Analysis

Examining and explaining the latest logistics developments.

Analysis

Toyota rescue

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

2021-05-04T10:24:00+01:00By Namrita Chow

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

Container shipping disruption_drewry

Watch: A permanent change in container shipping for automotive

2021-04-23T15:25:00+01:00By Automotive Logistics

Capacity, lead time and cost issues in container shipping have disrupted automotive shippers, and long-term structural changes in the sector will lead to new supplier relationships, according to Drewry.

Intelligent insights Europes electric vehicle battery hub

Watch: Europe goes giga on the battery supply chain

2021-04-23T15:25:00+01:00By Automotive Logistics

Europe has lagged Asia in the race to produce lithium-ion batteries, but automotive and battery players are investing heavily to scale up production. A new forecast by Automotive from Ultima Media reveals the opportunities.

Building Europe’s battery supply base

Watch: Building a viable and sustainable European battery supply base

2021-04-23T15:25:00+01:00By Automotive Logistics

The huge demand for lithium-ion batteries is requiring massive investments and new supply sources across Europe, and experts from BMW Group, EV battery startup Britishvolt and packaging supplier ORBIS Europe reveal the supply chain opportunities and changes ahead.

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The way we buy cars has changed forever

2021-04-16T08:18:00+01:00By Namrita Chow

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.

Thomas Schall VW Components

VW strengthens ties with Northvolt to expand battery capacity in Europe

2021-03-16T11:19:00+00:00By Marcus Williams

Volkswagen Group plans to significantly increase battery cell production capacity and reshape the EV battery supply chain in Europe, with plans to add six ‘gigafactories’ by the end of the decade – including an expansion of its partnership with Sweden’s Northvolt. 

VW ID.4 on ice

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

2021-02-12T15:00:00+00:00By Daniel Harrison

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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North American vehicle makers steer a course through Covid

2021-02-08T14:38:00+00:00By Marcus Williams

This year’s Automotive Logistics and Supply Chain North America Live conference revealed how a strong rebound in North American vehicle sales has taken the supply chain by surprise and exacerbated the misalignment in inbound supply and capacity caused by the Covid-19 shutdowns.

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USMCA: The milk in the coconut of North American trade

2021-02-08T11:55:00+00:00By Marcus Williams

The renegotiated rules on free trade in North America, known as USMCA, have been in effect six months but are coming under stricter enforcement. Trade experts from Toyota and Canada’s automotive supplier association point to risks around compliance and a lack of clarity in some rules, especially around ’alternative staging regimes’ on localisation – with the risk that some suppliers could lose significant business. 

ALSC NA - Thumbnail (1)

Watch: Welcome to the future of North American automotive supply chains

2021-02-07T19:15:00+00:00By Automotive Logistics

Kicking off the on-demand content for Automotive Logistics and Supply Chain North America Live, our hosts set out the trends impacting the industry today and how they will reshape processes, service and partnerships.

Guido Vildozo IHS-Markit North America forecast

Watch: A surprisingly bright outlook for North American vehicle sales and production

2021-02-07T19:08:00+00:00By Automotive Logistics

Despite the pandemic and supply chain disruptions, IHS-Markit is forecasting a stronger-than-anticipated rebound for the North American automotive sector, however there are many headwinds, including for production and exports out of Mexico.

Forecast of lithium-ion battery capacity for North America

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

2021-02-07T19:07:00+00:00By Automotive Logistics

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.

Welcome ALSC NA

Watch: Capturing supply chain data and change in real time – day one in review

2021-02-07T18:56:00+00:00By Automotive Logistics

Our team unwraps the top themes from the first day of the event on North American automotive logistics, including managing organisational transformation and an urgent need for data transparency.

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Watch: Top priorities for the North American supply chain in 2021 – intro to day two

2021-02-07T18:55:00+00:00By Automotive Logistics

Christopher Ludwig reveals top priorities for the region’s automotive logistics and supply chain sector at the start of day two of ALSC North America Live.

Brandon Mason Eaton

Watch: North American automotive recovery is underway, but for how long?

2021-02-07T18:54:00+00:00By Automotive Logistics

The North American automotive market is on pace to return to growth this year despite slow vaccine roll-outs, however there are risks in the supply chain and the longer-term economic outlook, according to Eaton’s top automotive analyst, Brandon Mason. 

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Watch: That’s a wrap (until next time)!

2021-02-07T18:45:00+00:00By Automotive Logistics

At the end of a two-day journey across the supply chain in the US, Canada and Mexico, our hosts share the most urgent action points and takeaways from the event, including how logistics providers can help manufacturers recover and transform.

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Analysis: Middle East and Africa recovery will depend on better trade relations, logistics and investment

2020-12-09T17:17:00+00:00By Automotive from Ultima Media

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. 

Leaf EV with charger

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

2020-11-20T14:31:00+00:00By Daniel Harrison

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.

Tesla Gigafactory Berlin rendering

Can Tesla shift the balance of EV battery and cell supply chains away from China?

2020-10-12T13:12:00+01:00By Illya Verpraet

At Tesla’s recent Battery Day presentation, the company promised to shake up its battery supply chains by moving into cell production and even the mining of raw material, but how realistic are these targets?

Intelligent insights: Battery and Electric Vehicle Supply Chains.001

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

2020-09-28T17:00:00+01:00By Automotive Logistics

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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