17 January 2022 20:47 mins Kristen Balasia Colin Bird-Martinez Mark Boyadjis
The IHS Markit team is joined by special guest Jon Morrison CEO of J&M Strategic Insights and former president of WABCO Americas as they discuss...
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Latest Podcasts
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17 January 2022 27:49 mins Kristen Balasia Colin Bird-Martinez Mark Boyadjis
Kristen Balasia, Colin Bird Martinez and Mark Boyadjis talk about Consumer Electronics Show (CES) Recap 2022, which provided some foresight on...
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10 January 2022 36:39 Chris Varvares Brian Lawson Rajiv Biswas Todd Lee, Ph.D. John Mothersole Sara Johnson Elisabeth WaelbroeckRocha Ken Wattret Joel Prakken, Ph.D.
IHS Markit economists will reveal our top-10 predictions for the global economy in 2022. Topics include the recovery paths of major economies...
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05 January 2022 41:26 min Reed Olmstead David Vaucher
Oil and gas producers made headlines in 2021 selling “net-zero oil” thanks to the purchase of carbon offset credits to mitigate Scope 1 and Scope...
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05 January 2022 26:40 mins Kyle Davis Phil Amsrud Mark Boyadjis
Autology will bring daily recaps of the biggest automotive news from the 2022 Consumer Electronics Show in Las Vegas, Nevada throughout the week....
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20 December 2021 47:03 min Reed Olmstead David Vaucher
EnergyCents welcomes back IHS Markit shale sector experts Reed Olmstead and David Vaucher for our annual year-in-review episode.
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18 December 2021 40:19 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie
Our Africa team explores how Africa and constituent countries fared through 2021 and then take us to 2022 and what they see in terms of economic...
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16 December 2021 27:51 mins Jeremie Bouchaud Phil Amsrud
Following Nvidia holding its GPU Technology Conference (GTC) in California and Qualcomm’s analyst day in New York in November, this week’s podcast...
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15 December 2021 20:01 mins Kristen Balasia Mike Wall Phil Amsrud
Kristen Balasia, Mike Wall and Phil Amsrud talk about automotive 2022 outlook, diving into possibilities of recovery and potential pandemic impacts...
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13 December 2021 23:35 Paul Smith, Ph.D. Andrew Harker Pollyanna De Lima Joseph Hayes
Our PMI research team discusses currency valuations, the impact of price pressures on business performance, and our latest survey results.
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08 December 2021 30:52 min Peter Gardett Roger Diwan Paul McConnell
After months of high expectations, the UN conference COP26 concluded in November and left many climate enthusiasts wishing there had been more...
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04 December 2021 12:16 John Anton John Mothersole
The United States and the EU have agreed to Section 232 revisions that take effect on 1 January 2022. The new agreement is much like the quota-and-tariff...
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04 December 2021 12:16 John Anton John Mothersole
John Anton and John Mothersole sit down to break this big spend bill apart and help us get into the details of the impact to our supply chains...
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03 December 2021 23:27 mins Claudio Vittori George Hilton
In this week’s episode of Autology, IHS Markit experts discuss how charging infrastructure is set to develop over the coming years.
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17 November 2021 12:30 min Mark Hazel James Martin Gregory Genette Kristen Balasia
Fuel For Thought [S3|E11]: Can Electrification Deliver for Commercial Vehicles?
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17 November 2021 38:09 min Karim Fawaz
EnergyCents- Ep 57: Supply anxiety – Physical tightening gives legs to recent oil price rally
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17 November 2021 27:12 mins Brian Rhodes Aaron Dale
Chip on their shoulder - The cars suffering from the chip shortage
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13 November 2021 18:13 Chris Suckling, Ph.D. Sian Jones
Our research team pulls back the curtain to talk through what they were seeing and watching in the data as this shortage came to the forefront....
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10 November 2021 29:23 mins Tawhid Khan Paolo Martino
As carbuyers’ wants and needs shift to focus on software features over traditional hardware, IHS Markit experts explain how OEMs and suppliers...
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05 November 2021 19:23 mins Graham Evans Michael Southcott
The City of London recently expanded its Ultra-Low Emission Zone on October 25, forcing those with non-compliant high-emissions vehicles to pay...
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05 November 2021 30:52 min Laurent Ruseckas
European natural gas prices have more than tripled in 2021 on the back of a post-Covid demand surge that has far outpaced supply – and all before...
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02 November 2021 24:27 mins Brock Walquist Owen Chen
Autology: An Ultra upgrade – How does GM’s new Ultra Cruise stack up?
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30 October 2021 28:41 Anna Boyd Natznet Tesfay Veronica Burford
The concept of social license to operate has been around for a long time in both mining and energy sectors. Many companies have established practices...
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29 October 2021 35:58 min Jenny Nguyen Yang Lara Dong
The Chinese saying, 摸着石头过河, translates roughly in English to “touching the stones to cross the river” and describes the need to embrace an often-indirect...
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27 October 2021 46:12 mins Jeremy Carlson Brian Rhodes Matteo Fini
While Apple is yet to confirm or deny exploring vehicle development under the codename Project Titan, also referred as Chromium, a vast array...
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25 October 2021 28:34 mins Aseem Uppal
In this week’s episode of Autology, we discuss over-the-air (OTA) updates and what they actually mean for the consumer with our special guest...
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25 October 2021 19:19 mins Kristen Balasia Mark Boyadjis Tawhid Khan
Kristen Balasia, Mark C. Boyadjis and Tawhid Khan talk about the major shift towards software-defined vehicles and bridging the union between...
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25 October 2021 20:40 John Raines, Ph.D. Asad Ali Ludovico Carlino
Having defeated the Afghan government militarily and negotiated the departure of foreign forces from the country, the Taliban’s focus is now...
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22 October 2021 32:15 mins Matteo Martini
It’s no secret that we expect certain freedoms from our automobiles. The ability to drive long distances and complete journeys in comfort, regardless...
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21 October 2021 18:27 John Raines, Ph.D. Jonathan Ablett
Choices made today by consumers, corporations and governments are leading to consequences in the latter half of this century that determine whether...
