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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. The Growing Popularity of EV Leasing

      09 August 2024 Tom Libby

      If brands want to compete in the EV space, they need to be an aggressive player in the leasing business.

      • Vehicle Sales/Registrations
    2. Automakers struggle to sustain profit margins

      08 August 2024 Stephanie Brinley

      Latest financial results from major automakers reveal a mixed bag — but pressure on margins.

      • Vehicle Sales/Registrations
    3. BriefCASE: EV Software Challenges - Lessons from Volvo and Volkswagen

      07 August 2024

      Over-the-air (OTA) software updates can improve an electric vehicle’s (EV) features and functionalities, but buggy software rollout can have...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    4. BriefCASE: Assault on battery

      31 July 2024

      Since the second half of 2023, the electric vehicle segment has been facing strong headwinds, much to many people’s surprise, as EVs have witnessed...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    5. New vehicle inventory up 57% from last year

      30 July 2024 Matt Trommer

      US retail advertised inventory at the end of June 2024 continued to grow, reaching 2.84 million vehicles.

      • Light Vehicles
    6. Startups and slowdowns in EV and battery plans

      26 July 2024 Stephanie Brinley

      Over the past few weeks, BEV assembly and battery plants have opened, started construction, and been delayed, as globally the industry adjusts...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    7. July US auto sales to realize bounce from June impacts

      25 July 2024

      Given delayed new vehicle purchases, the pace of sales in July is expected to realize a notable boost.

      • Vehicle Sales/Registrations
      • Light Vehicles
    8. Fuel for Thought: Battery Industry Blues: Consequences of the EV Slowdown

      25 July 2024

      The EV battery industry is facing oversupply, underutilization of capacity and lower return on investments.

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    9. BriefCASE: Self-driven - Rising from the East

      24 July 2024

      If you travel to mainland China 10 years from now, you will see more commercial autonomous vehicles operating on public roads than anywhere else...

      • Vehicle Autonomy
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    10. Shop Your Own Closet: How Cleaning & Augmenting First-Party Data Supercharges Automotive Marketing

      24 July 2024

      Marketers can use their first-party data to develop more effective messaging, reduce waste and sell more vehicles.

      • Automotive Consumer Marketing/Audiences
    11. China’s Focus on Sustainable Transportation Heats Up

      19 July 2024 Susanna Huang

      China’s aggressive advancement of regulations and sustainability measures to reduce transportation emissions signifies a decisive stride toward...

      • Environmental, Social and Governance (ESG)
      • Environmental Regulations
      • Environmental Policy
      • Environmental Compliance
      • Electric Vehicles (EVs/Batteries/EV Charging)
    12. Building bridges in a global EV supply chain: India's new EV policy

      19 July 2024 Gaurav Vangaal

      In March 2024, the Indian government approved a new electric vehicle (EV) policy for global EV makers in India. The policy has the potential...

      • Supply Chain Logistics
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Connectivity (Connected Car)
    13. July Light Vehicle Production Forecast

      18 July 2024 Mike Wall

      Here's a close look at global production data by region and our updated July production forecast.

      • Light Vehicles
    14. BriefCASE: Legacy to leapfrog? How the Rivian deal propels Volkswagen forward in the SDV race

      17 July 2024

      Last month, Volkswagen made a big splash when it announced plans to invest up to $5 billion in Rivian Automotive until 2026 as part of a venture...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Software
    15. Auto industry responds to EU tariffs on China EVs

      16 July 2024 Tim Urquhart Ian Fletcher

      Tariffs prompt Chinese EV brands to expedite their production plans in the European market.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    16. Toyota Tundra Represents Growing Competition in Pickup Segment

      12 July 2024 Tom Libby

      US manufacturers are competing for market share of full-size half ton pickups.

      • Light Vehicles
    17. A Breakdown on Europe’s Chinese EV Tariffs

      11 July 2024 Stephanie Brinley

      Tariffs on Chinese-made EVs will impact automakers in Europe and China, plus the global supply chain.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    18. BriefCASE: New security regulations pose challenge for automakers

      10 July 2024 Manuel Tagliavini

      UNECE R155 is probably not top of mind for most casual observers of the automotive industry. However, for those within it is generating plenty...

