Topic: Automotive Industry Outlook: The Great Pivot – Rethinking the Roadmap for Global Autos

Speaker: Mike Wall, Executive Director, Automotive Analysis at S&P Global Mobility

Presentation:

 As we head into the closing months of 2025, the automotive industry finds itself at a pivotal crossroads. After the strong recovery following the supply chain crisis, last year proved to be a year of recalibration, with supply and demand pressures shaping short-term plans across the sector. As the calendar shifted to a new year, the environment has been marked by significant impacts from evolving tariff and trade actions as well as the ongoing effects of lackluster demand for electric vehicles in spite of massive capital investments in the technology.  What does all this mean for the balance of 2025 and looking out to 2026, and what challenges and opportunities lie ahead?

 Mike will present his company's latest outlook for the auto industry. 
- forecasts for light vehicle sales and production 
- outlook for Electric Vehicles 
- legacy Internal Combustion Engine (ICE) programs

Speaker's bio:

Mike brings over 25 years of financial analysis, forecasting, consulting and manufacturing experience to the firm, with a primary focus on assisting financial firms and manufacturers in their evaluation and understanding of the auto industry, as well as in-depth analysis of vehicle markets and trends.  
 

Mike has extensive experience working with both manufacturing and financial firms.  With a knowledgebase established studying and covering the automotive industry as well as experience in financial analysis and banking, Mike is able to offer clients timely and relevant insight, thereby aiding their strategic planning or investment analysis processes.  Moreover, he has a deep background in the area of vehicle forecasting and market trend analysis allowing him to assist clients in their assessment of near-term risks and planning scenarios.

Prior to joining S&P Global Mobility, Mike was the Director of Forecasting at IRN, Inc.  He has also held financial and analytical positions in the manufacturing and banking sectors.  Mike graduated Summa Cum Laude with an undergraduate degree in Finance from Grand Valley State University.  He later earned the Certified Management Accountant (CMA) designation.