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15 October 2021 36:56 Anton Casteleijn Theo Acheampong, Ph.D. Alisa Strobel Brian Lawson
Fintech is a major force shaping the structure of the financial industry in Sub-Saharan Africa and it is rapidly changing the competitive landscape....
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EnergyCents- Ep 54: New configurations: The practicalities of transitioning US gas and power markets
14 October 2021 35:06 min Xizhou Zhou Wade Shafer
Transitioning United States power and gas markets to a net-zero economy requires coordinate policy and infrastructure strategies that don’t neglect...
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12 October 2021 25:56 mins Aaron Dale Anna Buettner
The episode also reveals what upcoming audio technologies the industry is developing, such as incorporating microphones for “Conversation Enhancement”...
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08 October 2021 24:09 mins Tawhid Khan Phil Amsrud Jeremy Carlson
This week, Qualcomm and investment firm SSW Partners acquired ADAS (advanced driver-assistance systems)-focused supplier Veoneer for USD4.5 billion....
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07 October 2021 38:38 min Kevin Birn
Competition within the Canadian oil sands has concentrated among a few specialists as carbon-concerns contribute to divestments from more diversified...
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07 October 2021 17:12 Roderick Bruce Eva Renon
How complete is your risk profile? Looking at LNG projects in Mozambique and Tanzania
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30 September 2021 45:00 mins Matteo Fini
This week’s episode explores how the move towards a greener society is negatively impacting the automotive industry – in particular, for the...
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30 September 2021 42:08 min Peter Gardett
EnergyCents- Ep 52: Walking the walk: the diplomatic alliances that may chart success at COP26
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30 September 2021 43:50 min Fernanda Machado Tony Reinsch
Brazil’s presalt is a world-class resource play that is becoming a core region for several major operators. Our experts Fernanda Machado and...
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28 September 2021 24:19 John Anton Emily Crowley Sophie Malin
Tight labor markets are causing issues for services and manufacturing industries around the globe. These labor shortages are creating and exacerbating...
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23 September 2021 42:07 min Graham Evans
EnergyCents- Ep 51: Electric Warriors: EVs, battery networks and the drive for differentiation
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20 September 2021 37:30 Jordan Anderson Jihane Boudiaf Ailsa Rosales Diego Iscaro Petya Barzilska
In this episode, we look at how climate change is disrupting regional stability, shaping future policy, shifting economic growth and investment...
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16 September 2021 24:00 mins Graham Evans
Tune into this week’s Autology podcast to find out how electric vehicles (EVs) are powered and how their underpinnings will develop in the years...
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16 September 2021 12:54 min Sheila Moore Jeff Nitto Jeff Otten Basel Asmar, Ph.D.
Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream in Perspective podcast. In these conversations, analysts from...
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16 September 2021 34:45 mins Michael Stoppard Shankari Srinivasan
IHS Markit Vice Presidents of Climate and Sustainability Michael Stoppard and Shankari Srinivasan join EnergyCents this week to discuss how gas...
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15 September 2021 17:08 mins Claudio Vittori Patricio Barbale
IAA Mobility 2021 roundup
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15 September 2021 17:27 mins Kristen Balasia Mike Wall
Kristen Balasia, Mike Wall and Bjoern Huetter talk about supply chain challenges and electrification trends, and review the rocky recovery as...
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13 September 2021 19:50 Paul Smith, Ph.D. Andrew Harker Usamah Bhatti
Malaysian factories suffered shutdowns in June due to the rise in Delta variant cases and, as of now, are still not operating at full capacity....
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08 September 2021 24:21 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie
Hakainde Hichilema, the leader of the United Party for National Development, won the 12 August Zambian presidential election. In today’s episode...
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08 September 2021 38:34 mins Chris DeLucia
EnergyCents welcomes back IHS Markit Research Director Chris DeLucia, an expert in oil and gas portfolio strategy, this week to share results...
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02 September 2021 17:39 John Anton Maxwell Clarke
What goes up for machinery, may not come down
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01 September 2021 40:01 mins Paola Perez Pena
IHS Markit CCUS expert Paola Perez Pena joins EnergyCents this week to discuss the differences in Carbon Sequestration technologies, and highlight...
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24 August 2021 18:04 mins Kristen Balasia
Kristen Balasia, Amber Daniel and our special guest, Giancarlo Montenegro; Director of Social at Reunion Marketing talk about the changing consumers...
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18 August 2021 44:08 mins Rob Smith
Global majors began expanding the footprint of their fuel retail stations in 2017 after more than a decade of site reductions. What explains...
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14 August 2021 39:30 Jack A. Kennedy Yasmine Ghozzi Ludovico Carlino
Often held up as the only democratic success story to come out of the Arab Spring, Tunisia has struggled through a decade of consistent unrest...
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11 August 2021 41:30 mins Bob Fryklund
The role of upstream exploration is changing as oil and gas companies prepare for growth in a lower-carbon business environment. IHS Markit Chief...
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07 August 2021 19:44 Paul Smith, Ph.D. Sian Jones Andrew Harker
What’s driving growth in manufacturing production around the globe? Our PMI economists join us to discuss what our PMI surveys are telling us...
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05 August 2021 29:06 mins Graham Evans
Following a series of developments in the battery industry in recent weeks, IHS Markit deep dives into the impact and significance they are expected...
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31 July 2021 19:54 mins John Mothersole John Bauman
After many choppy weeks for commodity markets, the transition in pricing is finally beginning.
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29 July 2021 18:50 mins Tawhid Khan
This week we are giving you an opportunity to catch up on the key soundbites pulled from every Autology episode so far.
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29 July 2021 24:04 Anton Casteleijn Thea Fourie Silvia Macri Nezo Sobekwa
What began as violent protests calling for the release of former president Jacob Zuma from prison in several parts of KwaZulu-Natal province...
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27 July 2021 42:46 min Sam Huntington
EnergyCents- Ep 45: Live wire: Extreme weather challenges a reliable, clean, and affordable grid
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22 July 2021 23:10 mins Tawhid Khan
Automotive research and development (R&D) is at a pivotal moment as we enter a new age of vehicles, with electrification, autonomy and connectivity...
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22 July 2021 22:14 mins Kristen Balasia Vijay Subramanian James Martin
Kristen Balasia, Vijay Subramanian and James Martin talk about automotive electrification, regulation, and transportation decarbonization toward...
