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

Sep 14, 2021

17 min

Kristen Balasia, Mike Wall and Bjoern Huetter talk about supply chain challenges and electrification trends, and review the rocky recovery as we progress through the second year of the pandemic.

Aug 24, 2021

18 min

Kristen Balasia, Amber Daniel and our special guest, Giancarlo Montenegro; Director of Social at Reunion Marketing talk about the changing consumers experience, specifically how much driving dealer actions and ad spent, and how to best engage the consumers in the tight market.

Jul 21, 2021

22 min

Kristen Balasia, Vijay Subramanian and James Martin talk about automotive electrification, regulation, and transportation decarbonization toward net-zero ambitions.

Jun 22, 2021

23 min

Kristen Balasia, Mark Fulthorpe and Phil Amsrud talk about the tight supply of semiconductors, and various disruptions to non-automotive markets which is also impacting the automotive sector.

May 18, 2021

26 min

Kristen Balasia, Thomas Libby, Ian McIlravey and our special guest Michelle Denogean; CMO at Roadster, talk about the changing retail model and consumer behaviors accelerated by COVID-19 lockdown.

Apr 20, 2021

13 min

Thomas Libby and Kristen Balasia talk about the importance of loyalty in the automotive industry.

Apr 19, 2021

23 min

Tim Armstrong, Tom De Vleesschauwer and Kristen Balasia talk about IHS Markit's CERAWeek which is widely considered to be the most prestigious annual gathering of the global energy community.

Feb 16, 2021

15 min

Bjoern Huetter, Ali Khalili and Kristen Balasia talk about 2020 year in review around the globe; an unprecedented year for the automotive industry.

Jan 25, 2021

17 min

Kristen Balasia, Mark Boyadjis and Brian Rhodes talk about the future of technology and CES 2021 virtual event roundup.

Dec 23, 2020

1 min

IHS Markit projects new light vehicle sales of 83.4 million units globally in 2021, up 9% from a 2020 projection of 76.5 million units, as industry demand levels emerge next year in the wake of recovery from the COVID-19 pandemic – especially in major markets. Looking at the U.S. auto demand environment, the sequential rise in sales levels from the April 2020 trough reflects that consumers that were willing, ready and able to purchase a new vehicle did so. While the pace of growth for auto sales flattened out after September, IHS Markit expects continued growth in auto demand levels in 2021, supported by sustained economic development from better-than-expected news on vaccines and likely economic stimulus. IHS Markit projects US sales volume to reach 16 million units in 2021, up an estimated 10% from the projected 2020 level of approximately 14.5 million units. The pace of sales is anticipated to be stronger in the second half of the year, following the expected widespread availability of the vaccine by summer. I'm Chris Hopson with an IHS Markit Minute.

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