Mobility Global

New vehicle inventory trends for July 2026 point to increasing affordability concerns in the US market. Total new vehicle inventory fell 2% month-over-month to 2.79 million units, consistent with seasonal patterns around a July 4 sales surge. Overall inventory has held steady in the 2.7-3.0 million units over the last several months. However, the bigger story is that new-vehicle prices continued to climb while discounts fell to a two-year low, pushing shoppers toward more fuel-efficient segments and hybrids. At the same time, used EV and hybrid turn rates are accelerating, creating both urgency for buyers and faster cash-flow cycles for dealers. Read the latest in our monthly update from Kent Chiu and Steve Giordano: https://bit.ly/4y9uMK6

The global battery industry is not retreating in response to slower EV adoption. Instead, it’s recalibrating. With demand for energy storage systems (ESS) accelerating and offering more stable growth than the EV market, battery manufacturers are increasingly redirecting capacity toward ESS applications. The industry's focus is now shifting from aggressive capacity expansion to strategically allocating it where long-term returns appear strongest. In shedding some of its earlier EV-driven exuberance, the battery industry is laying the foundation for a more durable future: one in which capacity growth is slower but more disciplined, suppliers are fewer but more competitive and batteries become more deeply embedded in the global energy system. Read more from our analyst Srikant J in this week's BriefCASE newsletter 📰

Our fall APAC webinar series covers key industry developments across the region's biggest markets. Don't miss these upcoming sessions and browse our events catalogue to see what else we have on the calendar. Browse our listings and register here: https://bit.ly/3UywA0Q

Nearly 25-30 million Americans change addresses each year, with 50% of these moves occurring between May and August. For marketers, this is a prime opportunity to target movers for other big-ticket purchases, like new vehicles. But what about the rest of the market—the locals that have been in the same home for 10 years or more? What’s the opportunity here and does it differ from the movers? To explore this consumer segment, we examined how residential tenure varies across regions and markets and what those differences reveal about new vehicle buying behavior. Read our findings in this edition of the Polk Auto Marketing Monitor 📝

Strong Tesla Model Y sales remain central to the brand's success. The industry's leading Tesla Model Y loyalty rate helps explain why the vehicle continues to outperform many electric vehicle competitors even as broader electric vehicle market trends soften. This level of Tesla brand loyalty has become a meaningful differentiator in today's electric vehicle market. As more electric vehicle competitors fight for a smaller pool of buyers, the brand continues to retain EV households at a higher rate than the rest of the segment. Learn more about US EV market trends from Tom Libby: https://bit.ly/4i9fe4r

For years, the EV industry ran the same race: bigger battery, longer range, and higher peak charging kilowatts, on the assumption that the best spec sheet would win the sale. Now, the EV market is splitting into two camps: OEMs that are still optimizing for the old spec sheet and OEMs that are optimizing for how the car performs at the charging stop and in daily driving. Our data show the second group's strategy is winning. If your 2026-2030 EV planning roadmap is still tracking the old metrics, here's what to measure instead: sustained charging rate, range added per minute of charging, adaptive regenerative braking, development cadence, battery chemistry positioning, and utility trade-offs by customer archetype. These are the EV infrastructure planning metrics that will define consumer adoption through 2030. Read more from Peeyush Garg: https://bit.ly/45J3sqa

Our August light vehicle production forecast highlights three key takeaways for the global auto market: 1️⃣ China is clearly in a two-speed path. 2️⃣ Europe and North America are quietly out-performing but for different reasons. 3️⃣ Export-led strength is a common theme but risk is still the watch-word. Get more details from our expert Mike Wall and read the full monthly snapshot here: https://bit.ly/4gPdw7b

As larger vehicles, EV battery systems and advanced technologies add mass, automakers in China are rethinking vehicle design. Our latest Briefcase analysis explores how OEMs are using advanced steels, aluminum, magnesium and highly integrated vehicle architectures to improve efficiency without sacrificing safety. Read the deep dive from Mengyin Tao, Leo Lei and Om Prakash Sharma 👇

Mobility Global is thrilled to host events and webinars for our clients in APAC and around the world. Browse our list of webinars in APAC this fall and don't miss out on key insights for stakeholders doing business in APAC markets. Learn more and register: https://bit.ly/4wYV9Sp

From our August forecast update: The global auto industry is holding up better than many expected, with small near-term upgrades in several regions, partly offset by meaningful downgrades in Greater China. China is the clearest two-speed story: weak domestic demand is dragging the baseline, while exports are doing a lot of the heavy lifting to keep factories running. Read more in our monthly newsletter from expert Mike Wall: