Autology

Mobility Global

Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know — and the decisions you need to make — in the near future. 

  1. Jul 9

    Supplier Soundbytes with CCO of Covestro: Why cars are becoming material experiences

    Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know--and the decisions you need to make--in the near future.   In this episode of Supplier Soundbytes, Mobility Global’s bite-sized Autology podcast series, we explore how innovation is reshaping the future of mobility - and why materials are becoming central to the next phase of automotive transformation. The automotive industry is under pressure from all sides. Automakers must deliver vehicles that are lighter, smarter, safer and more sustainable, while also responding to accelerating electrification, changing customer expectations and the need for more resilient, circular supply chains. These challenges cannot be solved through engineering excellence alone. They require new levels of collaboration across the value chain, earlier engagement between suppliers and OEMs, and fresh thinking about how materials can support performance, design, sustainability and user experience all at once. To discuss these shifts, we are joined by Monique Buch, Chief Commercial Officer at Covestro, a global leader in high-performance polymer materials. Covestro works closely with automotive manufacturers and suppliers to develop advanced material solutions that support vehicle design, durability, safety and lower-carbon production. Monique explains why the industry must move beyond treating lightweighting, sustainability, safety and design as separate priorities. Instead, the greatest opportunities will come from integrated solutions that solve multiple challenges simultaneously. She also discusses what true co-innovation looks like, why suppliers need to be involved earlier in the development process, and how advanced materials are helping redefine the in-vehicle experience - from acoustics and lighting to comfort, touch and perceived quality. Finally, the episode looks ahead to circularity as a business imperative. Monique highlights the need for system-level collaboration across OEMs, suppliers, recyclers and material producers to build future-ready value chains capable of supporting the next generation of mobility. We’d love to hear your thoughts on this episode. Reach out to us at autology@mobilityglobal.com Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

  2. Jul 8

    Supplier Soundbytes with HARMAN: AI Orchestration and the Future of Mobility

    Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know--and the decisions you need to make--in the near future.     Artificial intelligence has long been a staple of automotive futurism. Yet for much of the past decade, its role in the car was more promise than reality. That is beginning to change. As vehicles become increasingly software-defined, AI is moving from the periphery of the driving experience to its centre, reshaping how motorists interact with their cars and how manufacturers think about value, safety and differentiation. In this Autology episode of Supplier Soundbytes, we explore how AI is transforming the modern cockpit. From natural-language voice assistants and personalised media settings to driver-monitoring systems and predictive navigation, the technology is already helping to reduce friction behind the wheel. But the most important shift may be less visible: the emergence of intelligent systems capable of understanding context, adapting to user needs and coordinating multiple vehicle functions in real time. Joining the discussion is Marcus Futterlieb, Director of Technology Management for AI Orchestration at HARMAN. He argues that the future of automotive AI will not be defined by ever-larger models or more sophisticated chatbots. Rather, success will depend on using the right intelligence for the right task - balancing cloud-based services, embedded software and deterministic systems to deliver experiences that are useful, reliable and affordable. The conversation examines the growing importance of AI orchestration, the challenge of building trust through privacy-conscious design and the opportunities emerging in areas such as driver well-being and personalised vehicle experiences. It also looks ahead to a future in which cars continue to evolve long after leaving the factory, supported by software architectures designed for continuous improvement. The destination is becoming clearer. Drivers are unlikely to care whether a feature is powered by generative AI, machine learning or conventional software. They will simply expect vehicles that understand them better, anticipate their needs and make every journey safer and easier. The race is now on to deliver exactly that. We’d love to hear your thoughts on this episode. Reach out to us at autology@mobilityglobal.com Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

  3. Jul 8

    Supplier Soundbytes with MAHLE Powertrain: Many roads to net zero

    Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know--and the decisions you need to make--in the near future.     The automotive industry has spent much of the past decade debating a seemingly simple question: what comes after the internal-combustion engine? The answer, it turns out, is proving rather more complicated than many expected. Not long ago, the direction of travel appeared settled. Governments set ambitious targets, manufacturers committed billions to electrification and battery-powered vehicles seemed destined to dominate the roads. Yet reality has been less straightforward. Infrastructure has developed unevenly, consumer demand has varied by region and new questions have emerged about cost, practicality and energy security. As a result, the industry's future increasingly looks less like a race towards a single destination and more like a contest among several competing technologies. In this Autology episode of Supplier Soundbytes, we explore how engineering priorities are shifting in response. Joining us is John Hollingworth, Sales and Marketing Director at MAHLE Powertrain, a company that has deliberately positioned itself as technology-agnostic in an era of rapid change. The discussion ranges widely across the evolving propulsion landscape. We examine the renewed interest in range-extender electric vehicles, the role hydrogen combustion could play in heavy-duty transport and off-highway applications, and the prospects for renewable and synthetic fuels. We also consider a subject that rarely captures headlines but increasingly determines vehicle performance: thermal management, which sits at the heart of everything from battery efficiency to passenger comfort. Beyond powertrains, the conversation explores how automotive engineering itself is changing. As vehicles become more software-defined, connected and continuously updated throughout their lifecycles, testing, validation and development processes are being transformed. The central message is clear. Rather than converging on a single technological winner, the industry may be entering a period of greater diversity. The future of mobility, argues Hollingworth, will depend less on finding one universal solution and more on matching the right technology to the right vehicle, market and use case. We’d love to hear your thoughts on this episode. Reach out to us at autology@mobilityglobal.com Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

