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
  • REPORTS

  • SECTOR IN-DEPTH
    17 Sep 2020|Moody's Investors Service
    The pandemic will hasten the auto industry’s localization of supply chains and reduce production capacity amid a heightened focus on workplace safety. It will also accelerate the sector’s shift to electrified vehicles as governments use stimulus measures to support decarbonization goals.

    OUTLOOK
    08 Sep 2020|Moody's Investors Service
     Auto shipments plummeted as a result of the coronavirus and are now reaching a bottom. We expect a rebound to pre-downturn levels will be slow, with considerable downside risk. 

    31 Aug 2020
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    Moody's Investors Service
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    SECTOR IN-DEPTH
    12 Aug 2020|Moody's Investors Service
    Our expectations for a sharp decline in global auto unit sales this year and uncertainty over the pace of the subsequent recovery will pressure global automotive parts suppliers.

    SECTOR IN-DEPTH
    30 Jun 2020|Moody's Investors Service
    The coronavirus compounds the challenges already confronting the global auto industry and we estimate that global light vehicle sales will fall by at least 20% this year, and by more in North America, Europe, the Middle East and Africa. Over the past three months we downgraded 40% of the auto manufacturers we rate, involving about $130 billion of debt.