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ARTICLES & REPORTS Jan 25, 2023 21:51 MINS

Fuel for Thought [S5|E1]: Automotive Supply Chain & Technology Themes for 2023

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Kristen Balasia

Vice President, Automotive Advisory, S&P Global Mobility

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Brian Rhodes

Research and Analysis Manager, Connected Car & Vehicle Experience, S&P Global Mobility

The end of cheap capital – combined with worsening macroeconomic conditions, the war in Ukraine, raw material uncertainties, and the continuing chip shortage – will combine to mark 2023 as the beginning of an era when demand-side considerations replace the current supply-side fixation. Listen

Already, we are seeing these conditions impact the burgeoning mobility startup ecosystem. But in a larger framework, the industry will continue its pivot away from internal combustion engines toward electrified vehicles in all formats – as well as the exploration of connectivity and monetizing the reams of data produced as the industry seeks more profit pools.

Join Kristen Balasia, VP of Advisory Services, Brian Rhodes, Associate Director of Supply Chain & Technology, and Colin Bird-Martinez, Consulting Principal as they share their thoughts on this topic.


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