Virtual Event
REPLAY

Global Autos Market Update 2026

Click to register for the on-demand.
Click to register for the on-demand.

Automakers and suppliers face steep tariff costs amid shifting U.S. trade policies, compounding the strain from persistent Chinese competition and uneven path to electrification.

Join us as we discuss:

  • The framework for US tariffs on autos and auto parts is settling:
    • How will global automakers and parts suppliers adapt to alleviate the burden?
  • Changes in emission regulations and purchase incentives will impact the adoption of electric vehicles in China, Europe and the US
    • Can lower sales translate into better earnings?
  • Fierce competition in the Chinese auto market
    • Will global automakers and suppliers adapt or retreat?
  • Challenged export markets, increased competition and muted domestic demand
    • How European automakers preparing for lower-for-longer volumes?
  • US consumers are becoming more anxious about inflation, tariffs and the labor market
    • Should auto captive finance companies be concerned?


If you have any questions, please contact christopher.deridder@moodys.com.

Speakers

Michael Brisson

Michael Brisson

Director, Economic Research

Moody's Analytics

Matthias Hellstern

Matthias Hellstern

Managing Director, Corporate Finance

Moody's Ratings

Inna Bodeck

Inna Bodeck

Vice President – Senior Credit Officer, Financial Institutions

Moody's Ratings

Matthias Heck

Matthias Heck

Vice President - Senior Credit Officer, Corporate Finance

Moody's Ratings

Götz Grossman

Götz Grossman

Vice President – Senior Analyst, Corporate Finance

Moody's Ratings

Cindy Yang

Cindy Yang

Vice President – Senior Analyst, Corporate Finance

Moody’s Ratings

Rene Lipsch

Rene Lipsch

Associate Managing Director, Corporate Finance

Moody’s Ratings

Gerwin Ho

Gerwin Ho

Vice President – Senior Credit Officer, Corporate Finance

Moody's Ratings

Roman Schorr

Roman Schorr

Vice President - Senior Analyst, Corporate Finance

Moody's Ratings

Moritz Melsbach

Moritz Melsbach

Vice President - Senior Analyst, Corporate Finance

Moody's Ratings

Eric Greaser

Eric Greaser

Vice President - Senior Analyst, Corporate Finance

Moody’s Ratings

Join us online for Global Autos Market Update 2026
Click to register for the on-demand.