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The accelerated transformation of the automotive industry continues in 2022. Various key industry players are committed to reduce emissions even faster than legislators request it and at the same time, to deliver a completely new driving and ownership experience. The transformation from machinery to technology powerhouse becomes more and more visible. And all of that is happening in the aftermath of the deepest global economic crisis in recent history and while the automotive industry has been hit by the largest supply chain crisis ever seen.
Although the global economy made the transition from recovery to expansion in 2021, the COVID-19 pandemic is still impacting businesses and economies around the world. An uneven economic expansion generated supply/demand imbalances, leading to major supply chain disruptions and rising inflation. Supply chain disruptions, energy price hikes, and technology costs will continue to exert upward pressures on prices in 2022 and beyond.
Please join us for our automotive spring briefing, where we share with you our latest views on the state of the global automotive industry and scenarios on how things could develop going forward.
Jay Hwang, Senior Technical Research Analyst, S&P Global Mobility
4:00 PMOEMs’ Evolving Role in E-motor and Future Technology Developments
Michael Southcott, Senior Technical Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility
4:30 PMQ&A
4:50 PMConference Concludes
1:30 PMBreakout 3: Latin America Outlook
1:30 PMIntroduction
1:35 PMLatin America’s Economic Outlook Clouded by Political Uncertainty and Policy Risks Rafael Amiel, Director, Latin America & Caribbean Economics
2:00 PMLatin America LV Sales Outlook: Will parts shortages be matched by demand shortages? Roberto Barros, Senior Research Analyst, Americas Light Vehicle Sales Forecasting, S&P Global Mobility
2:25 PMQ&A
2:35 PMSouth America Production: Adding supply chain uncertainties to an already volatile landscape Carlos Da Silva, Manager, South American Light Vehicle Production Forecast, Automotive, S&P Global Mobility
3:00 PMHow will electrification take place in Brazil? Victor Silva, Senior Analyst, South America Powertrain Forecasting, S&P Global Mobility
3:25 PMHow will the truck market perform in face of uncertainties? Thiago Costa, South America Truck Market Analyst, S&P Global Mobility