Specialist
VP at Center for Automotive Research
Agenda
- US auto industry overview and coronavirus impacts
- Supply and demand shifts across OEMs and top tier 1 suppliers
- Vehicle demand by class – sedans, light trucks, crossovers and SUVs
- Consumer demand towards light trucks and SUVs
- US health regulations, labour costs and union relationships
- H2 2020 outlook
Questions
1.
What is the state of the auto industry today? What are the key trends and themes the investment community should be watching with regards to the coronavirus pandemic?
2.
Do you think any of the new programmes in the US that were expected to enter production in 2021 or 2022 will be cancelled? If so, which programmes are most likely to be cancelled?
3.
Where do you expect industry volumes overall to come in this year? How might that compare to 2019? At what point do you expect us to recover to 2019 volumes again?
4.
Why are you more pessimistic on the sales side than some other industry analysts and forecasters?
5.
How do you expect a second round of government money to impact sales of new and used cars?
6.
How do you think the sales mix will shift over the next few years between the various types of models, including pick-up trucks, SUVs, sedans and others?
7.
Could you elaborate on the sales expectations of the new electric models you mentioned?
8.
Over the past couple of months there has been an uptick in new home sales. Do you think this could trickle into higher new car sales, and if so, what could that look like?
9.
What are your thoughts on the smaller disruptors such as Rivian and Lordstown, and their near-term market share and sales trajectories?
10.
When you were talking about miles driven for Sprinter and delivery vans, did you mention 61 miles per day?
11.
There has been an overall decline in miles driven among vehicles which are currently on the road. What are the sales implications here?
12.
Do you have any thoughts on Tesla’s recent sales and delivery performance? How do you expect that to evolve over the next few years as it introduces the Cybertruck and the Model Y?
13.
What do you think of the 2-5-year strategic direction of Ford, given the recent leadership transition with Jim Farley taking over as CEO?
14.
What are your expectations for the new F-150?
15.
Could you elaborate on your sales expectations for delivery vehicles? You talked about the paradigm shift in how the autonomous vehicle industry is thinking about moving goods vs moving people.
16.
Earlier you mentioned that sedans will continue to be challenged over the next few years. Could you elaborate on your expectations over the next five years for the sedan market?
17.
Where do you think the North American auto industry will be in 5-10 years?
18.
Do you have any closing comments? Is there anything you wanted to highlight that we didn’t get a chance to discuss?
