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    alt text

    S&P Global New Year's Briefing 2024

    Date: January 17-18, 2024

    Location: Frankfurt, GERMANY

    • Overview
    • Details
    • Speakers
    • Agenda
    • Event Location

    Overview

    Join us in person for our 20th annual New Year's Briefing at the Westin Hotel, Frankfurt on January 17-18, 2024. This event, powered by insights from four of our divisions will serve as the perfect opportunity to kick off 2024. Our industry specialists will review how last year unfolded and explore what we could expect in the year ahead providing valuable information and strategic guidance to help you better plan for tomorrow.

    Below are some of the opportunities you will have access to:

    • Comprehensive analysis of performance across mobility, energy and financial markets
    • A deep dive into automotive markets and technologies
    • Energy policy, security and its impact on the industrial landscape
    • Key highlights and trends shaping the industry
    • Predictions and forecasts for the upcoming year
    • Networking opportunities for delegates and S&P Global Industry Specific professionals

    If you are not a client and would like to request access to this event, please email enterpriseevents@spglobal.com.

    We look forward to welcoming you.

    The S&P Global Team

    Details

    Event Details

    In-Person Event

    Date:

    January 17-18, 2024

    Time:

    9 AM - 6 PM CET Daily

    Venue:

    The Westin Grand Hotel,
    Konrad-Adenauer-Street 7,
    60313,
    Frankfurt,
    GERMANY.

    Speakers

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    Henner Lehne

    Vice President, Vehicle & Powertrain Forecasting, S&P Global Mobility

    Sylvain Broyer

    Chief EMEA Economist, S&P Global Ratings

    Carlos Cardenas

    Director, Latin America Country Risk and Forecasting, S&P Global Market Intelligence

    Bjoern Huetter

    Product Management Director, S&P Global Mobility

    Matthias Raab

    Managing Director and Analytical Manager S&P Global Ratings

    Nishit K. Madlani

    Managing Director, S&P Global Ratings

    David Binns

    Director, S&P Global Ratings

    Lukas Paul

    Director, S&P Global Ratings

    Margaux Pery

    Associate Director, S&P Global Ratings

    Payam Hashempour

    Lead Crude Oil Markets Analyst I Europe, CIS and Africa, S&P Global Commodity Insights

    Coralie Laurencin

    Senior Director, Gas, Power, and Energy Futures, S&P Global Commodity Insights

    Catherine Robinson

    Executive Director, Gas, Power, and Energy Futures, S&P Global Commodity Insights

    Chris Rogers

    Head of Supply Chain Research, S&P Global Market Intelligence

    Valtteri Vaisanen

    Consultant, S&P Global Mobility

    Matteo Martini

    Principal Research Analyst, Thermal, Supply Chain and Technology, S&P Global Mobility

    Chris Williamson

    Chief Business Economist, S&P Global Market Intelligence

    Colin Couchman

    Executive Director, Global Light Vehicle Sales Forecast, S&P Global Mobility

    Mark Fulthorpe

    Executive Director, Global Light Vehicle Production Forecast, S&P Global Mobility

    Florian Eichinger

    Executive Director, Global Powertrain and Compliance Forecasting, S&P Global Mobility

    Thomas Meininger

    Director, OEM Strategy & Pricing, S&P Global Mobility

    Sara Pourghorbani

    Senior Analyst, S&P Global Commodity Insights

    Paul McConnell

    Executive Director, Climate and Sustainability at S&P Global Commodity Insights

    Ali Adim

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

    Vittoria Ferraris

    Senior Director, EMEA Sector Lead Automotive

    Vijay Subramanian

    Director, Global CO2 Compliance, Cost and Powertrain Forecasting, Automotive, S&P Global Mobility

    Julian von Keitz

    Consulting Principal, S&P Global Mobility

    Christiane Stein

    Director, Global Heavy Truck Research, S&P Global Mobility

    Agenda

    • Download
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    • Time indicated in CET Wed, January 17, 2024
      8:30 AM Registration
      9:30 AM Introduction

      Henner Lehne, Vice President, Vehicle and Powertrain Group, S&P Global Mobility

      9:40 AM Global Economic Outlook

      Dr. Sylvain Broyer, Chief EMEA Economist, S&P Global Ratings

      10:10 AM Geopolitical Risk Outlook

      Carlos Cardenas, Director, Latin America Country Risk and Forecasting, S&P Global Market Intelligence

      10:40 AM State of the Global Automotive Industry - How Did 2023 Finish?