      • Security Risk
      • Light Vehicles
      • Cyber Risk Management
      • Automotive Software
    19. BriefCASE: OEMs’ battery sourcing conundrum

      03 July 2024

      These are uncertain times for the nascent electric vehicle (EV) industry. There is much to deal with. Changing regulations, tepid consumer demand...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Supply Chain
    20. Market share of EVs rises more quickly in Canada than in US

      28 June 2024 Stephanie Brinley

      Canadian new-vehicle buyers have been more readily adopting battery electric vehicles (BEV) and plug-in hybrid electric vehicles (PHEV) than...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    21. Fuel for Thought: 9 Highlights from Our Recent Consumer Survey on Autonomous Vehicles

      27 June 2024

      Global survey focused on consumer trust, desirability and willingness to spend.

      • Vehicle Autonomy
    22. Rivian Partnership Boosts Volkswagen's Vertical Integration Goals

      27 June 2024 Demian Flowers

      Rivian seeks capital due to ongoing losses, and VW aims to enhance its technology capabilities through collaboration with Rivian, focusing on...

      • Vehicle Production Forecasts
      • Electric Vehicles (EVs/Batteries/EV Charging)
    23. US auto sales advance again in June

      26 June 2024

      New light vehicle sales in June are expected to maintain pace with the previous month result and translate to one of the stronger seasonally...

      • Vehicle Sales/Registrations
    24. BriefCASE: Chinese suppliers gain strong foothold in global lidar market

      26 June 2024 Dhruva Gogoi

      Knowledge of lidar for the lay person is likely to be limited to two things. One, Elon Musk doesn’t like them. Two, companies providing lidar...

      • Vehicle Components
      • Vehicle Autonomy
      • Automotive Supply Chain
      • Automotive Connectivity (Connected Car)
    25. Connectivity and OTA updates empower self-driving vehicles

      24 June 2024 Ujjwal Jagyasi

      Advancements in connected car technologies, over-the-air updates, and autonomy herald a new age of mobility. d fully autonomous vehicles.

      • Original Equipment Manufacturers (OEMs)
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    26. Between ICE and hybrids, legacy powertrain technologies and new investments will propel North America's electrification

      21 June 2024 Eric Anderson Darragh Punch

      ICE remains relevant despite electrification. OEMs will innovate hybrid powertrain systems and legacy engine architectures to meet the demand...

      • Vehicle Powertrain
      • Original Equipment Manufacturers (OEMs)
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    27. New vehicle inventory continues to grow

      21 June 2024 Matt Trommer

      Four takeaways from the May 2024 retail advertised inventory data.

      • Light Vehicles
    28. BriefCASE: From cradle to grave: OEMs' long quest for additional revenue

      19 June 2024

      S&P Global Mobility surveyed consumers around the world about their willingness to pay for connected car features.

      • Automotive Connectivity (Connected Car)
    29. Surprising Trends in the US Electric Vehicle Market

      18 June 2024

      Excluding Tesla, the US retail electric vehicle market is performing higher than reported.

      • Vehicle Sales/Registrations
      • Electric Vehicles (EVs/Batteries/EV Charging)
    30. Automotive Insights – Q1 2024 Canadian EV Information and Analysis

      18 June 2024

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

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    31. EU Tariffs on China-made EVs: How Automakers Are Reacting

      14 June 2024 Tim Urquhart Ian Fletcher

      Many EU-based automakers are not happy about the announcement of new tariffs against Chinese EV imports.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    32. BriefCASE: EV manufacturing in Thailand gets booster shots from Chinese automakers

      12 June 2024

      Thailand is not just attracting honeymooners from across the globe. Through its policies, the Thai government is attracting billions of dollars...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Supply Chain
    33. BriefCASE: Automotive semiconductor industry sees long-term positive outlook

      05 June 2024

      Over the past few years, the automotive semiconductor industry has navigated a dynamic landscape shaped by a myriad of factors. From pandemic-induced...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    34. Demographic buying is leaving car customers on the side of the road

      04 June 2024

      Age-based buying is no longer an efficient way to drive revenue and grow auto sales.

