Markets

North America factory sales of trucks by destination, manufacturer, and weight class; and factory sales of medium and heavy diesel trucks and buses by destination, brand, and weight class for April 2023. Includes factory sales of diesel trucks by engine manufacturer.

Mobileye’s proposal for a simplified way to describe a vehicle’s level of autonomy falls short of covering the nuances of current vehicles.  This article explores another approach that would add more precision and give OEMs a new way to market their new ADAS and AV features.

South America vehicle sales by company region, company and country for total vehicles and light vehicles for April 2023.

At the vehicle-plant level, there will be more than enough capacity in place to meet rising BEV demand over the next seven years. However, although there still is time to accelerate (or pull back) on current BEV plans, there will remain enough flexibility for automakers in North America to continue using up to 80% of their capacity for ICE vehicles in 2030.

Italy vehicle sales by vehicle type and company for April 2023.

Russia vehicle sales by vehicle type and company for April 2023.

“I don’t know if not cooperating with China in key industries such as microchips and minerals-processing is wise. We all know that China and the U.S. are intertwined in many ways. I think rupturing that would be a tectonic change,” says Paul Gruenwald, global chief economist at S&P Global Ratings.

Rising inventory, combined with pent-up demand, is keeping growth going mostly by holding the long list of economic- and price-related headwinds at bay, but there is potential for demand to sharply drop at the end of the month – and in June - if an agreement on the U.S. debt ceiling remains elusive and further spooks consumers.

U.S. light vehicle sales and inventory forecast by company and by source and vehicle type for May 2023. Includes SAAR (seasonally adjusted annual rates) and days' supply projections.

Asia vehicle sales by company region, company and country for total vehicles and light vehicles for March 2023.

The U.S. imports 100% of its graphite, the mineral used for battery anodes and almost one-third comes from China. China also converts over 90% of the world’s graphite into anode material. Can the EV industry scale up without China?

Asia vehicle production by manufacturer and country for total vehicles and light vehicles for 1st quarter 2023.