Adapting to an Evolving Production Ecosystem

  • The industry is facing an unprecedented number of demand and supply challenges
  • Ensuring that new strategies capture risk dynamics of BEV adoption, shifting cadence and logistics changes
  • S&P Global will outline our view of future market dynamics from the production perspective

About the Speaker

Michael Robinet

Executive Director, Consulting

Michael has more than 35 years of experience in automotive market analysis, forecasting and supplier strategy functions. He joined S&P Global (formerly IHS Markit/IHS Automotive/CSM Worldwide) in 1996. As consulting executive director, he is a valued source for forecasts, industrial transition strategies and market dynamics.

Prior to his time at IHS Markit/S&P Global, Michael was a forecaster with two other automotive research houses as well as being active in finance at a major tier 1 supplier.  Starting in 1996, Michael grew the CSM Worldwide forecast from 13 clients to be the preeminent global production forecast utilized today.  In 2011, he shifted his focus to consulting – driving market strategies for the new automotive ecosystem.

Key career milestones include contributions to the 2009 Chrysler and GM bankruptcy agreements in Canada, groundbreaking work in measuring vehicle production capacity and ongoing supply base strategies surrounding ICE to BEV transitions.

Giving back to the industry and community is critical for Michael.  He is a Director for the Automotive Hall of Fame, a trustee for the SAE Foundation and a board member for the Canada-US Business Association. For several years he has penned a monthly column for SAE Automotive Magazine called ‘Supplier Eye’.

He holds an Honours Bachelor in Social Science (Economics) and a Masters in Business Administration (Finance) – both from the University of Windsor (Canada). 

Topics to Include...

S&P Global Intro
Economic Forecast 
  • GDP expectations
  • CPI/inflation forecast
  • Material prices in aggregate
  • Interest rates
Industry Dynamics 
  • Chips impact update
  • Commodity price forecast – key commodities
Vehicle Market Forecast 
  • Global production forecast by region
  • Potential risks to the forecast
  • Global program launch count
  • US vehicle inventory, vehicle age and average price dynamics
  • NA LV production forecast with positive and negative scenarios
  • NA LV Seasonalized quarterly forecast through 2025
  • NA production by region
  • NA production launch count
  • BEV adoption dynamics – pricing, infrastructure etc.
  • BEV volume dynamics – market and by OEM
  • ICE engine and transmission volume forecasts by OEM type
  • NA market forecast by ADA Level type
The evolving ecosystem 
  • New production cadence
  • BEV-Positive, BEV-agnostic and BEV-negative considerations
  • Supplier value add shifts in the electrified world
Summary 
  • Success factors for tomorrow’s suppliers