S&P Global Mobility | Autology S&P Global Mobility

The software-defined vehicle (SDV) is another new buzz phrase in the car industry. SDV refers to vehicles that can enhance their capabilities through software updates, eliminating the need for physical part replacements. It's not just about updates though. It’s about bringing fresh value to your car. Tune in to today's episode as we discuss the benefits of SDV's, how the automotive industry is tackling the transition, and the impacts on the vehicle supply chain. 
Speakers;
Aaron Dale, User Experience and Connected Car expert, S&P Global Mobility  Heiko Huettel, vice president and software products business lead of Harman Automotive’s intelligent cockpit business unit. Matthew Beecham, moderator and research manager, S&P Global Mobility. We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website.
 
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In this episode, we are discussing the growing adoption of lithium iron phosphate batteries (LFP). LFP batteries are highly regarded for their stability, long lifespan, and resistance to heat degradation. While they have been popular in China, they are now gaining traction in North America, with automakers like Tesla, Ford, and Rivian already planning to incorporate them into their electric vehicles. As technology continues to advance, the performance gap between LFP batteries and other battery types is expected to narrow. However, there are supply chain challenges that need to be addressed for wider adoption in the low-cost sector. Join us to gain insights into the current state and prospects of the LFP market.
 
Speakers:
 
Ali Adim, Manager, Battery research, Supply Chain & Technology at S&P Global Mobility.
Dan Blondal, CEO, Director and Founder of Canadian battery materials maker Nano One.
Matthew Beecham, moderator and research manager, S&P Global Mobility.
 
Key takeaways:
 
Striking a balance between protecting domestic industries and fostering healthy competition is paramount for the long-term sustainability and competitiveness of the battery market. Governments must create economic conditions and environmental incentives to nurture companies and support innovation for cleaner, greener, and diversified supply chains. Collaboration is key in diversifying the supply chain from China and creating independent know-how and supply chains in North America. China's dominance in the battery industry presents a challenge, but there is still huge growth potential in the EV and energy storage sectors in North America. Demand for batteries, battery materials, and critical minerals exceeds supply, indicating a strong market opportunity. Governments must foster growth, opportunity, and competitiveness with policy that levels the support for LFP and nickel manganese cobalt (NMC) batteries. Americans should add phosphorus and iron to the list of critical minerals to incentivize supply chain diversification. Support for innovation that addresses the need for cleaner, greener, and diversified supply chains is crucial. Collaboration between governments, investors, and the battery sector is essential to support innovation and foster growth in the industry. This collaboration should focus on developing economic conditions and environmental incentives that nurture companies and promote competitiveness. By learning from other expert nations and restricting ownership, North America can develop its own independent know-how and supply chains. Customization of supply chains for the region's specific needs and conditions is crucial for success. This approach will enable North America to compete with China's dominance in the battery market and achieve a secure and cost-competitive supply chain.  
We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website.
 
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The 2024 S&P Global Autonomous Driving Consumer Survey asked nearly 8,000 global participants on what they think about specific ADAS features to understand their willingness to pay, their interest in these driver-assist technologies and what specific features they desire to have in their cars.
The survey produced some very interesting results. For example, about 91% of global respondents consider safety ratings when purchasing new vehicles, and 81% of global respondents would even be willing to pay extra for vehicles with higher safety ratings.
Tune in to hear about the consumer perception of ADAS features in their cars.
Speakers:
Amit Panday, moderator and electric mobility expert, S&P Global Mobility
Mariana Gongora, connected car and vehicle experience expert, S&P Global Mobility.
We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website.
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Billed as the world’s premier energy event and described by the Financial Times as “the Davos of Energy”, CERAWeek took place on March 18-22 in Houston, Texas.
The key theme for 2024 was “Multi-dimensional energy transition: Markets, climate, technology and geopolitics”. In this episode of Autology, S&P Global’s vehicle electrification expert and CERAWeek panelist Graham Evans, provides an in-depth insight into all the mobility-related discussions.
This includes the major issues from the politically sensitive nature of mining minerals all the way to bottlenecks at the charging infrastructure level.
Tune in to hear how the scoops from on-stage impact the global stage.
Speakers:
Elisha Thakorlal, moderator and OEM strategy expert, S&P Global Mobility Graham Evans, director of Electrification Technology Research, S&P Global Mobility. We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website.
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With an increasing industry focus on vehicle software, S&P Global Mobility’s exports discuss how ‘the cloud’ is set to transform the automotive experience.
This includes a detailed explanation of edge computing, the importance of its development and its real-world applications.
Tune in to reveal how cloud and edge infrastructure will become the backbone of the transformative journey towards more connected, autonomous, shared, and electric vehicles.
Read the full ‘SDV cloud and edge computing: Market outlook’ report for further details on the subject, including in-depth analysis per OEM (subscription dependent).
Speakers:
Elisha Thakorlal, moderator and OEM strategy expert, S&P Global Mobility Manuel Tagliavini, software expert, S&P Global Mobility We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website.
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More than 135,000 visitors travelled to Las Vegas for the Consumer Electronics Show (CES) 2024, including those from the automotive industry.
S&P Global Mobility analysts were also in attendance and, in this episode of Autology, speak about the key themes and showcases. One of which was the focus on generative artificial intelligence (GenAI), with Volkswagen, for example, partnering with Cerence to integrate ChatGPT into its vehicles.
Iqbal Arshad, Chief Technology Officer at Cerence, joins the second half of this episode to discuss how this project aims to significantly improve user interaction associated not only with voice assistants but also the entire in-vehicle experience.
Tune in to reveal how simple phrases like “I’m cold” or even “I fancy butter chicken!” can be seamlessly actioned by the vehicle of the future. 
Speakers:
Kyle Davis, Connected Car and Vehicle Experience expert, S&P Global Mobility Brock Walquist, ADAS and autonomy expert, S&P Global Mobility Iqbal Arshad, Chief Technology Officer, Cerence We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.spglobal.com website.
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