Posts by Neal Zipser
Winter is Coming: The Auto Industry Faces Significant Risk Exposure from the Looming European Energy Crunch
With energy prices in Europe skyrocketing, placing business bottom lines in triage mode, a harsh winter could place certain automotive sectors at risk of being unable to keep their production lines running.
Read MoreTraditional Automakers to Ramp Up EV Competition in China
Traditional automakers in China are likely to boost their electric vehicle (EV) market shares by absorbing more of the cost increase caused by ongoing supply-chain bottlenecks, says Fitch Ratings. They will be supported by their more profitable internal combustion engine vehicles (ICEVs) and more robust funding access, compared to the EV start-ups.
Read More2023 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.
Read MoreThis 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.
Read MoreToyota, 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.
Read MoreThe 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.
Read MoreGlobal Light Vehicle Sales Update
December’s Global Light Vehicle (LV) selling rate fell for the fourth consecutive month to 82.7 mn units/year, despite flat YoY raw monthly registrations. The total sales figure for 2022, 81mn vehicles, came in slightly below that of 2021 (-0.6%) due to heightened market disruptions.
Read MorePandemic 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.
Read MoreSAA 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.
Read MoreTwo Industry Execs Join SAA Board
Two automotive industry veterans recently joined the SAA Board of Directors.
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