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Mobility Global

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uuid028wkml

Namestring
Mobility Global
Legal namestring
Mobility Global Inc.
Company typeenum
Public
Founded yearint
2026
Descriptiontext

Mobility Global Inc. is a US-headquartered automotive data, analytics, and software provider being spun off from S&P Global as a standalone public company with ticker MBGL, expected to complete its separation by July 1, 2026 through a pro rata distribution to S&P Global shareholders. The company operates a portfolio of subscription-based brands serving suppliers, OEMs, dealers, and consumers across the global vehicle lifecycle: CARFAX (vehicle history reports and data services), Polk Automotive Solutions (market intelligence), automotiveMastermind (dealer analytics and customer intelligence), Market Scan (transaction and pricing data), and FeeSync (a free platform launched in May 2026 for dealers to manage and distribute fee structure data to vendor and agency partners). Its core technology is a proprietary automotive data and analytics platform built on decades of vehicle-level data collection, with the CARFAX vehicle history database and Polk automotive market data representing the most differentiated assets.

The business model is primarily subscription/recurring revenue supplemented by data licensing to automotive industry participants. The go-to-market is enterprise B2B field sales targeting automotive suppliers, OEMs, and dealers globally, with consumer-facing products (notably CARFAX) distributed through dealer integrations and direct consumer channels. Pricing is not publicly disclosed. The company's competitive narrative centers on the breadth of its data coverage and the brand recognition of CARFAX rather than on disclosed AI or technology differentiation. As part of the spin-off, Mobility Global priced a $2 billion private offering of senior notes, and the separation is positioned to structurally boost operating margins by 270 basis points. The executive team is led by CEO-designate Bill Eager (current President of S&P Global Mobility), Chairman Joe Hinrichs (former CEO of CSX Corporation and Ford executive), and Chief Strategy Officer Martin Metzker (joined from Boston Consulting Group).

Short descriptiontext

Mobility Global is a US-based automotive data, analytics, and software provider being spun off from S&P Global as a standalone public company, serving suppliers, OEMs, dealers, and consumers globally through subscription-based brands including CARFAX, Polk, automotiveMastermind, Market Scan, and FeeSync.

Operating statusenum
Ipo
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersCentreville, United States
HQ citystring
Centreville
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
automotive data analytics, vehicle history reports, automotive market intelligence, dealer analytics platform, fleet lifecycle data
Industry2 codes
1Shared Mobility Operations & Fleet Services (Charging/Swapping, Rebalancing, Maintenance)
CodeTLAFAMAJPrimaryYes
2Corporate Mobility Policy, Compliance & Duty-of-Care Solutions
CodeTHADAOAGPrimaryNo
Product category
Automotive Data and Analytics
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Subscription-based data and analytics services
TypeSubscription Recurring
Description

The company operates subscription-based brands including CARFAX, Polk Automotive Solutions, and automotiveMastermind, providing ongoing data and insights to automotive industry participants

prnewswire.com
2Data licensing and analytics
TypeLicensing Royalties
Description

Licensing of automotive data and analytics to suppliers, OEMs, dealers, and consumers

in.investing.com
Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 6 records shown
1CARFAX
Description

Vehicle history reports and data services for automotive dealers, OEMs, suppliers, and consumers

prnewswire.com
+5 more records
Core offering1 text field

Mobility Global provides automotive data, analytics, and software solutions across the vehicle lifecycle through subscription-based brands including CARFAX (vehicle history), Polk Automotive Solutions (market intelligence), automotiveMastermind (dealer analytics), and Market Scan (transaction/pricing data). The company also offers FeeSync, a free platform enabling automotive dealers to centrally manage and distribute fee structure data to vendor and agency partners. Customers span automotive suppliers, OEMs, dealers, and consumers globally.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Spin-off structurally boosts operating margins by 270 basis points
Product overview1 text field

Mobility Global operates as a standalone automotive data and analytics company, offering a portfolio of subscription-based brands including CARFAX, Polk Automotive Solutions, automotiveMastermind, and Market Scan. These products serve suppliers, OEMs, dealers, and consumers with vehicle history data, market intelligence, and dealer-focused analytics. Additionally, FeeSync provides a free fee management platform enabling dealers to distribute fee structure data to vendor and agency partners. The company is being spun off from S&P Global (ticker: MBGL) as an independent public company in mid-2026.

Product and service5 records
1CARFAX
CategoryVehicle history data services
Description

Vehicle history and automotive data platform providing subscription-based services to suppliers, OEMs, dealers, and consumers, delivering vehicle history reports for used car transactions and broader automotive industry participants.

