Since May 3, 2025, automakers have been navigating a complex US trade policy which includes a 25% tariff on imported vehicles and parts from nearly all countries. Although trade negotiations may ultimately reduce this tariff rate, few new deals have been signed so far. Amidst this backdrop, early expectations of an immediate cost pass-through to consumers has not materialized. Instead, automakers have taken a more measured approach to their pricing and production strategies. Moving forward, three of the most important considerations for OEMs will be: Tariff exposure and pass-through feasibility, Competitive pricing, and Production sourcing flexibility. As uncertainty continues, manufacturers that can swiftly adapt to market changes and effectively communicate their value propositions to consumers will be better positioned to thrive in this challenging environment. Speakers:Â Stephanie Brinley, Associate Director, AutoIntelligence, S&P Global Mobility Matt Trommer, Associate Director, Innovation Product Management and Industry Performance, S&P Global Mobility Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (host) Â
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30:36
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30:36
Rare earth elements: Auto industry looks beyond China
In this podcast episode, experts from S&P Global Mobility delve into the critical role of rare earth elements (REEs) in the automotive industry—particularly in the production of electric vehicle components like traction motors. China currently dominates both the production and processing of these essential materials. The discussion examines how China’s control over the rare earth supply chain is shaping global industries, the geopolitical implications, and how other nations are responding in an effort to diversify their REE sources. Our experts also explore the rise of emerging technologies, including Europe's shift toward magnet-free motor designs, and consider what the future may hold for REE dependency in the evolving automotive landscape.  Speakers: Guido Vildozo, Associate Director, Consulting (Moderator), S&P Global Mobility Kartik Ganesh, Principal Research Analyst, S&P Global Mobility Jie Yang, Sr. Research Analyst, S&P Global Mobility
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21:01
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21:01
An Automotive Minute [S2|E8]: New vehicle registration trends in the United States with Tom Libby
Tom Libby takes a look at new vehicle registration trends within the United States
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1:08
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1:08
An Automotive Minute [S2|E7]: Coronavirus Impact on Automotive with Chris Hopson
Chris Hopson takes a look at the global impact of the Coronavirus on the automotive industry
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1:05
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1:05
An Automotive Minute [S2|E6]: Cadillac Escalade and Jeep Gladiator Mojave with Stephanie Brinley
Stephanie Brinley looks at the launch of the Cadillac Escalade and the Jeep Gladiator Mojave
IHS Markit is now part of S&P Global
From product planning to marketing, sales, and the aftermarket, S&P Global Mobility's automotive solutions provide the actionable insight to make better decisions that drive better results.
Ireland