Fuel For Thought

Fuel For Thought


Latest Episodes

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

CERAWeek - An increasingly fragile mobility and energy transition
February 28, 2024

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
December 19, 2023

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
November 29, 2023

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