All Analysis articles – Page 8
-
NewsVehicle electrification shakes up export and import flows
There are regional differences in the sales and manufacture of electric vehicles that are affecting finished vehicle logistics flows, with some countries with relatively small automotive output becoming the bigger EV exporters. That has consequences for finished vehicle logistics, as a new report from Ultima Media’s business intelligence unit, Automotive, makes clear
-
AnalysisEV 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.
-
FeatureElectric vehicle battery supply chain analysis 2021: How lithium-ion battery demand and production are reshaping the automotive industry
Download this report for forecasts of lithium-ion battery demand, analysis of battery cell factories and insight on EV battery manufacturing and sourcing.
-
AnalysisHow 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
-
FeatureWatch: Europe goes giga on the battery supply chain
Europe has lagged Asia in the race to produce lithium-ion batteries, but automotive and battery players are investing heavily to scale up production. A new forecast by Automotive from Ultima Media reveals the opportunities.
-
FeatureWatch: Building a viable and sustainable European battery supply base
The huge demand for lithium-ion batteries is requiring massive investments and new supply sources across Europe, and experts from BMW Group, EV battery startup Britishvolt and packaging supplier ORBIS Europe reveal the supply chain opportunities and changes ahead.
-
FeatureWatch: A permanent change in container shipping for automotive
Capacity, lead time and cost issues in container shipping have disrupted automotive shippers, and long-term structural changes in the sector will lead to new supplier relationships, according to Drewry.
-
AnalysisThe 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.
-
NewsVW strengthens ties with Northvolt to expand battery capacity in Europe
Volkswagen Group plans to significantly increase battery cell production capacity and reshape the EV battery supply chain in Europe, with plans to add six ‘gigafactories’ by the end of the decade – including an expansion of its partnership with Sweden’s Northvolt.
-
NewsSK Innovation banned from the US for 10 years following LG lawsuit
The US International Trade Commission has imposed a 10-year ban on SK Innovation for the importation, domestic production and sale of electric vehicle batteries within the US because of intellectual property theft from rival LG Chem. It is a tough sentence, but perhaps unsurprising given the context of the global push to electrification.
-
NewsNorth American vehicle makers steer a course through Covid
This year’s Automotive Logistics and Supply Chain North America Live conference revealed how a strong rebound in North American vehicle sales has taken the supply chain by surprise and exacerbated the misalignment in inbound supply and capacity caused by the Covid-19 shutdowns.
-
NewsUSMCA: The milk in the coconut of North American trade
The renegotiated rules on free trade in North America, known as USMCA, have been in effect six months but are coming under stricter enforcement. Trade experts from Toyota and Canada’s automotive supplier association point to risks around compliance and a lack of clarity in some rules, especially around ’alternative staging regimes’ on localisation – with the risk that some suppliers could lose significant business.
-
FeatureWatch: Welcome to the future of North American automotive supply chains
Kicking off the on-demand content for Automotive Logistics and Supply Chain North America Live, our hosts set out the trends impacting the industry today and how they will reshape processes, service and partnerships.
-
FeatureWatch: A surprisingly bright outlook for North American vehicle sales and production
Despite the pandemic and supply chain disruptions, IHS-Markit is forecasting a stronger-than-anticipated rebound for the North American automotive sector, however there are many headwinds, including for production and exports out of Mexico.
-
FeatureWatch: The race to build a North American lithium-ion battery supply chain
Investing in regional battery supply will be critical for OEMs in North America to compete on electric vehicles, but can battery cell capacity keep up? Analyst Daniel Harrison details the evolving battery production footprint in the region.
-
FeatureWatch: Capturing supply chain data and change in real time – day one in review
Our team unwraps the top themes from the first day of the event on North American automotive logistics, including managing organisational transformation and an urgent need for data transparency.
-
FeatureWatch: Top priorities for the North American supply chain in 2021 – intro to day two
Christopher Ludwig reveals top priorities for the region’s automotive logistics and supply chain sector at the start of day two of ALSC North America Live.
-
FeatureWatch: North American automotive recovery is underway, but for how long?
The North American automotive market is on pace to return to growth this year despite slow vaccine roll-outs, however there are risks in the supply chain and the longer-term economic outlook, according to Eaton’s top automotive analyst, Brandon Mason.
-
FeatureWatch: That’s a wrap (until next time)!
At the end of a two-day journey across the supply chain in the US, Canada and Mexico, our hosts share the most urgent action points and takeaways from the event, including how logistics providers can help manufacturers recover and transform.
-
FeatureAnalysis: Middle East and Africa recovery will depend on better trade relations, logistics and investment
The wider Middle East and North Africa region is set for vehicle sales and production declines of 25% year-on-year in 2020, but there are prospects for recovery in automotive markets and in trade, if OEMs and suppliers can overcome supply chain barriers. Download our latest analysis.