2Polk Automotive Solutions
CategoryAutomotive market intelligence
Description

Automotive market intelligence and data solutions brand providing market data and insights to the automotive industry, supporting OEMs, suppliers, and dealers with industry intelligence.

3automotiveMastermind
CategoryDealer analytics and customer intelligence
Description

Automotive dealer analytics and customer intelligence platform providing data and analytics solutions for automotive dealers to support customer acquisition, retention, and dealer operations.

4Market Scan
CategoryAutomotive transaction and pricing data
Description

Automotive transaction and pricing data services providing pricing intelligence and transaction data to automotive industry participants including suppliers, OEMs, dealers, and consumers.

5FeeSync
CategoryDealer fee management platform
Description

Free platform designed to help automotive dealers manage and distribute fee structure data to vendor and agency partners, addressing the industry challenge of inconsistent fee data across multiple channels.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierCoreTypeTechnology or IntegrationAnnounced on2026-05-27
Description

S&P Global Mobility's FeeSync platform will initially integrate with automotiveMastermind, providing its customers with access to fee structure management capabilities

Strategic tierCoreTypeTechnology or IntegrationAnnounced on2026-05-27
Description

FeeSync platform will initially integrate with CARFAX customers, allowing them to manage and distribute fee structure data to vendor and agency partners

Recent move8 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Cox Automotive is the dominant integrated provider of dealer software, vehicle marketplaces, and automotive data — owning AutoTrader, Kelley Blue Book, Manheim, Dealertrack, and vAuto. It is the most direct competitive analog to Mobility Global's bundled OEM/dealer/consumer data stack.

TypeBroad incumbent
Description

Kelley Blue Book (a Cox Automotive brand) is the consumer-facing standard for vehicle valuation — the most direct consumer brand competitor to CARFAX in vehicle history and pricing.

TypeDirect peer
Description

TrueCar operates a pricing-transparent automotive marketplace serving consumers, dealers, and lenders — directly comparable to Mobility Global's pricing data and dealer acquisition solutions.

TypeDirect peer
Description

Edmunds combines a consumer automotive marketplace with vehicle data, pricing, and editorial content — competing with Mobility Global's CARFAX consumer brand and Polk market intelligence.

TypeDirect peer
Description

Cars.com operates a leading automotive marketplace and dealer software platform with adjacent pricing and inventory data products, overlapping with CARFAX, Market Scan, and automotiveMastermind in dealer-facing workflows.

TypeDirect peer
Description

J.D. Power provides automotive quality, customer satisfaction, and market intelligence data to OEMs, dealers, and financial institutions — directly comparable to Mobility Global's Polk Automotive Solutions and automotiveMastermind offerings.

TypeDirect peer
Description

Manheim (Cox Automotive) operates the dominant wholesale vehicle auction platform and produces auction-based pricing data — comparable to Mobility Global's Market Scan transaction and pricing data franchise.

TypeDirect peer
Description

Black Book is a leading provider of vehicle valuation and pricing data to dealers, lenders, and the wholesale industry, directly overlapping with Mobility Global's Market Scan pricing and valuation franchise.

TypeEmerging player
Description

DealerSocket / Reynolds and Reynolds provides dealer CRM, DMS, and digital retailing software — an emerging competitor in the dealer-management software space where automotiveMastermind competes.

TypeDirect peer
Description

CarGurus runs a consumer automotive marketplace with proprietary pricing transparency and dealer lead-generation tools — competing with Mobility Global's dealer analytics and consumer vehicle data assets.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries5 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Mobility Global

Automotive Data and Analyticsmobilityglobal.com

Mobility Global is a US-based automotive data, analytics, and software provider being spun off from S&P Global as a standalone public company, serving suppliers, OEMs, dealers, and consumers globally through subscription-based brands including CARFAX, Polk, automotiveMastermind, Market Scan, and FeeSync.

What Mobility Global does

Mobility Global Inc. is a US-headquartered automotive data, analytics, and software provider being spun off from S&P Global as a standalone public company with ticker MBGL, expected to complete its separation by July 1, 2026 through a pro rata distribution to S&P Global shareholders. The company operates a portfolio of subscription-based brands serving suppliers, OEMs, dealers, and consumers across the global vehicle lifecycle: CARFAX (vehicle history reports and data services), Polk Automotive Solutions (market intelligence), automotiveMastermind (dealer analytics and customer intelligence), Market Scan (transaction and pricing data), and FeeSync (a free platform launched in May 2026 for dealers to manage and distribute fee structure data to vendor and agency partners). Its core technology is a proprietary automotive data and analytics platform built on decades of vehicle-level data collection, with the CARFAX vehicle history database and Polk automotive market data representing the most differentiated assets.

