The Latest SAA Newsletter

• Register Today for SAA’s Automotive Outlook Conference
• Jen Brace to Present Summary of Ford’s 2023 Trends Report
• S&P Global Mobility Makes 2023 Light Vehicle Sales Forecast
• U.S. Light Vehicle Market Grows in December, But Totals 13.7 Million Units in 2022, the Worst Performance Since 2011
• 10 Industry Predictions for 2023
• Webinar: CES Recap with S&P Global Mobility Experts
• Overheated Automotive M&A Cools Down in 2022
• 2023 Could Be Another Difficult Year for the Auto Industry – Here’s Why
• The EV Revolution Became an Eventuality in 2022
• Chinese Cars Were Almost Half of New Cars Revealed in 2022
• The Impact of Developments in the Mobility Sector on D&O Insurance
• Electrification of the Auto Supply Chain Requires New Business Case Evaluation: Suppliers Share Strategies
• Key Predictions for the Automotive Sector in 2023
• U.S. Auto Sales to Fall in 2022, GM Set to Reclaim Top Spot from Toyota
• Electronics Show Returns to Realism After Self-Driving Bubble Bursts
• Hyundai Motor, Kia Expect Auto Sales to Jump Nearly 10% in 2023
• How Driveline Technologies Enhance Your Driving Experience
• Starting an ESG Program? You May Be Closer Than You Think
• The Changing North America Production Landscape
• Lack of Affordability is Top Concern for EV Adoption
• EVs and Plug-in Hybrids to Represent 81 Percent of New U.S. Vehicle Sales in 2045
• S&P Global Mobility AutoTechInsight’s Talking Heads Series: Key Themes for 2023

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.

Traditional 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.

2023 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.

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.

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 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.

Global 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.

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.