      Bjoern Huetter, Product Management Director, S&P Global Mobility

      11:00 AM Q&A
      11:15 AM Break
      11:45 AM Credit View on Strategies and Key Risks for Global Automakers and Suppliers in 2024

      Nishit Madlani, Managing Director, Sector Lead Automotive US

      David Binns, Director, Lead Analyst Automotive US

      Lukas Paul, Director, Lead Analyst Automotive EMEA

      Margaux Pery, Associate Director Automotive EMEA

      Moderated by: Matthias Raab, Managing Director, Analytical Manager Automotive, A&D, Capital Goods and Investment Holdings EMEA

      12:45 PM Q&A
      1:00 PM Lunch
      2:00 PM Energy / Oil Market Story

      Payam Hashempour, Lead Crude Oil Markets Analyst, Europe, CIS and Africa, S&P Global Commodity Insights

      2:30 PM Europe’s Power Market Pushes Forward with Decarbonisation

      Coralie Laurencin, Senior Director, Gas, Power, and Energy Futures, S&P Global Commodity Insights

      3:00 PM Low Carbon Gas: Ready for Take-Off?

      Catherine Robinson, Executive Director, Gas, Power, and Energy Futures, S&P Global Commodity Insights

      3:30 PM Q&A
      3:45 PM Networking Break
      4:15 PM ‘The Storm before the Storm’ Changing Supply Chain Dynamics – the Case for Reshoring

      Chris Rogers, Head of Supply Chain Research, S&P Global Market Intelligence

      4:45 PM Decarbonization Beyond Vehicle Tailpipe Emissions

      Valtteri Vaisanen, Consultant, S&P Global Mobility

      5:15 PM Electric Vehicle Range: Optimization in the pursuit of consumer acceptance

      Matteo Martini, Research and Analysis Associate Director, Thermal, Supply Chain and Technology, S&P Global Mobility

      5:45 PM Q&A
      6:00 PM End
    • Time indicated in CET Thu, January 18, 2024
      8:30 AM Registration
      9:30 AM Introduction

      Henner Lehne, Vice President, Vehicle and Powertrain Group, S&P Global Mobility

      9:40 AM Economics & Purchasing Managers’ Index™ Overview

      Chris Williamson, Chief Business Economist, S&P Global Market Intelligence

      10:10 AM Light Vehicle Sales Outlook - What to expect in 2024

      Colin Couchman, Executive Director, Global Light Vehicle Sales Forecast, S&P Global Mobility

      10:40 AM Light Vehicle Production Outlook - What to expect in 2024

      Mark Fulthorpe, Executive Director, Global Light Vehicle Production Forecast, S&P Global Mobility

      11:10 AM Q&A
      11:25 AM Break
      11:55 AM Light Vehicle Powertrain Outlook - What to expect in 2024

      Florian Eichinger, Director, Global Powertrain Forecasting, S&P Global Mobility

      12:20 PM On the Road to a Decarbonized Future - European OEM Strategies

      Thomas Meininger, Associate Director, Automotive Advisory Services, S&P Global Mobility

      12:45 PM Q&A
      1:00 PM Lunch
      2:00 PM European Gas Supply and Demand Fundamental and Outlook

      Sara Pourghorbani, Senior Analyst, S&P Global Commodity Insights

      2:30 PM Europe’s energy transition: can the ambition be realised?

      Paul McConnell, Executive Director, Climate and Sustainability at S&P Global Commodity Insights

      3:00 PM Battery Cell Sourcing and Sustainability Challenges

      Ali Adim, Senior Research Analyst, Supply Chain & Technology, S&P Global Mobility

      3:30 PM Q&A
      3:45 PM Networking Break
      4:15 PM A Look from the Financial Side at the Industry Transformation

      Vittoria Ferraris, Senior Director, EMEA Sector Lead Automotive

      Vijay Subramanian, Director, Global CO2 Compliance, Cost and Powertrain Forecasting, Automotive, S&P Global Mobility

      4:45 PM Driving Change: The Pressure on OEMs to Reinvent Themselves in the Electrified Vehicle Market

      Julian von Keitz, Consulting Principal, S&P Global Mobility

      5:15 PM Heavy Commercial Vehicle Outlook

      Christiane Stein, Director, Global Heavy Truck Research, S&P Global Mobility

      5:45 PM Q&A
      6:00 PM End

    The Westin Grand Frankfurt

    Konrad-Adenauer-Street 7 · 60313
    View Larger Map
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