Global business intelligence
-
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.
-
Article
In the waiting room: how the chip crunch is now hitting dealer sales
Most OEMs have met demand through existing vehicle inventory, but worsening chip shortages are now choking off new vehicle registrations, with impacts likely across the supply chain for years.
-
Company Content
Electrifying 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
-
Analysis
Material shortages are forcing a supply chain rethink in automotive
In the face of material shortages across the board, carmakers and their suppliers are looking a range of radical alternatives as part of drive toward more sustainable closed-loop supply chains
-
News
Vehicle 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
-
Analysis
EV 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.
-
Article
OEM and lithium-ion battery cell supplier database
Keep up with changing supplier relationships between electric vehicle manufacturers and battery cell suppliers in this database.
-
Article
Lithium-ion battery gigafactory database
Track electric vehicle lithium battery gigafactories by manufacturer, location, manufacturer, current and planned gigawatt (GWh) capacity.
-
Article
Electric vehicle and hybrid vehicle plant database
Track factory locations for electric vehicles, plug-in hybrid and hybrid vehicles by manufacturer, model and location
-
Article
Electric 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.
-
Analysis
How 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
-
Analysis
The 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.
-
News
SK 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.
-
Article
Watch: 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.
-
Article
Analysis: 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.
-
Article
Can 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.
-
Article
Watch: 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.
-
Article
Watch: 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.
-
Article
Meeting 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.
-
News
Pent-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
