Composites have the power to use waste carbon fiber from aerospace manufacturing and to adopt higher temperature resistances than most aluminum alloys. Depending on resin choice and fiber reinforcement, composites may be the only material that can outperform the net zero-emissions goals by sequestering carbon emissions to become the only certifiably carbon negative substrate for component construction.

All of this is stated without imparting the enormous passenger safety responsibility of OEMs chasing higher electrical motor voltages. The technical capability ingredients of material performance are present in many corners of the composites market, but the true challenge lies ahead: Build the components in repeatable processes at high volume in simple ways that dovetail with engineering, maintenance and assembly ideologies.


Edwin Pope is principal research analyst in the Supply Chain & Technology Group at S&P Global Mobility. Email comments to


Figure 1: Composites Market Competition Index

Credit: S&P Global Mobility


Figure 2: North American Rear Closure Market Share

Credit: S&P Global Mobility