Bridging Gaps for Carbon Reporting in the Automotive Industry
Carbon reporting in the automotive industry is becoming increasingly important, as original equipment manufacturers (OEMs) face various regulatory pressures around the world. However, tracking and measuring carbon emissions is not an easy feat. One of the biggest challenges OEMs face lies in the complexity of reporting Scope 3 emissions -- specifically, Scope 3 Category 11, which pertains to the emissions generated during a vehicle's use phase through the end of its life. This category often accounts for 75-80% of an automaker's total carbon footprint, making accurate reporting not just important, but essential. Although inconsistencies in geographic scope, vehicle types, and automaker assumptions complicate this task, standardized carbon reporting is an important opportunity for OEMs to remain in regulatory compliance. Speakers: Guido Vildozo, Associate Director, Consulting (Moderator), S&P Global Mobility Qifan Yang, Lead Research Analyst, S&P Global Mobility
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25:23
A More Practical Future for Autonomous Vehicles
In this podcast episode, S&P Global Mobility experts discuss the landscape of autonomous vehicles coming out of the 2025 Consumer Electronics Show, or CES, that was held in Las Vegas at the beginning of the year. After years of ambitious announcements and hype around fully self-driving cars, it appears that companies are shifting to a more pragmatic approach. Their conversation explores how tech companies and traditional automakers are now aligning their expectations, focusing on incremental developments and practical applications of autonomous vehicle technology. As the industry moves forward, partnerships between startups and established players are becoming crucial for driving innovation and achieving market-ready solutions. Speakers: Guido Vildozo, Associate Director, Consulting (Moderator), S&P Global Mobility Jeremy Carlson, Associate Director, Autonomy, S&P Global Mobility Brock Walquist, Sr. Specialist, Technical Research, S&P Global Mobility www.spglobal.com/mobility
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26:25
Tariffs, Taxes, and EVs: The Road Ahead for the Global Auto Industry
In this month's Fuel for Thought, host Guido Vildozo speaks with our experts about how the automotive industry is navigating anticipated shifts under a second Trump administration. Their discussion focuses on the potential global implications of new US tax policies, tariffs, and deregulation. Their conversation also dives into the uncertain future of electric vehicles, with policy changes leading to a potentially significant slowdown in adoption rates. How the auto industry adapts to these changes will be key in determining the pace of EV growth globally. Speakers: Peter Nagle, Research and Analysis Associate Director, S&P Global Mobility Stephanie Brinley, Associate Director, AutoIntelligence, S&P Global Mobility Michael Robinet, Executive Director, Consulting, S&P Global Mobility Moderator: Guido Vildozo, Associate Director, Consulting www.spglobal.com/mobility
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35:45
How EU Tariffs Will Impact the Battery Electric Vehicle Market
In this episode of Fuel for Thought, we explore the European Union's decision to impose tariffs on Chinese battery electric vehicles (BEVs) following concerns about unfair subsidies. The tariffs, ranging from 17% to 35%, affect major manufacturers like BYD, Geely, and SAIC, while Tesla faces a lower rate of 7.8%. This move, aimed at protecting European automakers, may reshape the market but has sparked tensions, with China filing a WTO dispute and considering retaliatory tariffs. The episode features Moderator Guido Vildozo in conversation with Tim Urquhart, Principal Research Analyst at S&P Global Mobility, about the impact on the EU car market and consumers. Speakers: Guido Vildozo, Associate Director, Consulting at S&P Global Mobility (moderator) Tim Urquhart, Principal Research Analyst, S&P Global Mobility www.spglobal.com/mobility
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22:17
2024 Presidential Election: Impacts on the US Auto Industry
In this special episode of Fuel for Thought, we’re diving into the 2024 US presidential election – one of the most consequential elections in US history – which could reshape the future of the automotive ecosystem. Our panelists cover the wide range of issues on the table – including environmental regulations, trade policies, and labor dynamics – as well as the impacts these issues could have on automakers, suppliers, and consumers alike. Speakers: Guido Vildozo, Associate Director, Consulting at S&P Global Mobility (moderator) Stephanie Brinley, Associate Director, AutoIntelligence, S&P Global Mobility Michael Robinet, Executive Director, Consulting at S&P Global Mobility www.spglobal.com/mobility
IHS Markit is now part of S&P Global
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