U.S. Autos Expert Panel: Navigating a Shifting Market

June 17, 2026

In this webinar, CreditSights and leading industry experts examine the shifting dynamics of the US auto sector, focusing on how regulatory, geopolitical, and economic changes are reshaping industry trends, financing conditions, and production outlook. Todd Duvick, Karl Kruppa, Erin Keating, and Joe McCabe discuss slowing loan growth, rising delinquency and financing pressures, and how affordability challenges driven by higher interest rates, insurance costs, and monthly payments are influencing consumer behavior.
The panel also explores shifts toward hybrids over EVs, evolving supply and demand imbalances, and increasing competitive pressures from global players, including China. The session equips investors with a comprehensive view of credit risks, market opportunities, and key structural changes shaping the auto industry.

Watch on YouTube:

Speakers:

Todd Duvick, Head of Autos at CreditSights
Karl Kruppa, Senior Automotive Solutions Consultant at Experian
Erin Keating, Executive Analyst at Cox Automotive
Joe McCabe, President and Chief Executive Officer at AutoForecast Solutions

Timestamps:

00:00 – Introduction
01:33 – Auto Finance Market Deep Dive
06:00 – Credit Risk & Delinquencies
13:37 – Macro Trends Shaping Autos
22:00 – Affordability Squeeze Explained
26:30 – Hybrid Boom vs EV Slowdown
29:56 – Production Outlook & Pressures
36:00 – Global EV & Hybrid Shift
41:30 – EV Profitability & China Threat
44:53 – Audience Q&A
54:32 – Conclusion & Key Takeaways