The June edition of the Automotive Market Report tracks how the physical vehicle market is absorbing a softening demand environment. Inventory keeps rebuilding, with the inventory-to-sales ratio climbing by year-end, while retail and total light vehicle sales easing.  Auto loan balances have been essentially frozen for over a year while gasoline prices are now a genuine swing factor.  Our forecast splits into two paths depending on how the Iran conflict resolves, roughly a dollar-per-gallon gap by Q4.

This report breaks down all four metrics in plain terms, with original proprietary forecasts and a clear read on what they mean for the alternative fuels and EV space specifically: buyer negotiating power as inventory builds, financing conditions for premium purchases, and how much of current softness is EV-specific versus market-wide.

Every metric includes the trend, the forecast, and the "so what," broken out separately for alt-fuel impact, private equity and investor sentiment, and broader market context.

Who it's for

This report is built for teams that need to press consumer demand data against real purchasing power before making pricing, financing, or investment decisions in the alternative fuels and renewable energy space.