by Michael Sivak, Sivak Applied Research. This note examines the sales of all new light-duty vehicles (cars and light trucks) in the United States in March, April, and May 2020—the first three months of the current pandemic—and compares them with the sales in February 2020. The raw data were annualized,... Read more →


The COVID-19 pandemic has set in motion the largest drop in global energy investment in history, with spending expected to plunge in every major sector this year—from fossil fuels to renewables and efficiency—the International Energy Agency said in a new report. Energy investment is set to fall by one-fifth in... Read more →


Who is driving less? Democrats or Republicans?

by Michael Sivak, Sivak Applied Research. The latest data from the Federal Highway Administration on the amount of driving in the United States indicate that vehicle miles traveled (VMT) in March of this year decreased by 18.6% compared with March 2019. However, the decrease in VMT varied widely by states,... Read more →


The Partnership on Sustainable, Low Carbon Transport (SLOCAT) has published a preliminary analysis of the early impacts of the COVID-19 pandemic on passenger mobility in urban environments. The analysis looks at how different regions and income groups are affected, and seeks to provide a preliminary answer to the question of... Read more →


BloombergNEF (BNEF) forecasts that sales of electric passenger vehicles will fall 18% in 2020 to 1.7 million worldwide, with the coronavirus crisis interrupting ten successive years of strong growth. However, sales of combustion engine cars are set to drop even faster this year (by 23%), and the long-term electrification of... Read more →


A preliminary analysis of global data has found that carbon dioxide emissions from fossil fuel sources reached a maximum daily decline of 17% in April as a result of drastic decline in energy demand that have occurred during the COVID-19 pandemic. Percentage change in global daily fossil CO2 emissions, Jan-May... Read more →


Teletrac Navman big-data analysis of driving behaviors for the initial five weeks of federal COVID-19 emergency

Teletrac Navman, a global software-as-a-service provider that leverages location-based technology and services for managing mobile assets, has issued a report of driving behaviors across millions of miles driven by a sample of its connected vehicles in the US during the first 36 days of the federal declaration of emergency due... Read more →


The US Energy Information Administration (EIA) forecasts that US energy-related carbon dioxide (CO2) emissions will decline by 11% in 2020. If realized, this decline would represent the largest decline in not only percentage but also absolute terms in EIA’s energy-related CO2 series that dates back to 1949. Source: U.S. Energy... Read more →


Levels of two major air pollutants have been reduced significantly since lockdowns began in response to the COVID-19 pandemic, but a secondary pollutant—ground-level ozone—has increased in China, according to new research. Two new studies in AGU’s journal Geophysical Research Letters find nitrogen dioxide pollution over northern China, Western Europe and... Read more →


Juniper: Mobility-As-A-Service users to grow over fivefold between 2019 and 2021, despite ongoing pandemic

A new study from Juniper Research has found that the total number of MaaS (Mobility-as-a-Service) platform users (which integrates different transport services, including buses, taxis, rail and metro into a single app), will grow by more than fivefold by 2021 compared with 2019. This means the market will reach more... Read more →


European automotive sector calls for vehicle renewal incentives to kickstart economic recovery after COVID-19; 25-point action plan

The response to COVID-19 is having a major impact on the economy, with retail and manufacturing activity crippled without precedence and concerns mounting on consumer sentiment. The European automotive sector, which has been hit particularly badly, is proposing a plan comprising 25 actions to support a strong restart of the... Read more →


ACEA asks Euro NCAP for two-year delay for introduction of 2022 protocols

In a letter to the Secretary General of the European New Car Assessment Program (Euro NCAP), the European Association of Automobile Manufacturers (ACEA), requested a 2‐year delay for the introduction of the 2022 protocols due to the projected lengthy time that will be needed to recover from the effects of... Read more →


A new report from the Road Ecology Center at the University of California, Davis has found that total US vehicle miles traveled (VMT) at the county and state level have declined by 61% to 90% following the various government stay-at-home orders in response to the COVID-19 pandemic. Using data from... Read more →


IHS Markit: global auto sales to drop 22% this year

IHS Markit cut its forecasts for global light vehicle sales and production as the impact COVID-19 impact has depressed demand. According the new analysis, global light vehicle sales are now forecast to be 69.6 million units this year in the wake of the pandemic, a 22% drop from last year.... Read more →


Continental postpones Vitesco powertrain business spin-off due to economic uncertainty in pandemic

Due to the coronavirus pandemic and the resulting ongoing economic uncertainty, Continental’s Executive Board has decided not to implement the planned spin-off with listing of the powertrain business Vitesco Technologies this year and to complete this step as soon as the market environment has improved noticeably and is more stable.... Read more →


Honda begins making vital ventilator parts for Dynaflo

Honda has begun producing and delivering critical components for the production of much-needed ventilators to Dynaflo Inc. of Reading, Penn. Honda teamed up with Dynaflo to increase Dynaflo’s production of diaphragm compressors, a key component of portable ventilators that are used in hospitals and by first responders throughout the country... Read more →


