Hello and welcome to the Automotive News Shift podcast, where we bring you the latest on

automotive technology, trends, and transformation.

I'm Molly Boygan, tech and innovation reporter at Automotive News.

My guest today is Mohamed Faturi, director of the engineering and power solutions division at Bosch.

He talks about how tier ones are dealing with the financial strain from a slower than expected EV transition.

Regardless of the end customer buying a Bev version or a hybrid version, they can produce their components that will go to the same model.

So you're decoupling the uncertainties in terms of the sales

or the uptake from the end customer throughout this supply chain.

But first, let's talk about the week.

For that, I'm joined by my colleague, Lindsay Vanholy,

who covers EVs for us at Automotive News.

Hi, Lindsay.

Hi, Molly. Happy to be here.

Lindsay, you wrote a really interesting piece last week about how the hybrid and EV power train sales could be impacted by rising oil prices from the war in Iran. What did you learn? What was

kind of your big takeaway? Yeah, we began to get some early analysis suggesting that, you know, we might see some

uptick maybe in hybrid and EV demand if gas prices increase. And interestingly, I actually was

talking to a dealer about this recently who said, you know, I think there could be

an uptick in this market, and I'm actually looking to find some used EVs at auctions just to

prepare, because I want to make sure that I'm ready if this shift happens.

And so I reached out to some economic forecasters and some analysts to try and get a sense of what might happen, you know, in the shorter term and the longer term.

And, you know, it's interesting.

One of the takeaways was it's more likely in the short term to really impact people who are in the market right now.

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