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20 July 2021 41:19 Peter Gardett
EnergyCents- Ep 44: A sense of urgency: Why COP26 matters to energy investors
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20 July 2021 21:43 Asad Ali John Raines, Ph.D.
The US recently announced a long-awaited withdrawal despite the fact that the Taliban is making advancements in the country. Progress on many...
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19 July 2021 28:07 Alisa Strobel Jordan Anderson Eva Renon Langelihle Malimela
Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth
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14 July 2021 27:10 mins Claudio Vittori Graham Evans
As EVs sales continue to grow, the question remains if global charging infrastructure and technology is adequate for consumers.
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13 July 2021 36:44 Kevin Lindemer Dr. Christoph Berg Jordan Godwin
Global investment in biofuels continues to ramp up as the refining sector optimizes its portfolio beyond traditional fossil fuels.
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10 July 2021 10:59 Thea Fourie Langelihle Malimela Deepa Kumar
Episode 96: The impact of the Delta Variant in Southern Africa
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09 July 2021 9:32 min Sheila Moore Jeff Nitto
Upstream in Perspective- Ep 42: Oil and gas labor market challenges and outlook
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07 July 2021 28:15 mins Edwin Pope
As OEMs increasingly explore three-dimensional printing for vehicle components, IHS Markit experts ask whether or not the technology is likely...
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06 July 2021 14:13 Alexia Ash Carlos Caicedo
In today’s episode, we are once again talking about an incident that is highly unlikely to happen – it’s called a Realistic Disaster Scenarios...
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EnergyCents - Ep 42: Texas Forever: Why Houston will maintain its role as the world’s energy capital
30 June 2021 41:29 min Karl Kuykendall
More than 20% of Houston GDP relates to activities in the traditional energy industry – a sector that is being disrupted by innovation in low-carbon...
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30 June 2021 23:55 mins Brian Rhodes Aseem Uppal
Robot wars - Why Android is beating the competition
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30 June 2021 18:07 Deni Koenhemsi John Anton Scott Hazelton
The news, and our podcasts, have been filled with stories about the dramatic rise in lumber prices – until 2 weeks ago when prices fell.
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EnergyCents- Ep 41: It’s complicated: An economy’s messy relationship with gas on a path to net zero
25 June 2021 29:29 min Ed Kelly
EnergyCents- Ep 41: It’s complicated: An economy’s messy relationship with gas on a path to net zero
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23 June 2021 27:40 mins Jeremie Bouchaud Phil Amsrud
Chips ahoy! Making up the chip shortfall
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22 June 2021 23:05 mins Kristen Balasia Mark Fulthorpe Phil Amsrud
Kristen Balasia, Mark Fulthorpe and Phil Amsrud talk about the tight supply of semiconductors, and various disruptions to non-automotive markets...
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19 June 2021 14:32 Thea Fourie Andrew Harker Alisa Strobel
Sub-Saharan Africa suffered a sharp economic contraction over the last year. Pandemic lockdowns, trade and supply Chain disruptions, and employment...
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16 June 2021 27:21 mins Beatriz Minamy Brian Rhodes
As smart voice systems transform our interactions in the car just as rapidly as they are in the home, we dive into the world of virtual personal...
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16 June 2021 38:21 min Coralie Laurencin
EnergyCents- Ep 40: Entrance fees: EU set to consider levy on border-crossing carbon
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11 June 2021 12:57 Alexia Ash Kevjn Lim
Episode 92: Realistic Disaster Scenarios: Iran regional war risk
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10 June 2021 30:52 mins Aaron Dale Kyle Davis
As smart voice systems transform our interactions in the car just as rapidly as they are in the home, we dive into the world of virtual personal...
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09 June 2021 36:42 min Raoul LeBlanc Andrew Byrne
EnergyCents- Ep 39: Dear Prudence: Shale sector fortifies balance sheets as cash reinvestment falls
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08 June 2021 13:41 John Anton John Mothersole
Episode 91: Commodities may have reached their peak - Looking at the signals
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02 June 2021 37:03 mins Edurne Zoco, Ph.D. Cormac Gilligan
Cleantech investors find themselves on a ‘Solar Coaster’ as equity volatility reflects the industry’s challenge of meeting fast-growing demand...
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02 June 2021 32:22 mins Anna Buettner Brock Walquist
Kristen Balasia, Thomas Libby, Ian McIlravey and our special guest Michelle Denogean; CMO at Roadster, talk about the changing retail model and...
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02 June 2021 14:45 Thea Fourie Eva Renon Roderick Bruce Langelihle Malimela
Implications for Mozambique’s insurgency in the northern Cabo Delgado province
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22 May 2021 14:13 Thea Fourie Eva Renon Archbold Macheka
On the heels of Chad announcing it wanted to participate in the IMF-G20 debt restructuring initiatives, our Africa experts sit down to talk about...
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21 May 2021 24:14 mins Richard Seiho Kim, Ph.D.
In the debut episode of the new Autology podcasts, we discuss how Formula E is driving technology for EVs on the road, including how OEMs-come-race-teams...
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20 May 2021 41:30 min Alex Klaessig Julia Wainwright
EnergyCents- Ep 37: Demand drivers: The promise of hydrogen and the call on capital
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18 May 2021 48:29 Reed Olmstead Karim Fawaz
Oil markets find themselves in a good place as North America shale producers show continued restraint, and OPEC+ manages its response to post-COVID...
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18 May 2021 26:31 mins Tom Libby Kristen Balasia
Fuel For Thought [S3|E5] - Retail revolution – Real or not?
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11 May 2021 42:22 Reed Olmstead Karim Fawaz
President Joseph Biden’s proactive commitment to low-carbon energy policy returns the United States to a leadership position within the international...
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08 May 2021 16:17 Paul Bingham John Anton
Episode 88: Supply chain issues compound as freight woes continue
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07 May 2021 35:08 Reed Olmstead Karim Fawaz
Specialized start-ups and diversified incumbents are in a race to develop next generation technology that will improve safety and performance...
