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Autology: Enormous downside risk to automotive as the war in Ukraine continues

23 March 2022 27:35 mins Mark Fulthorpe Matteo Fini

This week’s episode dives into the impact of Russia’s invasion of Ukraine on the automotive industry.

As the war continues to rage on, vehicle production, demand, and the global supply chain supporting this sector are experiencing major disruption. We discuss the revised outlook for vehicle production as well as the key supply constraints that will have broad ramifications beyond Ukraine. Sanctions on Russia, both government led and self-induced, open another door for further complications that could have a lasting impact.

We’d love to hear your thoughts on this episode at our email, and you can find out much more across the website.

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Speaker: Mark Fulthorpe, Executive Director, Global Light Vehicle Production Forecast, S&P Global Mobility and

Matteo Fini, Vice President, Automotive Supply Chain, Technology and Aftermarket, S&P Global Mobility

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