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    Tariff trouble: Will Mexico's auto investment engine splutter?
    In the aftermath of the US election, President-elect Donald Trump’s impending return to the Oval Office has sparked widespread speculation about the implications of his second term, particularly in the automotive sector. As the world watches, the intersection of politics and innovation becomes a focal point, with the administration's stance on the Inflation Reduction Act (IRA) and its impact on electric vehicle supply chains taking center stage. Meanwhile, the alliance between Elon Musk and th...
    Insights
    Inching closer to commercialization: Curious case of autonomous trucks
    The advent of autonomous trucking represents a significant paradigm shift within the broader mobility industry, with far-reaching implications for logistics and supply chain management. However, the roadmap for autonomous truck deployment is continuously being dialed back as technology maturation, capital investment, business case rationalization, and regulatory hurdles prove more challenging than expected. Despite these challenges, the potential for autonomous trucks to revolutionize freight tr...
    Insights
    Navigating the future: Challenges and prospects for the Italian component sector
    This past week the Turin Chamber of Commerce and the National Association of Automotive Industry Supply Chain (ANFIA) have presented the 2024 edition of their annual survey of automotive suppliers. The survey, formally known as the Observatory on Italian Automotive Components and Mobility Services, enlisted the help of 2,135 automotive suppliers. It comes at a troubling time for the sector with the iconic home plant of Stellantis's Fiat—and Europe's oldest plant—in the shape of the vast Mira...
    News
    Talking Heads: Disconnected vehicles
    The US Commerce Department issued a notice of proposed rulemaking (NPRM) on Monday (Sept. 23) which, if approved, would ban the sale or import of vehicles that incorporate connectivity technologies plus systems incorporating prohibited hardware and software from countries of concern, specifically mainland China and Russia. The NPRM follows a process initiated by President Joe Biden in February and is based on public feedback to an earlier notice issued by the Commerce Department, which sought to...
    Insights
    Vehicle telematics hardware market on a strong growth path
    Wireless communication with vehicle electronic systems has become inevitable, and it is only improving. This trend is the driving force for the extensive expansion of all connected services and the uptake of telematics hardware. In addition, growth drivers include connected, autonomous, shared and electric (CASE) mobility megatrends; maturing of 5G connectivity; vehicle-smartphone integration; favorable legislation/regulations; V2X mandates, etc. Future autonomous vehicles will have multiple wir...
    Insights
    Neo Performance secures major deal with European EV supplier
    In a press release dated Aug. 6, Neo Performance Materials has announced that its subsidiary, NPM Narva OÜ, known as Magnequench Sintered Magnets, has secured a contract to supply sintered rare earth magnets to a top European tier 1 electric vehicle traction motor supplier. Projected to run from the second half of 2026 through 2033, with peak supply expected in 2029, this collaboration validates Neo's capability to meet intricate customer requirements, reaffirming its leading position...
    News
    Cloud computing use cases for automotive - raining innovation
    Thanks to the proverbial software-defined vehicle (SDV) that is helping the industry realize the buzz around CASE (connectivity, autonomy, shared mobility, electrification) megatrends, data flowing out of vehicle ecosystems have spiraled out of control. To put things into perspective, a typical connected vehicle can generate nearly 25 GB of data per hour and collect information from more than 100 different datapoints, thanks to embedded features including geolocation and navigation, companion ap...
    Insights
    Japan aims for deep-sea mining of cobalt and nickel
    In a significant development in deep-sea exploration, 200 million metric tons of manganese nodules rich in battery metals have been discovered in the Pacific Ocean, which are abundant in cobalt, nickel, copper and manganese. Found at depths of about 5,500 meters, these minerals, comparable to the polymetallic nodules in the Pacific's Clarion-Clipperton zone, constitute an estimated 610,000 metric tons of cobalt and 740,000 metric tons of nickel, which could substantially meet Japan's consum...
    News
    Race to cut costs on EVs will hit suppliers: Stellantis CEO
    Stellantis CEO Carlos Tavares believes that the ongoing global transition to electric vehicles is a game of severe cost-cutting, and automotive suppliers must figure out how to reduce costs and adapt to the new requirements or risk losing their business in the next five to 10 years, according to a news report published by The Detroit News on May 29. Tavares was speaking during a fireside chat at the Berstein Strategic Decisions Conference in New York City, the report said. Tavares said tha...
    News
    The geopolitics of semiconductors
    In the latest Talking Heads feature, we spoke with Jeremie Bouchaud and Phil Amsrud, experts in E/E and Semiconductors at S&P Global Mobility. The focus of this discussion is on the pivotal role of semiconductors in today's technology landscape and the challenges arising from geopolitical tensions. We also consider how Mainland China has responded to export bans, leading to disruptions in the global automotive semiconductor supply chain. Click the link above to download the whole article.
    Insights
    Baltimore: Not another port in automotive’s stormy recent history
    As the world awoke on the morning of March 26 to the news that there had been a crash involving a container ship and the Francis Scott Key Bridge in the city of Baltimore, which had caused the bridge to collapse, immediate thoughts were with the safety and welfare of all concerned. Six people are missing, presumed dead in the tragic aftermath. Traffic through the port will be suspended until further notice and looks set to cause disruption to trade and supply chains. One of the sectors that w...
