16 August 2022

      A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

      • Electric Vehicles (EVs/Batteries/EV Charging)
    172. Implications of Inflation Reduction Act on the North American Battery Supply Chain

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Supply Chain
    173. August 2022 Light Vehicle Production Forecast update

      15 August 2022

      The following reflects the S&P Global Mobility August 2022 Light Vehicle Production Forecast update.

      • Vehicle Production Forecasts
    174. Battery Pack Costs Rise for Battery Electric Vehicles

      15 August 2022 Monika Punshi

      Impact of raw material prices surge on battery pack costs, for EU market

      • Vehicle Powertrain
      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Environmental, Social and Governance (ESG)
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Battery Energy Storage
      • Automotive Supply Chain
    175. S&P Global Mobility Names Mark Rechtin as Executive Editor

      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...

    176. EV Insights - Part I

      12 August 2022

      Electric vehicle penetration of new retail registrations reached 5% in the five months from January to May 2022.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    177. Automotive semiconductor lead times are not yet improving

      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...

    178. May 2022 Tesla brand loyalty more than doubles year-over-year and leads all brands industry-wide

      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...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    179. Fuel for Thought: What can OEMs do to ensure a robust and economical supply of batteries?

      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...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    180. China vehicle production up 30% in June

      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...

      • Light Vehicles
    181. Greater China Sales & Production Commentary- July 2022

      28 July 2022 Lin Huaibin Gao Tao

      Greater China Sales & Production Commentary - July 2022

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    182. Hyundai Motor Group Rises to #3 in US Retail New Vehicle Market

      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...

      • Vehicle Sales/Registrations
      • Light Vehicles
      • Automotive Retail Trends/Transformation
    183. Full size luxury utility segment loyalty plummets to 10-year low as gas prices spike

      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...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
      • Light Vehicles
    184. S&P Global Mobility Launches Certified Polk Data Partner Program; Announces First Agencies Participating

      19 July 2022 Joe Kyriakoza

      S&P Global Mobility has launched its Certified Polk Data Partner program, recognizing preferred marketing partners that successfully leverage...

      • Automotive Retail Trends/Transformation
      • Automotive Consumer Marketing/Audiences
    185. Automotive growth pockets in a constrained world

      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...

      • Light Vehicles
    186. July 2022 Light Vehicle Production Forecast update

      15 July 2022

      The following reflects the S&P Global Mobility July 2022 Light Vehicle Production Forecast update

      • Vehicle Production Forecasts
    187. European truck exports to China decline

      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...

      • Vehicle Production Forecasts
      • Exports
      • Commercial Vehicles
    188. Mainland Chinese Truck Market Remains Bearish with Supply Chain Shocks

      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...

      • Commercial Vehicles
      • Automotive Supply Chain
    189. Japan & Korea Sales and Production Commentary- June 2022

      05 July 2022 Yoshiaki Kawano

      Japan & Korea Sales and Production Commentary- June 2022

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    190. Android Automotive is taking over, but what about Google Automotive Services (GAS)?

      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...

      • Vehicle Components
      • Automotive Software
    191. Fuel For Thought: What do capital markets tell us about the automotive industry?

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Retail Trends/Transformation
      • Automotive Consumer Financing
      • Automotive Connectivity (Connected Car)
      • Automotive Aftermarket
    192. S&P Global Mobility updates light vehicle production forecast for June

      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...

      • Vehicle Production Forecasts
      • Market Disruption
      • Light Vehicles
      • Coronavirus
      • Automotive Supply Chain
    193. The Shift to Utility: Part II – June 2022

      27 June 2022

      Utility owners are increasingly migrating within the body style

      • Vehicle Types/Segments
      • Vehicle Loyalty
      • Automotive Market Statistics
    194. Indian Medium and Heavy Commercial Vehicle Industry: FY2021 in Hindsight

      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...

      • Vehicle Types/Segments
      • Vehicle Sales/Registrations
      • Commercial Vehicles
    195. North America Truck Transmission Market

      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...

      • Vehicle Types/Segments
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
      • Automotive Connectivity (Connected Car)
    196. Bronco vs Wrangler: The battle of the true off-road utility vehicles

      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...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
      • Light Vehicles
    197. Fuel For Thought: The dynamics of EV charging and its impacts on the broader electrification of mobility

      25 May 2022 Claudio Vittori

      The automotive electrification outlook is a component of many intertwined factors from vehicle technologies and infrastructure availability to...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    198. Double digit replacement growth for commercial vehicle parts aftermarket

      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...