The business model is primarily subscription/recurring revenue supplemented by data licensing to automotive industry participants. The go-to-market is enterprise B2B field sales targeting automotive suppliers, OEMs, and dealers globally, with consumer-facing products (notably CARFAX) distributed through dealer integrations and direct consumer channels. Pricing is not publicly disclosed. The company's competitive narrative centers on the breadth of its data coverage and the brand recognition of CARFAX rather than on disclosed AI or technology differentiation. As part of the spin-off, Mobility Global priced a $2 billion private offering of senior notes, and the separation is positioned to structurally boost operating margins by 270 basis points. The executive team is led by CEO-designate Bill Eager (current President of S&P Global Mobility), Chairman Joe Hinrichs (former CEO of CSX Corporation and Ford executive), and Chief Strategy Officer Martin Metzker (joined from Boston Consulting Group).

Mobility Global firmographics

Firmographics
Name
Mobility Global
Legal name
Mobility Global Inc.
Website
https://mobilityglobal.com
Company type
Public
Founded year
2026
Operating status
Ipo
Headcount range
501–1,000 employees
Short description
Mobility Global is a US-based automotive data, analytics, and software provider being spun off from S&P Global as a standalone public company, serving suppliers, OEMs, dealers, and consumers globally through subscription-based brands including CARFAX, Polk, automotiveMastermind, Market Scan, and FeeSync.
Ownership category
akta.pro rank

Mobility Global industry classification

Industry
Product category
Automotive Data and Analytics
akta.pro primary industry
Shared Mobility Operations & Fleet Services (Charging/Swapping, Rebalancing, Maintenance) (TLAFAMAJ)
akta.pro secondary industry
Corporate Mobility Policy, Compliance & Duty-of-Care Solutions (THADAOAG)

Keywords

  • Automotive data analytics
  • Vehicle history reports
  • Automotive market intelligence
  • Dealer analytics platform
  • Fleet lifecycle data

Where Mobility Global is headquartered

Location

Headquarters

HQ city
Centreville
HQ country
United States
HQ region
North America

Markets served

Mobility Global business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

  1. Subscription-based data and analytics services: The company operates subscription-based brands including CARFAX, Polk Automotive Solutions, and automotiveMastermind, providing ongoing data and insights to automotive industry participants
  2. Data licensing and analytics: Licensing of automotive data and analytics to suppliers, OEMs, dealers, and consumers

Go-to-market motion1 record

Distribution channels1 record

Mobility Global product offering

Product offering

Core offering

Mobility Global provides automotive data, analytics, and software solutions across the vehicle lifecycle through subscription-based brands including CARFAX (vehicle history), Polk Automotive Solutions (market intelligence), automotiveMastermind (dealer analytics), and Market Scan (transaction/pricing data). The company also offers FeeSync, a free platform enabling automotive dealers to centrally manage and distribute fee structure data to vendor and agency partners. Customers span automotive suppliers, OEMs, dealers, and consumers globally.

Product overview

Mobility Global operates as a standalone automotive data and analytics company, offering a portfolio of subscription-based brands including CARFAX, Polk Automotive Solutions, automotiveMastermind, and Market Scan. These products serve suppliers, OEMs, dealers, and consumers with vehicle history data, market intelligence, and dealer-focused analytics. Additionally, FeeSync provides a free fee management platform enabling dealers to distribute fee structure data to vendor and agency partners. The company is being spun off from S&P Global (ticker: MBGL) as an independent public company in mid-2026.

Differentiator

Problem solved

Functional benefit

Brands

  • CARFAX: Vehicle history reports and data services for automotive dealers, OEMs, suppliers, and consumers
  • Polk
  • Polk Automotive Solutions
  • automotiveMastermind
  • FeeSync
  • Market Scan

Products and services

  • CARFAX Vehicle history and automotive data platform providing subscription-based services to suppliers, OEMs, dealers, and consumers, delivering vehicle history reports for used car transactions and broader automotive industry participants.
  • Polk Automotive Solutions Automotive market intelligence and data solutions brand providing market data and insights to the automotive industry, supporting OEMs, suppliers, and dealers with industry intelligence.
  • automotiveMastermind Automotive dealer analytics and customer intelligence platform providing data and analytics solutions for automotive dealers to support customer acquisition, retention, and dealer operations.
  • Market Scan Automotive transaction and pricing data services providing pricing intelligence and transaction data to automotive industry participants including suppliers, OEMs, dealers, and consumers.
  • FeeSync Free platform designed to help automotive dealers manage and distribute fee structure data to vendor and agency partners, addressing the industry challenge of inconsistent fee data across multiple channels.

