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Apr 27, 2023 21:23 MINS

Fuel for Thought [S5|E4]: As the industry goes electric, expect a shakeout among internal-combustion suppliers

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Mark Rechtin

Executive Editor, Automotive Insights, S&P Global Mobility

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Michael Robinet

Executive Director, Consulting, S&P Global Mobility

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Mike Wall

Executive Director, Automotive Analysis, S&P Global Mobility

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Michael Southcott

Associate Manager, Automotive Supply Chain & Technology, S&P Global Mobility

In today's episode, we will be looking at the transition from an internal combustion world to one of battery electric propulsion and what that means for the traditional automotive supplier base. If you are a maker of engine, transmission, fuel, or exhaust systems, how do you fit into this picture? And how do you make a business case in such an environment? How existential is this crisis? Is it survivable? Or is your doomed fate inevitable?


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