Fuel For Thought

Fuel For Thought


Latest Episodes

Tariffs, Taxes, and EVs: The Road Ahead for the Global Auto Industry
December 12, 2024

In this month's Fuel for Thought, host Guido Vildozo speaks with our experts about how the automotive industry is navigating anticipated shifts under a second Trump administration. Their discussion fo

How EU Tariffs Will Impact the Battery Electric Vehicle Market
November 19, 2024

In this episode ofFuel for Thought, we explore the European Union's decision to impose tariffs on Chinese battery electric vehicles (BEVs) following concerns about unfair subsidies. The tariffs, rang

2024 Presidential Election: Impacts on the US Auto Industry
October 15, 2024

In this special episode of Fuel for Thought, were diving into the 2024 US presidential election one of the most consequential elections in US history which could reshape the future of the automot

The US Auto Market: OEMs and Captive Lenders Face New Challenges
September 26, 2024

Its been a turbulent four years for the US auto industry, from the COVID-19 pandemic to inventory fluctuations and supply chain disruptions. But unfortunately for some of the industrys most import

Electrification in China - On Track but Challenging
September 26, 2024

In this episode of Fuel for Thought, were thrilled to welcome Abby Tu, Principal Research Analyst at S&P Global Mobility and author of Electrification in China: On Track but Challenging. In a c

Battery Industry Blues - Consequences of the EV Slowdown
July 25, 2024

In this episode of Fuel for Thought, research experts Ali Adim and Gabrielle Aversa discuss the current challenges facing the EV battery industry amidst a slowdown in demand for battery electric vehic

9 Highlights from our Recent Consumer Survey on Autonomous Vehicles
June 27, 2024

In this episode of Fuel for Thought, Senior Research Analysts Vivek Beriwal and Mariana Gongora highlight the key findings from our annual consumer survey on autonomous vehicles. The conversation was

Average age of vehicles in the US hit a new record
May 30, 2024

In this episode of Fuel for Thought we discuss the aging of the US vehicle fleet. Vehicles on the road are getting even older, according to new S&P Global Mobility data released last week. The averag

From aspiration to reality, building the trail to vehicle electrification
April 29, 2024

In this episode of Fuel for Thought we discuss the transition to electric vehicles in the U.S. market. As EV sales slow, OEMs must consider multiple factors to align their EV production with governmen

The Road to Transformation - Charting the course for the future of trucking
March 28, 2024

In this episode of Fuel for Thought we discuss the future of trucking. Disruption is coming to the medium and heavy commercial vehicle industry and an increased focus on climate change, strict regulat