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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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    Viewing 1 - 10 of 249 results

    1. Scrap Old, Embrace New: How V-VMP is Revolutionizing India’s Automotive Future?

      23 April 2025

      Scrap Old, Embrace New: How V-VMP is Revolutionizing India’s Automotive Future?

      • Vehicles In Operation (VIO/PARC)
      • Original Equipment Manufacturers (OEMs)
      • Light Vehicles
      • Automotive Connectivity (Connected Car)
    2. January auto sales 2025 begin year on positive note

      28 January 2025

      January auto sales in 2025 are expected to decelerate from the uptake realized in December, but still sustain some of 2024’s fourth-quarter progress....

      • Vehicle Sales/Registrations
    3. Hybrids thrive as electric vehicle growth momentum slows

      20 December 2024 Tom Libby

      Although electric vehicles are still gaining popularity in the US market, the electric vehicle growth rate has slowed significantly compared...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    4. US auto sales December 2024: A solid finish to close out the year

      19 December 2024

      January – October 2024 sales were moderate, but December auto sales are expected to build on the relatively strong November result, hitting 1.45...

      • Vehicle Sales/Registrations
    5. December 2024 light vehicle production forecast

      17 December 2024 Mike Wall

      The forecast now includes the assumption that the incoming Trump administration will increase tariffs to 10% for all countries.

      • Vehicle Production Forecasts
      • Mobility
      • Light Vehicles
    6. BriefCASE: NHTSA ups the ante on ADAS tech evaluation

      11 December 2024

      The primary mission of the various New Car Assessment Programs (NCAPs) around the world is to enhance vehicle safety and inform consumers about...

      • Vehicle Components
      • Vehicle Autonomy
    7. Federal Rate Cuts Bring Opportunities and Challenges for Auto Lenders

      10 December 2024 Scott Cauvel Jill Louden

      Automotive lenders see increased competition and new opportunities in federal interest rate cuts. S&P Global Mobility helps them make data-based...

      • Automotive Consumer Financing
    8. BriefCASE: Sodium-ion and Solid-state batteries - a dynamic duo ready to challenge the EV battery market?

      04 December 2024 Calum MacRae

      As of now, LFP (lithium iron phosphate) and NCM (nickel cobalt manganese) — in their various guises — dominate electric vehicle (EV) lithium-ion...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    9. BriefCASE: OEMs’ balancing act - The resurgence of hybrids as BEVs hit brakes

      27 November 2024

      The new car registrations data from the European Automobile Manufacturers’ Association (ACEA) indicates that hybrid electric vehicles (HEVs)...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
    10. November 2024 US auto sales showing signs of progress

      25 November 2024

      While the projected monthly volume remains familiar, retail sales levels reflect sustained advances.

      • Vehicle Sales/Registrations
      • Light Vehicles
    11. Auto shows in Los Angeles and Guangzhou focus on local market needs

      22 November 2024 Stephanie Brinley Abby Chun Tu

      In this Behind the Headlines article, we provide highlights from the recent auto shows in Guangzhou, China (mainland) and Los Angeles, California...

      • Auto Shows
    12. October 2024 New Vehicle Inventory: Volumes Still at Post-pandemic Highs

      22 November 2024 Matt Trommer

      Despite a slight overall increase in total vehicle inventory in the US in October 2024, electric vehicle (EV) inventory has continued to decline...

      • Light Vehicles
    13. Automotive Insights – Q3 2024 Canadian EV Information and Analysis

      20 November 2024

      A curated collection of Canadian EV information, analysis, and insights.

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    14. November 2024 Light Vehicle Production Forecast

      14 November 2024 Mike Wall

      Light vehicle production forecasts are mixed globally, with notable downgrades in Europe and South Asia.

      • Vehicle Production Forecasts
    15. 2024 US Election: A Republican White House emerges. What's next for the auto industry?

      07 November 2024 Stephanie Brinley

      The new Administration and Congress will likely make changes to emissions regulations, tariffs, the IRA, and more.

      • Trade Policy
      • Electric Vehicles (EVs/Batteries/EV Charging)
    16. VW decides to confront its own inconvenient truth

      07 November 2024 Tim Urquhart

      In this Behind the Headlines article, we examine the structural costs of the Volkswagen Group’s German operations.

