BriefCASE: Taiwan earthquake puts the spotlight back on chip supply chain diversification
The automotive industry faced one of its worst crises during the
years following the Covid-19 pandemic in 2020 when the
semiconductor shortage caused disruptions and delays in light
vehicle production globally on an unprecedented scale. So, on April
3,...
BriefCASE: The scramble to get GenAI on board
There is an unmistakable buzz around generative artificial
intelligence (GenAI), and as with most industries today, GenAI
tools are all over automotive. And why not? From streamlining
processes, enhancing efficiency, reducing costs, and automating
soft...
BriefCASE: Climate politics – France’s carbon footprint incentive stirs debate on global EV supply chains
The French government launched a program earlier this year to
promote electric car adoption among low-income households, but the
overwhelming response exceeded supply. The program offered leasing
options and subsidies, contributing to increased electri...
March 2024 US auto sales reflect uneasy progress
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 volume has reached this level.Key TakeawaysUS Auto Sales for March 2024 projected at 1.47 million
unit...
BriefCASE: Sodium-ion batteries to unseat lithium? Na, but they’ll be worth their salt
The automotive industry has been searching for a cheaper, more
sustainable alternative to lithium-ion batteries. While
experimenting with several cathode chemistries, including
iron-based lithium-ion batteries in low-end models and variants,
the indust...
BriefCASE: US facing challenges in its attempts to diversify its graphite supply chain
Key points:The US government aims to reduce its dependence on China for
its battery anode materials, particularly graphite, a key material
in lithium-ion batteries for electric vehicles (EVs).77% of the world's graphite production comes from China,...
2023 by the Numbers: S&P Global Mobility Analysis of US Auto Market
S&P Global Mobility recently finalized its 2023 registration
data for the US light vehicle market. As you may know, our
registration data are compiled from all 50 states and require time
for aggregation and analysis to ensure accuracy before pu...
BriefCASE: More twists than a Bollywood plot – India’s road to ADAS adoption
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 manufacturers — such as Ford and GM
— suffering blowouts in the pursuit of the opportunity. That
v...
BriefCASE: Electric motor market set to rocket – Mainland China leads, eAxle drives growth
Rapid expansion in the electric motor (e-motor) market is on the
horizon, driven by the eAxle market and evolving technologies. As
original equipment manufacturers increasingly keep design in-house
but outsource production, which players stand to gain?...
Charting the Course for the Future of Trucking: The Road to Transformation
Discover insights from S&P Global's report: Reinventing the
Truck 2023Around the world, disruption is coming to the medium and heavy
commercial vehicle (MHCV) industry. An increased focus on climate
change, strict regulations, and technolog...