      • Automotive Consumer Marketing/Audiences
    35. Fuel for Thought: Average age of vehicles in the US hits new record

      30 May 2024 Todd Campau Nishant Parekh

      Aftermarket opportunities abound as sweet spot continues to grow.

      • Automotive Aftermarket
    36. BriefCASE: The game of tariffs - US moves to stifle EV battery imports from mainland China

      29 May 2024 Dhruva Gogoi

      The openness of international markets, amplified by the acceleration in globalization over the past few decades, is usurped by the creeping return...

      • Government Policy & Regulations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    37. May US auto sales to progress mildly

      29 May 2024

      May new vehicle sales are expected to be up moderately from both the year-ago and month-prior result.

      • Vehicle Sales/Registrations
    38. Global electric vehicle demand raises concerns about battery cell carbon footprint

      27 May 2024 Ali Adim

      Automakers and regulators must focus on sustainable battery production and supply for BEVs to make a meaningful environmental impact and reduce...

      • Light Vehicles
      • Battery Technology
      • Automotive Software
    39. Average age of vehicles hits new record in 2024

      22 May 2024 Todd Campau Nishant Parekh

      The average age of cars and light trucks in the United States has risen again to a new record of 12.6 years in 2024.

      • Light Vehicles
    40. BriefCASE: Powering up - EU regulations to spark a surge in EV charging convenience

      22 May 2024

      The The growth in demand for new electric vehicles (EVs) might have hit a speed bump in Europe lately, but European Union (EU) policymakers aren’t...

      • Government Policy & Regulations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
      • Automotive Supply Chain
    41. 3 Takeaways on the Latest Retail Advertised Inventory Trends

      21 May 2024 Matt Trommer

      Retail advertised inventory in the United States is still on the rise, with electric vehicle inventory growing faster than the overall industry....

      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    42. Strong electric motor growth and eAxle development will power the next decade of EVs

      16 May 2024 Peeyush Garg Kartik Ganesh

      To develop more efficient e-motors, OEMs and suppliers must innovate, balance design control with outsourcing, and manage supply chain risks....

      • Original Equipment Manufacturers (OEMs)
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    43. BriefCASE: Can data privacy concerns spoil the connected-car party?

      15 May 2024

      With cyberattacks rising in the auto market, brands must ensure a healthy balance between data protection and monetization.

      • Vehicle Components
      • Security Risk
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    44. BriefCASE: Software-defined vehicles - An identity crisis for the industry?

      08 May 2024 Calum MacRae

      Throughout the past hundred years or so, vehicles have largely been defined by their brand and all the engineering effort that is wrapped up...

      • Vehicle Components
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    45. Automotive marketing in the age of electrification

      02 May 2024

      Increased customer choice and confusion from transition to electrification means retailers and marketers need to rethink their audience solutions....

      • Automotive Consumer Marketing/Audiences
    46. BriefCASE: India rolls out red carpet for global electric carmakers with new EV policy

      01 May 2024

      On March 15, the Union Government of India approved a new electric vehicle (EV) policy to attract investments from global electric car companies...

      • Government Policy & Regulations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    47. April Auto Sales to Sustain Spring Volume Push

      29 April 2024

      While expected to be below the March 2024 volume total, new light vehicle sales volume in April should sustain some of the spring selling momentum....

      • Vehicle Sales/Registrations
      • Light Vehicles
    48. Fuel for Thought: From aspiration to reality, building the trail to vehicle electrification

      29 April 2024 Guido Vildozo

      As EV sales slow, OEMs must consider multiple factors to align their EV production with government regulations and consumer demand.

