Fuel for Thought is a monthly podcast that turns fast-moving automotive change into practical direction for OEMs and suppliers. Each episode brings Mobility Global (formerly S&P Global Mobility) experts to break down what’s driving the market—from geopolitical disruptions to production, sales, and supply chain shifts—and how those forces translate into real planning decisions.
Listeners gain data-backed perspectives to stress-test forecasts, spot emerging risks early, and prioritize actions across sourcing, capacity, and regional strategy. The result: clearer choices, faster responses, and more confident moves in an increasingly volatile industry.
Subscribe today and don't miss the next episode.
How Chinese OEMs are reshaping the global automotive market
Global vehicle sales have barely moved compared to 2019. Yet one shift has changed the industry more than any demand cycle, regulation, or technology trend: Chinese OEMs have doubled their share of global sales. For Western automakers, this presents a major competitive threat.In this episode of Fuel for Thought, our host speaks with Mobility Global expert Yuriy Lipchynskyi about the key competitive factors behind Chinese OEMs’ expansion and the practical moves that legacy OEMs should prioritize in response.
Read our written newsletter. and follow us on LinkedIn for more insights.
4 Aug 2026
2027 Automotive industry outlook: How OEMs can stay competitive
In this edition of Fuel for Thought, we’re looking ahead to 2027 through the lens of OEM strategy—at a time when demand is constrained, affordability is calling the shots, and competition is getting sharper by the quarter.
The core tension is simple: households are still stretched, vehicle prices remain high, and the market is more volatile and more regional than it’s been in years. Meanwhile, the competitive bar is moving: faster development cycles, lower cost structures, and bigger questions about who owns the tech stack.
Our host Guido Vildozo speaks with Thomas Meininger, Executive Director, Global Vehicle Demand Group, Mobility Global, to understand the latest cars sales trends heading into 2027 and learn where OEMs should prioritize their strategic investments. Read our written newsletter. and follow us on LinkedIn for more insights. Speakers:
Thomas Meininger, Executive Director, Global Vehicle Demand Group, Mobility Global
Guido Vildozo, Senior Manager, Consulting, Mobility Global (Host)
11 May 2026
What the DRAM chip shortage really means for OEM strategy in 2026
Automotive procurement and planning leaders face a growing concern in 2026: A structural tightening in the supply of DRAM chips that underpin modern vehicle electronics.
DRAM suppliers are reallocating capacity toward AI data‑center applications, where memory‑intensive GPUs are absorbing a disproportionate share of manufacturing resources. The impact for automakers is higher prices and tighter availability, particularly for older generations of automotive‑grade DRAM.
In this episode of Fuel for Thought, we're sharing a clip from our recent webinar with Automotive News on how OEMs can navigate this landscape over the next several years.
Speakers:
Jeremie Bouchaud, Executive Director, Supply Chain and Technology, S&P Global Mobility
Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
4 ratings
Podcast Authority Score: 64 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
96
Social presence
0
YouTube
0
Engagement
81
Contact S&P Global Mobility | Fuel For Thought
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