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06 May 2021 15:11 Lindsay Newman, Ph.D. Hanna Luchnikava-Schorsch Deepa Kumar
Episode 87: COVID-19 outbreak in India
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05 May 2021 28:16 Lindsay Newman, Ph.D. Sacha Baggili Jack A. Kennedy Ralf Wiegert, Ph.D. Jihane Boudiaf
It’s a divided and disparate recovery story across the MENA region depending on each country’s ability to access and provide vaccines to their...
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02 May 2021 40:56 min Laurent Ruseckas
The fate of Nord Stream 2 remains an open question as strategic interests from the EU, US, and Russia influence the gas pipeline’s construction...
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29 April 2021 01:45 mins
From AVs to V2X, join our experts and industry leaders in Autology - a freely accessible weekly podcast that discusses the latest news and megatrends...
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29 April 2021 22:32 Lindsay Newman, Ph.D. Dijedon Imeri Diego Iscaro Eoin Ryan
In this episode, our country risk and life science experts come together to talk about supply chain challenges, heightened protectionist moments...
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20 April 2021 15:17 John Anton Deni Koenhemsi
Lumber climbs sky-high
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20 April 2021 13:05 mins Tom Libby Kristen Balasia
Thomas Libby and Kristen Balasia talk about the importance of loyalty in the automotive industry.
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14 April 2021 29:47 min Fellipe Balieiro
US project-specific corporate renewables demand is projected to more than double to $17 billion over the next decade from less than $8 billion...
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EnergyCents- Ep 31: New entrants: The ‘prosumer’ as potential force in evolving renewables landscape
12 April 2021 38:56 min Eduard Sala de Vedruna
Nearly all forms of renewable energy continue to attract investment as myriad technologies fight for market share amid a rapidly changing energy...
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11 April 2021 13:41 William Farmer Thea Fourie Lindsay Newman, Ph.D.
Episode 83 The geopolitical challenges of COVID-19 vaccine delivery Sub Saharan Africa
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06 April 2021 19:44 Chris Suckling, Ph.D. Thea Fourie Theo Acheampong, Ph.D.
Join our Sub-Saharan Africa team in their discussion on the debt relief efforts being offered by the IMF and the G20 to the region. Is it enough?...
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23 March 2021 11:57 John Anton
With steel prices hitting record highs, and supplies being tight in many regions, our Director of Pricing & Purchasing, John Anton, sits with...
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19 March 2021 36:15 Reed Olmstead
Economic activity is set to rebound after 2020s COVID-induced lockdowns, and oil prices are up more than 30% since January in response.
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19 March 2021 29:40 Alexia Ash Carla Selman Johanna Marris Ailsa Rosales
Most of us discuss ECG at the corporate level, but what if we looked at the country level? Last year we launched a Sovereign ESG index to provide...
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19 March 2021 23:33 Kristen Balasia Tom De Vleesschauwer Tim Armstrong
Tim Armstrong, Tom De Vleesschauwer and Kristen Balasia talk about IHS Markit's CERAWeek which is widely considered to be the most prestigious...
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16 March 2021 28:35 Lindsay Newman, Ph.D. Bree Neff Sophie Cairns Deepa Kumar
The Asia-Pacific region is well-placed in the coronavirus disease 2019 (COVID-19) vaccine rollout, with both India and China having sufficient...
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10 March 2021 51:00 min Cormac Gilligan Raoul LeBlanc
The shale and solar sectors have profoundly disrupted their respective markets over the past decade. But each is expected to follow very different...
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10 March 2021 43:51 min Andrei Utkin
Barriers to entry rise for offshore wind projects as oil and gas majors and large-scale utilities partner and/or compete to win in one of renewable...
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09 March 2021 7:44 Patrick Warren John Anton
Join John Anton and Patrick Warren from our pricing and purchasing team as they talk about the increases in packaging costs in the first half...
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23 February 2021 17:19 Rajiv Biswas Todd Lee Yating Xu Lei Yi
Episode 77: China’s Economic Outlook in the Year of the Ox
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22 February 2021 47:31 min Michael Pickens Douglas Giuffre Wade Shafer
Texas suffered through an arctic blast during the week of 15 February 2021 that left millions without power after the Electric Reliability Council...
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20 February 2021 26:53 Natznet Tesfay Dr. Marie Lechler Alisa Strobel William Farmer Archbold Macheka Thea Fourie
One of the many fallouts from the Covid-19 pandemic is disruptions to global supply chains. As we start to restructure supply chains, our Sub...
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18 February 2021 39:43 min Karim Fawaz
A dramatic recovery in price, over a relatively short amount of time, amidst a global-wide pandemic.
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18 February 2021 26:53 Lindsay Newman, Ph.D. Johanna Marris Rafael Amiel, Ph.D.
Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America
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17 February 2021 15:24 Bjoern Huetter Ali Khalili Kristen Balasia
Bjoern Huetter, Ali Khalili and Kristen Balasia talk about 2020 year in review around the globe; an unprecedented year for the automotive industry....
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10 February 2021 29:12 Michael Schpero Brian Manalastas
Institutional investors are showing renewed interest in energy-sector equities in 2021 across both traditional and low-carbon themes. IHS Markit...
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09 February 2021 18:03 Rajiv Biswas Lei Yi Yating Xu Angus Lam
While bond defaults are not uncommon in Mainland China, a few recent defaults have triggered a strong response. What makes these different? Well...
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09 February 2021 33:52 Prashanth Pillai
Upstream in Perspective- Ep 41: Decarbonizing the upstream supply chain
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04 February 2021 36:49 min Kareemah Mohamed
EnergyCents- Ep 24: Gas pain: Asian LNG market seeks relief
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02 February 2021 29:29 Rajiv Biswas
Episode 73: When will APAC economy recover? A regional outlook for 2021
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27 January 2021 15:58 Sophie Malin John Anton John Mothersole
Episode 72: Supply chain disruptions - Continued shortages in materials and labor
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27 January 2021 Kristen Balasia Mark Boyadjis Brian Rhodes
Kristen Balasia, Mark Boyadjis and Brian Rhodes talk about the future of technology and CES 2021 virtual event roundup.
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25 January 2021 39:18 min Kurt Barrow
Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refinery...
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13 January 2021 39:18 min Sam Wilkinson
Solar technologies, and renewable energy more broadly, have become mainstream as consumers seek low-carbon power supply. IHS Markit Research...