Omdia: Power semiconductor market set for 6.9% decline in 2020 as COVID-19 hits smartphones & automotive

The global power semiconductor market is set for a steep decline in 2020 as demand for these components plunges from the key markets of smartphones and automotive electronics due to the COVID-19 crisis, according to Omdia. Omdia is a global technology research house established following the merger of the research... Read more →


JATO: global vehicle sales fall by 39% in March; electrified vehicles up to 17.4% new registration market share in Europe

The outbreak of COVID-19 has already impacted the automotive industry significantly, according to JATO Dynamics, a leading provider of global automotive data and insight. Global vehicle sales totalled 5.55 million units in March 2020, down by 39% from March 2019. This represents the largest year-on-year monthly decrease since 1980, when... Read more →


Russian titanium producer VSMPO-AVISMA has cut its 2020 production plans by some 32% in response to the impact of the coronavirus pandemic on key end-use markets. Citing the implications of a collapse in air travel on the need for new aircraft and repairs to the existing fleet, along with production... Read more →


In March 2020, demand for new commercial vehicles fell by 47.3% across the EU, as measures to prevent the spread of COVID-19 lead to the closure of dealerships, according to the ACEA (European Automobile Manufacturers Association). Each vehicle segment was strongly affected by the fallout of the COVID-19 outbreak and... Read more →


Compared to “business-as-usual”, by September 2020 international air passenger totals could drop by as many as 1.2 billion travellers according to the latest projections from the International Civil Aviation Organization (ICAO). ICAO ran two projections compared to baseline: V-shaped path (a first sign of recovery in late May); and U-shaped... Read more →


ARPA-E reopens SCALEUP application period with reduced cost share requirements

In December 2019, ARPA-E issued a funding opportunity announcement (FOA) for a new program, Seeding Critical Advances for Leading Energy technologies with Untapped Potential (SCALEUP). (Earlier post.) The SCALEUP program aims to support the scaling of high-risk and potentially disruptive ARPA-E funded technologies across the full spectrum of energy applications.... Read more →


COVID-19 outbreak poised to strengthen EV momentum and the markets for cobalt and copper

by Benedikt Sobotka, CEO of Eurasian Resources Group, Co-Chair of the Global Battery Alliance. Over the past couple of years, the drive towards electric vehicles has been relentless, with tens of billions of dollars committed to the electrification of new model offerings. Automakers have faced two major hurdles. First, the... Read more →


As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. With countries imposing prevention and control measures against the virus, a number of cobalt-producing operations have been temporarily closed for maintenance since March. Roskill has so far recorded... Read more →


In response to a nationwide shortage of personal protective equipment (PPE) caused by the COVID-19 pandemic, Kia Motors has begun the production of face shields at its manufacturing plant in West Point, Georgia. Initial donations of medical use face shields assembled at Kia Motors Manufacturing Georgia (KMMG) will be made... Read more →


A study by an international team of researchers led by Aalto University finds that less than one-third of the world’s population could currently meet their demand for food with food produced in their local vicinity. The paper is published in the journal Nature Food. Globalization has revolutionized food production and... Read more →


The first VOCSN V+Pro critical care ventilators produced by General Motors and Ventec Life Systems in Kokomo, Indiana (earlier post) are being delivered by UPS to Franciscan Health Olympia Fields in Olympia Fields, Illinois and Weiss Memorial Hospital in Chicago at the direction of the Federal Emergency Management Agency. With... Read more →


IHS Markit: global commercial vehicle production to drop 22% in 2020 in wake of COVID-19

IHS Markit is forecasting that global commercial vehicle production (GVW 4-8) volumes in 2020 compared to 2019 will be down 22% (more than 650,000 units) to 2.6 million units, in the wake of the COVID-19 pandemic. Individual regional forecasts are set to a downtrend, and supply chain impacts are being... Read more →


GHSA: absent traffic jams, many drivers getting more reckless

Emptier streets may be encouraging some drivers to flaunt traffic safety laws, including speed limits, according to the Governors Highway Safety Association (GHSA). Despite there being far fewer vehicles on the road due to COVID-19 stay-at-home orders, state highway safety officials across the country are seeing a severe spike in... Read more →


Traffic accidents and crash-related injuries and deaths were reduced by half during the first three weeks of California’s shelter-in-place order, which began March 20. The reductions save the state an estimated $40 million per day—about $1 billion over the time period—according to an updated special report released from the Road... Read more →


IHS Markit: OEMs expect e-mobility R&D to be more negatively hit by COVID-19 than other R&D areas

The Automotive Supply Chain and Technology team at IHS Markit recently completed a survey among automakers and suppliers across all regions to assess the impact of COVID-19 on Research and Development. The survey focused on the size of research and development (R&D) budget cuts; outsourcing vs. in-sourcing of R&D activities;... Read more →


