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Mobility Research & Analysis

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Observations and insights from our global mobility experts including: product strategy, technology, production, sales and marketing.

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  1. Scrap Old, Embrace New: How V-VMP is Revolutionizing India’s Automotive Future?

    23 April 2025

    Scrap Old, Embrace New: How V-VMP is Revolutionizing India’s Automotive Future?

    • Vehicles In Operation (VIO/PARC)
    • Original Equipment Manufacturers (OEMs)
    • Light Vehicles
    • Automotive Connectivity (Connected Car)
  2. October 2024 New Vehicle Inventory: Volumes Still at Post-pandemic Highs

    22 November 2024 Matt Trommer

    Despite a slight overall increase in total vehicle inventory in the US in October 2024, electric vehicle (EV) inventory has continued to decline...

    • Light Vehicles
  3. Automotive Insights – Q3 2024 Canadian EV Information and Analysis

    20 November 2024

    A curated collection of Canadian EV information, analysis, and insights.

    • Mobility
    • Electric Vehicles (EVs/Batteries/EV Charging)
  4. November 2024 Light Vehicle Production Forecast

    14 November 2024 Mike Wall

    Light vehicle production forecasts are mixed globally, with notable downgrades in Europe and South Asia.

    • Vehicle Production Forecasts
  5. VW decides to confront its own inconvenient truth

    07 November 2024 Tim Urquhart

    In this Behind the Headlines article, we examine the structural costs of the Volkswagen Group’s German operations.

    • Original Equipment Manufacturers (OEMs)
  6. EV battery explainer

    05 November 2024

    The use of lithium-ion batteries in electric vehicles (EVs) is not new.

    • Electric Vehicles (EVs/Batteries/EV Charging)
  7. S&P Global Mobility to Share Aftermarket Insights at AAPEX, SEMA

    01 November 2024

    Average vehicle age increases, increasing diversity in vehicles and demographics of owners to guide conversations next week

    • Automotive Aftermarket
  8. October 2024 auto sales volume to hold steady in the US

    29 October 2024

    October auto sales levels remain unchanged from the ongoing trend.

    • Vehicle Sales/Registrations
  9. Trucking in transition: Potential impacts of 2025 policy change

    29 October 2024

    Explore potential impacts of US policy change on the medium and heavy commercial vehicle (MHCV) market.

    • Commercial Vehicles
  10. Spotlight falls on European car industry challenges in Paris

    25 October 2024 Ian Fletcher

    In our Behind the Headlines series: recapping the new debuts at the Paris Motor Show.

    • Light Vehicles
    • Electric Vehicles (EVs/Batteries/EV Charging)
  11. US vehicle inventory reaches post-pandemic high in September

    23 October 2024 Matt Trommer

    Advertised vehicle inventory in the US soared to 3.056 million units in September 2024.

  12. BriefCASE: The road ahead for software-defined vehicles

    23 October 2024 Matthew Beecham

    Software-defined vehicles (SDVs) use software to control operations, add new features and integrate innovative functionalities. While this software-centric...

    • Vehicle Components
    • Automotive Supply Chain
    • Automotive Software
    • Artificial Intelligence (AI)
  13. 5 Tips to Get the Most Out of Your Automotive Digital Marketing Campaigns

    15 October 2024

    From a layered audience approach to advanced data analytics, learn to enhance the customer journey at every stage.

    • Automotive Consumer Marketing/Audiences
  14. The lithium-ion battery, now synonymous with the auto industry’s electrification phase

    07 October 2024 Tom Libby

    The lithium-ion battery, now synonymous with the auto industry’s electrification phase.

    • Battery Technology
  15. Whitepaper: Automakers' Decarbonization Efforts in Action

    03 October 2024

    How the global automotive industry is approaching the energy transition.

    • Greenhouse Gas (GHG) Emissions Management
  16. Wealthy Americans Are Buying These Cars

    24 September 2024

    S&P Global Mobility analysis finds some surprising trends among vehicle registrations for ultra-wealthy households.

    • Vehicle Sales/Registrations
  17. New Regulations Drive EV Growth in Europe

    11 September 2024 Xavier Demeulenaere

    The EU car market is on the brink of a major EV transformation, driven by tightening emissions regulations.