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09 January 2021 27:59 John Anton
In our first pricing focused podcast of 2021, John Anton talks about the very tumultuous steel market. While demand not back to pre-pandemic...
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04 January 2021 25:30 Breanne Dougherty
EnergyCents Hosts Breanne Dougherty and Hill Vaden are joined by Producer Jessica Nelson on this year-end episode to consider lessons learned...
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04 January 2021 15:33 Johanna Marris John Raines, Ph.D.
Episode 69: Cargo and supply chain disruptions in Mexico
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29 December 2020 49:47 min Patrick Luckow Wade Shafer Doug Giuffre
EnergyCents- Ep. 20 - 3 wise men: power market predictions for 2021
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24 December 2020 01:00 mins Christopher Hopson
An Automotive Minute [S2|E45] Global-US Sales Outlook with Chris Hopson
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23 December 2020 16:35 Brian Lawson Greta Butaviciute Alyssa Grzelak
Episode 68: Banking sector risks to watch in 2021
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21 December 2020 0:58 Michael Robinet
An Automotive Minute [S2|E44] Parts Constraints with Michael Robinet
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17 December 2020 01:00 mins Stephanie Brinley
An Automotive Minute [S2|E43] EV Adoption with Stephanie Brinley
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16 December 2020 57:01 min Reed Olmstead David Vaucher
EnergyCents- Ep 19: Mirror, Mirror on the Wall: Reflections on 2020 and Predictions for 2021
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16 December 2020 25:51 mins Mark Fulthorpe Peter Nagle Kristen Balasia
Fuel for Thought [S2|E11] - Automotive Scenarios for 2021 — The Virus and the Vaccine
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15 December 2020 20:29 John Anton Michael Dall
Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals
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11 December 2020 27:39 min Michael Wynne Mr. David Hicks Jenny Nguyen Yang Steven Knell, Ph.D.
Upstream in Perspective- Ep 40: DX Talks- The Role of DX in the Energy Transition
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09 December 2020 31:17 min Fellipe Balieiro
EnergyCents - Ep. 18: The Unsung Heroes of Upstream Portfolio Consolidation
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08 December 2020 1:01 Mark Boyadjis
An Automotive Minute [S2|E42] How COVID-19 is Changing the Auto Industry with Mark Boyadjis
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01 December 2020 33:16 Catherine Robinson
With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support...
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24 November 2020 30:34 min Justin Jacobs
EnergyCents- Ep. 16: How a Biden presidency may (re)shape the U.S. energy sector
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21 November 2020 15:52 Rajiv Biswas Angus Lam
Indonesia, the biggest economy in SE Asia and had been growing at a rapid pace. However, it has been suffering terribly since the beginning of...
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19 November 2020 1:04 Stephanie Brinley, MBA
An Automotive Minute [S2|E41] The EV Market with Stephanie Brinley
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17 November 2020 14:29 Kristen Balasia Mike Wall
Kristen Balasia, Mike Wall and Sandra Zhou talk about China; the auto industry gets a lift from Chinese consumers and regulators driving growth...
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15 November 2020 27:59 John Anton John Mothersole
John Anton and John Mothersole join us for another wide-ranging discussion around the global metal’s markets. They start off discussing the impact...
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13 November 2020 42:59 Roger Diwan Michael Stoppard
EnergyCents- Ep. 14: Strategic imperatives of increasingly interconnected global oil & gas markets
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13 November 2020 01:11 mins Mark Boyadjis
There is a clear focus on new revenue sources in the automotive industry, as mobility, electrification, autonomy, and connectivity continue to...
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06 November 2020 01:06 mins Jeremy Carlson
October is National Cybersecurity Awareness Month!
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01 November 2020 33:37 Chris DeLucia
Many of the Oil and Gas industry’s largest companies are charting very different futures dependent on how each prioritizes low-carbon projects...
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31 October 2020 37:23 Chris Suckling, Ph.D. Theo Acheampong, Ph.D. Carla Selman
Last week the IMF and finance ministers from the G20 made some ostensibly landmark decisions affecting the ability of developing countries to...
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27 October 2020 01:07 mins Tom Libby
The sub-compact SUV category is one of the smaller SUV segments, based on market share, but it has contributed to the remarkable success of SUVs...
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26 October 2020 10:56 Chris Williamson
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...
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23 October 2020 36:23 Xizhou Zhou
EnergyCents- Ep. 12: China’s carbon pledge sets up new paradigm for environment, economy, & energy
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Fuel for Thought [S2|E9]: Incorporating Consumer Expectations in the post-COVID-19 Retail Experience
19 October 2020 14:31 mins Melanie Erff Mike Wall Tanja Linken
Melanie Erff, Mike Wall and Tanja Linken talk about how the COVID-19 pandemic has impacted the global automotive retail with respect to challenges...
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19 October 2020 1:07 Michael Robinet
The automotive industry has been working at a fever pitch since late May when we emerged from the COVID-19 driven output closures.
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16 October 2020 37:33 min Raoul LeBlanc Karim Fawaz
EnergyCents- Ep. 11: Twilight Zone or SuperCycle?: Near-term expectations for oil markets
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13 October 2020 0:58 Tom Libby
A recent analysis of IHS Markit new light vehicle registrations through July this year finds sport utilities account for 50% of all new vehicle...
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12 October 2020 18:25 Brian Lawson
Join our capital markets specialist, Brian Lawson, as he talks about the recent developments in the sector.
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10 October 2020 38:00 min Roger Diwan Brian Matt
EnergyCents- Ep. 10: ESG, energy, and investing...an increasingly busy intersection
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02 October 2020 1:12 Devin Lindsay
So you’re looking to purchase a new car in the state of California in 2035? Well, you can have any powertrain you want, as long as it’s electric....
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28 September 2020 1:04 Jeremy Carlson
IHS Markit Minute [S2] [E34] US-based NVIDIA announces intent to acquire UK-based Arm for $40B
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28 September 2020 13:22 Sophie Malin
Episode 61: What's happening in labor markets across Europe?