    Insights
    Not all things begin and end with Tesla: Mexico's burgeoning automotive supply chain
    As with everything that Tesla says and does, its investment in Mexico for a new vehicle plant has attracted much attention. The latest hubbub around the Santa Catarina, Nuevo Leon, plant surrounds reports that Tesla is looking to invite its mainland Chinese suppliers at its operations in Shanghai to join it in investing in Mexico. That it is looking to bring some of its mainland Chinese suppliers to Mexico is not surprising. Original equipment manufacturers (OEMs) do this all the time. They have...
    Insights
    ReElement Technologies, USA Rare Earth sign sales agreement for ultra-pure rare earth elements
    ReElement Technologies Corporation, a leading provider of high-performance refining capacity of rare earth and critical battery elements, has signed a sales and offtake agreement with USA Rare Earth LLC for the production and sale of ultra-pure rare earth elements using ReElement's patented purification and refining process, currently in production at its Noblesville, Indiana facility, ReElement announced on March 6. It said that the facility is currently being expanded at its Marion Advanced...
    News
    Battery boost: US draws up new graphite supply chains, dimming import needs
    There are many topics debated in the lithium-ion battery category. For example, which cathode chemistry is most appropriate for which application be it nickel, cobalt, manganese or iron in varying ratios with lithium. Rarely up for debate, however, is the anode material. That’s because it’s almost always graphite. The problem for the auto industry is that the US government is trying to build a resilient electric vehicle (EV) supply chain that levers away mainland China’s influence on th...
    Briefing
    Tracking the carbon footprint of electric vehicle batteries
    Those who think it is a case of job done in terms of action on climate change for the auto industry, in the wake of the industry’s rapid adoption of electric vehicles, need to think again. We were gently reminded of this when the United Nations Framework Convention on Climate Change (UNFCCC), in its recently released yearbook, highlighted that although businesses, investors and governments are stepping up to take climate action in greater numbers than ever before, it is not enough. The applica...
    Insights
    Mainland China's latest ban to intensify diversification of rare earth magnet supply chain
    1. What has been banned by Mainland China? On December 21, 2023, mainland China imposed a ban on the export of rare earth magnet-making technology. The country’s Ministry of Commerce released a revised version of the Catalogue of Technologies Prohibited and Restricted from Export, which includes the ban on export of technology used for making rare earth magnets. As per the country, the revised ban and regulations are implemented with the intent to safeguard its national security and public ...
    Insights
    Navigating the Red Sea crisis, an automotive industry perspective
    Geopolitical tensions and Yemen-based Houthi militant attacks in the Red Sea and Gulf of Aden are exposing the vulnerability of global trade to regional conflicts, leading to detours, delivery delays and other repercussions for the auto industry.  Initial disruptions and global response The global shipping industry has faced major disruptions since December 2023, due to attacks on Western cargo ships that the Houthi have alleged to have affiliations to Israel. The Houthi have instigat...
    Insights
    S&P Global Mobility forecasts 88.3M auto sales in 2024
    Global new light vehicle sales in 2024 will see a 2.8% increase year-over-year, according to a new forecast by S&P Global Mobility. The light vehicle output recovery continues to feed inventory restocking efforts across many regions, as supply chain and demand is further recovering, supported by lingering pent-up consumer demand. S&P Global Mobility remains wary on recovery prospects, however, with consumer demand challenged by elevated vehicle pricing alongside challenging credit and le...
    Insights
    Automotive ‘Hypervisor’ market landscape
    The development of automotive hypervisor solutions is being fuelled by an increase in the use of embedded virtualization at the device level to support different operating systems. To support Infotainment multimedia and connected services, as well as safety-critical instrument clusters for electric vehicles and sophisticated safety features with ADAS L0 and L1, primary use cases may be seen in the cockpit domain electronics. Vehicles in the Entry and Mid-Price classes, supported by Chinese OEMs,...
    Insights
    While the industry talks about casting, the play is being rescripted and the staging changed
    Gigacasting is a hot topic in the automotive industry right now. We continually receive calls from clients on the subject, either concerned about how it’ll change their market prospects or warning of the perils of this ‘eggs-in-one-basket’ strategy. They’re right about the perils. It’s a long list. Massive castings can cost up to 10 times more than what they’re replacing. They may have distortion issues, may remove important repair capabilities. What’s more they require intensiv...
    Insights
    OEMs are unlikely to entirely in-source e-drives or their components
    In our recent insight titled “The battle for e-drive supremacy: Make vs. Buy,” we discussed how the majority of OEMs are opting to in-source e-drive components, mostly e-motors and overall eAxle system integration, owing to a variety of reasons: Obtain competitive advantage: For electric vehicle makers, range and efficiency are the key differentiators as potential customers seek EVs that provide a higher range and faster charging. Electric drive components such as e-motors and inverter...
    Insights
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