    • Electric Vehicles (EVs/Batteries/EV Charging)
  18. August Light Vehicle Production Forecast

    22 August 2024 Mike Wall

    The global auto industry continues to wrestle with slowing sales growth in several key markets and rather high inventories.

    • Light Vehicles
  19. New vehicle inventory declines for first time in 14 months

    15 August 2024 Matt Trommer

    Retail advertised vehicle inventory in the United States declined last month for the first time since May 2023.

    • Light Vehicles
  20. Navigate the Impact of China-EV Tariffs

    09 August 2024

    Get a comprehensive data set on pre-tariff BEV sales numbers from mainland China to Europe through 2028

    • Vehicle Sales Forecasts
  21. BriefCASE: Assault on battery

    31 July 2024

    Since the second half of 2023, the electric vehicle segment has been facing strong headwinds, much to many people’s surprise, as EVs have witnessed...

    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Battery Technology
  22. New vehicle inventory up 57% from last year

    30 July 2024 Matt Trommer

    US retail advertised inventory at the end of June 2024 continued to grow, reaching 2.84 million vehicles.

    • Light Vehicles
  23. Startups and slowdowns in EV and battery plans

    26 July 2024 Stephanie Brinley

    Over the past few weeks, BEV assembly and battery plants have opened, started construction, and been delayed, as globally the industry adjusts...

    • Electric Vehicles (EVs/Batteries/EV Charging)
  24. BriefCASE: Self-driven - Rising from the East

    24 July 2024

    If you travel to mainland China 10 years from now, you will see more commercial autonomous vehicles operating on public roads than anywhere else...

    • Vehicle Autonomy
    • Automotive Software
    • Automotive Connectivity (Connected Car)
  25. Shop Your Own Closet: How Cleaning & Augmenting First-Party Data Supercharges Automotive Marketing

    24 July 2024

    Marketers can use their first-party data to develop more effective messaging, reduce waste and sell more vehicles.

    • Automotive Consumer Marketing/Audiences
  26. China’s Focus on Sustainable Transportation Heats Up

    19 July 2024 Susanna Huang

    China’s aggressive advancement of regulations and sustainability measures to reduce transportation emissions signifies a decisive stride toward...

    • Environmental, Social and Governance (ESG)
    • Environmental Regulations
    • Environmental Policy
    • Environmental Compliance
    • Electric Vehicles (EVs/Batteries/EV Charging)
  27. BriefCASE: New security regulations pose challenge for automakers

    10 July 2024 Manuel Tagliavini

    UNECE R155 is probably not top of mind for most casual observers of the automotive industry. However, for those within it is generating plenty...

    • Security Risk
    • Light Vehicles
    • Cyber Risk Management
    • Automotive Software
  28. BriefCASE: From cradle to grave: OEMs' long quest for additional revenue

    19 June 2024

    S&P Global Mobility surveyed consumers around the world about their willingness to pay for connected car features.

    • Automotive Connectivity (Connected Car)
  29. 3 Takeaways on the Latest Retail Advertised Inventory Trends

    21 May 2024 Matt Trommer

    Retail advertised inventory in the United States is still on the rise, with electric vehicle inventory growing faster than the overall industry....

    • Light Vehicles
    • Electric Vehicles (EVs/Batteries/EV Charging)
  30. Fuel for Thought: From aspiration to reality, building the trail to vehicle electrification

    29 April 2024 Guido Vildozo

    As EV sales slow, OEMs must consider multiple factors to align their EV production with government regulations and consumer demand.

    • Government Policy & Regulations
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Decarbonization
    • Consumer Insights/Surveys
    • Automotive Retail Trends/Transformation
  31. BriefCASE: Baltimore - Not another port in automotive’s stormy recent history

    10 April 2024 Calum MacRae

    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...

    • Automotive Supply Chain
  32. Highlights of the Latest US EPA Releases on 2032 Regulations

    03 April 2024 Stephanie Brinley

    Latest US regulatory moves continue push for battery-electric vehicle solutions. But they also ease the path to allow for consumer demand, infrastructure...

