Fuel For Thought

Fuel for Thought is a monthly podcast that turns fast-moving automotive change into practical direction for OEMs and suppliers. Each episode brings Mobility Global (formerly S&P Global Mobility) experts to break down what’s driving the market—from geopolitical disruptions to production, sales, and supply chain shifts—and how those forces translate into real planning decisions.

Listeners gain data-backed perspectives to stress-test forecasts, spot emerging risks early, and prioritize actions across sourcing, capacity, and regional strategy. The result: clearer choices, faster responses, and more confident moves in an increasingly volatile industry.

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Episodes

Mar 25, 2019

1 min

Parts suppliers volume instability, new technologies and changing demand for parts,

Mar 18, 2019

1 min

Mobility Service, Ride hailing, autonomous driving technology, electric vehicles

Mar 7, 2019

19 min

Our industry is facing an unprecedented number of secular and cyclical drivers impacting vehicle production volumes. Trade actions, consumer preferences, economic uncertainty abroad, as well as shifting input prices are presenting significant headwinds. Michael Robinet and Kristen Balasia discuss these key drivers and potential solutions suppliers utilize to better anticipate and mitigate negative impacts.

Feb 25, 2019

1 min

Trade disputes and automotive markets. 3 critical trade conflicts: (1)Tariff on US Automotive Imports (2) Brexit weighs on both EU and UK (3) US and China trade disputes. Barring these conflicts we expect global light vehicles sales to resume growth in 2019.

Feb 18, 2019

1 min

CAFE standards - will they be frozen, relaxed.

Feb 11, 2019

1 min

Updates to heavy duty pick up trucks. including advanced driver assist systems. New marketing campaigns for light duty trucks. Expected to maintain market share.

Feb 8, 2019

23 min

As the industry prepares to launch new MaaS platforms, the incumbent supply chain will have to adapt and/or consolidate to sustain revenue and profit. The shift is driven largely via the emerging power and headstart of mobility providers, many of which do not have direct ties to OEMs. These new players to the industry are laser-focused on the customer experience and customer data, and are seeking to commoditize the very existence of the automotive product as the industry slowly shifts over to a service model. What are traditional suppliers doing to stay relevant in this time of rapid change? Mark Boyadjis and Kristen Balasia discuss the issue.

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