10am - 12pm ET
Wards Intelligence Q1 Outlook Conference Agenda - ET
North American and European incumbent automakers face a complex landscape of strategic challenges as they strive to remain competitive in the face of “Chinese speed.”
Chris will explore the strategies and business models of COEMs and battery manufacturers, offering key insights for North American manufacturers to navigate the shifting tides of the global automotive sector.
The global electric-vehicle battery market is at a pivotal moment. Global demand for low-cost, battery-electric and plug-in hybrid vehicles is increasing but so is the competition. Chinese EV and battery manufacturers continue to expand their global market share as well as their control over the supply chain. But with a new U.S. president promising to expand U.S. oil and gas production, increase import tariffs and remove federal EV incentives, will the U.S. EV industry survive?
Adam Ragozzino will examine the current state of the market, detailing manufacturing plant locations, capacity trends, and the evolving landscape of battery chemistry and production. He will also provide insights into supply and demand for critical materials and explore what’s next for BEV sales.
With the new administration taking over the U.S. government in 2025 promising major changes to regulations and trade rules that could significantly impact the automotive industry, Haig Stoddard will go over the most recent outlook for sales and production in North America.
The discussion will center on forecasts for the rest of the year, and to what extent, if any, they are impacted by revised policy in the U.S.