    • Environmental Regulations
    • Electric Vehicles (EVs/Batteries/EV Charging)
  33. Charting the Course for the Future of Trucking: The Road to Transformation

    06 March 2024

    The Road to Transformation: Charting the Course for the Future of Trucking

    • Hydrogen
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Commercial Vehicles
  34. Fuel for Thought: NADA Preview

    29 January 2024

    In the ramp-up to NADA 2024, S&P Global Mobility is sharing an overview of the solutions we’re prepared to highlight and talk with industry friends...

    • Vehicle Loyalty
    • Automotive Retail Trends/Transformation
    • Automotive Consumer Marketing/Audiences
    • Automotive Consumer Financing
  35. December auto sales wrap up year on a familiar note

    22 December 2023

    With volume for the month projected at 1.37 million units, December U.S. auto sales are estimated to translate to an estimated sales pace of...

    • Vehicle Sales/Registrations
    • Mobility
  36. December auto sales wrap up year on a familiar note

    22 December 2023

    With volume for the month projected at 1.37 million units, December U.S. auto sales are estimated to translate to an estimated sales pace of...

    • Vehicle Sales/Registrations
    • Mobility
  37. Matt Weiss Joins S&P Global Mobility as Executive Director of Product Strategy and Pricing Solutions

    13 October 2023

    S&P Global Mobility, a division of S&P Global (NYSE: SPGI) and a world leader in data, technology, and expertise, today announced it has hired...

    • Mobility
  38. UAW strikes Ford, GM vehicle assembly plants

    29 September 2023 Stephanie Brinley Michael Robinet Joe Langley

    UAW strikes Ford, GM vehicle assembly plants

    • Market Disruption
  39. Checking China Blog

    16 September 2023

    summaary

    • 5G
  40. Automotive Insights – Canadian EV Information and Analysis Q2 2023

    16 August 2023

    A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

    • Mobility
    • Electric Vehicles (EVs/Batteries/EV Charging)
  41. Can OEMs provide an alternative to Android Auto and Apple CarPlay? GM thinks so.

    20 June 2023 Fanni Li

    Can Carmakers Assail Tesla's Lead in E/E Architecture?

    • Technology & Processes
    • Automotive Software
  42. A revolutionary road

    18 May 2023 Ali Adim

    S&P Global Mobility forecasts that by 2030, fully electric vehicles will exceed 40% of global market share. This skyrocketing demand has created...

    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Battery Technology
  43. Lower-credit buyers pushed out of new vehicles; bad news for younger shoppers

    10 May 2023

    Consumers with lower credit scores are increasingly being pushed out of the new-vehicle market by rising interest rates, leaving it dominated...

    • Mobility
    • Automotive Market Statistics
    • Automotive Consumer Financing
  44. Keeping hackers out of your car is big business

    26 April 2023 Manuel Tagliavini

    Keeping hackers out of your car is big business

    • Electric Vehicles (EVs/Batteries/EV Charging)
  45. Progress of US auto sales remains unsteady

    25 April 2023 Chris Hopson

    New light vehicle sales in April are expected to maintain the pace of the preceding months; uncertainty remains for remainder of year.

    • Vehicle Sales/Registrations
    • Mobility
    • Light Vehicles
    • Electric Vehicles (EVs/Batteries/EV Charging)
  46. New York Auto Show 2023: In case you missed it

    11 April 2023 Stephanie Brinley

    While the auto show business model remains in flux, the recent New York International Auto Show featured several all-new production and concept...

    • Vehicle Powertrain
    • Mobility
    • Light Vehicles
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Auto Shows
  47. Substantial internal migration within the utility space

    05 April 2023 Tom Libby

    Nearly three-quarters of households with a sport-utility vehicle acquired another utility when they returned to market, according to S&P Global...

    • Vehicle Loyalty
    • Light Vehicles
  48. Supply shortages and new EV registrations - 2022 was a big year for US commercial vehicles

    06 March 2023 Mark Hazel Andrej Divis

    While the overall story of the last three years has been one of challenges, the real eye-opener of 2022 was the dawn of the electric commercial...