      • Government Policy & Regulations
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Decarbonization
      • Consumer Insights/Surveys
      • Automotive Retail Trends/Transformation
    49. Electric Vehicles Battery Production India

      29 April 2024 Deya Das

      Striking a deft balance between domestic production and international partnerships is crucial to a robust EV battery supply chain

      • Original Equipment Manufacturers (OEMs)
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    50. BriefCASE: Mexico’s automotive salsa - Tesla and mainland Chinese suppliers spice things up

      24 April 2024 Calum MacRae

      As with everything that Tesla says and does, its investment in Mexico for a new vehicle plant has attracted much attention. The latest hubbub...

      • Vehicle Production Forecasts
      • Automotive Supply Chain
    51. BriefCASE: Taiwan earthquake puts the spotlight back on chip supply chain diversification

      17 April 2024

      The automotive industry faced one of its worst crises during the years following the Covid-19 pandemic in 2020 when the semiconductor shortage...

      • Automotive Supply Chain
    52. BriefCASE: Baltimore - Not another port in automotive’s stormy recent history

      10 April 2024 Calum MacRae

      As the world awoke on the morning of March 26 to the news that there had been a crash involving a container ship and the Francis Scott Key Bridge...

      • Automotive Supply Chain
    53. BriefCASE: The scramble to get GenAI on board

      04 April 2024

      There is an unmistakable buzz around generative artificial intelligence (GenAI), and as with most industries today, GenAI tools are all over...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
      • Artificial Intelligence (AI)
    54. Highlights of the Latest US EPA Releases on 2032 Regulations

      03 April 2024 Stephanie Brinley

      Latest US regulatory moves continue push for battery-electric vehicle solutions. But they also ease the path to allow for consumer demand, infrastructure...

      • Environmental Regulations
      • Electric Vehicles (EVs/Batteries/EV Charging)
    55. Fuel for Thought: The Road to Transformation - Charting the course for the future of trucking

      28 March 2024 Gregory Genette Andrej Divis

      An increased focus on climate change, strict regulations, and technological innovations are expected to change the future of this industry. In...

      • Hydrogen
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Decarbonization
      • Commercial Vehicles
    56. BriefCASE: Climate politics - France's carbon footprint incentive stirs debate on global EV supply chains

      28 March 2024

      The French government launched a program earlier this year to promote electric car adoption among low-income households, but the overwhelming...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Supply Chain
    57. March 2024 US auto sales reflect uneasy progress

      26 March 2024

      S&P Global Mobility projects that US auto sales in March will crest over 1.4 million units – just the second time since May 2021 that monthly...

      • Vehicle Types/Segments
      • Vehicle Sales/Registrations
      • Vehicle Launches
    58. BriefCASE: Sodium-ion batteries to unseat lithium? Na, but they’ll be worth their salt

      20 March 2024

      The automotive industry has been searching for a cheaper, more sustainable alternative to lithium-ion batteries. While experimenting with several...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Supply Chain
    59. BriefCASE: US facing challenges in its attempts to diversify its graphite supply chain

      20 March 2024

      US facing challenges in its attempts to diversify its graphite supply chain

      • Battery Technology
    60. 2023 by the Numbers: S&P Global Mobility Analysis of US Auto Market

      15 March 2024

      S&P Global Mobility recently finalized its 2023 registration data for the US light vehicle market.  As you may know, our registration data are...

      • Light Vehicles
      • Automotive Market Statistics
    61. BriefCASE: More twists than a Bollywood plot - India’s road to ADAS adoption

      13 March 2024

      The Indian market has long been seen as the industry’s last great growth opportunity. Although it has been a rocky road, with many original equipment...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    62. BriefCASE: Electric motor market set to rocket - Mainland China leads, eAxle drives growth

      06 March 2024 Matthew Beecham

      Rapid expansion in the electric motor (e-motor) market is on the horizon, driven by the eAxle market and evolving technologies. As original equipment...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    63. Charting the Course for the Future of Trucking: The Road to Transformation

      06 March 2024

      The Road to Transformation: Charting the Course for the Future of Trucking

      • Hydrogen
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    64. US Commercial Truck Market Beats Growth Expectations; New Insights on the Commercial Vehicle Upfit Market Now Available

      05 March 2024

      The commercial vehicle market in 2023 experienced substantial growth and is up 14% year-over-year, according to new analysis from S&P Global...

