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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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진행자:
업데이트 빈도:
every 47 days
평균 오디오 길이:
15 minutes
게스트 인터뷰
영어
미국
에피소드 101 개
2020년 4월 15일부터
episodic
최신 에피소드 🔗
Global vehicle sales have barely moved compared to 2019. Yet one shift has changed the industry more than any demand cycle, regulation, or technology trend: Chinese OEMs have doubled their share of global sales. For Western automakers, this presents a major competitive threat.
In this episode of F…
이전 에피소드 🔗
In this edition of Fuel for Thought, we’re looking ahead to 2027 through the lens of OEM strategy—at a time when demand is constrained, affordability is calling the shots, and competition is getting sharper by the quarter.
The core tension is simple: households are still stretched, vehicle prices …
Editor's note: This podcast was originally published on May 11, 2026. Due to technical difficulties, it was republished on August 3.
Automotive procurement and planning leaders face a growing concern in 2026: A structural tightening in the supply of DRAM chips that underpin modern vehicle electro…
With average monthly car payments pushing toward $800 and nearly 20% of US consumers making $1,000 payments, buyers are weighing brand attachment against purchasing reality.
Recent automotive market analysis shows that affordability pressures are fundamentally changing car buyer behavior, cre…
For North American automakers, the familiar megatrends of electrification, regionalization, the rise of Chinese competitors, technological transformation, and supply chain resilience are evolving amid global supply risks and shifting regulatory pressures.
Our latest whitepaper, The next phase of …
Over the past year, automotive suppliers have navigated shifting tariff regimes, geopolitical uncertainty, uneven EV demand, and rising expectations around software, sustainability, and resilience.
So why are many suppliers still optimistic?
To find out, S&P Global Mobility expert Matthew B…
As we approach 2026, the automotive industry is bracing for yet another potential crisis: a shortage of dynamic random access memory (DRAM) chips.
This anticipated shortage will not be quite as dramatic as the 2021 crisis—which prevented more than 10 million cars from being built that year—but co…
Chinese automakers are not only reshaping their domestic market but are also becoming formidable players on the international stage. Their aggressive expansion into overseas markets, driven by a combination of competitive pricing, innovative technology, and strategic partnerships, poses both challe…
A decade ago, the path toward full electrification seemed clear. Battery electric vehicles (BEVs) were seen as the inevitable future. But fast forward to today and that once-shared vision has fractured.
Different regions are now taking distinctly different routes shaped by policy shifts, consumer…
Since May 3, 2025, automakers have been navigating a complex US trade policy which includes a 25% tariff on imported vehicles and parts from nearly all countries. Although trade negotiations may ultimately reduce this tariff rate, few new deals have been signed so far.
Amidst this backdrop, early…
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