The auto industry will undergo a profound transformation: the cars it builds, the companies that build them and the consumers who buy them will look significantly different.
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Software Is Taking Over the Auto Industry
Fully self-driving vehicles may still be years away but Goldman Sachs Research analysts believe auto industry profits could rise meaningfully this decade as software becomes increasingly important.
GS Sustain: Supply Chain Mosaic
Goldman Sachs Research is introducing a new framework for generalists and ESG investors, the GS SUSTAIN Supply Chain Mosaic, to plug gaps in a patchy data landscape for measuring supply chain risks and to assess business resilience. The collaborative framework blends data on supply chain location and concentration with GS SUSTAIN proprietary scoring of suppliers’ ESG engagement and sovereign ESG risk.
Charging Up Electric Vehicle Battery Production Across EMEA
The surge in electric vehicle sales is charging up the battery market in Europe, explains Michael Bruun, who invests in companies focused on sustainability for Goldman Sachs Asset Management.
Supply and Demand Issues in the Auto Industry
Axel Hoefer, Goldman Sachs’ head of auto industry coverage in Europe, discusses the impact of coronavirus on the global demand for cars and the outlook for manufacturing as production restarts in some countries.
The Car Industry Shifts Gears
Autonomous driving is upending the auto industry as both traditional carmakers and new tech companies compete for the future of mobility. Axel Hoefer of Goldman Sachs Investment Banking Division explains how the development of this new technology is impacting deal making. Watch Video
Hybrid Acceleration
While expectations for electric vehicles have been scaled back since 2017, one segment of the market is powering forward: hybrids. Goldman Sachs Research explains why “electrified” or hybrid vehicles will be the most profitable and practical solution to reducing dependence on internal combustion engines over the next decade. Watch Video
An Inflection Point in the Global Expansion of Electric Vehicles
The global market for electric vehicles (EVs) is poised for further growth as the cost of batteries continues to decline and major auto manufacturers commit significant resources to electrifying their fleets, explains Chris Buddin of the Investment Banking Division. Watch Video
Julia Steyn, Car Sharing and the Future of Auto
General Motors head of urban mobility Julia Steyn discusses the company’s efforts to drive innovation while capitalizing on its century-old legacy. Watch Video
Robert Smith, The Fourth Industrial Revolution
Robert Smith, technology investor and founder of Vista Equity Partners, discusses how digitization continues to disrupt entire industries – from insurance to financial services, auto and beyond. Watch Video