      • Mobility
      • Commercial Vehicles
    65. February 2024 US auto sales to bounce mildly

      01 March 2024

      S&P Global Mobility projects that February 2024 will realize a slight rebound from the slow January result, but new vehicle sales levels remain...

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
    66. US Commercial Vehicle Market Grew 14 percent in 2023, according to S&P Global Mobility

      28 February 2024

      Fueled by the resurgence of the rental and leasing industry, commercial vehicle registrations (GVW 1-8) rose an average 14% in 2023 compared...

      • Mobility
      • Fleet Forecast and Analysis
      • Commercial Vehicles
    67. Fuel for Thought: CERAWeek - An increasingly fragile mobility and energy transition

      28 February 2024 Tom De Vleesschauwer

      In the context of today's challenging global landscape, particularly in geopolitical terms, with voters in 60-plus countries heading to polls...

      • Vehicle Powertrain
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Decarbonization
      • Automotive Supply Chain
    68. Automotive Insights – Q4 2023 Canadian EV Information and Analysis

      28 February 2024

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

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    69. S&P Global Mobility, the trusted leader in Automotive Intelligence, recognizes the 28th Annual Automotive Loyalty Awards Winners; General Motors, Tesla and Lincoln Nautilus take Top Awards for Loyalty in 2023

      26 February 2024

      S&P Global Mobility Recognizes 28th Annual Automotive Loyalty Awards Winners; General Motors, Tesla and Lincoln Nautilus take Top Awards for...

      • Vehicle Loyalty
      • Mobility
    70. BriefCASE: The robo-taxi gamble - Extended return-on-investment timelines rattling investors

      21 February 2024

      Aptiv’s decision to discontinue capital support for Motional further accentuates the industry concerns around the return on investment related...

      • Vehicle Components
      • Vehicle Autonomy
    71. BriefCASE: Race to reduce carbon footprint of electric vehicle batteries heats up

      15 February 2024 Richard Kim

      The road to carbon neutrality entails a significant shift in sourcing and production strategies for automakers and their battery suppliers. 

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Automotive Supply Chain
    72. BriefCASE: Navigating the Red Sea crisis, an automotive industry perspective

      15 February 2024 Matthew Beecham

      Geopolitical tensions and Yemen-based Houthi militant attacks in the Red Sea and Gulf of Aden are exposing the vulnerability of global trade...

      • Vehicle Components
      • Automotive Supply Chain
    73. S&P Global Mobility expands partnership with Automotive News

      01 February 2024

      S&P Global Mobility has partnered with Automotive News to expand the information and services available through the Automotive News Research...

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
      • Vehicle Identification Number (VIN)
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Retail Trends/Transformation
      • Automotive Market Statistics
    74. Fuel for Thought: NADA Preview

      29 January 2024

      In the ramp-up to NADA 2024, S&P Global Mobility is sharing an overview of the solutions we’re prepared to highlight and talk with industry friends...

      • Vehicle Loyalty
      • Automotive Retail Trends/Transformation
      • Automotive Consumer Marketing/Audiences
      • Automotive Consumer Financing
    75. January 2024 US auto sales feel the chill

      24 January 2024

      January 2024 auto sales are expected to decelerate from the quickening realized in December, with the pace of demand falling back to a SAAR of...

      • Light Vehicles
      • Automotive Retail Trends/Transformation
      • Automotive Market Statistics
    76. 2024 US Presidential Election and the Auto Industry

      18 January 2024 Stephanie Brinley

      The 2024 US presidential election could end up a second Biden-Trump contest, with former President Donald Trump the front runner for the Republican...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
      • Battery Energy Storage
    77. 2024 Automotive Materials Forecast: EV batteries...and more

      17 January 2024 Edwin Pope

      Entering 2024, automotive sector health shows mixed messaging, fractured markets, and significant implosive forces affecting major megatrends....

