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