    • Vehicles In Operation (VIO/PARC)
    • Fleet Forecast and Analysis
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Commercial Vehicles
  49. S&P Global Mobility Enhances Data and Product Offerings with Acquisition of Market Scan

    16 February 2023

    Addition of Market Scan’s data and payment calculations strengthens S&P Global Mobility’s Sales Optimization tools, positioning S&P Global...

  50. January 2023 US auto sales highlight mixed messaging

    26 January 2023

    January 2023 US auto sales are expected to advance mildly from the year-ago level; seasonally adjusted annual rate (SAAR) will jump once again...

    • Vehicle Sales/Registrations
    • Vehicle Sales Forecasts
    • Light Vehicles
    • Electric Vehicles (EVs/Batteries/EV Charging)
  51. Pickup owners moving to SUVs (like everyone else)

    18 January 2023 Tom Libby

    The light-duty full-size half-ton pickup segment is one of the most crucial in the US industry, for several reasons: the three segment leaders...

    • Vehicle Sales/Registrations
    • Vehicle Loyalty
  52. Yet Another Tesla Advantage

    17 January 2023 Tom Libby

    Auto industry observers more than once have commented that the U.S. luxury market really is two different markets, with Tesla in one and the...

    • Vehicle Loyalty
    • Automotive Market Statistics
  53. The inevitable transformation of the bus industry in South America

    21 December 2022 Thiago Costa

    Issues such as low speed, low efficiency and congestions are common across cities in South America. With more than 12 million people, Sao Paulo...

    • Vehicle Production Forecasts
    • Fleet Forecast and Analysis
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Commercial Vehicles
  54. How much are consumers willing to pay for EV charging?

    28 November 2022 Yanina Mills

    Consumers were typically willing to pay the lowest price tiers in each scenario.

    • Electric Vehicles (EVs/Batteries/EV Charging)
  55. S&P Global Mobility: November auto sales continue previous three-month trend

    22 November 2022

    With volume for the month projected at 1.122 million units, November U.S. auto sales are estimated to translate to an estimated sales pace of...

    • Vehicle Sales/Registrations
    • Light Vehicles
    • Electric Vehicles (EVs/Batteries/EV Charging)
  56. When will the heartland embrace electric vehicles?

    07 November 2022 Vince Palomarez

    As national charging infrastructure is created, coastal America still dominates EV registrations

    • Vehicle Sales/Registrations
    • Vehicle Sales Forecasts
    • Electric Vehicles (EVs/Batteries/EV Charging)
  57. Automotive Insights – Canadian EV Information and Analysis Q3 2022

    03 November 2022

    A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

    • Electric Vehicles (EVs/Batteries/EV Charging)
  58. Countdown to 2023: Price hikes for electrified vehicles outpace combustion counterparts

    03 November 2022

    Price hikes for Electrified Vehicles Outpace Combustion Counterparts.

    • Vehicle Sales/Registrations
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Automotive Market Statistics
    • Automotive Aftermarket
  59. Countdown to 2023: China and Norway Lead the World. But in Different Ways.

    02 November 2022 Bjoern Huetter

    Top 10 markets by electrified vehicle sales volume and electrified vehicle penetration.

    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Automotive Market Statistics
  60. One and Done - October 2022

    31 October 2022

    Because Nomadic customers are less loyal than Loyalists and Super Loyalists, it makes sense that the One & Done rate (defection rate of Nomadic...

    • Vehicle Loyalty
    • Automotive Market Statistics
  61. RAV4 Challenges F Series for Retail Sales Leadership

    28 October 2022 Tom Libby

    Any discussion about the most popular vehicles in the US has to include the Toyota RAV4.  Since January 2019, this compact utility has ranked...

    • Vehicle Types/Segments
    • Vehicle Sales/Registrations
    • Vehicle Loyalty
  62. S&P Global to Share Aftermarket Insights at AAPEX, SEMA

    28 October 2022

    As the average age of light vehicles in the US continues to rise, the aftermarket remains poised for growth, albeit in different ways than historically...