      • Commercial Vehicles
      • Automotive Supply Chain
      • Automotive Aftermarket
    199. Average Age of Vehicles in the US Increases to 12.2 years, according to S&P Global Mobility

      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....

      • Vehicles In Operation (VIO/PARC)
      • Vehicle Sales/Registrations
      • Light Vehicles
      • Automotive Market Statistics
    200. Growth of Li-ion battery manufacturing capacity in key EV markets

      20 May 2022

      Addition of tens of millions of EVs every year will require several thousand GWh of batteries

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    201. Automotive Insights – Canadian EV Information and Analysis Q1 2022

      18 May 2022

      A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

      • Electric Vehicles (EVs/Batteries/EV Charging)
    202. May 2022 production forecast sees variations from region to region

      16 May 2022 Mike Wall

      May 2022 sees ongoing supply chain issues and lingering COVID-19 impacts varying from region to region

      • Vehicle Production Forecasts
      • Market Disruption
      • Coronavirus
      • Automotive Supply Chain
    203. The Shift to Utility: Part I – May 2022

      09 May 2022

      Utility share reaches new high, despite increasing gas prices

      • Gasoline and Diesel Markets
      • Automotive Market Statistics
    204. A Tale of Three Industries: A review of registration and migration patterns in the US new vehicle industry

      09 May 2022 Tom Libby

      A review of registration and migration patterns in the mainstream US new vehicle industry.

      • Vehicle Loyalty
      • Vehicle Identification Number (VIN)
      • Light Vehicles
    205. Fuel For Thought - Pace of Change: Energy and mobility, climate and innovation

      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...

      • Mobility
      • Energy Geopolitics
      • Energy Environment Policies and Practice
      • Energy & Climate Scenarios
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Climate Change
      • Clean Technology Innovation
    206. Global Auto Production Forecast Downgraded Further for 2022

      20 April 2022 Mark Fulthorpe

      The following analysis from S&P Global Mobility highlights the latest global light vehicle production forecast settings and sales...

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
      • Market Analysis & Forecasts
      • Light Vehicles
    207. How autonomous trucks will transform landscape of logistics industry

      08 April 2022

      How autonomous trucks will transform landscape of logistics industry

      • Vehicle Autonomy
      • Supply Chain Logistics
      • Commercial Vehicles
    208. China sets green hydrogen production target in national development plan

      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...

    209. Expansionary Policies Provide a Tailwind to Mainland Chinese Truck Market, but Challenges Remain

      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...

      • Environmental Regulations
      • Environmental Compliance
      • Commercial Vehicles
      • Automotive Supply Chain
    210. Fuel For Thought - Can the dealer of today serve the EV customer of tomorrow?

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
      • Automotive Retail Trends/Transformation
    211. Russia-Ukraine war places 2.6 million light vehicles in production at risk according to S&P Global Mobility

      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...

      • Vehicle Components
      • Market Disruption
      • Light Vehicles
      • Automotive Supply Chain
    212. Battery raw material price hikes may pose additional pressure to OEMs' electrification roadmaps

      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...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    213. Industry Inventory Impact – March 2022

      08 March 2022

      Inventory shortages are having a profound impact on the industry

      • Automotive Retail Trends/Transformation
      • Automotive Market Statistics
    214. What motor sourcing says about a carmaker’s electrification ethos

      03 March 2022 Graham Evans Demian Flowers

      What motor sourcing says about a carmaker’s electrification ethos

      • Vehicle Powertrain
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    215. Fuel for Thought: India’s Decarbonization Goals and The EV Conundrum

      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...

      • Vehicle Powertrain
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Decarbonization
    216. Selling credits is a lucrative revenue stream for EV makers

      23 February 2022 Xi Wang Xavier Demeulenaere Michael Reale

      Selling credits is a lucrative revenue stream for EV makers

      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Electric Vehicles (EVs/Batteries/EV Charging)
    217. Tesla Model S vs. Porsche Taycan: The Jury is Still Out

      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...

      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Market Statistics
    218. Right to Equitable and Professional Auto Industry Repair (REPAIR) Act ensures equal access to auto repair data for independent repair shops

      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...

      • Automotive Aftermarket
    219. Automotive Insights - Canadian EV Information and Analysis Q4 2021

      04 February 2022

      A curated collection of Canadian EV information, analysis, and insights from S&P Global

      • Electric Vehicles (EVs/Batteries/EV Charging)
    220. Driver shortage in the South African Trucking Industry

      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...