      • Original Equipment Manufacturers (OEMs)
    17. EV battery explainer

      05 November 2024

      The use of lithium-ion batteries in electric vehicles (EVs) is not new.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    18. S&P Global Mobility to Share Aftermarket Insights at AAPEX, SEMA

      01 November 2024

      Average vehicle age increases, increasing diversity in vehicles and demographics of owners to guide conversations next week

      • Automotive Aftermarket
    19. Key DMAs Are Driving Supply, Incentives, and Competition for In-Market Shoppers

      31 October 2024

      Dealers must differentiate themselves through targeted audience strategies and offers to attract buyers.

      • Automotive Consumer Marketing/Audiences
    20. BriefCASE: Chips on the table - India seizes opportunities in a thriving automotive scene

      30 October 2024

      Semiconductor companies are starting to turn their focus to India's automotive market, where chip content is growing at an attractive rate in...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    21. Rising Vehicle Inventories Boost Brand Loyalty

      30 October 2024 Tom Libby

      Year-over-year loyalty rates in the US have risen for the past 16 months.

      • Vehicle Loyalty
    22. October 2024 auto sales volume to hold steady in the US

      29 October 2024

      October auto sales levels remain unchanged from the ongoing trend.

      • Vehicle Sales/Registrations
    23. Trucking in transition: Potential impacts of 2025 policy change

      29 October 2024

      Explore potential impacts of US policy change on the medium and heavy commercial vehicle (MHCV) market.

      • Commercial Vehicles
    24. Spotlight falls on European car industry challenges in Paris

      25 October 2024 Ian Fletcher

      In our Behind the Headlines series: recapping the new debuts at the Paris Motor Show.

      • Light Vehicles
      • Electric Vehicles (EVs/Batteries/EV Charging)
    25. US vehicle inventory reaches post-pandemic high in September

      23 October 2024 Matt Trommer

      Advertised vehicle inventory in the US soared to 3.056 million units in September 2024.

    26. BriefCASE: The road ahead for software-defined vehicles

      23 October 2024 Matthew Beecham

      Software-defined vehicles (SDVs) use software to control operations, add new features and integrate innovative functionalities. While this software-centric...

      • Vehicle Components
      • Automotive Supply Chain
      • Automotive Software
      • Artificial Intelligence (AI)
    27. Trucking in transition: Potential impacts of the 2024 election

      22 October 2024

      Explore potential impacts of the 2024 US election on the medium and heavy commercial vehicle (MHCV) market.

      • Commercial Vehicles
    28. October 2024 Light Vehicle Production Forecast

      18 October 2024 Mike Wall

      Slower growth in significant regions and uncertainties surrounding battery electric vehicle (BEV) adoption continue to challenge the production...

      • Vehicle Production Forecasts
    29. Fuel for Thought: 2024 Presidential Election: Impacts on the US Auto Industry

      17 October 2024 Stephanie Brinley

      Our special report details several scenarios and how they may unfold from an automotive policy perspective.

      • Trade Policy
      • Electric Vehicles (EVs/Batteries/EV Charging)
    30. BriefCASE: Let’s torque tech titans in the auto space   

      16 October 2024 Matthew Beecham

      The automotive industry, once dominated by mechanical engineering, is now rapidly integrating digital technologies.

      • Automotive Supply Chain
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    31. 5 Tips to Get the Most Out of Your Automotive Digital Marketing Campaigns

      15 October 2024

      From a layered audience approach to advanced data analytics, learn to enhance the customer journey at every stage.

      • Automotive Consumer Marketing/Audiences
    32. The rise of Chinese auto brands in Europe

      11 October 2024 Sidong Fan

      In 2023, China emerged as the largest car-exporting country globally, with the EU being a significant destination.

      • Vehicle Sales/Registrations
      • Vehicle Sales Forecasts
    33. Mainland China autonomous vehicle development on a different track

      10 October 2024

      From Behind the Headlines: China's autonomous vehicle (AV) sector is experiencing significant growth in 2024.

      • Vehicle Autonomy
    34. The Global Automotive Industry and the Energy Transition

      10 October 2024

      Automakers are facing the challenge of decarbonizing their value chain, with a focus on reducing Scope 3 emissions.

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Decarbonization
    35. BriefCASE: From ADAS to autonomy - The strategic moves shaping automakers’ future

      09 October 2024

      Automotive manufacturers are in a race to distinguish themselves in the fast-evolving landscape of advanced driver assistance systems (ADAS)...

      • Vehicle Components
      • Vehicle Autonomy
      • Automotive Supply Chain
    36. Automotive Industry in India Defies Global Disruptions

      08 October 2024 Gaurav Vangaal

      The India automotive industry has a huge growth potential due to its resilience against disruptions, large domestic market, and global export...