    • Vehicle Sales Forecasts
    • Light Vehicles
    • Fleet Forecast and Analysis
    • Automotive Supply Chain
    • Automotive Aftermarket
  63. October Forecast: As supply chain challenges ease, demand headwinds could impact global light vehicle production

    18 October 2022

    October Forecast: As supply chain challenges ease, demand headwinds could impact global light vehicle production

    • Vehicle Production Forecasts
    • Market Disruption
    • Light Vehicles
  64. Vehicle Retailing – Old Dog, New Tricks

    17 October 2022 Tanja Linken

    No-haggle pricing, direct-to-consumer, agency model – there are OEM announcements about new retail concepts almost every week, and often referenced...

    • Vehicle Sales/Registrations
    • Automotive Retail Trends/Transformation
  65. Rapid evolution expected in the Chinese EV charging landscape

    10 October 2022 Claudio Vittori

    Over the last few years and months Chinese market has been proven to be a first mover in terms of technical innovation around charging infrastructure....

  66. Supply Constraints, Lack of Inventory Cap US Light Vehicle Sales in September

    26 September 2022

    S&P Global Mobility analysts expect US light vehicle sales to be limited to 1.105 million units in September, marking an annual rate of 13.4...

    • Vehicle Sales Forecasts
    • Light Vehicles
  67. Major supply chain disruption is behind us but production developments are far from uniform as new headwinds emerge

    19 September 2022 Mark Fulthorpe

    Major supply chain disruption is behind us but production developments are far from uniform as new headwinds emerge

  68. Plugging in to the Electrified Future - September 2022

    14 September 2022

    Electrified powertrain volume reached highest volume ever

    • Vehicle Types/Segments
    • Vehicle Loyalty
    • Light Vehicles
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Automotive Market Statistics
  69. Fluid production in relation with the increased electrification.

    12 September 2022 Matteo Martini

    If, on one hand, there is concern over the end-of-life treatment of batteries, on the other hand, BEVs will require significantly less lubricants...

    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Battery Technology
    • Base Oils and Lubricants
  70. Automotive Decarbonization : An Integrated Lifecycle Perspective

    05 September 2022 Xi Wang

    Life cycle assessment methodology is applied using mostly 2021H1 forecast datasets.

    • Energy Transition
    • Carbon Capture, Utilization and Storage
    • Automotive Supply Chain
  71. Fed Rate Hikes Cascade to Auto Industry

    01 September 2022 Tom Libby

    The Fed’s recent interest rate increases to curb inflation have quickly cascaded to the auto industry. The average interest rate on a new vehicle...

    • Interest Rates
    • Automotive Retail Trends/Transformation
    • Automotive Consumer Financing
  72. Brand Loyalty Declines to Eight-Year Low

    29 August 2022 Tom Libby

    The exceptionally low inventory levels plaguing the U.S. new vehicle industry continue to negatively impact brand loyalty. According to S&P...

    • Vehicle Loyalty
  73. ASEAN Sales & Production Commentary- August 2022

    23 August 2022 Oracha Sakunbunma Mayuree Chaiyuthanaporn Jessada Thongpak

    ASEAN Sales and Production Commentary- August 2022

    • Vehicle Sales Forecasts
    • Vehicle Production Forecasts
  74. Automotive Insights – Canadian EV Information and Analysis Q2 2022

    16 August 2022

    A curated collection of Canadian EV information, analysis, and insights from S&P Global Mobility

    • Electric Vehicles (EVs/Batteries/EV Charging)
  75. August 2022 Light Vehicle Production Forecast update

    15 August 2022

    The following reflects the S&P Global Mobility August 2022 Light Vehicle Production Forecast update.

    • Vehicle Production Forecasts
  76. Battery Pack Costs Rise for Battery Electric Vehicles

    15 August 2022 Monika Punshi

    Impact of raw material prices surge on battery pack costs, for EU market

    • Vehicle Powertrain
    • Regulatory Compliance (Emissions & Fuel Efficiency)
    • Environmental, Social and Governance (ESG)
    • Electric Vehicles (EVs/Batteries/EV Charging)
    • Battery Technology
    • Battery Energy Storage
    • Automotive Supply Chain
  77. Volvo: the comeback begins

    03 November 2011 Tom Libby

    The October 25, 2011 edition of The New York Times included an article focusing on the contrasting directions in which the two Swedish automakers...

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