Quantifiable outcome

  • Spin-off structurally boosts operating margins by 270 basis points

Companies that use Mobility Global

Customer profile

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Mobility Global technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Mobility Global partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • automotiveMastermindcoreTechnology or Integration · 27 May 2026S&P Global Mobility's FeeSync platform will initially integrate with automotiveMastermind, providing its customers with access to fee structure management capabilities
  • CARFAXcoreTechnology or Integration · 27 May 2026FeeSync platform will initially integrate with CARFAX customers, allowing them to manage and distribute fee structure data to vendor and agency partners

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Mobility Global competitors and assessment

Company assessment

Broad incumbents

  • Cox Automotive: Cox Automotive is the dominant integrated provider of dealer software, vehicle marketplaces, and automotive data — owning AutoTrader, Kelley Blue Book, Manheim, Dealertrack, and vAuto. It is the most direct competitive analog to Mobility Global's bundled OEM/dealer/consumer data stack.
  • Kelley Blue Book: Kelley Blue Book (a Cox Automotive brand) is the consumer-facing standard for vehicle valuation — the most direct consumer brand competitor to CARFAX in vehicle history and pricing.

Direct peers

  • TrueCar: TrueCar operates a pricing-transparent automotive marketplace serving consumers, dealers, and lenders — directly comparable to Mobility Global's pricing data and dealer acquisition solutions.
  • Edmunds: Edmunds combines a consumer automotive marketplace with vehicle data, pricing, and editorial content — competing with Mobility Global's CARFAX consumer brand and Polk market intelligence.
  • Cars.com: Cars.com operates a leading automotive marketplace and dealer software platform with adjacent pricing and inventory data products, overlapping with CARFAX, Market Scan, and automotiveMastermind in dealer-facing workflows.
  • J.D. Power: J.D. Power provides automotive quality, customer satisfaction, and market intelligence data to OEMs, dealers, and financial institutions — directly comparable to Mobility Global's Polk Automotive Solutions and automotiveMastermind offerings.
  • Manheim: Manheim (Cox Automotive) operates the dominant wholesale vehicle auction platform and produces auction-based pricing data — comparable to Mobility Global's Market Scan transaction and pricing data franchise.
  • Black Book: Black Book is a leading provider of vehicle valuation and pricing data to dealers, lenders, and the wholesale industry, directly overlapping with Mobility Global's Market Scan pricing and valuation franchise.
  • CarGurus: CarGurus runs a consumer automotive marketplace with proprietary pricing transparency and dealer lead-generation tools — competing with Mobility Global's dealer analytics and consumer vehicle data assets.

Emerging players

  • DealerSocket (Reynolds and Reynolds): DealerSocket / Reynolds and Reynolds provides dealer CRM, DMS, and digital retailing software — an emerging competitor in the dealer-management software space where automotiveMastermind competes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Mobility Global financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Mobility Global leadership team

Management profile

Number of profiles

Profiles4 records

Mobility Global subsidiaries and ownership

Company hierarchy

Subsidiaries5 records

Mobility Global funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Mobility Global M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mobility Global

What does Mobility Global do?

Mobility Global provides automotive data, analytics, and software solutions across the vehicle lifecycle through subscription-based brands including CARFAX (vehicle history), Polk Automotive Solutions (market intelligence), automotiveMastermind (dealer analytics), and Market Scan (transaction/pricing data). The company also offers FeeSync, a free platform enabling automotive dealers to centrally manage and distribute fee structure data to vendor and agency partners. Customers span automotive suppliers, OEMs, dealers, and consumers globally.

Is Mobility Global a public or private company?

Mobility Global is a public company. It is classified as public and is currently ipo.

When was Mobility Global founded?

Mobility Global was founded in 2026. It employs 501 to 1,000 people.

Where is Mobility Global based?

Mobility Global is headquartered in Centreville, United States, in the North America region.

How does Mobility Global make money?

Two revenue lines are on record. Subscription-based data and analytics services are the primary driver. The others are data licensing and analytics.

Who are Mobility Global's main competitors?

