De-dieselization refers to the rapid market backlash against diesel, particularly in European markets, emanating from the VW emissions scandal and, concurrently, from increased lobbying over air quality in cities with diesel engines seen widely as the main culprit for dangerous urban air quality.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

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Key Players

Art
BMTS
BMW
Borg Warner
Bosch
Continental
Daimler
Delphi
Denso
Faurecia
FCA
Federal-Mogul
Ford
Garrett Motion
IHI
JLR
Mahle
Martinrea
MHI
Montupet
Nemak
PSA
Renault
Rheinmetall
Tenneco
VM Motori
Volvo
Volkswagen

Table of Contents

PLAYERS

Where and why does de-dieselization matter?

TECHNOLOGY BRIEFING

Direct injection boosts diesel’s market prospects

Kyoto key in rapid diesel adoption

But, favoring of CO2 ignored other emissions

TWO HAMMER BLOWS TO DIESEL

Diesel backlash begins based on air quality

‘Dieselgate’ scandal hammers a nail in diesel’s coffin

On-costs of diesel aftertreatment a factor in VW’s decision to cheat the system?

TRENDS

Technology trends

Macroeconomic trends

Regulatory trends

INDUSTRY ANALYSIS

Market size and growth forecasts

Competitive analysis

Timeline

VALUE CHAIN

Raw materials

Chemicals and processes

Components

Powertrain Design & Manufacture

COMPANIES

AUTOMOTIVE SECTOR SCORECARD

Who’s who in the automotive sector

Thematic screen

Valuation screen

Risk screen

APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY

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