Automotive Sector Transformation
The automotive sector is undergoing a fundamental shift in terms of how cars are made, used and financed. Driven by technology, sustainability and changing consumer preferences, this transformation will have major ramifications for sectors globally.
  • SUMMARY
  • RESEARCH

  • ISSUER COMMENT
    15 Jul 2019|Moody's Investors Service
    Strategic Alliance between VW and Ford will save both companies' investments into future drivetrain and autonomous driving technologies.

    SECTOR IN-DEPTH
    04 Feb 2019|Moody's Investors Service
    The three main auto markets have developed emissions and fuel-economy regulations that reward expansion of electric-vehicle fleets as a mechanism for reaching lower emission targets. This global trend creates a risk of material penalties for noncompliance and will require significant investment by companies seeking to maintain market share.
    Asia Pacific
    PODCAST
    11 Jun 2019|Moody's Investors Service
    In this podcast, we discuss the advancement of digital technology and the opportunities and challenges it brings to Japanese corporates. Digital technology will have the greatest impact on the auto, retail and office printing sectors in Japan. ​​​
    SECTOR COMMENT
    11 Jun 2019|Moody's Investors Service
    On 6 June, the Government of China announced policy guidance on promoting automobile renewal, upgrading and recycling by encouraging the supply of fuel-efficient and new energy vehicles. This guidance is credit positive for Chinese automakers, auto parts makers and auto dealers because greater demand for automobiles will support industry unit sales growth.
    SECTOR IN-DEPTH
    05 Feb 2019|Moody's Investors Service
    Efforts to reduce greenhouse gas emissions expose automakers to threats like: rising and uneven regulatory pressures, changing consumer preferences, and disruptive technological shocks.

    SECTOR IN-DEPTH
    15 Oct 2018|Moody's Investors Service
    Developing self-driving cars is complex and expensive. Carmakers are on the right track by cooperating to share the engineering and financial burdens. GM has an early lead.