Flash analysis and insight

  • VW ID.3 train
    News

    Vehicle electrification shakes up export and import flows

    2021-06-11T15:00:00Z

    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

  • VW ID.3 production dresden battery pack
    Analysis

    EV battery supply chains on the move

    2021-06-08T11:30:00Z

    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.

  • Toyota rescue
    Analysis

    How the European automotive industry aims to build back semiconductor and chip supply

    2021-05-04T10:24:00Z

    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

  • ID.3_prebook
    Analysis

    The way we buy cars has changed forever

    2021-04-16T08:18:00Z

    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.

  • VW ID.4 on ice
    News

    SK Innovation banned from the US for 10 years following LG lawsuit

    2021-02-12T15:00:00Z

    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.

  • Forecast of lithium-ion battery capacity for North America
    Article

    Watch: The race to build a North American lithium-ion battery supply chain

    2021-02-07T19:07:00Z

    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.

  • LH_MENA_Thumbnail_600x400_PostEvent
    Article

    Watch: Middle East and North Africa supply chains – the route to recovery (EP.3)

    2020-12-09T15:44:00Z

    Watch this Livestream for the latest insight on vehicle demand, production and trade across Middle East and North Africa automotive supply chains, plus insights with General Motors’ head of purchasing and supply chain for the Middle East, Sulaiman Pallak. 

  • Leaf EV with charger
    Article

    Can the UK supply chain keep up with a 2030 ban on new ICE vehicle sales?

    2020-11-20T14:31:00Z

    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.

  • Intelligent insights: Battery and Electric Vehicle Supply Chains.001
    Article

    Watch: Managing the battery supply chain will be a strategic advantage

    2020-09-28T17:00:00Z

    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.

  • Scaling Up Battery & Electric Vehicle Supply Chains.001
    Article

    Watch: Scaling up battery and electric vehicle supply chains

    2020-09-28T17:00:00Z

    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.

  • 276916_bmw_i3_battery_523
    Article

    Meeting increasing demand for EVs in Europe depends on better battery supply

    2020-09-07T12:39:00Z

    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. 

  • car_carrier_Germany
    News

    Pent-up demand drives European car market recovery in July

    2020-08-06T11:09:00Z

    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

  • 284389_bicover_r6_t1_892965
    News

    Latest demand forecast: Vehicle sales will drop up to 40%, with second dip expected this year

    2020-08-03T13:34:00Z

    The recovery in new vehicle sales in the wake of the coronavirus crisis will not only be varied in speed across major automotive markets, but it will also be uneven. Further pullbacks in sales are likely later in 2020 and into 2021 for many countries, according to a new report and forecast by Automotive from Ultima Media, the business intelligence arm of Automotive Logistics.

  • ElectrificationRelease_LowRes
    News

    Coronavirus pandemic could force supplier consolidation

    2020-05-04T11:14:00Z

    The Covid-19 pandemic will exact a heavy toll on automotive manufacturers and suppliers, who will face mounting financial losses and growing debt. Some may not survive, at least in their current form or without further government bailouts. Such financial fallout, and the need for companies to reduce costs and consolidate investments, could prompt more consolidation at all levels of the automotive industry in the coming years.

  • Auto plant closures
    Article

    Calling stop on automotive supply chains: how long can companies survive the Covid-19 crisis?

    2020-03-20T13:48:00Z

    With the coronavirus pandemic causing a level of automotive plant shutdowns not seen since the second world war, suppliers and logistics providers will face failures without direct support from government, and close collaboration with OEMs and industry.

  • Kevin Reed
    Video

    Watch: A royal entry to Mexico’s competitive supply base

    2020-03-02T21:52:00Z

    Kevin Reed, vice-president of supply chain at tier two electronics and battery component supplier Royal Power, talks to Daniel Harrison about why the company recently built a new plant in Mexico, and the challenges facing its supply chain and logistics. In the context of declining margins among tier suppliers, Reed discusses the key advantages of moving to Mexico to better serve customers and compete, and why maximising efficiency in the supply chain is a crucial differentiator.

  • Screen Shot 2020-02-28 at 12.47.48
    News

    Watch: Future of Mexican EV production depends on a dedicated supply chain

    2020-02-28T11:49:00Z

    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.

  • YASA P400_e-motor
    Company Content

    Your webinar questions answered: How tier 1 suppliers are responding to tough headwinds

    2020-02-16T18:58:00Z

    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

  • BorgWarner_turbo engine component
    Article

    Automotive suppliers buying and spinning their way into high tech segments

    2020-02-04T18:37:00Z

    As BorgWarner’s acquisition of Delphi Technologies shows, tier one automotive suppliers are turning to acquisitions and restructuring their business to focus on advanced technology, helping to protect margins, avoid commodification and transition to electrified powertrains

  • Supplier development
    Company Content

    Electric vehicles could transform role of tier 1 suppliers in managing logistics

    2020-01-23T06:00:00Z

    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.