Automotive Podcast Series Gaurav Vangaal

In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Claire Fang, an expert on the Chinese automotive market from the Forecast Intelligence and Strategy team. Claire shares her first-hand experience at the Beijing Auto Show and discusses the expansion strategies of Chinese carmakers. During the Beijing Auto Show, three key trends emerged. Firstly, there was a notable shift towards off-road vehicles and personalized models, moving away from last year's MPVs. Secondly, there was a significant emphasis on technology, with displays showcasing smart car solutions from suppliers. Lastly, there was a decrease in the number of debut models at the show, as more companies chose to launch their vehicles prior to the event and prioritize technology displays. These trends highlight the industry's focus on off-road models, technological advancements, and alternative launch strategies. The podcast then delves into the analysis of various Chinese OEMs. Claire provides insights on BYD's new technology showcased at the Beijing Auto Show and their next steps for global expansion. The discussion also covers NIO's brand positions and strategies, as well as their global expansion plans. Chery, one of the first Chinese OEMs to establish a local plant in the EU, is introduced to the audience. The episode also explores Huawei's impact on the future of the auto industry.
If you have questions for the hosts, please email AskMobility@spglobal.com.

In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Puneet Gupta, our expert on Light Vehicle Sales forecasts and insights in India. Puneet, who also serves as the Director for South Asia's light vehicle sales, provides valuable insights into regional trends. During the conversation Gaurav raises question about the high base of India, taking into account India’s robust recovery. Puneet shares insights on how India is expected to touch 5million sales in 2024 and how demographic trends, rising urbanization and increasing female workforce participation are contributing as key driving factors. S&P Global Mobility analysts also address the impact of the New EV policy in India. The conversation focuses on India's automotive market dynamics and its imminent transition towards electric vehicles. The episode concludes with a discussion on the competitive landscape, highlighting how collaborations between Indian and Chinese carmakers could shape the future of India’s automotive industry.
If you have questions for the hosts, please email AskMobility@spglobal.com.

In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal, will be joined by Ian Park, our South Korean expert on Light Vehicle Production forecasts and insights. Ian will provide an in-depth discussion on the post-Covid recovery of South Korean production. The conversation will also delve into the long-term view for South Korea, exploring potential shifts for Korean manufacturers and the impact of General Motors' production shift. S&P Global Mobility analysts will also address the Electric Vehicle Transformation. Ian will shed light on how Korean carmakers are gearing up to compete with Chinese carmakers in the export markets. Additional topics of discussion include recent developments at VinFast. If you have questions for the hosts, please email AskMobility@spglobal.com.

In this Automotive Podcast session hosted by S&P Global Mobility analysts: Gaurav Vangaal and Manik Gupta, Light Vehicle Sales Expert, shares the forecast update for Oceania markets. By 2035, Australia expects that 100% of all new vehicles sold will be electric. The discussion will focus on Australia’s electric vehicle policies, including recent updates on national or state wise incentives promoting electrification, shedding light on the future of EV in the country. The increased competition among Chinese and Japanese carmakers and the future of pick-up market will also be highlighted. If you have questions for the hosts, please email AskMobility@spglobal.com. 

In this episode of the Automotive Podcast Series by S&P Global Mobility, our program host, Gaurav Vangaal will be joined by Jessada Thongpak, our ASEAN expert for Light Vehicle Production forecasts and insights. They will discuss about the trends and developments in view of the current, weaker domestic demand in the region. S&P Global Mobility analysts will also expound the EV policies for Thailand & Indonesia and how the new EV policies had supported the Chinese and Japanese carmakers to invest in the region. Additional topics of discussion include recent developments at VinFast. If you have questions for the hosts, please email AskMobility@spglobal.com. 

In this episode of the Automotive Podcast Series by S&P Global Mobility, host Gaurav Vangaal will be joined by Tao Gao, our expert on the region of Greater China for Light Vehicle Production. They talked about the trends and developments in China's domestic market, such as the expected surpassing of peak production levels and the variables influencing production in 2023 and 2024. S&P Mobility Analyst also discusses at the competition between Volkswagen and BYD, Tesla and BYD, and the viability of China's growing export market. Listeners are expected to gain valuable insights from the discussion into the market’s current conditions & future state.