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Analysis
What Tata’s new UK battery gigafactory means for the supply chain
Tata Group has announced a £4bn battery cell gigafactory in the UK, with JLR as its anchor client. But with Brexit trade tariffs due to be enforced in the UK this year, what does the future look like for the UK’s EV supply chain?
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Analysis
Supply chains made visible as part of US tax credit legislation on EVs
A new ruling on tax credits for EVs, which is ruled by strict parts localisation targets, means vehicle makers will have to make their material sourcing more transparent
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Analysis
Europe’s electric future cannot be free of charge
Carmakers in Europe are working against the clock to ensure they meet regulations on vehicle emissions by 2030, mainly through the electrification of the vehicles they make. However, those efforts are contingent upon there being an adequate charging infrastructure in place. Namrita Chow assesses the state of play
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Analysis
Material shortages are forcing a supply chain rethink in automotive
In the face of material shortages across the board, carmakers and their suppliers are looking a range of radical alternatives as part of drive toward more sustainable closed-loop supply chains
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Analysis
Parts suppliers need to understand rules of origin
Parts suppliers in the UK need to understand a few priorities about the rules of origin by the end of this year if they are to correctly assess the tariffs that will be applied
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Analysis
Carbon-neutral supply chain a priority for Volkswagen
Volkswagen is making a concerted effort to make the way it moves its vehicles as sustainable as the electric vehicles it is moving. A good example is seen in the export of ID.4 from Germany to the US, as Marcus Williams finds out
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Analysis
EV battery supply chains on the move
As electric vehicles become serious business for OEMs, they are reassessing their battery supply and manufacturing bases, putting their eggs in multiple baskets and taking more control of the process.
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Analysis
How the European automotive industry aims to build back semiconductor and chip supply
OEMs, suppliers and EU officials are considering how best to develop Europe’s semiconductor supply bases to mitigate current and future shortages, but the broad gaps at many levels – including for older, larger chips – mean there will be no magic bullet
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Analysis
The way we buy cars has changed forever
The impact of the Covid-19 pandemic has accelerated a latent online sales trend, with more than 50% of vehicles across Europe currently sold across some form of online channel, according to new research. This has solidified automakers’ roll out plans for new sales structures across the continent and beyond.
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Analysis
A capacity crisis in container shipping
The awakening of global manufacturing from a Covid-induced coma has coincided with the usual holiday season rush and a move away from the just-in-time delivery model to produce a nightmare peak season that’s making replenishing stock in the automotive industry a Herculean task. Illya Verpraet and Christopher Ludwig report.
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Analysis
Automotive Tier Supplier Profit Analysis 2020
Automotive tier 1 suppliers are facing unprecedented industry transformation in electrification along with economic uncertainty. Download this report on the top 20 global suppliers for a deep analysis of their historic margins, as well as solutions for how suppliers could cope with the growing pressures across the supply chain
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Analysis
Ford brings in ‘no touch’ servicing during coronavirus outbreak
Cars and vans are now being thoroughly sanitised before being returned to customers in Europe after repairs and servicing, says Ford…
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Analysis
Automotive Tier Supplier Profit Analysis 2020: Mitigating Margin Compression
Automotive tier 1 suppliers are facing unprecedented industry transformation in electrification along with economic uncertainty. Download this report on the top 20 global suppliers for a deep analysis of their historic margins, as well as solutions for how suppliers could cope with the growing pressures across the supply chain
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Analysis
Heading for the EV tipping point
It would be nonsense to envisage a time when pure electric cars cost the same as traditional ones but life continues as normal. Around 2025, the up-front price of pure electric (PE) cars will drop below that of internal combustion engine (ICE) ones, and the fundamentals of ...
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Analysis
A special case: how Russia hopes to boost local production with investment contracts
Russia is attempting to boost tier supplier capacity via contracts with OEMs and logistics subsidies for parts makers, but it is unclear how successful this will be
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Analysis
Market sharing: New rental platform for underused trucks
Uber and Airbnb have led the way in the sharing economy, but Ryder has now launched an asset-sharing platform for commercial vehicles