Global Autos Stall: Trump, Tariffs, Evs and China Reset Expectations
Uncertainty prevails over President Trump's policies, setting the stage for a more challenging future. The policy shifts are both impacting electric vehicle adoption in the US, and potentially reshaping supply chains longer term. Meanwhile China continues to strengthen both domestically, and as an exporter in those markets where trade barriers allow. We present a range of Bloomberg analyses providing industry specific insights on the status, outlook and implications for the industry, including modelling the financial viability of auto manufacturers and suppliers.
Speakers
Michael Dean
Global Head of Automotive Research
Bloomberg Intelligence
Michael Dean is senior European automotive analyst at Bloomberg Intelligence, joining in 2016. Having originally qualified as a chartered accountant, Michael has covered the automotive sector for 18 years, initially at BAML, including six years also monitoring capital goods and aerospace. At Credit Suisse, he was a top ranked equity analyst by Institutional Investor went on to five successful years as a portfolio manager including being partner at SAC Global.
Colin McKerracher
Head of Clean Transport
BloombergNEF
Colin McKerracher manages coverage of the transport and energy storage sectors at BloombergNEF. Colin’s team analyses the technology, policy and economic factors shaping the future of these industries. This includes electric vehicles, charging infrastructure, batteries, shared mobility, low carbon aviation, shipping and more. His team advises the world’s top automakers, parts suppliers, energy companies, policymakers, and investors. Colin previously managed BNEF’s coverage of the global smart grid industry. He has 18 years of experience in the clean energy and transport sectors and presents regularly at leading industry events. Colin’s past roles include Director of Sales and Marketing for Neurio, a smart grid technology company, and Business Development Manager for a Canadian biofuel company. Colin holds degrees from the London School of Economics and the Sauder School of Business at UBC.
Maeva Cousin
Chief Trade & Climate Economist
Bloomberg
Maeva Cousin is an economist covering the global economy -- with a specific focus on international trade and climate economics -- for Bloomberg Economics, after five years covering the euro area. Before that she spent eight years at HM Treasury, where she led the euro-area analysis team, and a year as a researcher at the University of Lausanne. Maeva is based in Zurich.