Fuel For Thought
Latest Episodes
The US Auto Market: OEMs and Captive Lenders Face New Challenges
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
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
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
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
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
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
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
CERAWeek - An increasingly fragile mobility and energy transition
In this episode of Fuel for Thought, we discuss what's likely to shape our industry in 2024 and beyond. Learn about the softening of the EV market, as well as increasing media coverage concerning sust
Connected cars and the automotive revolution
The automotive industry is reaching an inflection point that will reshape its near-term future, precipitated by the connected car era also known as software defined vehicles or SDVs. This will aff
The Vehicle Affordability Crunch
Average transaction prices for new vehicles are through the roof. But affordability has also been crimped by many automakers shifting away from traditional entry-level segments, both in the US and Eur