    37. Cannibalization Risks Remain for Incremental Gasoline Models

      07 October 2024 Tom Libby Steve Giordano Kent Chiu

      Cannibalization occurs when a new model draws a significant portion of its early buyers from within the brand.

      • Vehicle Sales/Registrations
    38. The lithium-ion battery, now synonymous with the auto industry’s electrification phase

      07 October 2024 Tom Libby

      The lithium-ion battery, now synonymous with the auto industry’s electrification phase.

      • Battery Technology
    39. Whitepaper: Automakers' Decarbonization Efforts in Action

      03 October 2024

      How the global automotive industry is approaching the energy transition.

      • Greenhouse Gas (GHG) Emissions Management
    40. BriefCASE: BMW hits the brakes with vehicle recall

      03 October 2024

      BMW recently initiated a global recall involving over 1.5 million vehicles— including the BMW 5 Series, 7 Series, Rolls-Royce Spectre, Mini Cooper...

      • Vehicle Components
      • Automotive Supply Chain
    41. September 2024 Auto Sales: Smaller Volume, Little Change to Underlying Dynamics

      27 September 2024

      US auto sales in September 2024 are expected to be much lower than the year-ago and month-prior levels.

    42. Fuel for Thought: The US Auto Market - OEMs and Captive Lenders Face New Challenges

      26 September 2024 Tom Libby Michelle Yeung Matt Trommer

      Affordability, inventory, and incentives trends are shifting the competitive landscape.

      • Automotive Consumer Financing
    43. BriefCASE: Twice as nice - The impact of digital twins in the automotive industry

      25 September 2024 Matthew Beecham

      In the era of Industry 4.0, smart manufacturing is transforming the automotive landscape through the integration of digital twins and AI. These...

      • Vehicle Components
      • Automotive Supply Chain
      • Artificial Intelligence (AI)
    44. Wealthy Americans Are Buying These Cars

      24 September 2024

      S&P Global Mobility analysis finds some surprising trends among vehicle registrations for ultra-wealthy households.

      • Vehicle Sales/Registrations
    45. Navigating the Future of Automotive Retail

      23 September 2024 Tanja Linken

      While traditional franchise dealerships have long dominated the retail space, other innovative approaches are gaining traction. 

      • Automotive Retail Trends/Transformation
    46. Behind the Headlines: OEMs gently braking on EV investment

      19 September 2024 Stephanie Brinley

      In 2024, sales of battery electric vehicles (BEV) settled to single-digit growth. Though BEV demand continues to grow, the mismatch between naturally...

      • Electric Vehicles (EVs/Batteries/EV Charging)
    47. BriefCASE: Challenges of Phantom Braking

      18 September 2024

      Autonomous emergency braking (AEB), a system first introduced in 2008 by Volvo as Volvo City Safety, has become the unlikely source of a rift...

      • Vehicle Components
      • Automotive Supply Chain
    48. September Light Vehicle Production Forecast

      17 September 2024 Mike Wall

      Each month, we leverage global light vehicle production actuals, registration data, and sales data to give you the most up-to-date, short-term...

      • Vehicle Sales Forecasts
      • Vehicle Production Forecasts
    49. Automotive Insights – Q2 2024 Canadian EV Information and Analysis

      13 September 2024

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

      • Mobility
      • Electric Vehicles (EVs/Batteries/EV Charging)
    50. Truck market 2024: Class 4-8 anticipated growth in North America

      13 September 2024 Manny Katakis Gregory Genette Andrej Divis

      After supply-chain disruptions in 2021 and 2022, North America's medium and heavy commercial vehicle (MHCV) sector is poised for recovery in...

      • Vehicle Powertrain
      • Original Equipment Manufacturers (OEMs)
      • Automotive Supply Chain
    51. Canada preparing for new tariffs on mainland Chinese products

      13 September 2024 Stephanie Brinley

      The Canadian government announced plans to impose a 100% tariff on BEV imports from mainland China.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    52. Semiconductor Supply Chain Disruption: Unpacking the US-China Trade Conflict

      12 September 2024

      China semiconductor sanctions by the US has major impacts on the global semiconductor landscape. Learn how the world is reacting to the semiconductor...

      • Automotive Supply Chain
    53. BriefCASE: India’s EV infrastructure growth is nearly fully charged

      11 September 2024

      The electric vehicle charging space in India is powering up. The past few quarters have brought many announcements of collaborations between...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Electric Vehicle Power Grid Implications
      • Automotive Supply Chain
    54. New Regulations Drive EV Growth in Europe

      11 September 2024 Xavier Demeulenaere

      The EU car market is on the brink of a major EV transformation, driven by tightening emissions regulations.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    55. Understanding Global Automotive Demand in 2024

      10 September 2024 Bjoern Huetter

      Q2 2024 saw experienced a 1.3% decline globally in automotive demand.

