Neal Zipser – Society of Automotive Analysts

This is Where Electric Vehicle Adoption is Headed Between 2022 and 2025

The number of consumers looking to buy EVs globally has hit 52%. This is the first time 50% has been exceeded, and it represents a rise of 22 percentage points in just two years.

Average Age of Vehicles in the U.S. Increases to 12.2 Years, According to S&P Global Mobility

The average age of light vehicles in operation (VIO) in the US rose to 12.2 years this year, increasing by nearly two months over the prior year, according to new research from S&P Global Mobility (formerly the automotive team at IHS Markit).

Stagflation Would Raise Liquidity, Refi Risk for Some U.S. Industrials

Stagflation would heighten liquidity and refinancing risks for some U.S. airlines and auto suppliers, due to high exposure to elevated energy prices, demand elasticity, large upcoming maturities or a high percentage of floating-rate debt, says Fitch Ratings.

Toyota, Honda Finish 1-2; General Motors Finishes at 3rd in Annual Supplier Working Relations Study

Results of the 22nd annual North American Automotive OEM – Supplier Working Relations Index® (WRI®) Study show in spite of supply chain shortages and production volatility, transition pains to electric vehicles, logistics constraints, and increasing raw material costs impacting automakers and suppliers, two of the six major U.S. OEMs made substantial improvement in their WRI® scores and two held steady, while two others fell – one significantly.

The Latest SAA Newsletter

• Register Today for an Exclusive Peek Into Microsoft Technologies and Tour of the Microsoft Technology Center
• New Car Sales Forecast to Plummet 20.9% in May, as Supply Remains Low
• Miss the SAA Webinar on Staffing? Watch it Now
• Plante Moran Shares Key Findings from its Newly Released 2022 Working Relations Index® Study
• Key Changes in Stellantis/FCA New Terms and Conditions
• Some Ford, Stellantis Plants Down Due to Chip Constraints
• China Passenger Car Sales Tumble 35.7% Year Over Year in April
• New Twist in Automotive Recall Trends
• Toyota Again Rated Highest for Relationships With Suppliers
• Can the Automotive Industry Scale Fast Enough?
• Stagflation Would Raise Liquidity, Refi Risk for Some U.S. Industrials
• Stellantis Purchasing and Supply Chain Executive Out Amid Supplier Issues
• How Shanghai Lockdowns Are Changing the Auto Industry
• Ford CEO Expects to See Industry Consolidation as the Costs of Transition to Electric Vehicles Rise
• New Car Sales Keep Dropping Because There Just Aren’t Enough Cars

2022 SAA Events

The SAA has a robust line-up of in-person and virtual events planned for 2022. Check regularly for updates.

Click here to learn more.

The Top Business Intelligence and Analytics Trends for the Automotive Industry 2022

What’s struck me in the past years is how the tools we have at our disposal, at a societal and corporate level, are insufficient to solve the big challenges we face. We see this with the pandemic, climate change, social inequity and much more. And, more recently, in the disruptions in supply chains, which have created global shortages of key components and materials – many of those impacting the automotive industry. To solve our biggest issues, we don’t have a choice but to get together and create joint, interwoven solutions.

What it is Like to be an Auto Analyst

From vehicle electrification to autonomous driving, the automotive industry is changing rapidly. LMC’s Director of Asia-Pacific Forecasting, May Arthapan, describes why this is such an exhilarating time to be an analyst in the sector.

Pandemic Acts as Catalyst for Additional Change in Auto Industry, Analysts Suggest

The COVID crisis is proving to be a bigger accelerator for altering the automotive industry in fundamental ways than originally expected. OEMs must continue to grapple with the challenges brought about by autonomous driving, shared mobility, driveline electrification, but now there are additional changes in manufacturing as automaking transforms to a product from a service.

SAA Automotive Outlook Conference Recap: “Learn to Stop Worrying and Love Volatility”

Last Sunday I was honored to present FSG’s Global Economic Outlook at the Society of Automotive Analysts’ Outlook conference in Detroit, the unofficial kickoff of the prestigious North American international Auto Show. I lightheartedly titled my presentation “How to Stop Worrying and Love Volatility” because 2019 promised to feel even more unstable for business and investors than 2018.