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26 September 2020 23:27 Rajiv Biswas
Episode 60: Asia Pacific economic outlook shocks and impact on supply chains
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23 September 2020 27:53 min Judson Jacobs Carolyn Seto
Upstream in Perspective- Ep. 38: Technologies enabling the energy transition
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22 September 2020 16:16 mins Anoop Desai Kristen Balasia Tom Libby
Fuel for Thought[S2|E8] – The Evolving Global EV Landscape
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22 September 2020 37:00min Wade Shafer Doug Giuffre
EnergyCents- Ep. 8: Part 1- Lessons from California Power Markets
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20 September 2020 08:10 John Anton KC Chang, B.com, MA, MS
Episode 59: All that's silver is not gold... or is it?
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16 September 2020 1:03 Stephanie Brinley, MBA
An Automotive Minute [S2|E23] North American Production with Stephanie Brinley
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15 September 2020 11:33 Deni Koenhemsi John Anton
Episode 58: Lumber carrying its weight in price
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15 September 2020 16:09 min Nicholas Godec, CFA Eron Bloomgarden
Investing in climate change
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09 September 2020 1:01 Michael Robinet
Michael Robinet discusses recent automaker partnerships including two by GM with Honda and Nikola; FCA with PSA; and Ford's alignment with VW....
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09 September 2020 25:47min Steven Knell, Ph.D.
EnergyCents- Ep. 7: Part 2- This time it’s different: Scenario planning in a time of COVID-19
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03 September 2020 34:33 min Steven Knell, Ph.D.
A global pandemic in 2020 introduced new variables to the potential timing and implications of a transitioning energy sector that increasingly...
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02 September 2020 9:14 Angus Lam
Episode 57: New policies for the Indian banking sector
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02 September 2020 01:01 mins Stephanie Brinley, MBA
In this podcast, Stephanie Brinley discusses Jeep's reentry into the full-size SUV segment.
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01 September 2020 34:45 min Michael Schpero Karim Fawaz
EnergyCents - Episode 5: Trading places: retail investors move into energy
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27 August 2020 20:22 John Raines, Ph.D. Raj Badiani Jan Gerhard
Brexit is coming
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26 August 2020 01:02 mins Christopher Hopson
An Automotive Minute [S2|E20] US Retail Sales in July with Chris Hopson
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19 August 2020 25:09 mins Joe Kyriakoza Melanie Erff Kristen Balasia
Fuel for Thought [S2|E7]: Automotive Retail - The Path Forward
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17 August 2020 15:49 Columb Strack Ralf Wiegert, Ph.D. Firas Modad George Devereese
Join experts from both our Economics & Country Risk and Maritime & Trade teams as they provide an overview of the situation in Lebanon in the...
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13 August 2020 17:47 John Raines, Ph.D. John Anton Emily Crowley Johanna Marris
One month after the enactment of the new USMCA trade agreement our experts look at what the agreement really means for industry, labor, and politics....
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11 August 2020 39:03 min Michael Stoppard Ed Kelly
EnergyCents - Ep 4: Gas-infrastructure investments: Cash flows, regulations and steel … oh my
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11 August 2020 1:08 Todd Campau
Todd Campau discusses the average age of vehicles in the United States
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06 August 2020 33:16 min Hassan Eltorie Justin Jacobs Raoul LeBlanc
EnergyCents- Ep 3: Chevron-Noble, and the implications for Upstream M&A
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05 August 2020 1:02 Michael Robinet
With 2.5 months of lost output and revenue, strategy is front and center for the North America auto industry.
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05 August 2020 35:48 Richard Sanchez Sheila Moore Reed Olmstead
Upstream in Perspective- Ep 36: Onshore? Offshore? In upstream, no one escapes 2020
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03 August 2020 22:23 Rajiv Biswas
The economic outlook for India in the wake of the COVID-19 outbreak
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30 July 2020 29:54 Jack A. Kennedy Firas Modad
The convergence of economic dislocation, political instability, and inter-regional power struggles are driving unrest across the region.
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29 July 2020 01:01 Stephanie Brinley, MBA
Changing consumer preferences in the US with Stephanie Brinley
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22 July 2020 0:57 Tom Libby
New registrations this year in the US are down 35% from a year ago and are vastly different from last year.
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22 July 2020 15:19 Brian Lawson
Episode 51 - Emerging Market Issuers Push Debt Maturity
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20 July 2020 20:11 Mike Wall Tom Libby Kristen Balasia
For the first time in recorded history, we are experiencing the turbulence and uncertainty of multiple catastrophes simultaneously. Listen to...
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15 July 2020 1:07 Michael Robinet
An Automotive Minute [S2|E25] After effects of COVID-19 with Michael Robinet
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14 July 2020 16:09 John Anton John Mothersole
Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks
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10 July 2020 19:28 Alyssa Grzelak
Banking Risk - Banking sector stress in emerging markets, the next wave of the COVID-19 fallout
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08 July 2020 1:01 Stephanie Brinley, MBA
An Automotive Minute [S2|E24] US light vehicle demand with Stephanie Brinley
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Episode 48 : Risk intelligence - Understanding what’s happening amidst the noise of information flow
26 June 2020 19:03 John Raines, Ph.D. Justin Valentino Hugo Foster
Risk intelligence - Understanding what’s happening amidst the noise of information flow
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24 June 2020 1:02 Stephanie Brinley, MBA
Stephanie Brinley looks at the technology race that Ford, GM and FCA have created in full-sized pick ups.
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23 June 2020 36:19 min David Vaucher Brandon Savisky Paola Perez Pena Jesus Ozuna
Upstream in Perspective- Episode 35: Is the Worst Behind Us? – The North America Onshore Recovery
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19 June 2020 13:35 John Raines, Ph.D. Brian Lawson
Sustainability-Linked Bonds
-
18 June 2020 40:46 min Reed Olmstead Karim Fawaz
EnergyCents - Episode 2: Energy markets in the 1970s and 2020s: Is Past Prologue?
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10 June 2020 1:00 min Jeremy Carlson
The automotive industry is ramping up efforts to address consumer concerns around COVID-19. Jeremy Carlson discusses results from a survey related...
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03 June 2020 40:46 min Reed Olmstead Karim Fawaz
EnergyCents - Episode 1: Trouble with the Curve
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03 June 2020 1:08 mins Devin Lindsay
Devin Lindsay discusses the development of a million mile battery.
