Society of Automotive Analysts

Thank you to all of the speakers and those who attended yesterday's sold-out Automotive Outlook Conference at FANUC America Corporation. Special thanks to Phil LeBeau of CNBC for moderating. Presentations from the speakers can be found in the Members Section of the SAA website (www.SAAauto.com). Presenters included Michael Robinet of S&P Global Mobility; Daniel Lee, CPA, of Plante Moran; Bill Rinna of GlobalData Automotive; Patrick Sheposh of Ipsos US; Lou Finazzo of FANUC America Corporation; Colin Langan of Wells Fargo; and Anjan Kumar of Frost & Sullivan.

Our March 2025 light vehicle production forecast reveals a complex and uncertain landscape for the global auto industry. With potential #tariffs on the horizon and mixed demand across various regions, the market faces significant challenges.? ? Read more to see how these factors are shaping the future of the automotive market.

Had a GREAT time with the SAA Young Professionals last night. It was my sincere pleasure to serve as a panelist to discuss the state of our industry and the impact of Artificial Intelligence including Large Language Models, copilots, cognitive solutions, agents and the potential for the future! Thank you, Ashwin Umamaheswaran, Carl Rivera, and Kevin Singer, for being such great hosts and to all of the attendees for your challenging questions and engagement! #AI #LLMs #Autonomous #copilots #OpenAI #

March 21 Event: Electrification’s Turbulent But Certain Path. The event will be held at MVP Collaborative in Troy, MI, from 8 to 10 a.m. Bob Lee, president of LG Energy Solution North America, will briefly cover the market outlook for EVs in North America while addressing challenges to achieve higher growth and how they can be overcome from the perspective of one of the world’s top advanced automotive battery manufacturers. There is no cost to attend the event, but registration is required. https://lnkd.in/evdPjAiH

Important to understand the implications both near term and long term; the material mosaic of the cars we drive are perpetually balancing multiple factors from price, manufacturability, supply chain, UVP, joining - just to name a few. Lightweighting is the natural ally of efficiency, we must continue to place the best materials where it’s needed. Well done Bertrand Rakoto!

SAA's March 2025 newsletter is out. Watch your email or click here: https://lnkd.in/dq7U96Z

Did you miss SAA’s Coffee Break yesterday, which reviewed the state of mergers and acquisitions? Industry experts from Plante Moran examined the implications of consolidations and mergers in the automotive industry. Amid the ongoing discussions between Honda and Nissan, Plante Moran offered a perspective on the OEM consolidation landscape and its implications for suppliers. Click here to watch the 15-minute Coffee Break. https://lnkd.in/efapujqF

Numerous SAA members participated in an outstanding event yesterday held by SAA's exclusive legal partner, Foley & Lardner LLP. "100 Days and Beyond: Presidential Policy Shifts Impacting Automotive" explored fundamental policy shifts impacting the automotive industry under the Trump Administration. In the photo below, Ann Marie Uetz of Foley & Lardner moderates a panel featuring Steven Wybo of Riveron, Mario Spota of HARMAN International, and Jason Puscas of Bollinger Motors.

Are the recent Honda-Nisan merger talks the start of a wave of mergers and acquisitions? Find out during SAA's Coffee Break this Wednesday -- Examining the Implications of Mergers and Acquisitions. The 15-minute session will feature industry experts from Plante Moran who will examine the implications of consolidations and mergers in the automotive industry. Plante Moran will offer a perspective on the OEM consolidation landscape and its implications for suppliers. Register for this free event at www.SAAauto.com.

March 21 Event: Electrification’s Turbulent But Certain Path. The event is from 8-10 a.m. and will be held at MVP Collaborative in Troy, MI. Robert H. Lee, president of LG Energy Solution North America, will briefly cover the market outlook for EVs in North America while addressing challenges to achieve higher growth and how they can be overcome from the perspective of one of the world’s top advanced automotive battery manufacturers. There is no cost to attend the event, but registration is required. https://lnkd.in/evdPjAiH