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    78. January inventory trends: Advertised prices dropping, a full-size pickup glut, and EVs flattening out

      12 January 2024 Matt Trommer

      Available new vehicle dealer inventory listings for the US market continued to surge as of the end of December. A steady upward increase in advertised...

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    79. Gasoline households migrating to hybrid cars more than to EVs

      10 January 2024 Steve Giordano

      US consumers may not be crossing the chasm to EV ownership just yet, according to new analysis from S&P Global Mobility.

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    80. Looming EV raw materials supply crunch has OEMs eyeing battery recycling and production scrap

      04 January 2024 Joyce Wang

      Automakers and suppliers concerned about the availability of access to raw materials for electric car batteries are turning their attention to...

      • Vehicle Sales/Registrations
      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    81. CES 2024 Preview

      04 January 2024 Mariana Gongora Kyle Davis Brock Walquist

      As we kick off the new year, S&P Global Mobility analysts are covering the anticipated trends to expect at CES 2024 in Las Vegas next week. Our...

      • Vehicle Components
      • Vehicle Autonomy
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    82. December 2023 auto sales wrap up year on a familiar note

      22 December 2023

      With volume for the month projected at 1.37 million units, December U.S. auto sales are estimated to translate to an estimated sales pace of...

      • Vehicle Sales/Registrations
      • Mobility
    83. December auto sales wrap up year on a familiar note

      22 December 2023

      With volume for the month projected at 1.37 million units, December U.S. auto sales are estimated to translate to an estimated sales pace of...

      • Vehicle Sales/Registrations
      • Mobility
    84. December auto sales wrap up year on a familiar note

      22 December 2023

      With volume for the month projected at 1.37 million units, December U.S. auto sales are estimated to translate to an estimated sales pace of...

      • Vehicle Sales/Registrations
      • Mobility
    85. December inventory trends: A new industry spike, Compact SUVs soaring, an EV plateau?

      21 December 2023 Matt Trommer

      Retail advertised inventory data for December 2023: S&P Global Mobility delivers the following insights regarding the US market.

      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    86. 2024 EV forecast: the supply chain, charging network, and battery materials market

      20 December 2023 Graham Evans

      For the electric vehicle sector, 2023 saw waning consumer preferences for EVs, several promising startups fall by the wayside, a decline in battery...

    87. Fuel for Thought: Connected cars and the automotive revolution

      19 December 2023 Tawhid Khan Phil Amsrud Calum MacRae

      The automotive industry is reaching an inflection point that will reshape its near-term future, precipitated by the connected car era – also...

      • Vehicle Autonomy
      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    88. S&P Global Mobility forecasts 88.3M auto sales in 2024

      14 December 2023

      As 2024 approaches, S&P Global Mobility forecasts 88.3 million new vehicle sales worldwide next year as the recovery rolls on. With the brakes...

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
      • Light Vehicles
    89. When will car leasing be cool again?

      14 December 2023

      In the years before the pandemic, new car leasing accounted for 25-30% of all retail transactions, and market penetration was as high as 53%...

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    90. Tesla fuels electrification of US luxury vehicles; segment share hits record 42.4%

      12 December 2023 Kent Chiu

      On the surface, it would appear luxury consumers have embraced the electrification of the automobile. As a percentage of luxury vehicle retail...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    91. 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
    92. 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
    93. 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)
    94. 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
    95. 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
    96. 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)
    97. 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)
    98. 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)
    99. 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...

    100. 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...

    101. 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
    102. 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
    103. 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
    104. 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
    105. 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
    106. 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
    107. 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
    108. 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)
    109. 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
    110. 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
    111. 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
    112. 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
    113. 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
    114. 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
    115. 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
    116. 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
    117. 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
    118. 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
    119. Checking China Blog

      16 September 2023

      summaary

      • 5G
    120. 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
    121. 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
    122. 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
    123. 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...

    124. 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...