Broad incumbents on record are Cox Automotive and Kelley Blue Book. Direct peers are TrueCar, Edmunds, Cars.com, J.D. Power, Manheim, Black Book and CarGurus. DealerSocket (Reynolds and Reynolds) is listed as an emerging player.

Does Mobility Global have an API?

No public API is recorded for Mobility Global.

What industry is Mobility Global in?

Mobility Global's product category is Automotive Data and Analytics. Its primary akta.pro industry code is TLAFAMAJ, Shared Mobility Operations & Fleet Services (Charging/Swapping, Rebalancing, Maintenance), with a secondary code of THADAOAG, Corporate Mobility Policy, Compliance & Duty-of-Care Solutions.

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Live signals
PR NewswireCHINA'S AUTOMOTIVE PLAYBOOK IS REWRITING GLOBAL COMPETITION, MOBILITY GLOBAL FINDSMobility Global's report projects Chinese-origin brands could capture nearly 20% of Europe's light-vehicle market by 2030, while foreign automakers' share of China's market falls from 60% to 20%. The industry's real battle is system vs. system, with Western automakers facing structural reform challenges.American Banking and Market NewsDouglas Lane & Associates LLC Acquires 124,711 Shares of Mobility Global, Inc. $MBGLDouglas Lane & Associates acquired a new position in Mobility Global, buying 124,711 shares valued at about $2.14 million in Q3. Analysts have a consensus "Hold" rating with a $22.20 price target, and the stock opened at $18.22. The company also declared a quarterly dividend of $0.06 per share.MarketBeatDouglas Lane & Associates LLC Acquires 124,711 Shares of Mobility Global, Inc. $MBGLDouglas Lane & Associates acquired a new position in Mobility Global, buying 124,711 shares valued at about $2.14 million in Q3. Analysts rate the stock a Hold with a consensus price target of $22.20, and the company declared a quarterly dividend of $0.06 per share.Ticker ReportMobility Global (NYSE:MBGL) Now Covered by Analysts at Morgan StanleyMorgan Stanley began coverage of Mobility Global with an equal-weight rating and a $19.00 price target. The stock opened at $18.13, and analysts have an average rating of Hold with a $22.20 target. The company reported $0.18 EPS and $468 million revenue for the quarter.MarketBeatMobility Global (NYSE:MBGL) Now Covered by Analysts at Morgan StanleyMorgan Stanley began coverage of Mobility Global with an equal-weight rating and a $19 price target, implying 4.82% upside. The stock opened at $18.13, and analysts average a Hold rating with a $22.20 target. Director Mark Peek bought 15,000 shares at $19.87.MarketBeatFenimore Asset Management Inc Makes New $10.44 Million Investment in Mobility Global, Inc. $MBGLFenimore Asset Management Inc. acquired a new stake in Mobility Global, buying 608,454 shares valued at approximately $10.44 million in the third quarter. The purchase represents about 0.21% of the company, and other institutional investors also bought or sold shares during the period.MarketBeatApplied Capital LLC FL Purchases New Position in Mobility Global, Inc. $MBGLApplied Capital LLC acquired a new position in Mobility Global, purchasing 58,833 shares valued at approximately $1,009,000 in the third quarter. Analysts rate the stock a Hold with an average target price of $22.56, and the company declared a quarterly dividend of $0.06.DBusiness MagazineForecast: U.S. Vehicle Sales Unlikely to Regain Pre-pandemic Levels This DecadeMobility Global forecasts U.S. light-vehicle sales at 16.1 million in 2026 and 16.4 million by 2030, well below pre-pandemic levels. Affordability is cited as the primary constraint, with BEV cancellations and supply chain issues also noted. The report also highlights China's growing influence and regionalization trends.Third NewsU.S. Light-Vehicle Sales Forecast Indicates Long-Term Decline and Affordability Challenges in the Automotive MarketMobility Global forecasts U.S. light-vehicle sales will stay below pre-pandemic levels through the 2020s, reaching only 16.1 million units by 2026 and capping at 16.4 million by decade's end. Affordability is cited as the main barrier, with BEV programs cancelled but North American BEV assembly projected to exceed 1 million units by 2027.The Business TimesChinese carmakers may take more than 10% of US market if let in: studyMobility Global estimates Chinese automakers could sell 1.7 million cars annually in the US by 2038 if restrictions ease, representing about 11% of the market. The study assumes direct imports remain prohibited due to tariffs, with exports likely from Mexico plants starting 2029. Inroads would cost existing US carmakers about one million vehicles a year.