      • Automotive Supply Chain
    221. Analog chips – poised to become the next big threat to automakers?

      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...

      • Vehicle Components
      • Market Disruption
      • Light Vehicles
      • Automotive Supply Chain
    222. Electrification of medium-and heavy-duty commercial trucks gain momentum with new policy updates, as predicated in IHS Markit’s 2021 Reinventing the Truck study

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
      • Climate Change
    223. Automotive Rapid Response Report: Semiconductor Supply for H1 2022

      20 January 2022 Nigel Griffiths

      The Risk in Outline:  Will Omicron cut chip supply from the Philippines?

      • Automotive Supply Chain
    224. Fuel for Thought: Technology Evolution in the Heavy-Duty Commercial Industry

      18 January 2022 Mark Hazel Kristen Balasia

      Automotive Monthly Newsletter and Podcast

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
      • Automotive Market Statistics
      • Automotive Aftermarket
    225. Fuel for Thought – January 2022 – Consumer Electronics Show Recap (2022)

      18 January 2022 Kristen Balasia Colin Bird-Martinez

      Automotive monthly newsletter and podcast

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Software
      • Automotive Market Statistics
    226. Fuel for Thought: Auto demand levels remain depressed on chip famine alongside race between vaccine & variants; 2022 Light Vehicle demand set to post 82.4 million (+3.7%)

      16 December 2021 Mark Fulthorpe Colin Couchman

      Automotive Monthly Newsletter and Podcast

      • Light Vehicles
      • Coronavirus
      • Automotive Market Statistics
    227. Electrical steel – Another temporary supply chain shortage or a threat to OEMs’ electrification plans?

      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...

      • Steel Markets
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    228. Asians: Thriving Auto Buyers – December 2021

      14 December 2021

      Asians spend more on cars

      • Automotive Market Statistics
    229. Mainland China Truck Market Continues to Deteriorate

      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...

      • Commercial Vehicles
      • Automotive Supply Chain
    230. Fuel for Thought: Can Electrification Deliver for Commercial Vehicles?

      16 November 2021 Mark Hazel James Martin Gregory Genette

      Automotive Monthly Newsletter and Podcast

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
      • Automotive Retail Trends/Transformation
      • Automotive Market Statistics
      • Automotive Aftermarket
    231. US Infrastructure Bill's EV Charger Funding

      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

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
    232. Impact of inventory shortages on US new vehicle industry market dynamics

      02 November 2021 Tom Libby

      Impact of Inventory Shortages on US New Vehicle Industry Market Dynamics

      • Vehicle Loyalty
      • Coronavirus
      • Automotive Supply Chain
      • Automotive Retail Trends/Transformation
    233. Magnesium shortage in context: A real threat or just a price spike?

      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...

      • Vehicle Lightweighting/Materials
      • Vehicle Components
      • Automotive Supply Chain
    234. Automotive Insights - Canadian EV Information and Analysis Q3 2021

      02 November 2021

      A curated collection of Canadian EV information, analysis, and insights from S&P Global

      • Electric Vehicles (EVs/Batteries/EV Charging)
    235. North American Heavy Duty Parts Outlook

      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...

      • Vehicles In Operation (VIO/PARC)
      • Vehicle Powertrain
      • Vehicle Components
      • Commercial Vehicles
      • Automotive Supply Chain
      • Automotive Aftermarket
    236. IHS Markit to share aftermarket trends and insight at AAPEX, SEMA 2021

      27 October 2021

      S&P Global to Share Aftermarket Trends and Insight at AAPEX, SEMA 2021

      • Vehicles In Operation (VIO/PARC)
      • Automotive Aftermarket
    237. No Immediate Relief in Sight for Supply Constraints on Truck Industry

      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.

      • Vehicle Production Forecasts
      • Vehicle Components
      • Market Disruption
      • Commercial Vehicles
      • Automotive Supply Chain
    238. Fuel for Thought: Software-Defined Vehicles - Bridging the union between digital experience and the automotive industry

      26 October 2021 Tawhid Khan

      Automotive Monthly Newsletter and Podcast

      • Vehicle Components
      • Automotive Retail Trends/Transformation
      • Automotive Consumer Marketing/Audiences
      • Automotive Connectivity (Connected Car)
    239. Worsening run rate, but 2022 global light vehicle production outlook intact

      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...