      • Vehicle Sales/Registrations
    56. Self-Driving Cars Gain Momentum in US

      09 September 2024 Stephanie Brinley

      US-market development of autonomous vehicle technology in the ride-hailing space has gained some momentum in mid-2024, after stalling in 2022...

      • Vehicle Autonomy
    57. BriefCASE: Fault lines in the connected-car data landscape

      04 September 2024

      You may be enjoying your connected vehicle features, but are you fully aware of what data you’re sharing and how it’s being used? Not all customers...

      • Vehicle Components
      • Automotive Supply Chain
      • Automotive Connectivity (Connected Car)
    58. How Stellantis is embracing software-defined vehicles: the future of mobility

      04 September 2024

      Interview with Stellantis chief software officer.

      • Automotive Software
    59. BriefCASE: Another Semiconductor Shortage May Be Coming

      29 August 2024

      Key companies in the automotive and semiconductor industries have expressed concerns about a potential semiconductor shortage in the second half...

      • Vehicle Components
      • Automotive Supply Chain
    60. Fuel for Thought: Electrification in China — On Track but Challenging

      29 August 2024 Abby Chun Tu

      It is beyond doubt that the Chinese auto market will continue to transition to electric vehicles in the next few years.

      • Electric Vehicles (EVs/Batteries/EV Charging)
    61. US automotive brand loyalty rates show positive shift

      28 August 2024

      Industry brand loyalty rates trended upward in the first half of 2024 following several years of flat or declining values.

      • Vehicle Loyalty
    62. August 2024 auto sales in the US – big volume, but little change to underlying dynamics

      27 August 2024

      August 2024 auto sales volume is expected to be one of the largest of the year.

      • Vehicle Sales/Registrations
    63. Motor shows: Where are they now?

      23 August 2024 Tim Urquhart Stephanie Brinley

      The traditional motor show has lost its role as the go-to place for new car launches.

      • Automotive Consumer Marketing/Audiences
    64. August Light Vehicle Production Forecast

      22 August 2024 Mike Wall

      The global auto industry continues to wrestle with slowing sales growth in several key markets and rather high inventories.

      • Light Vehicles
    65. BriefCASE: Steering into the future - Telematics is the wheel deal

      21 August 2024

      The new cars rolling out of assembly lines today have more telematics features than five years ago. This is because automakers globally seek...

      • Automotive Supply Chain
      • Automotive Connectivity (Connected Car)
    66. The Shift in Automotive Loyalty: Tracking Hybrid and BEV Buyers' Next Moves

      19 August 2024 Vince Palomarez

      S&P Global Mobility can track exactly how these buyers behave when choosing their next vehicle.

      • Vehicle Loyalty
      • Electric Vehicles (EVs/Batteries/EV Charging)
    67. Electric vehicle adoption trends — It’s not all grim

      16 August 2024 Todd Campau

      In 2024, nearly 20% of new vehicles coming onto the road are either EV or hybrid – and more than 1/3 of those are EVs.

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Aftermarket
    68. New vehicle inventory declines for first time in 14 months

      15 August 2024 Matt Trommer

      Retail advertised vehicle inventory in the United States declined last month for the first time since May 2023.

      • Light Vehicles
    69. BriefCASE: South Korean companies eye low-cost LFP battery market

      14 August 2024

      Intensifying competition and slowing demand for battery-electric vehicles are pressuring carmakers to lower manufacturing costs. The lithium...

      • Vehicle Components
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    70. 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
    71. Navigate the Impact of China-EV Tariffs

      09 August 2024

      Get a comprehensive data set on pre-tariff BEV sales numbers from mainland China to Europe through 2028

      • Vehicle Sales Forecasts
    72. 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
    73. 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)
    74. 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
    75. 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
    76. 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)
    77. July 2024 auto sales to realize bounce from June impacts

      25 July 2024

      Given delayed new vehicle purchases, the pace of auto sales in July 2024 is expected to realize a notable boost.

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

      25 July 2024

      With EV demand falling, the EV battery industry is wrestling with a combination of oversupply, underutilization of capacity and lower return...

      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Battery Technology
    79. 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)
    80. 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
    81. 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)
    82. 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
    83. 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
    84. 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)
    85. 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
    86. 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)
    87. 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
    88. 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
    89. 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)
    90. 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
    91. June 2024 auto sales advance again in the US

      26 June 2024

      June 2024 auto sales are expected to maintain pace with the previous month result and translate to one of the stronger seasonally adjusted results...