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28 May 2020 23:59 Rajiv Biswas
The economic impact of lockdown on the Asia Pacific economy
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21 May 2020 17:07 Emily Crowley Sophie Malin
Changing labor market and wage outlook in the wake of COVID-19
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20 May 2020 1:03 mins Stephanie Brinley, MBA
An Automotive Minute
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15 May 2020 32:51 John Raines, Ph.D. Blanka Kolenikova Deepa Kumar Carlos Caicedo
Episode 45: Charismatic leadership during COVID-19
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13 May 2020 1:05 mins Michael Robinet
Michael Robinet looks at the unknown post-COVID environment that awaits automakers and suppliers as they restart production.
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13 May 2020 30:34 min Kunfeng Zhu Nick Sharma Erik Darner Yin Yuan
How chinas national oil companies balance oil and gas declines
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12 May 2020 8:39 Gabrielle Ventura
In today's episode, Gabrielle Ventura, an economist for our Banking Risk Service, discusses the fall of the Lebanese banking sector.
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12 May 2020 17:43 mins Michael Robinet Melanie Erff Kristen Balasia
Fuel for Thought [S2|E5]: Industry in Recovery - Post COVID considerations
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06 May 2020 01:04 mins Jeremy Carlson
Jeremy Carlson discusses results from a recent survey that asked 100 global OEMs and suppliers what the effects of the pandemic would be on automotive...
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04 May 2020 17:36 Brian Lawson Dr. Marie Lechler John Raines, Ph.D.
Capital Markets Weekly: Emerging market sovereigns enjoy deal rush
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25 April 2020 21:17 John Anton John Mothersole
The impact of COVID-19, and what it means for the future of the supply chain.
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24 April 2020 24:20 Brian Lawson
Our capital markets expert, Brian Lawson, takes a look at this week's developments from the scale of the increase in debt burdens and government...
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21 April 2020 16:38 mins Kristen Balasia
Fuel for Thought [S2|E4]: COVID-19 - Automotive Retail Crisis or Opportunity?
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15 April 2020 00:58 mins Christopher Hopson
Chris Hopson discusses the US light vehicle sales forecast for 2020.
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14 April 2020 45:38 min Raoul LeBlanc
North America oil and gas industry enters survival mode
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09 April 2020 1:05 mins Michael Robinet
An Automotive Minute [S2|E13]: COVID-19 Recovery
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27 March 2020 12:03 Brian Lawson
This episode looks at how the dual shocks of COVID-19, and falling energy, and natural resource prices are pushing Emerging Market countries...
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26 March 2020 12:08 Rajiv Biswas
Escalating economic shockwaves from Covid-19 in the Asia-Pacific region
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25 March 2020 1:03 mins Stephanie Brinley, MBA
North American LV Assembly numbers amid COVID-19 with Stephanie Brinley
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23 March 2020 34:29 Laurence Allan, Ph.D. Steven Knell, Ph.D. Dijedon Imeri Petya Barzilska
Episode 36: European Green Deal - Weathering Covid-19
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18 March 2020 1:03 mins Stephanie Brinley, MBA
An Automotive Minute [S2|E11] COVID-19 and the Automotive Industry with Stephanie Brinley
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14 March 2020 29:02 Chris Varvares Ken Matheny, Ph.D. Ken Wattret Chris Fenske
With the unprecedented business interruptions caused by the outbreak and spread of COVID-19, our experts provide our perspective on the global...
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11 March 2020 1:05 mins Jeremy Carlson
Hybrid and Electric Vehicles with Jeremy Carlson
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10 March 2020 17:24 mins Stephanie Brinley, MBA
Fuel for Thought [S2|E3]: The Multi-Cultural Market - A bright spot in a flattening market
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05 March 2020 13:09 Gabrielle Ventura
Episode 36: Lebanese government and banks change strategy as anti-bank
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04 March 2020 25:54 John Anton Emily Crowley
Sophie Malin discusses the disruption to production starts in china fed by lower return rates of migrant workers.
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04 March 2020 01:05 mins Stephanie Brinley, MBA
Geneva Motor Show
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02 March 2020 15:01 Brian Lawson
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...
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26 February 2020 2:40 Johanna Marris
Johanna Marris, a research analyst with our Country Risk team, provides insight into the recent announcements that both the incumbent and previous...
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26 February 2020 17:16 Brian Lawson
This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows.
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26 February 2020 1:07 mins Tom Libby
New vehicle registration trends in the United States with Tom Libby
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26 February 2020 44:30 Keith King Jerry Kepes
Conventional exploration trends in the era of investment dilemma | Keith King & Jerry Kepes
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19 February 2020 1:04 mins Christopher Hopson
Coronavirus Impact on Automotive with Chris Hopson
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17 February 2020 9:56 Tom Jackson
Population growth continues to downshift in most states
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14 February 2020 12:08 Brian Lawson
Capital Markets Weekly - A high appetite for hybrid and perpetual debt
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14 February 2020 14:56 Brian Lawson
Capital Markets Weekly: Emerging market issuance during January reached USD118 billion
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14 February 2020 35:25 Brian Lawson
USMCA: The real story for the US Economy, Mexican politics, and the automotive industry
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12 February 2020 17:38 Brian Lawson
Capital Markets Weekly-France & Greece continue long-dated issuance
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12 February 2020 20:53 mins Kristen Balasia Michael Robinet
Fuel for Thought
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06 February 2020 41:16 Roger Diwan Raoul LeBlanc
The energy investor outlook for 2020
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29 January 2020 26:28 Chris Williamson Chris Varvares Ken Wattret Paul Smith, Ph.D.
Leave no stone unturned: Leverage the combined power of nowcasting and forecasting
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29 January 2020 22:18 Paul McGrath Jack A. Kennedy Columb Strack
The Downing Of Flight 752 - How we uncovered what happened and what it means going forward
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27 January 2020 1:05 mins Michael Robinet
Automotive suppliers are at a crossroads. With plateauing volumes, EVs and AVs - there is a lot to react to. Michael Robinet provides his thoughts....
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24 January 2020 14:56 Brian Lawson
Capital Markets Weekly- Highly-active primary markets continue, display seasonal factors
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24 January 2020 9:56 Rob O'Brien Rajiv Biswas
US-China Phase-one Trade Agreement: Welcome news for the Asia Pacific region?
