Automotive Podcast Series

Plugged in: Redefining Mobility - The powertrain perspective of South Korea

In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Ryan Sangmin Lee our South Korean expert on Light Vehicle Powertrain forecasts. With South Korea being the sixth largest light vehicle producer, the discussion focuses on the evolving powertrain landscape, particularly the shift towards electric vehicles (EVs) and hybrids. Ryan highlights the anticipated production mix by 2031, predicting 36% battery electric vehicles (BEVs) and 37% full hybrids, reflecting a balanced approach to electrification. The conversation also delves into Hyundai's strategic flexibility in adapting to market demands amid rising competition from Chinese automakers. Key challenges, such as safety concerns over EV-related fires, are addressed, emphasizing the need for reliable battery technologies to restore consumer confidence. If you have questions for the hosts, please email AskMobility@spglobal.com.

Plugged In: The potential of ASEAN market

In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Mayuree Chaiyuthanaporn and Oracha Sakunbunma our ASEAN expert on Light Vehicle Sales forecasts The discussion covers key insights into the short-term outlook for Thailand, Indonesia, Vietnam, Malaysia and the Philippines, focusing on the impact of stricter auto loan policies, rising household debt, and government incentives for battery electric vehicles (BEVs). Despite a sales slump in Thailand, a modest recovery is anticipated, while Indonesia is projected to rebound with a growth due to favourable economic conditions. S&P Global Mobility analysts also discussed potential in Vietnam market, opportunities for electrification with Vinfast, supported by government incentives and how Philippines continues its upward trajectory , fuelled by strong economic growth and increased EV support. The episode wraps up with the insights into the future of OEMs in Malaysia, highlighting both challenges and opportunities in this dynamic market landscape. If you have questions for the hosts, please email AskMobility@spglobal.com [AskMobility@spglobal.com].

Toyota's Trailblazing Strategy - Infusing advanced green technologies and sustainability in product development

In this episode of S&P Global Mobility Podcast, our program host, Puneet Gupta, was joined by Mr. Vikram Gulati, Country Head & Executive Vice President, Toyota India. Mr. Gulati is one of the Titans of the Indian automotive industry and has been instrumental in steering Toyota's remarkable journey in one of the world's most vibrant car markets, India. He has overseen the expansion of Toyota's manufacturing footprint in India, played a Vital role in engaging with the Indian government and regulatory bodies and a key advocate for reducing the environmental impact of transportation in India. During the conversation with Mr. Gulati, Puneet queried about the Toyota's transformative journey in India and the pivotal role that new technologies will play in this market's transition towards sustainable mobility and as India moves towards 2047 (Viksit Bharat). Mr. Gulati shared his insights on how Toyota envisions the future of mobility in India and how hybrids/alternative fuels may emerged as a pragmatic solution for India's transition towards green mobility. He also shared a holistic view on emissions from well to wheel and how Toyota's is spearheading different initiatives towards clean & green energy solutions, including hydrogen and electric vehicles. The episode also touched about Toyota six global environment challenges, Toyota Net Zero ambition, Toyota Localization of E drive, Fuel cells Trials, Toyota future capex investments in India, India growth drivers, Energy security and we concluded with the fire side chat with Mr. Gulati which added spark to the discussion. If you have questions for the hosts, please email AskMobility@spglobal.com [AskMobility@spglobal.com].

Japan's Carmakers : Navigating Domestic & Global Markets

In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Masatoshi Nishimoto, our Japanese expert on Light Vehicle Production forecasts and insights. Masa San shares his insights on the current state of Japan's automotive market, focusing on key trends and challenges faced by Japanese carmakers in global markets. Listeners will gain valuable perspectives on the short-term outlook for Japan's domestic market, the impact of North American exports, and the competitive dynamics between EVs and hybrids. S&P Global Mobility analysts also discusses the strategic adjustments Japanese OEMs need to make in China and their growth potential in South Asia, particularly in ASEAN and India. If you have questions for the hosts, please email AskMobility@spglobal.com [AskMobility@spglobal.com].

China: The Unstoppable EV Market

Automotive Podcast Series powered by S&P Global Mobility Our program host, Gaurav Vangaal, together with Tony Wang, an expert in the Chinese powertrain market, conduct the podcast featuring the topic "China: the Unstoppable EV Market." Tony leads the APAC powertrain team, which analyses carmakers' powertrain portfolios and closely monitors their CO2 and NEV compliance and overall powertrain strategy. We cover diverse topics, including the outlook of the Chinese EV market, factors supporting the EV market, the impact of BEV slowdowns on long-term forecasts, the growth of PHEV/REEV, and the implementation time of the China CN7 emission standard. We thank Tony for sharing his valuable insights and thoughts on Chinese carmakers, as his expertise and knowledge significantly contribute to our understanding of the strategies and developments in the Chinese automotive industry. If you have any questions for the hosts, please email AskMobility@spglobal.com [AskMobility@spglobal.com].