      • Vehicle Sales/Registrations
    92. 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)
    93. OTA updates and Software Defined Vehicles empower self driving cars

      24 June 2024 Ujjwal Jagyasi

      Discover how advancements in connected vehicle technology and over the air updates are revolutionizing the future of autonomous vehicles and...

      • Original Equipment Manufacturers (OEMs)
      • Automotive Software
      • Automotive Connectivity (Connected Car)
    94. The Future of ICE Powertrain and Hybrid Powertrain Systems in North America

      21 June 2024 Eric Anderson Darragh Punch

      Explore how ICE car and BEV powertrain are revolutionizing North America's automotive sector, driving the transition toward a more electrified...

      • Vehicle Powertrain
      • Original Equipment Manufacturers (OEMs)
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Commercial Vehicles
    95. 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)
    96. 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)
    97. Surprising Trends in the US Electric Vehicle Market

      18 June 2024 Tom Libby

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

      • Vehicle Sales/Registrations
      • Electric Vehicles (EVs/Batteries/EV Charging)
    98. 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
    99. 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)
    100. 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
    101. 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
    102. 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
    103. 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
    104. Global Efforts in Carbon Footprint of EV Batteries: Ensuring Sustainable Automotive Manufacturing

      27 May 2024 Ali Adim

      Discover efforts to create global standards for EV carbon footprint calculations and the progress made, driving sustainability in the automotive...

      • Light Vehicles
      • Battery Technology
      • Automotive Software
    105. 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
    106. 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
    107. 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)
    108. eAxle and Electric Motor Drive EV Evolution

      16 May 2024 Peeyush Garg Kartik Ganesh

      The electric motor market is set to grow rapidly, driven by innovations in eAxle technology and advancements in power density and efficiency....

      • Original Equipment Manufacturers (OEMs)
      • Electric Vehicles (EVs/Batteries/EV Charging)
      • Automotive Supply Chain
    109. 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)
    110. 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)
    111. 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
    112. 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
    113. 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
    114. 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
    115. 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
    116. 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
    117. 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
    118. 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
    119. 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)
    120. 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)
    121. 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
    122. 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
    123. 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
    124. 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
    125. 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
    126. 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
    127. 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
    128. 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
    129. 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
    130. 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
    131. 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
    132. 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
    133. 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
    134. 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
    135. 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
    136. 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
    137. 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
    138. 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
    139. 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
    140. 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
    141. 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
    142. 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
    143. 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
    144. 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
    145. 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...

    146. 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)
    147. 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
    148. 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
    149. 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)
    150. 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
    151. 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)
    152. 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)
    153. 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...

    154. 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...

    155. 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
    156. 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
    157. 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
    158. 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
    159. 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
    160. 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
    161. Fuel for Thought: Automotive Marketing for a Growing EV Portfolio

      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
    162. 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
    163. 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
    164. Checking China Blog

      16 September 2023

      summaary

      • 5G
    165. 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
    166. 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
    167. 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
    168. 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)
    169. 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)
    170. 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
    171. 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
    172. 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
    173. 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)
    174. 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
    175. 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
    176. 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
    177. 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
    178. 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
    179. 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
    180. 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
    181. 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
    182. 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
    183. 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
    184. 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
    185. 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
    186. 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
    187. 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
    188. 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
    189. 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
    190. 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
    191. 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
    192. 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)
    193. 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)
    194. 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
    195. 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
    196. 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
    197. 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
    198. 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
    199. 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)
    200. 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
    201. 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...

    202. 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
    203. 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
    204. Tesla EV market share 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)
    205. 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)
    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 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
    210. 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
    211. 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
    212. 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)
    213. 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
    214. 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
    215. 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)
    216. 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
    217. 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)
    218. 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)
    219. 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)
    220. 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)
    221. 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
    222. 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
    223. 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
    224. 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.

    225. 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
    226. 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
    227. 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
    228. 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
    229. 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
    230. 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
    231. 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
    232. 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....

    233. 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
    234. 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

    235. 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
    236. 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
    237. 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
    238. 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)
    239. 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
    240. 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
    241. 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
    242. 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
    243. 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)
    244. 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
    245. 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
    246. 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)
    247. 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
    248. Hyundai Market Share Rises to #3 in US for New Vehicle Retail

      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
    249. Volvo: the comeback begins

      03 November 2011 Tom Libby

      The October 25, 2011 edition of The New York Times included an article focusing on the contrasting directions in which the two Swedish automakers...

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