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24 January 2020 19:48 John Anton Emily Crowley
USMCA impact to labor rates and the auto industry: Understand what's really going to happen
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22 January 2020 1:04 mins Christopher Hopson
An Automotive Minute
-
17 January 2020 2:53 Anton Alifandi
Indonesia’s new labor legislation - Risks from union dissatisfaction
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17 January 2020 16:27 Brian Lawson
Capital Markets Weekly: Emerging market sovereigns enjoy deal rush
-
17 January 2020 16:27 William Farmer
Kenyan cabinet reshuffle
-
16 January 2020 21:05 Firas Modad Jack A. Kennedy Ege Seckin
US-Iran conflict: Short- and long-term risks
-
15 January 2020 1:01 min Jeremy Carlson
Listen as Jeremy Carlson gives a recap of CES
-
15 January 2020 7:44 Chris Varvares
The US Economy: Growing at trend
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14 January 2020 26:14 Andrew Birch Alyssa Grzelak
Turkey’s outlook and banking sector in 2020: What risks are hiding on the horizon?
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13 January 2020 12:18 Brian Lawson
Capital Markets Weekly: Markets shrug off Iranian risks and raise a lot of money
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08 January 2020 10:11 Diego Moya-Ocampos, LLB
Venezuela’s conflicting legislatures
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08 January 2020 34:06 min Jeremy Carlson
The new decade brings the future of mobility into focus. Listen to IHS Markit’s recap of the 2020 CES, highlighting key announcements and how...
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08 January 2020 1:01 mins Stephanie Brinley, MBA
Listen as Stephanie Brinley discusses new vehicle sales in the United States in 2020.
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03 January 2020 12:08 Brian Lawson
Capital Markets Weekly - Looking back and looking ahead
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02 January 2020 41:16 Reed Olmstead David Vaucher
Come listen to our experts discuss about upstream oil and gas industry trends of 2019 and their 2020 upstream predictions with a little game...
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19 December 2019 1:01 mins Christopher Hopson
An Automotive Minute - Episode 48: North America Light Vehicle Demand with Chris Hopson
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18 December 2019 1:02 mins Stephanie Brinley, MBA
An Automotive Minute - Episode 50: PHEVs in the United States with Stephanie Brinley
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17 December 2019 10:11 Nariman Behravesh, Ph.D.
Nariman Behravesh discusses top-10 predictions for the global economy in 2020. He will examine the elevated risks and assess the risk of a recession...
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16 December 2019 3:45 Laurence Allan, Ph.D.
UK Election 2019
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11 December 2019 1:02 mins Devin Lindsay
An Automotive Minute - Episode 49: More CUVs, Different Powertrains with Devin Lindsay
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10 December 2019 10:59 Rajiv Biswas
Southeast Asia’s Economic Outlook for 2020
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06 December 2019 12:03 Rajiv Biswas
Rajiv Biswas talks about the 6th largest economy in the world- India. He discusses the political and economic influences, including the slowdown...
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05 December 2019 15:00 John Mothersole John Anton
Metals supply chain 2020 - Will it stay a buyers market?
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27 November 2019 1:07 mins Michael Robinet
Michael Robinet shares some reasons behind the proposed FCA and PSA merger.
-
27 November 2019 1:07 mins Tom Libby
Tom Libby discusses sales of sedans versus SUVs
-
27 November 2019 1:07 mins Stephanie Brinley, MBA
Stephanie Brinley looks at the launch of the Cadillac Escalade and the Jeep Gladiator Mojave
-
20 November 2019 1:05 mins Stephanie Brinley, MBA
Stephanie Brinley discusses electric vehicle introductions at the Los Angeles Auto Show
-
13 November 2019 1:03 mins Christopher Hopson
As 2019 comes to an end, listen to Chris Hopson as he discusses US light vehicle sales volumes for 2019 which are expected to exceed 17 million...
-
06 November 2019 1:00 mins Stephanie Brinley, MBA
Stephanie Brinley discusses electrification developments that were on display at the North America Commercial Vehicle Show in Atlanta.
-
30 October 2019 1:02 mins Mark Seng
As automotive aftermarket leaders converge on Las Vegas at AAPEX and SEMA shows, the size and age of US light vehicle fleet continues to rise....
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28 October 2019 45:38 min Max Cohen Chris DeLucia
Rapidly falling costs, new technology & policy support have helped firms create value in offshore wind projects. But, is it a sustainable opportunity...
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16 October 2019 01:05 mins Devin Lindsay
Join Devin Lindsay as he discusses the major changes battery electric vehicles are making in the automotive industry. Keep up to date with...
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16 October 2019 01:02 mins Stephanie Brinley, MBA
An Automotive Minute
-
10 October 2019 1:04 mins Stephanie Brinley, MBA
An Automotive Minute
-
09 October 2019 01:00 mins Christopher Hopson
An Automotive Minute
-
08 October 2019 26:29 mins Kristen Balasia Holger Hausmann
Fuel for Thought
-
25 September 2019 1:03 mins Stephanie Brinley, MBA
An Automotive Minute
-
19 September 2019 38:33 min Daniel Pratt
Amid concerns of credibility, cash flows and carbon, investors are shying away from the oil and gas industry. What's behind investor apathy?...
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18 September 2019 1:04 mins Christopher Hopson
An Automotive Minute
-
10 September 2019 35:27 min Paola Perez Pena
Electric fracking promises a number of advantages including some cost reductions, noise reductions, emission reductions and more. So, what’s...
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10 September 2019 1:01 mins Stephanie Brinley, MBA
An Automotive Minute
-
10 September 2019 11:15 mins Christopher Hopson
Fuel for Thought
-
04 September 2019 1:02 mins Tom Libby
EV now represents a record 1.3% of the overall US light vehicle market. Keep up to date with the evolving automotive industry with An Automotive...
-
21 August 2019 1:04 mins Jeremy Carlson
An Automotive Minute
-
15 August 2019 0:58 mins Stephanie Brinley, MBA
Auto consumers could see 420 nameplates to choose from in 2026 compared with 350 last year. Keep up to date with the evolving automotive industry...
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