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Electric Vehicles Analysis
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VideoRed Sofa Interview: EVs present opportunities to consolidate a fragmented industry
Daniel Harrison, automotive analyst, Automotive Logistics talks to Christopher Ludwig, editor-in-chief about the highly fragmented North America logistics industry, capacity shortages, and opportunities to consolidate through the transition to EVs.
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NewsSix notes on a supply chain crisis: key takeaways from ALSC Global 2022
Flexibility rules the waves of logistics, but supply chain managers want better visibility and data to make decisions, while investing in the right skills
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AnalysisSupply 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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FeatureRussia’s invasion of Ukraine is a long-term risk for the automotive supply chain
The impacts stretch beyond inflation and corporate retreats to critical shortages upstream for semiconductor and EV supply.
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VideoGlobal automotive outlook: A rocky road, but better times are ahead
Top analyst Brandon Mason explains the depth of the semiconductor shortage and its impacts on vehicle production and sales, but also looks ahead to a fast-changing automotive and supply chain landscape across North America.
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Company ContentElectrifying Europe: EU ‘Fit for 55’ legislation will transform the automotive supply chain
The EU’s latest salvo to mitigate against climate change will eliminate ICEs and transform automotive supply chains across Europe and beyond
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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
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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.
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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.
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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.
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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.
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FeatureCan the UK supply chain keep up with a 2030 ban on new ICE vehicle sales?
The UK government has announced it is bringing forward its plans to phase out the sale of new cars and vans powered by internal combustion engines. Daniel Harrison, automotive analyst at Ultima Media, examines how realistic that is and whether supply chains are ready to produce enough electric vehicles and batteries.
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FeatureWatch: Managing the battery supply chain will be a strategic advantage
In this presentation, automotive analyst Daniel Harrison details growth, investment and bottlenecks in lithium-ion battery supply chains, and demonstrates the competitive advantages that manufacturers could gain or risk in taking more control over battery sourcing and production.
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FeatureWatch: Scaling up battery and electric vehicle supply chains
Sales and production for electric vehicles are growing fast, as new vehicle and battery plants come on line. In this panel discussion at Automotive Logistics and Supply Chain Live, global experts from Volvo Cars, Gefco and Maersk share insights on the logistics challenges and advantages in building efficient and nimble EV supply chains.
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FeatureMeeting increasing demand for EVs in Europe depends on better battery supply
Carmakers are investing colossal sums of money into low and zero-emission powertrain technologies. Even before the coronavirus crisis infected the finances of most manufacturers the survival of many of them hinged upon a return on investment and a successful transition to electrification over the coming years.
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NewsPent-up demand drives European car market recovery in July
The European car market was expected to be one of the hardest hit regions because of the shutdowns caused by the coronavirus but the UK, France and Spain actually performed better than expected in July, with positive gains on the same month in 2019. Longer-term economic hardships could jeopardise the momentum of that recovery but there are signs of long-term growth in the take up of electric vehicles
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NewsWatch: Future of Mexican EV production depends on a dedicated supply chain
Daniel Harrison, automotive analyst at Ultima Media’s business intelligence unit, tells Christopher Ludwig about the regulatory impact on a steady Mexican automotive market and his outlook on production, which is built strongly on exports to the US.
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Company ContentYour webinar questions answered: How tier 1 suppliers are responding to tough headwinds
You asked, we answer. We return to the questions from our audience that we didn’t have time to answer in our live webinar, ranging from which parts of automotive tier 1 suppliers’ business models are at risk of commodification, to how tier suppliers are changing supply chain processes
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Company ContentElectric vehicles could transform role of tier 1 suppliers in managing logistics
As OEMs look to reduce production costs and manage more complexity, automotive suppliers will face challenges. But with more EV models in the pipeline, many have the opportunity to grab a larger piece of the pie both for manufacturing and supply chain management.
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FeaturePart and parcel of the problem: why tier 1 supplier logistics will face a squeeze
As OEMs and automotive parts suppliers see their margins decline, cost pressures are going to increase on logistics operations and service providers further down the supply chain