  4. Jul 7

    Supplier Soundbytes: What it takes to get AI results in automotive

    Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know--and the decisions you need to make--in the near future.     In the next phase of automotive competition, the decisive breakthroughs may come not from the showroom or the software stack, but from the materials lab. Artificial intelligence is often discussed as if it were a software story. In automotive engineering, it is becoming something broader and more consequential. It is beginning to change how materials are discovered, how components are tested, how batteries are improved and how manufacturers make decisions under pressure. The car, after all, is not a single invention but a stack of them: atoms, alloys, cells, packs, structures, systems and software, all required to work together at scale, safely and profitably. That multi-layer reality is where AI’s usefulness stops being theoretical. In practice, it is about finding better answers faster across the whole pipeline—turning data into decisions, and decisions into prototypes. That makes vehicle development an unusually fertile ground for AI. Much of engineering still depends on slow cycles of trial, error and expert judgement: make a sample, run a test, interpret the result, adjust the design, and begin again. Simulations help, but they can be expensive and time-consuming. Data exists, but it is often messy, fragmented or collected too late to shape the most important decisions. AI promises to compress some of those cycles. Used well, it can spot patterns in experimental data, suggest better materials, connect manufacturing conditions with performance, and help engineers make earlier, more confident choices. Used badly, it risks becoming another expensive black box. The difference lies less in fashionable algorithms than in disciplined engineering: good data, clear objectives, traceable results and adoption inside real workflows—so the gains show up where production and performance are decided. That is the backdrop to the latest Autology episode of Supplier Soundbytes from Mobility Global, featuring Isaac Squires, founder and chief executive of Polaron. Spun out of Imperial College London, Polaron applies generative machine learning to accelerate the design and optimisation of advanced materials. We’d love to hear your thoughts on this episode. Reach out to us at autology@mobilityglobal.com Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

  5. Jun 2

    The Price of Power: What’s Driving EV Battery Costs?

    In this episode of Autology, Rebecca Bellchambers is joined by Ali Adim and Hugo Cruz from S&P Global Mobility's battery research team to unpack one of the most important topics in the EV industry: battery pricing. The discussion explores why batteries remain the biggest cost driver in electric vehicles, how raw material volatility and manufacturing location shape pricing, and what the latest Battquant model reveals about cell and pack cost trends. The episode also examines the impact of lithium price swings, geopolitics, regional policy frameworks in Europe and North America, and how these factors are influencing the path to BEV-ICE parity. The team also looks ahead to the future of LFP and sodium-ion batteries, discussing where further cost reductions may come from and whether new chemistries could reshape the market in the years ahead.   Speakers:   Ali Adim- Battery Research Manager Hugo Cruz- Principal Battery Research Analyst Rebecca Bellchambers- Host/ Senior Battery Research Analyst  We'd love to hear your thoughts on this episode at autology@spglobal.com, and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts! hear your thoughts on this episode at autology@spglobal.com, and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts!

  6. May 20

    Supplier Soundbytes: Carmakers Rethink the Windshield

    In the automotive industry, few technologies have spent longer in the "promising but peripheral" category than the head-up display. Yet as vehicles become increasingly software-defined - and as the cockpit itself evolves from a mechanical interface into a digital environment - the humble windshield is beginning to look less like passive glass and more like prime visual real estate. That is the backdrop to this latest episode of Supplier Soundbytes from S&P Global Mobility, featuring Andy Travers, chief executive of Ceres Holographics. The company's proposition is deceptively simple: rather than bolting ever more screens into the dashboard, embed holographic optical films directly into the windshield itself, turning the glass into part of the display architecture. The implications, however, are rather larger than another iteration of the conventional head-up display. Travers argues that legacy HUD systems have reached something close to their functional ceiling, constrained as much by limited user experience as by hardware. The next phase, he suggests, will depend less on projecting more information and more on deciding which information matters — and when. The conversation ranges from the misuse of the term "holographic" to the practical realities of integrating optical films into automotive glass supply chains. But beneath the technical detail sits a broader strategic question for carmakers: if the windshield becomes a dynamic digital surface, who controls the value - the optics specialists enabling the display, or the software platforms determining the experience? For OEMs, the message is clear. The technology may now be ready. The industry's imagination, perhaps, is still catching up. Andy Travers [Source: Ceres Holographics] We'd love to hear your thoughts on this episode. Reach out to us at autology@spglobal.com, and discover more insights at autotechinsight.spglobal.com.   Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