      • Vehicle Production Forecasts
      • Market Disruption
      • Light Vehicles
    240. IHS Markit monthly payment data explain EV challenges and hybrid popularity

      14 October 2021 Tom Libby

      S&P Global monthly payment data explain EV challenges and hybrid popularity

      • Vehicle Sales/Registrations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Consumer Financing
    241. Major revision for global light vehicle production forecast – what it means for OEMs’ technology deployment

      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...

      • Vehicle Production Forecasts
      • Vehicle Components
      • Market Disruption
      • Automotive Supply Chain
    242. After seemingly defying the challenges facing truck manufacturers globally, Brazil’s plants hit with downtime starting from September 2021

      07 October 2021

      After seemingly defying the challenges facing truck manufacturers globally, Brazil’s plants hit with downtime starting from September 2021

      • Vehicle Components
      • Market Disruption
      • Coronavirus
      • Commercial Vehicles
      • Automotive Supply Chain
    243. Luxury SUV growth out-paces mainstream

      06 October 2021 Tom Libby

      Luxury SUV growth out-paces mainstream

      • Vehicle Loyalty
    244. Chips still squeezing: YTD 7.4mn units and -10% growth impact

      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...

      • Vehicle Production Forecasts
      • Market Disruption
      • Automotive Supply Chain
    245. CPO: Why CPO Matters – September 2021

      30 September 2021

      CPO Returns to Pre-Pandemic Levels

      • Automotive Supply Chain
      • Automotive Retail Trends/Transformation
      • Automotive Market Statistics
    246. Car chip shortage cripples Medium and Heavy Commercial Vehicle (MHCV) OEMs production in Europe

      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....

      • Vehicle Components
      • Market Disruption
      • Commercial Vehicles
    247. Major revision for global light vehicle forecast, production impacted well into 2022

      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

      • Vehicle Production Forecasts
      • Market Disruption
      • Automotive Supply Chain
    248. Medium Heavy Commercial Vehicles: The other face of the pandemic in Brazil

      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...

      • Market Disruption
      • Coronavirus
      • Commercial Vehicles
    249. Fuel for Thought: A Rocky Recovery in the Second Year of the Pandemic

      14 September 2021 Mike Wall Kristen Balasia Bjoern Huetter

      Automotive Monthly Newsletter and Podcast

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Coronavirus
      • Battery Technology
    250. Substantial Internal Cannibalization for Incremental Models

      08 September 2021 Tom Libby

      Substantial Internal Cannibalization for Incremental Models

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    251. IAA Mobility 2021: Germany’s new auto show to focus on electric autonomous vehicles and mobility

      03 September 2021 Tim Urquhart

      IAA Mobility 2021: Germany’s new auto show to focus on electric autonomous vehicles and mobility

      • Vehicle Autonomy
      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Auto Shows
    252. Hybrid: Bridge to Electrification – August 2021

      01 September 2021

      As the industry moves towards electrification, one strategy that is being employed rather successfully is using hybrid technology as a bridge...

      • Vehicle Powertrain
      • Electric Vehicles (EVs/Batteries/EV Charging)
    253. How will 5G impact the driving experience for the consumer?

      30 August 2021

      What does the arrival of 5G mean for vehicles? Watch our expert Anna Buettner describe in this video.

      • Automotive Connectivity (Connected Car)
    254. Brand Loyalty Among US Auto Consumers Drops to Six-Year Low

      27 August 2021

      Brand Loyalty among US Auto Consumers Drops to Six-Year Low, according to S&P Global

      • Vehicle Loyalty
    255. Fuel for Thought: Car Buying Convenience Factor

      23 August 2021 Kristen Balasia Amber Daniel

      64% of US car shoppers cite convenience as the primary reason for purchasing the vehicle online

      • Digital Transformation
      • Automotive Retail Trends/Transformation
      • Automotive Market Statistics
      • Automotive Consumer Marketing/Audiences
    256. US EPA Proposed Greenhouse Gas Emissions Standards for Model Years 2023-2026; What to Expect

      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....

      • Vehicle Powertrain
      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Greenhouse Gas (GHG) Emissions Management
      • Electric Vehicles (EVs/Batteries/EV Charging)
    257. Automotive Insights - Canadian EV Information and Analysis Q2 2021

      09 August 2021

      A curated collection of Canadian EV information, analysis, and insights from S&P Global

      • Electric Vehicles (EVs/Batteries/EV Charging)
    258. Impressive topline US market performance in second quarter masks slowing commercial momentum

      03 August 2021 Andrej Divis

      Impressive topline US market performance in second quarter masks slowing commercial momentum

      • Vehicle Sales/Registrations
      • Commercial Vehicles
    259. Near- and long-term challenges in the shift to electrification

      28 July 2021

      Many questions remain in the shift to electrification - we address them.

      • Automotive Supply Chain
      • Automotive Retail Trends/Transformation
    260. Battery cost trends in the European Union and mainland China

      27 July 2021 Xavier Demeulenaere Rashmi Dhar Monika Punshi

      Battery cost trends in the European Union and mainland China

      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Greenhouse Gas (GHG) Emissions Management
      • Electric Vehicles (EVs/Batteries/EV Charging)
    261. Automotive electrification and decarbonization: Shifting toward net-zero

      21 July 2021 Xi Wang Vijay Subramanian

      Automotive electrification and decarbonization: Shifting toward net-zero

      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Greenhouse Gas (GHG) Emissions Management
      • Electric Vehicles (EVs/Batteries/EV Charging)
    262. Fuel for Thought: Automotive Electrification and Decarbonization - Shifting gears towards Net-Zero

      21 July 2021 Vijay Subramanian

      Globally, a growing number of countries have pledged to achieve net-zero greenhouse gas emissions (GHGs).

      • Environmental Compliance
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Clean Technology
      • Carbon & renewable energy
      • Battery Energy Storage
    263. Tesla Encounters Formidable Competition

      19 July 2021 Tom Libby

      Tesla Encounters Formidable Competition

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
    264. EV Charging Infrastructure Report and Forecast

      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%...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    265. Updated Analysis on the EU Green Deal

      14 July 2021 Vijay Subramanian Tim Urquhart Ian Fletcher

      S&P Global Offers Updated Analysis on the EU Green Deal

      • Vehicle Powertrain
      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Electric Vehicles (EVs/Batteries/EV Charging)
    266. Powertrain market analysis for revised EU fleet emissions scenarios

      13 July 2021 Tim Urquhart Ian Fletcher

      S&P Global releases powertrain market analysis for revised EU fleet emissions scenarios

      • Vehicle Powertrain
      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Electric Vehicles (EVs/Batteries/EV Charging)
    267. Impact of supplier issues on the North American truck production

      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...

      • Vehicle Components
      • Market Disruption
      • Commercial Vehicles
      • Automotive Supply Chain
    268. The Chip Dip: Latest Global Impact of Supply Chain Constraints

      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...

      • Automotive Supply Chain
    269. US Hybrids Outperform Electric Vehicles in April

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    270. Fuel for Thought: The Chip Dip

      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.

      • Vehicle Production Forecasts
      • Vehicle Components
      • Coronavirus
      • Automotive Supply Chain
    271. Average age of cars and light trucks in the US rises to 12.1 years, accelerated by COVID-19

      14 June 2021

      Average age of cars and light trucks in the US rises to 12.1 years, accelerated by COVID-19

      • Vehicles In Operation (VIO/PARC)
    272. India's role in global automotive electrification

      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...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    273. Making the BEV commitment

      04 June 2021 Michael Robinet

      The level of BEV-focused investment by OEMs, suppliers and policymakers points to electric being the future

      • Market Disruption
      • Electric Vehicles (EVs/Batteries/EV Charging)
    274. Sedans: Staying Alive - no longer on top, but they're not dead

      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...

      • Light Vehicles
      • Automotive Market Statistics
    275. If only audience buying was always this easy

      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...

      • Automotive Consumer Marketing/Audiences
    276. An Automotive Minute with Stephanie Brinley - Electric Trucks

      19 May 2021 Stephanie Brinley

      An Automotive Minute with Stephanie Brinley: Electric Trucks

      • Electric Vehicles (EVs/Batteries/EV Charging)
    277. 2020 - Been there, done that! What’s next for the Indian MHCV market in 2021?

      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.

      • Vehicle Sales Forecasts
      • Commercial Vehicles
    278. US monthly new vehicle registrations reach 10-year high in March; EV market share surpasses 3% for first time

      18 May 2021 Tom Libby

      US monthly new vehicle registrations reach 10-year high in March; EV market share surpasses 3% for first time

      • Vehicle Sales/Registrations
      • Electric Vehicles (EVs/Batteries/EV Charging)
    279. Fuel for Thought: Retail revolution – Real or not?

      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...

      • Vehicle Loyalty
      • Automotive Retail Trends/Transformation
    280. Trends in US Dealer Loyalty

      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...

