전동화, 자율주행 기술, 엄격한 규제... 향후 20년 동안에는 운송 및 에너지 부문의 전반에서 커다란 변화가 나타날 것으로 예상됩니다. 대형 상용차가 전 세계 정유 제품 수요의 거의 1/4을 차지하므로 트럭 운송 산업은 향후의 에너지 전환에서 매우 중요한 역할을 담당하게 될 것입니다. 파괴력이 큰 힘에 대한 노출이 증가하면 대형 트럭 운송에서 오래 지속되어 온 트렌드가 근본적으로 바뀌고, 연료, 전기 및 수소 수요에 중대한 영향을 미칠 수 있습니다. S&P Global Mobility의 트럭 리인벤팅 서비스는 트럭 운송 산업에서 다가올 주요 변화에 대한 이해를 제공합니다. 이 서비스에서 제공되는 사항은 다음과 같습니다.
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트럭의 재발명
Experts
Andrej Divis
Members of his team are located in Brazil, mainland China, India, Japan and the United States as well as in Europe. Educated in the United States, he holds a master's degree from The Johns Hopkins University and a bachelor's from Georgetown. His spoken languages include English, Czech and German.Andrej brings nearly two decades of automotive and commercial-vehicle industry experience to the role, having begun his career in 2001 as a truck analyst with PlanEcon/Global Insight (now part of S&P Global), covering Eastern Europe and the Middle East. He held a variety of analytical and planning positions with General Motors in Europe starting in 2003. These included assignments in Germany and in Hungary and roles in forecasting; new business development; and product planning. Based in the United States now, Andrej re-joined Automotive in 2012, focusing on the East European and North American truck markets.Recent team efforts have focused on the effects of the COVID pandemic on the commercial-vehicle markets, and on upcoming new-technology rollouts, including the anticipated increased electrification of buses and trucks.
Miki Sasaki
Miki's responsibilities are global powertrain forecast, and new technology research. The current main tasks are electrification trends forecast and autonomous trends. Before joining S&P Global, she worked in research and development for around 20 years. Miki's last projects were electric vehicle development, truck platooning project and CO2 reduction project.
Antti Lindstrom
His primary responsibility is production forecasts for the three North American markets (United States, Canada, Mexico) including the market intelligence, trends and technical developments across the region.Antti earned a Master's degree at the University of Michigan and a Bachelor's degree at the University of Turku, in Finland. Languages: English, Finnish, German, Swedish.
Christiane Stein
For more than 15 years, Christiane has been looking after forecasts for trucks and buses. She joined the company in mid-2016 and manages the Global Production Forecast for medium and heavy commercial vehicles. This includes OEM intelligence, capacity forecasting, sourcing strategies, and segmentation. Christiane leads a team of analysts located in mainland China, India, South Africa, Brazil, and North America.Prior to joining S&P Global, Christiane worked nearly ten years in the automotive industry. Her work experience includes positions at MAN Truck & Bus AG and BorgWarner Turbo Systems where she forecasted and segmented the global truck, bus, and passenger car markets.Recent team efforts have focused on the effects of the COVID pandemic and component shortages on the commercial-vehicle production. The latest product offering by the team is the MHCV Production Capacity Forecast.Christiane graduated in Business Administration in Leipzig, Germany. Her spoken languages include English, German and Italian.
Jia Li
Jia is responsible for medium and heavy commercial vehicle industry analysis and sales forecast in Greater China. Her expertise includes sales forecast, OEM strategy, market trend, competition analysis, and analysis on industry-related regulation and policy. Before joining S&P Global in July 2011, she worked as senior industry analyst in the Strategy Department of a leading Chinese medium and heavy commercial vehicle OEM. Prior to that, she gained macroeconomics research background when she worked on the trading floor of a world-class fixed asset investment firm.Jia holds an MS degree in Macroeconomics, Finance and Statistics from Humbolt University of Berlin in Germany.
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