  7. Apr 13

    Watt’s the big idea: South Korea’s next generation battery moves

    Today's episode of Autology takes you inside InterBattery 2026 in Seoul to decode what the world's biggest battery players are really signaling right now. This year's show didn't just feel like an EV-focused expo—it felt like a turning point: a broader, sharper and a growing race to win the next era of batteries – not just for EVs but also for rapidly evolving applications in energy storage, AI, robots, and beyond. Key highlights include: a) A government warning with a deadline: We unpack Vice Minister Moon Shin-Hak's '5–7 years' message—why Korea sees a narrowing strategic window to restructure its value chain, strengthen domestic materials, and stay globally competitive amid US–China tech rivalry and supply chain realignment. b) LG Energy Solution: First public reveal of its LMR battery co-developed with General Motors, plus bipolar and sodium-ion technologies—showing leadership beyond conventional EV narratives. c) SK On: Prismatic innovation and thermal management, including the 'on-vent prismatic cell' concept designed for better safety and design flexibility. d) Samsung SDI: A deliberate pivot away from automotive imagery toward ESS solutions for the AI era, led by its Samsung Battery Box (SBB) line-up. e) Materials players (POSCO, EcoPro, LG Chem, L&F): A strong value-chain push around critical minerals, recycling, and safety materials, including LG Chem's thermal runaway-delaying plastics and Nexula aerogel insulation. f) Battery for AI, AI for Battery: How AI data centers are accelerating ESS demand, while battery companies increasingly use AI in diagnostics, defect reduction, and materials/cell optimization. g) Non-EV applications take center stage: From robots and drones to micro-mobility, aerospace, and even defense-related discussions, this episode tracks the widening commercial map for batteries well beyond passenger EVs. h) The ESS pivot—and why Korea may differ from the US: While US plants are redirecting capacity from EV batteries into ESS, South Korea may move toward a balanced mixed-production model, supported by 2030 EV adoption targets and ESS tenders. i) Solid-state – prestige, but smaller-scale first: A key insight—solid-state commercialization appears to be gravitating toward robots and specialized applications before EV-scale deployment, reflecting practical limits around size, yield, and mass production readiness. j) LFP pressure and China's equipment edge: The episode closes on the most commercially urgent theme: Korean makers racing to scale LFP (largely for ESS)—and the growing influence of Chinese manufacturing equipment suppliers, highlighted by Wuxi Lead Intelligent Equipment winning a major award and broader adoption of Chinese production tools across Korean cell makers. Speakers: John Ahn, Senior Research Analyst, Battery, S&P Global Mobility Amit Panday, Host and Senior Research Analyst, S&P Global Mobility We'd love to hear your thoughts on this episode at autology@spglobal.com, and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts!

  8. Apr 2

    CAM Jam: The Cathode Race

    Today's episode of Autology dives deep into the pivotal role of cathode active materials (CAM) in shaping the future of global battery manufacturing and electric vehicle (EV) adoption. The speakers break down why CAM is the most expensive and performance-critical component in EV batteries, how it influences cost, energy density, and cycle life, and what this means for automakers and consumers worldwide. Key highlights include: CAM Overview: CAM, comprising materials like lithium, nickel, and cobalt, accounts for up to 45% of battery cell costs and is central to battery performance. The episode explains the chemistry behind CAM, its impact on battery affordability, and the technical trade-offs between LFP and NCM chemistries. Industry Momentum: China currently dominates the CAM and LFP supply chain, holding over 80% market share, but new government policies are reshaping the landscape by tightening standards and restricting advanced technology exports. Meanwhile, Europe and North America are accelerating efforts to localize CAM production, with new investments and projects aiming to reduce reliance on imports. Policy Support & Future Outlook: The discussion covers recent policy moves, such as [mainland] China's anti-involution measures and export controls, changes in VAT rebates and Europe's Industrial Accelerator Act, all of which are influencing supply chain strategies and investment. The future of CAM will be shaped by ongoing innovation in battery chemistries, regional policy shifts, and the race to build resilient, cost-competitive supply chains outside [mainland] China. This episode offers a front-row seat to understanding the global race for battery supremacy, revealing how CAM supply chains are at the heart of EV affordability, innovation, and geopolitical strategy. Tune in to hear expert insights on market trends, policy impacts, and what's next for the world's battery makers. Speakers: Ali Adim, Manager, Battery Research, Supply Chain & Technology, S&P Global Mobility. Eileen Wu, Senior Research Analyst, Battery, S&P Global Mobility. Amit Panday, Host and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at autology@spglobal.com, and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts!

About

Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know — and the decisions you need to make — in the near future.