    125. 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
    126. 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
    127. 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
    128. 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)
    129. Automotive Insights – Canadian EV Information and Analysis Q2 2023

      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)
    130. 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)
    131. 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
    132. 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
    133. 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)
    134. 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
    135. 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
    136. 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
    137. 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
    138. 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...

    139. 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)
    140. 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
    141. 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
    142. 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
    143. 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
    144. 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
    145. 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
    146. 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
    147. QA gau Test

      27 June 2023 Aaron Dale Aaron Cossette

      summary

      • Africa Upstream
    148. 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)
    149. 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
    150. 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
    151. 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
    152. Can OEMs provide an alternative to Android Auto and Apple CarPlay? GM thinks so.

      20 June 2023 Fanni Li

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

      • Technology & Processes
      • Automotive Software
    153. 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
    154. 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)
    155. 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
    156. 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
    157. 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 constraints...

      • Mobility
      • Commercial Vehicles
      • Automotive Supply Chain
    158. 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
    159. 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
    160. 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
    161. Autos and Sustainability: From Compliance to Leadership

      22 May 2023

      Autos and Sustainability: From Compliance to Leadership

      • Environmental, Social and Governance (ESG)
    162. 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)
    163. 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
    164. 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)
    165. 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
    166. 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
    167. 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
    168. 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
    169. 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
    170. 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
    171. 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
    172. 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
    173. 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
    174. 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
    175. 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
    176. 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)
    177. 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)
    178. 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
    179. 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
    180. 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
    181. 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
    182. 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
    183. 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
    184. 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
    185. Pick a winner: Electrons or molecules

      09 March 2023

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

      • Biofuel Markets
    186. 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
    187. 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
    188. 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)
    189. 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
    190. 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
    191. 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 as...

    192. 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
    193. 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
    194. 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)
    195. 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
    196. 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 Global...

    197. 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
    198. 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)
    199. 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
    200. 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
    201. 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
    202. 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)
    203. 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)
    204. The trouble with Nomads

      23 January 2023

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

      • Vehicle Sales/Registrations
      • Vehicle Loyalty
    205. 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
    206. 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
    207. 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
    208. 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)
    209. 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
    210. 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
    211. 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
    212. 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
    213. 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
    214. 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
    215. 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)
    216. 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)
    217. 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
    218. Testing the way the tool works with the new html meta

      15 December 2022

      Just a test

    219. 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
    220. 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
    221. 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
    222. 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)
    223. 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
    224. 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)
    225. 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)
    226. 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)
    227. 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
    228. 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)
    229. 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
    230. 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
    231. 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
    232. 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
    233. 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
    234. 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
    235. 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.

    236. 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
    237. 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
    238. 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
    239. 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
    240. 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
    241. 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
    242. 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
    243. 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.

    244. 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
    245. 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
    246. 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
    247. 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....

    248. 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
    249. 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.

    250. 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
    251. 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
    252. 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
    253. 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, as...

      • Vehicle Production Forecasts
      • Light Vehicles
    254. 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

    255. 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
    256. 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
    257. 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
    258. 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)
    259. 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
    260. 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
    261. 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
    262. 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
    263. 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)
    264. 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
    265. 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)
    266. Implications of Inflation Reduction Act on the North American Battery Supply Chain

      16 August 2022 Ali Adim

      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
    267. 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
    268. 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
    269. 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...

    270. 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)
    271. 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...

    272. 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
    273. 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
    274. 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
    275. 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
    276. 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
    277. 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
    278. 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
    279. 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
    280. 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
    281. 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
    282. 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
    283. 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
    284. 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
    285. 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
    286. 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
    287. 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
    288. 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
    289. 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 & AT....

      • Vehicle Types/Segments
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
      • Automotive Connectivity (Connected Car)
    290. 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
    291. 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)
    292. 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
    293. 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
    294. 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
    295. 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)
    296. 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
    297. 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
    298. 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
    299. 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
    300. 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 outlook...

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
      • Market Analysis & Forecasts
      • Light Vehicles

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