Fuel For Thought

Although financial markets grab headlines when fear and volatility are highest, the same markets do also function rationally, and are a window into an ongoing re-evaluation of companies' prospects and risks. So, what can we learn from the state of the markets today? Join Kristen Balasia, VP, Advisory Services, Michael Robinet, Consulting Executive Director and Demian Flowers, Product Management Executive Director as they share their thoughts on what capital markets tell us about the automotive industry?

The automotive electrification outlook is a component of many intertwined factors from vehicle technologies and infrastructure availability to consumer sentiments and OEM partnerships. Many propose this to be a "Chicken and Egg" paradox, though S&P Global believes the vehicle (demand side) and charging stations (supply side) can be, and will be, developed and deployed largely at the same time. While there will be momentary shifts toward an oversupply of vehicles or an excess demand for charging, in the long run an equilibrium will emerge in most markets globally. Listen in as Mark C. Boyadjis, Global Technology Lead, Consulting Services and Claudio Vittori, Associate Director, Supply Chain & Technology share their thoughts on this subject.

Kristen Balasia, Tom DeVleesschauwer and Mark Boyadjis talk about Pace of Change: Energy & mobility, climate and innovation. The global energy and mobility industry is at a critical inflection point. Meeting ambitious emissions targets while also delivering energy and mobility for a growing world economy will require new thinking, innovation and a transformation of a system that supports the $90 trillion world economy. Are our current systems ready for the transformation? What are the innovations necessary to support this new world and what can we do to get there?

Kristen Balasia, Treffen White and our special guest, Chris Potgieter from automotiveMastermind talk about EVs and the dealer of tomorrow. Nearly every major automaker in the United States has announced significant investment commitments to transition a substantial percentage of their product portfolio from internal combustion engines (ICEs) to EVs. But what will this transition mean for the average US franchised dealer? What changes will be required to the traditional sales process? Will service revenue be at risk?

Mike Wall, Vijay Subramanian and Suraj Ghosh discuss India's decarbonization goals and the market's EV challenges. The discussion looks at why India is so critical in the global efforts to decarbonize, how regulations align with India's long-term net zero goals, how OEMs are gearing up to achieve compliance in India, which leaders are emerging, how decarbonization goals play into companies' ESG goals, how India's goals align with other markets, and how likely India is to achieve these goals.

Kristen Balasia, Colin Bird Martinez and Mark Boyadjis talk about Consumer Electronics Show (CES) Recap 2022, which provided some foresight on where the mobility industry is headed next on a technical, theoretical, and commercial basis. The automotive industry theme for 2022 is electrification and all the subsequent impacts it has on product, services, digitalization, and distribution.

The IHS Markit team is joined by special guest Jon Morrison CEO of J&M Strategic Insights and former president of WABCO Americas as they discuss how technology and data are transforming the heavy-duty commercial vehicle industry.

Kristen Balasia, Mike Wall and Phil Amsrud talk about Automotive 2022 outlook, diving into possibilities of recovery and potential pandemic impacts, and what to expect in 2022 for light and electrical vehicles.

Kristen Balasia, Gregory Genette, James Martin and Mark Hazel talk about Light Commercial vehicles, and Medium / Heavy duty vehicles, specifically in the growth and evolution these segments are experiencing. Growth and transition are influenced by an increase in e-commerce combined with other factors favoring the introduction of electric commercial vehicles.

Kristen Balasia, Mark C. Boyadjis and Tawhid Khan talk about the major shift towards software-defined vehicles and bridging the union between the digital experience and automotive industry.