Rapid Impact Analysis
Mobility Global | Rapid Impact Analysis
Jun 15, 2026
China domestic market weakness lowers global vehicle forecast
Understand the details of S&P Global Mobility’s latest sales forecast, influenced by weak domestic demand in China and the Iran war.
Mobility Global | Rapid Impact Analysis
May 05, 2026
Oil supply disruptions and USMCA deadline impact auto industry stability
US-Iran tensions over the Strait of Hormuz are contributing to lower global vehicle sales and production forecasts, with impact stretching into 2027.
Mobility Global | Rapid Impact Analysis
Apr 03, 2026
US–Iran war continues uncertainty for global auto industry
Understand how the ongoing Iran war is impacting global light vehicle production and sales, including S&P Global Mobility’s preliminary forecast updates.
Mobility Global | Rapid Impact Analysis
Mar 06, 2026
Economic implications of war: Middle East war and the automotive industry
The potential economic impact of this war on the automotive industry will depend on the war’s duration. Here's how different scenarios could play out.
Mobility Global | Rapid Impact Analysis
Feb 23, 2026
Supreme Court IEEPA tariffs ruling: Modest implications for automakers
In the latest IEEPA tariffs news, the US Supreme Court issues major announcement invalidating President Trump’s IEEPA tariffs that were implemented last year.
Mobility Global | Rapid Impact Analysis
Feb 20, 2026
Trade agreements outside the US come to the forefront
Understand the details of recent trade agreements outside the US and potential impacts on the auto industry.
Mobility Global | Rapid Impact Analysis
Dec 09, 2025
What the proposed fuel economy changes mean for automakers and consumers
New proposed rule changes would substantially reduce fuel economy requirements in the US. Get the details and understand how these changes could impact current industry trends.
Mobility Global | Rapid Impact Analysis
Nov 24, 2025
US trade agreements: Korea framework lowers tariffs
Understand the latest US trade agreements with South Korea as well as several countries in Europe and LATAM, including what they mean for the auto industry.
Mobility Global | Rapid Impact Analysis
Nov 06, 2025
US trade deals progress with focus on investment and eased tensions
US trade deals progress with Japan and South Korea, US-China tensions ease, Nexperia risks global auto production, with limited forecast impact.
Mobility Global | Rapid Impact Analysis
Oct 24, 2025
New section 232 tariffs target truck and bus imports
Understand the latest Section 232 tariff actions taken by President Trump, targeting medium and heavy-duty vehicles and buses.
Mobility Global | Rapid Impact Analysis
Oct 07, 2025
US plans for new truck tariffs on commercial vehicles
President Trump’s recently announced truck tariffs leave a number of questions unanswered, including implementation details. Here’s what we know so far.
Mobility Global | Rapid Impact Analysis
Sep 09, 2025
Trump trade update: Japan and EU auto tariffs advance, what's next?
Explore the latest Trump trade developments, including updates on Japan and EU auto tariffs. Plus, read how automakers are responding to cost pressures.
Mobility Global | Rapid Impact Analysis
Aug 05, 2025
Reciprocal tariffs in focus: New adjustments to US trade
Understand the current landscape of US trade agreements and tariff negotiations, with reciprocal tariffs imposed for some countries beginning Aug. 7.
Mobility Global | Rapid Impact Analysis
Jul 11, 2025
Tariff negotiations ongoing as new US budget bill takes hold
Get the latest updates on two key developments impacting the auto industry today: tariff negotiations and the passage of the One Big Beautiful Bill.
Mobility Global | Rapid Impact Analysis
Jun 09, 2025
Fluid tariff situation drives updates to Mobility Global vehicle forecasts
Understand the most recent US government actions and how they’ve further complicated the auto tariffs landscape, including our production and sales forecasts.
Mobility Global | Rapid Impact Analysis
May 16, 2025
The Future of UK, China Tariffs After US Negotiation Breakthroughs
Learn the details of the US-UK trade deal, as well as negotiations on UK and China tariffs. The UK agreement could be precedent for additional tariffs negotiations.
Mobility Global | Rapid Impact Analysis
May 02, 2025
Auto Tariffs Update: Some Relief, More Complexity for Automakers
Recent tariffs changes will bring some relief for automakers and auto suppliers, even though the 25% tariffs on imported vehicles and auto parts remain.
Mobility Global | Rapid Impact Analysis
Apr 14, 2025
Auto Tariffs Lead to Major Forecast Downgrades
The impact of automotive tariffs, in combination with the 10% universal tariff, has led to one of the largest single-month forecast changes we’ve ever made.
Mobility Global | Rapid Impact Analysis
Apr 11, 2025
Automakers Respond to 25% US Import Tariff
With a new 25% US import tariff, we expect to see more announcements regarding production and investment, as well as pricing impacts, in the next several months.
Mobility Global | Rapid Impact Analysis
Apr 04, 2025
How Tariffs Are Affecting the Automotive Industry
How are tariffs affecting automotive industry trends? Up to 45% of US light‑duty vehicles face impact, with 23% sourced beyond North America.
Mobility Global | Rapid Impact Analysis
Mar 27, 2025
US Import Tariffs Will Reset the Automotive Value Chain
Mobility Global experts are expecting persistent tariffs at a high level and few exclusions. This seems to be the new baseline for automotive trade.
Mobility Global | Rapid Impact Analysis
Mar 25, 2025
Tariffs Impact on Trucking Industry: What We Know So Far
Combined with the immediate retaliatory actions of Canada and Mexico, the 25% tariffs' impact on the trucking industry could be significant.
Mobility Global | Rapid Impact Analysis
Mar 12, 2025
What vehicle tariffs mean for global auto markets
Vehicle tariffs are set to spark fresh uncertainty through 2025, with shifting policies and stalled planning leaving the auto industry on high alert.
Mobility Global | Rapid Impact Analysis
Mar 04, 2025
US Car Tariff Threatens to Disrupt North American Industry
New US car tariff could disrupt North American auto output by 20,000 units a day, affecting production, pricing, and sales across the market.
Mobility Global | Rapid Impact Analysis
Feb 20, 2025
Trump Tariffs Could Hit Automakers Hard. What's Next?
New executive orders, including the Trump tariffs announcement of 25% on Canada and Mexico and 10% on China, have continued at a regular pace over the last month.
Mobility Global | Rapid Impact Analysis
Feb 04, 2025
Auto Industry Tariffs Loom, Risking Substantial Disruptions
The North American automotive ecosystem saw an existential threat turn to action on February 1, 2025, but the total impact of auto industry tariffs is in flux.
Mobility Global | Rapid Impact Analysis
Jan 28, 2025
The Impact of Tariffs on Car Prices Across OEMs
A proposed 25% tariff on goods from Canada and Mexico could raise costs and reshape manufacturing, driving a major impact on car prices worldwide.
Mobility Global | Rapid Impact Analysis
Jan 07, 2025
US Tariff Changes and Forecast Implications: 2025 Assumptions
Learn about potential US tariff changes that could occur under President-elect Trump's administration. Understand how tariffs could impact the auto industry.