Carmakers are looking at a damaging month of sales as new lockdowns in Europe hit the dealer network. At the same time they are closely monitoring inbound supply chains ahead of a winter that could see continued disruption to automotive supply chains.
A number of European countries have re-introduced lockdowns to control the spread of the Covid-19 virus. In the first week of November, Belgium France and most of the UK have imposed national lockdowns that will include closing in-person sales and visits to vehicle dealerships – measures that will in effect close off major parts of the outbound vehicle supply chain.
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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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