• CERAWEEK 2025 | March 10-14, 2025
  • CERAWEEK
  • March 10 - 14, 2025

John Casesa

Guggenheim Securities

Senior Managing Director

John Casesa is Senior Managing Director of Guggenheim Securities, where he co-leads the firm’s mobility investment banking activities. Prior to joining Guggenheim, John was previously Group Vice President, Global Strategy at Ford Motor Company, where he led strategy and business development and reported to the CEO.  At Ford he incubated and launched numerous new businesses including Argo AI, a leading developer of an autonomous vehicle software platform built to serve customers industry-wide. John was one of Wall Street’s leading auto analysts for almost two decades, at Merrill Lynch and at Schroders. His thought-leading research changed the way investors understood many aspects of the auto industry.  Among the 3,000 reports he authored, Car Wars remains a benchmark for measuring automaker competitiveness, and Who Makes the Car, which presented a new framework for understanding the supply chain. In 2005, his Energy Security & Climate Change foretold the clean car revolution that is playing out today. John was ranked as an All-Star eleven times by Institutional Investor magazine and helped write the New York Stock Exchange’s qualifying exam for securities analysts (Series 86). Prior to Wall Street, he was a member of GM’s Marketing and Product Planning Staff. Casesa holds a BS from St. John’s University and an MBA from the Tuck School of Business at Dartmouth College.

Sessions With John Casesa

Monday, 18 March

  • 03:45pm - 04:25pm (CST) / 18/mar/2024 08:45 pm - 18/mar/2024 09:25 pm

    Innovating the Energy Mix for Mobility
    Strategy and Business Models

    For over a century, the modern economy has been made possible by a global fossil fuel system that has delivered low-cost, scalable energy. Now after optimizing transportation fuels, engines and infrastructure, monumental changes are needed to power our future cars, trucks and airplanes while producing significantly less emissions. Batteries, biofuels and e-fuels are among the technologies competing for a share of the future mobility market, most of which will rely on incentives to gain scale. What technologies will dominate this new landscape? Will different fuels be used in different applications and regions? How are choices made by consumers and automakers influencing technology adoption and strategic options for fuel suppliers?  

Wednesday, 20 March

  • 12:00pm - 12:50pm (CST) / 20/mar/2024 05:00 pm - 20/mar/2024 05:50 pm

    Electric Vehicle Penetration: Accelerating or braking?
    Transportation & Mobility/Electrification (EVs/built environment)

    Electric vehicle (EV) sales are growing quickly in key markets. Strong government support and stringent tailpipe emissions standards, along with robust early consumer interest, have underpinned this growth. In reaction, auto manufacturers have placed EVs at the center of their net zero and long-term financial strategies. Now, slowing EV sales are raising important questions around consumer readiness for the electrified transport model. Why is there a striking gap between China and Europe, on one side, and the United States on the other? Is the EV demand growth of recent years sustainable? What role will governments, fuel providers and consumers play in the sector’s future?