We all heard the news about the current situation of the European automotive market. Staffan Zetterström and Fabian Niklas unpack the latest data and trends shaping the European automotive landscape based on the published quarterly reports of the OEMs. With sales results in, shifting consumer behaviour, and new players rising, the picture is far from simple.

Key Takeaways:

* Sales Numbers under the Microscope:

What do the most recent OEM results tell us? Revenues, profits, and volumes all point in different directions, and the implications run deep.

* The Distribution Story:

From small cars to premium EVs and SUVs, the mix of what people are buying in Europe is changing. But are we moving as fast as we think?

* The Chinese Acceleration:

Chinese carmakers are gaining ground at record speed. How significant is their presence in Europe today, and how disruptive could it become tomorrow?

* The Foundry Industry Impact:

Automotive shifts ripple straight into the foundry world. Which trends will squeeze suppliers hardest, and which could open unexpected doors?

* The Way Forward:

With pressure on all sides, what strategies are left for foundries and suppliers to not only survive, but thrive?

Listen closely and get a head start!

The European automotive industry is in a state of flux, and that matters because automotive is still the foundry industry’s single biggest customer. If your business depends on supplying the automotive sector, these insights aren’t optional; they’re survival material. Listen to Gold Nugget 52 and start the implementation process.

Thank you for listening. We’ll see you in the next episode, where we’ll continue to bring you the latest insights and updates from the casting world. Don’t forget to ask questions, write comments, or make suggestions for future episodes. Until next time, keep casting strong!

Fabian and Staffan

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goldcasting.substack.com