Fuel For Thought

Nov 19 2024 164 ep. 9 mins 23
Fuel For Thought Podcast artwork

IHS Markit is now part of S&P Global From product planning to marketing, sales, and the aftermarket, S&P Global Mobility's automotive solutions provide the actionable insight to make better decisions that drive better results.

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Fuel for Thought: How EU Tariffs Will Impact the Battery Electric Vehicle Market

Nov 19 2024 22 mins  
In this episode of Fuel for Thought, we explore the European Union's decision to impose tariffs on Chinese battery electric vehicles (BEVs) following concerns about unfair subsidies. The tariffs, ranging from 17% to 35%, affect major manufacturers like BYD, Geely, and SAIC, while Tesla faces a lower rate of 7.8%. This move, aimed at protecting European automakers, may reshape the

2024 Presidential Election: Impacts on the US Auto Industry

Oct 15 2024 15 mins  
In this special episode of Fuel for Thought, we’re diving into the 2024 US presidential election – one of the most consequential elections in US history – which could reshape the future of the automotive ecosystem. Our panelists cover the wide range of issues on the table – including environmental regulations, trade policies, and labor dynamics – as well as the impacts th

The US Auto Market: OEMs and Captive Lenders Face New Challenges

Sep 26 2024 23 mins  
It’s been a turbulent four years for the US auto industry, from the COVID-19 pandemic to inventory fluctuations and supply chain disruptions. But unfortunately for some of the industry’s most important stakeholders, the turbulence isn’t over yet. Automakers and their captive financing groups are facing intensified competition and difficulty attracting customers, due to sever

Electrification in China - On Track but Challenging

Sep 26 2024 28 mins  
In this episode of Fuel for Thought, we’re thrilled to welcome Abby Tu, Principal Research Analyst at S&P Global Mobility and author of “Electrification in China: On Track but Challenging.” In a conversation with moderator Guido Vildozo, Senior Manager, Consulting, S&P Global Mobility, Abby dives into mainland China’s remarkable journey towards electrification, revealin

Battery Industry Blues - Consequences of the EV Slowdown

Jul 25 2024 24 mins  
In this episode of Fuel for Thought, research experts Ali Adim and Gabrielle Aversa discuss the current challenges facing the EV battery industry amidst a slowdown in demand for battery electric vehicles. The conversation was moderated by Mike Wall, Executive Director, Automotive Analysis, S&P Global Mobility. To read the Fuel for Thought article, click here. www.spglobal.com/mobi

9 Highlights from our Recent Consumer Survey on Autonomous Vehicles

Jun 27 2024 12 mins  
In this episode of Fuel for Thought, Senior Research Analysts Vivek Beriwal and Mariana Gongora highlight the key findings from our annual consumer survey on autonomous vehicles. The conversation was moderated by Calum Macrae, director of Research and Analysis in the Supply Chain and Technology division at S&P Global Mobility. To read the Fuel for Thought article, click here. www.

Average age of vehicles in the US hit a new record

May 30 2024 20 mins  
In this episode of Fuel for Thought we discuss the aging of the US vehicle fleet. Vehicles on the road are getting even older, according to new S&P Global Mobility data released last week. The average age of cars and light trucks in the US has risen again to a new record of 12.6 years in 2024, up by two months over 2023. The increase in average age is showing signs of slowing as n

From aspiration to reality, building the trail to vehicle electrification

Apr 29 2024 20 mins  
In this episode of Fuel for Thought we discuss the transition to electric vehicles in the U.S. market. As EV sales slow, OEMs must consider multiple factors to align their EV production with government regulations and consumer demand. From the here-and-now reality to the long-term aspiration of decarbonization in the transportation sector. The U.S. government regulatory

The Road to Transformation - Charting the course for the future of trucking

Mar 28 2024 24 mins  
In this episode of Fuel for Thought we discuss the future of trucking. Disruption is coming to the medium and heavy commercial vehicle industry and an increased focus on climate change, strict regulations, and technological innovations are expected to change the future landscape. Hear from S&P Global Mobility experts as we identify and address major questions the truck industry fac

CERAWeek - An increasingly fragile mobility and energy transition

Feb 28 2024 20 mins  
In this episode of Fuel for Thought, we discuss what's likely to shape our industry in 2024 and beyond. Learn about the softening of the EV market, as well as increasing media coverage concerning sustainability, and the associated future pressures that this could bring to your business. With the upcoming S&P Global CERAWeek and Innovation Agora event in Houston (TX), we will previe