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Recovering consumer demand has clashed with supply constraints, causing inventories relative to demand to fall in several industries, such as autos,...
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The transition to a greener economy through changes in government climate policy, technology, investment, and consumer preferences will fuel huge...
Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global...
The near-term outlook is clouded by the global shortage of semiconductors for auto parts. This shortage is forcing major automakers to slash vehicle...
2021 looks to be the year hybrid and electric vehicles, or xEVs, break into themainstream. We project global xEV sales as a share of total new...
Even with recent vaccine approvals raising hopes of ending the pandemic later this year, tightening activity restrictions, delayed vaccine rollouts,...
Disruption to global supply chains has resurfaced in recent months, as material shortages and freight delivery delays have damaged manufacturers’...
Since the end of 2020 semiconductors used in the automotive sector have been in short supply. Pressure built as the auto industry recovered from the...
Following the record-breaking fall in global automotive activity in the first halfof 2020, the market has staged an impressive rebound, with global...
The global economy is unlikely to return to the world that it was prior to thepandemic, in our view. Some behavioural shifts will leave scars in...
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