      • Vehicle Loyalty
      • Automotive Retail Trends/Transformation
    281. An Automotive Minute with Mark Boyadjis - David vs Goliath

      13 May 2021

      An Automotive Minute with Mark Boyadjis: David vs Goliath | EVs vs ICEs

      • Electric Vehicles (EVs/Batteries/EV Charging)
    282. Automotive Insights - Canadian EV Information and Analysis

      11 May 2021

      A curated collection of Canadian EV information, analysis, and insights from S&P Global

      • Electric Vehicles (EVs/Batteries/EV Charging)
    283. An Automotive Minute with Michael Robinet: Supplier Strategy in the BEV Age

      07 May 2021 Michael Robinet

      An Automotive Minute with Michael Robinet - Suppliers Strategy in the BEV Age

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    284. An Automotive Minute with Stephanie Brinley - Vehicle Electrification

      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

      • Electric Vehicles (EVs/Batteries/EV Charging)
    285. Pivoting to an Electrified Future – The Automotive Industry Amps Up

      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...

      • Environmental Compliance
      • Electric Vehicles (EVs/Batteries/EV Charging)
    286. Impact of Semiconductor Shortages on the Global Medium and Heavy Commercial Vehicle Production

      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...

      • Market Disruption
      • Commercial Vehicles
      • Automotive Supply Chain
    287. Fuel for Thought: Vehicle loyalty grows in share and importance; Some brands top 60%

      20 April 2021

      Automotive monthly newsletter and podcast

      • Market Analysis & Forecasts
      • Coronavirus
      • Automotive Retail Trends/Transformation
    288. Commitments to carbon-neutral economies accelerate the reshaping of the automotive industry

      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....

      • Vehicle Powertrain
      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Environmental Compliance
      • Electric Vehicles (EVs/Batteries/EV Charging)
    289. An Automotive Minute - Tech Giants and the Auto Industry

      07 April 2021

      Tech Giants and the Auto Industry

      • Vehicle Autonomy
      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Connectivity (Connected Car)
    290. The ICE-age: A dinosaur on the road to perdition

      31 March 2021 Tom De Vleesschauwer

      The road to carbon neutrality: An electrifying future?

      • Regulatory Compliance (Emissions & Fuel Efficiency)
      • Market Disruption
      • Electric Vehicles (EVs/Batteries/EV Charging)
    291. Software - an automotive disruptor

      26 March 2021

      Software - An Automotive Disruptor

      • Market Disruption
    292. Plant closures in Brazil likely to cause only short-term impact on South American production

      25 March 2021

      Plant closures in Brazil likely to cause only short-term impact on South American production

      • Market Disruption
      • Commercial Vehicles
      • Automotive Supply Chain
    293. Key suppliers monitor inventories of propylene derivatives as raw material production resumes

      23 March 2021 Colin Giles

      Key suppliers monitoring inventories of propylene derivatives as raw material production resumes, although not at pre-storm levels

      • Vehicle Components
      • Market Disruption
      • Automotive Supply Chain
    294. EV loyalty climbs to 55%

      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...

      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
    295. An Automotive Minute - A Shift to Mid-Sized Vehicles with Stephanie Brinley

      19 March 2021 Stephanie Brinley

      Stephanie Brinley discusses a shift towards mid-sized vehicles

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      • Light Vehicles
    296. Mainland Chinese medium & heavy commercial-vehicle market to fall in 2021

      19 March 2021 Cassie Liu

      Mainland Chinese medium & heavy commercial-vehicle market to fall in 2021

      • Vehicle Sales Forecasts
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    297. Fuel for Thought: The New Map – Charting the Future

      15 March 2021 Tom De Vleesschauwer Tim Armstrong Kristen Balasia

      Automotive monthly newsletter and podcast

      • Market Analysis & Forecasts
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    298. An Automotive Minute - Vehicle Loyalty with Tom Libby

      11 March 2021 Tom Libby

      An Automotive Minute - Vehicle Loyalty with Tom Libby

      • Vehicle Loyalty
    299. Tesla ranks number 1 in the US luxury market

      10 March 2021 Tom Libby

      Tesla ranks #1 in the US luxury market

      • Vehicle Sales/Registrations
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    300. Thriving in an electric future: Assessing the challenge of accelerating EV proliferation on states and utilities

      10 March 2021

      Thriving in an electric future: Assessing the challenge of accelerating EV proliferation on states and utilities

      • Electric Vehicles (EVs/Batteries/EV Charging)

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