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Speakers | Agenda

Nearly three years in crisis mode and possibly the end of the major disruptions are in sight. However, the business environment has significantly changed around the world. BEV demand is growing rapidly in key markets and legislation for GHG emissions is set to become tighter quickly. Has the BEV market already transformed from a push to a pull market throughout the crisis or will we see a dip, once incentives go away? The chip crisis is still present but perceived to be under control. Is there still another major shortage to come?

At the same time, high inflation, raw material price spikes, geopolitical turmoil, and labor shortages result in weaker economic outlooks and talk of recession in key markets. Nevertheless, can the automotive industry rely on a countercyclical recovery in the next years?

Please join us for our 2022 Fall Briefing Series, which will provide you with insights into the latest assumptions around major trends in the global automotive industry.

Event Details

Date:

22 September 2022, Thursday

Time:

8 am onwards

Venue:

Inn at St. John

Registration for the live event will end on 21 September 2022, 11:59 PM EDT.

Agenda

Thursday,22 September 2022

  • 8:00 AM Registration and Breakfast
  • 8:30 AM Introduction
  • 8:40 AM Global Demand Outlook and Macroeconomics
  • 9:10 AM Global Production
  • 9:40 AM Long-term New Mobility Outlook
  • 10:10 AM Q&A
  • 10:25 AM Break
  • 10:55 AM North American Sales Outlook
  • 11:25 AM North American Production Outlook
  • 11:55 AM Challenges Suppliers are facing with the ICE to BEV bridge
  • 12:25 PM Q&A
  • 12:40 PM Lunch
  • 1:55 PM Break Out Session 1: Commercial Vehicles
    • 1:55 PM US Commercial Vehicle Market: Status assessment
    • 2:25 PM Disruptors in the Commercial Vehicle Space
    • 2:55 PM Long-term Trends in the Commercial Vehicle Sector
    • 3:25 PM Q&A
    • 3:45 PM Closing Comments
    • 3:50 PM Conference Concludes
  • 1:55 PM Break Out Session 2: Components/Technology
    • 1:55 PM US Consumers and Technology
    • 2:20 PM US Vehicle Usage Patterns
    • 2:45 PM Subscriptions to heated seats? Understanding new approaches to leveraging connectivity
    • 3:10 PM US Autonomy Landscape
    • 3:35 PM Q&A
    • 3:55 PM Closing Comments
    • 4:00 PM Conference Concludes
  • 1:55 PM Break Out Session 3: Powertrain
    • 1:55 PM “Powertrain Macros” – Analyzing The Automaker’s Electrification Strategies
    • 2:20 PM Japanese OEM Propulsion Development in North America
    • 2:45 PM Regulatory Credit Trading Outlook
    • 3:10 PM Scope 3 GHG Emissions and why it matters
    • 3:35 PM Q&A
    • 3:55 PM Closing Comments
    • 4:00 PM Conference Concludes
  • *Agenda subject to change.

Register for 2022 Automotive Fall Briefing - Detroit | In-Person



This event is for S&P Global Mobility automotive forecasting clients only.

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