The Covid-19 pandemic has swept the world and closed car plants from east to west. Production has begun again in China, where the virus originated, and that recovery is also likely to sweep the globe in the coming months…
The Covid-19 pandemic has swept the world and closed car plants from east to west. Production has begun again in China, where the virus originated, and that recovery is also likely to sweep the globe in the coming months. However, like other industries, automotive relies on global supply chains, and logistics constraints such as border delays and safety checks, are going to be more difficult to solve. This problem is compounded by the likely ‘demand shock’ on those supply chains as consumers return to the forecourts.
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Tesla is battling parts and labour shortages as it tries to recover its manufacturing capacity in Shanghai, China in face of widespread Covid-related disruption
Covid restrictions in Shanghai are hitting operations for a number of carmakers including SAIC, GM and Tesla and VW, as well as their tier suppliers, with some looking at keeping workers on site for the duration of the lockdown
The spread of Covid-19 in South-East Asia and ongoing semiconductor shortages mean Toyota is having to reduce vehicle output from its global assembly plants by 40% next month
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