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December 2025 Light-Vehicle Production Forecast

December 16, 2025
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New S&P Global Mobility data reveals a fracturing global automotive market as 2025 comes to a close. North America and China are driving a production surge from strong demand and exports. In stark contrast, South America’s output forecast is slashed amid weak sales. These diverging regional fortunes set a complex stage for the industry heading into 2026. 

The latest monthly forecast from S&P Global Mobility indicates that while some markets are thriving, others face significant headwinds. Strategic maneuvering by automakers to mitigate U.S. trade policies and adapt to shifting emissions standards is creating clear winners and losers across continents. While consumers have been largely shielded from price hikes, the underlying production landscape is undergoing a dramatic shake-up, setting the stage for a volatile 2026.

Technologies: Management

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