Workhorse Group Inc., a company focused on providing sustainable and cost-effective electric vehicles to the last-mile delivery sector, has expanded its patent portfolio through a recently filed provisional application, further protecting the HorseFly Unmanned Aerial System (UAS) and several of the system’s key components and capabilities, including its ground control... Read more →


Hyundai Motor America expanded its support for COVID-19 drive-thru testing to 22 hospitals nationwide with $4 million in grants through its Hyundai Hope On Wheels program. These grants are designed to combat the coronavirus by providing increased access to testing throughout the nation. The company also announced an in-kind donation... Read more →


Ford develops and begins manufacturing new powered respirator; expanding other COVID-19 efforts

Ford, with design and testing consultation from 3M, has developed a new powered air-purifying respirator (PAPR). Production of this PAPR starts today at Ford’s Vreeland facility near Flat Rock, Mich., with paid UAW volunteers, with the ability to make 100,000 or more. In addition to the current production of more... Read more →


Current analysis by Strategy Analytics (SA) indicates that the severity of the COVID-19-induced 2020 Recession as measured by change in Real GDP will be unprecedented looking back to the Great Depression. The recession will disrupt Automotive, Consumer Electronics, Semiconductor, and IT infrastructure businesses worldwide before recovery in 2021, the firm... Read more →


Based on the number of requests for face masks for frontline workers, GM is increasing its production capacity for face masks at its Warren, Michigan facility. In addition, the company has shared its manufacturing plans with GM suppliers along with the Original Equipment Suppliers Association and the Michigan Manufacturers Association... Read more →


In order to continue the development and testing of future vehicles during the COVID-19 lockdown, Ricardo has implemented a world-first in virtual vehicle certification whereby automaker clients and certification bodies can observe tests via a secure, live 3-way feed to the automation and data management systems of Ricardo’s advanced test... Read more →


IHS Markit is projecting an 18% drop in global new vehicle sales year-on-year under an extended lockdown scenario to 73.3 million units. Regionally, that breaks out to: -26% US vehicle sales decline YoY to 12.6 million units -17% Europe vehicle sales decline YoY to 17.1 million units -14% China vehicle... Read more →


Harvard study finds small increase in long-term exposure to PM2.5 leads to a large increase in COVID-19 death rate

A new study by researchers at Harvard T.H. Chan School of Public Health concludes that a small increase in long-term exposure to PM2.5 leads to a large increase in COVID-19 death rate, with the magnitude of increase 20 times that observed for PM2.5 and all-cause mortality. US government scientists estimate... Read more →


GlobalData: COVID-19 puts EV sales and CO2 fleet emission targets at risk

GlobalData research shows that lower oil prices as a result of the COVID-19 crisis could reduce electric vehicle demand and impair EU efforts to significantly reduce average new vehicle CO2 emissions in the European car market. GlobalData’s analysis suggests that low oil prices will lead to a longer waits for... Read more →


Researchers suggests high level of air pollution in Northern Italy a co-factor in COVID-19 mortality rate

Researchers from the University of Siena in Italy and Aarhus University in Denmark are suggesting that the high level of pollution in Northern Italy should be considered an additional co-factor of the high level of COVID-19 fatalities recorded in that area. An open-access paper on their work is published in... Read more →


IPSOS study finds private cars jump to 1st place as preferred means of transport in China; protection against infection

In a recent study by the market research institute Ipsos, two out of three respondents say that they prefer their own car to public transport—twice as many as before the COVID-19 outbreak. At the end of February, Ipsos asked 1,620 Chinese citizens about their mobility preferences, and the fear of... Read more →


GlobalData: Coronavirus threatens China’s battery sector dominance; 26 GWh hit in 2020

The coronavirus (COVID-19) outbreak in China will impact the green energy sector, including renewable energy sources, battery energy storage, electric vehicles (EVs), and renewable heating and cooling, says data and analytics company GlobalData. China’s attempt to fight the coronavirus outbreak has led to delayed production across a number of battery... Read more →


Volkswagen of America and Faurecia are collaborating to manufacture Personal Protective Equipment (PPE) items needed on the frontlines of the COVID-19 crisis response. Strategic planning with Volkswagen has allowed Faurecia—a fabrics and materials supplier for the brand—to begin production of facemasks and gowns to be used by medical professionals battling... Read more →


FTA allocating $25B to help US public transportation systems with COVID-19 reality

The US Department of Transportation’s Federal Transit Administration (FTA) announced a total of $25 billion in federal funding allocations to help US public transportation systems respond to shift in market reality caused by the COVID-19 pandemic. Funding is provided through the Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed... Read more →


EPA eases several gasoline-related regulations in response to COVID-19 pandemic

The US Environmental Protection Agency (EPA) is easing several gasoline-related regulations in response to the COVID-19 pandemic. First, EPA intends to provide additional flexibility to the marketplace to transition from winter-grade, high volatility gasoline to summer-grade low vapor pressure gasoline. Due to the steep fall-off in gasoline demand as a... Read more →