Trump’s First Day: New Insights for the Auto Industry
The S&P Global Mobility AutoIntelligence service
provides daily analysis of global automotive news and events. We
deliver timely context and impactful analysis for navigating the
fast-moving industry. Behind the Headlines offers a bi-weekly div...
US Tariff Changes and Forecast Implications: 2025 Assumptions
As President-elect Donald Trump's potential US tariff policies
loom, S&P Global Mobility has updated its baseline assumptions
for its vehicle forecasts. Along with other global and regional
economic, regulatory and market conditions, we hav...
Behind the Headlines: OEMs gently braking on EV investment
The S&P Global Mobility AutoIntelligence service
provides daily analysis of global automotive news and events. We
deliver timely context and impactful analysis for navigating the
fast-moving industry. Behind the Headlines offers a bi-weekly div...
Canada preparing for new tariffs on mainland Chinese products
In August, the Canadian government announced plans to impose a
100% tariff on battery-electric vehicle (BEV) imports from mainland
China, as well as a 25% import tariff on Chinese steel and
aluminum. The tariffs are set to be implemented in October
202...
Automakers struggle to sustain profit margins
Latest financial results from major automakers reveal a mixed
bag — but pressure on margins.The S&P Global Mobility AutoIntelligence service
provides daily analysis of global automotive news and events. We
deliver timely context and impactful a...
Startups and slowdowns in EV and battery plans
Over the past few weeks, BEV assembly and battery plants have
opened, started construction, and been delayed, as globally the
industry adjusts to an inconsistent demand path.The S&P Global Mobility AutoIntelligence service
provides daily analys...
A Breakdown on Europe’s Chinese EV Tariffs
Tariffs on Chinese-made EVs will impact automakers in Europe
and China, plus the global supply chain.The S&P Global Mobility AutoIntelligence service
provides daily analysis of global automotive news and events,
providing our clients timely con...
Market share of EVs rises more quickly in Canada than in US
Canadian new-vehicle buyers have been more readily adopting
battery electric vehicles (BEV) and plug-in hybrid electric
vehicles (PHEV) than US buyers.Though it has been well reported that buyers in Europe and China
have adopted BEVs more quickly than ...
US EPA releases 2032 regulations
SummaryThe US Environmental Protection Agency (EPA) regulations
released on March 20, 2024, seem designed to drive toward a BEV
solution, though the agency does describe the rule as "technology
agnostic," several elements seem fundamentally designed to...
2024 US Presidential Election and the Auto Industry
The 2024 US presidential election could end up a second
Biden-Trump contest, with former President Donald Trump the front
runner for the Republican party nomination after securing a win in
the Iowa caucus this week and President Joe Biden currently the...