Automotive Podcast Series

Hosted by Gaurav Vangaal

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Latest episode

Dec 2024

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S&P Global Mobility Presents, The Automotive Podcast Series

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13 recent

December 23, 2024Episode 1111 min

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.

November 12, 2024Episode 1012 min

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.

November 4, 202425 min

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.

September 10, 2024Episode 911 min

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.

July 17, 2024Episode 818 min

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.

May 28, 2024Episode 714 min

Beijing Auto Show- the Influence & Impact of Chinese Carmakers on the Global Stage

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.

May 2, 2024Episode 613 min

Accelerating the Future: India's Mobility Transformation - India Sales Market

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.

February 23, 2024Episode 511 min

Changing the Gear to Sustain the Future: South Korea Production Market

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.

January 16, 2024Episode 49 min

Charging Up: Australia's EV Future & Automotive Market Dynamics

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.

November 14, 2023Episode 315 min

ASEAN Automotive Forecast

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.