ALSC Mexico editor's blog: Maintaining Mexico’s supply chain edge with innovation, optimisation and flexibility At the ongoing ALSC Mexico conference, industry leaders are discussing redesigning networks, digitalisation, trade and tariffs and supply chain innovation. Follow our editor's blog below for updates including Red Sofa interviews, analysis and features with the key insights from this year's event. Megan Kelly James McLoughlin
Rail and road in North America compete for growing auto freight While rail companies continue to consolidate in North America, railroads are competing for a larger share of vehicle and parts flows with road freight. Megan Kelly
Carmakers spread the cost of tariffs but prices set to rise say analysts The automotive sector is facing significant cost pressure caused by continuing inflation, high capital and labour costs, a situation exacerbated by the higher tariff costs and associated disruption caused by current US trade policy. Marcus Williams
Stellantis invests $10bn in US manufacturing, reports say, while tariff negotiations continue New CEO Antonio Filosa is reportedly looking to localise US manufacturing while tariff discussions with the US government continue. Ilkhan Ozsevim Megan Kelly
Cost pressure and tariff turmoil major concerns for inbound logistics says survey The results of the first "Automotive Inbound Logistics Survey", carried out in partnership with DP World, reveal that the automotive logistics sector is responding with fortitude to the cost pressures, tariff turmoil and supply chain disruption affecting the sector in 2025. Automotive Logistics
Mexico raises tariffs on Chinese vehicles to 50% Mexico is set to raise its tariffs on Chinese vehicle imports and other Asian countries from 20% to 50%. Megan Kelly
Tariff analysis deep dive: The most important changes for the auto industry How regional tariff updates and expanded tariffs on parts and components such as aluminium and steel derivatives are affecting OEMs, suppliers and LSPs. Megan Kelly
Six OEMs join AIAG in requiring additional forced labour due diligence from suppliers For the first time, six leading carmakers with the Automotive Industry Action Group (AIAG) have come together in a joint letter to require suppliers to complete new forced labour due diligence. Megan Kelly
US and EU trade deal details: How auto industry will be affected The US and the European Union (EU) have revealed the details of the trade framework agreed to last month, while other regions file disputes against US tariffs. Megan Kelly
US tariff changes: Visual map of key trade rates Recent trade deals have been changing tariff rates for various countries, seeing some drop from previously threatened higher tariffs, while others have increased. Each rate holds consequences for the automotive industry, potentially shifting supply chains and flows as OEMs, suppliers and logistics providers alike attempt to ascertain the most optimal, efficient and cost-effective transport routes and markets. Anushka Dixit
South Korea tariff deal with US: What it means for automotive The US and South Korea have agreed on tariffs of 15% for vehicle imports and automotive parts imports, replacing the previously threatened 25% rate. However, the US set tariffs of 50% on steel and aluminium imports, in line with the rest of the world. Megan Kelly
Automotive logistics and supply chains in 2025: Tariff turmoil, investment uncertainty and further cost pressures The automotive industry is reeling from the US’s hugely disruptive reset of the world economic order, and this will have profound ramifications for logistics providers around the world. Daniel Harrison
US announces new tariff rates, delays implementation again US president Donald Trump has again delayed tariffs on individual countries, extending the implementation deadline from today (1 August) until next week. Megan Kelly
ASEAN light vehicle sales grow, strong export momentum The ASEAN light vehicle production market outlook is growing, with revisions up by roughly 22,000 units this year and strong export momentum. Megan Kelly
OEMs adapt to shifting growth and EV trends in ASEAN OEMs and logistics providers in ASEAN are navigating diverging market recoveries, rising EV adoption, and structural shifts in supply chain flows as Chinese OEMs expand, localisation accelerates, and new infrastructure demands emerge. Megan Kelly
US and EU reach tariff deal, industry reacts The US and the European Union (EU) have reached a deal on tariffs, agreeing to a 15% tariff on most exports to the US, including vehicles and automotive parts. Megan Kelly
What the Union Pacific-Norfolk Southern merger means for automotive logistics Union Pacific and Norfolk Southern have confirmed plans to merge to create a single trans-coastal railroad in the US. Megan Kelly
OEMs face financial losses as tariffs bite OEMs are beginning to see the real impact of the tariffs imposed by the US, with profits and operating income for the first half of the year taking hits of billions of dollars. Megan Kelly
UK automotive market under stress, but moving towards return to growth The UK automotive industry faces its toughest year yet, with production down, high energy costs impacting competitiveness, and confusion over EV government incentives. Megan Kelly
Actions taken by OEMs to curb effects of tariffs Since January, OEMs have been making strategic decisions to reshape their supply chains to mitigate against the effects of US president Donald Trump’s tariffs and trade shifts. Megan Kelly James McLoughlin
Renault announces interim CEO Duncan Minto, issues profit warning The group's CFO will be tasked with tackling difficult first half financial results in his new role as interim CEO of Renault Group. Megan Kelly
New tariff rates set for EU, Canada and Mexico In the latest tariff news, US president Donald Trump has set new rates for the likes of the EU, Canada and Mexico, having sent letters detailing the new levies of between 20-50% to more than 20 trade partners over the last few days. Megan Kelly
How trade shifts are reshaping FVL strategies Trade changes and tariffs are reshaping vehicle logistics routes and leading to delays, port congestion and compliance complexity. As OEMs strategically redesign their networks to gain opportunities from the chaos, communication with the FVL sector is key. Megan Kelly
OEMs pivot from US battery investments as EV incentives die out Automakers pause US battery investments as government ends EV tax credits, impacting supply chains and market dynamics. Megan Kelly
US-Vietnam trade deal: Impact on automotive sector A new 20% tariff agreement reshapes US-Vietnam automotive trade, with implications for China and ASEAN strategies. Megan Kelly
Latest tariff and trade updates affecting automotive industry Explore how Trump's evolving tariffs reshape global automotive supply chains and industry dynamics. Megan Kelly
North America’s vehicle handling ports are investing in strength to manage volatility Upgrades to port infrastructure through 2024 have given some of the top volume processors room for manoeuvre amid uncertainty. Marcus Williams
Trump tariffs back on following appeal of US Trade Court's block Trump has appealed a decision made by US court that blocked his ‘reciprocal’ tariffs, ruling he lacked authority under emergency powers to impose reciprocal trade measures. Megan Kelly
Supplier index: Toyota on top, Stellantis sinks lower Toyota, Honda and GM improve supplier relations as Ford and Stellantis fall further in North America’s OEM rankings. Megan Kelly
How digital data strategies are helping automotive supply chains manage trade volatility, compliance risks and tariff disruptions Digital strategies are becoming increasingly important in automotive supply chains to predict and protect against risks and improve resilience, and data lies at the foundation of these digital tools. In our latest livestream, supply chain experts weighed in on the importance of creating and maintaining data you can trust, educating teams on how to use, store and share data, and how to avoid data silos within organisations and the wider supply chain. Megan Kelly
Potential US tariff cuts reshape global vehicle trade talks with EU, UK, China and more US president Donald Trump is reportedly set to lower tariff rates on countries that are negotiating in “good faith”, while imposing ‘Liberation Day’ tariffs on those who are not, according to US Secretary of the Treasury Scott Bessent. Megan Kelly
CATL to raise $4bn in Hong Kong listing to fund Debrecen EV battery gigafactory in Europe Chinese EV battery maker CATL has said it is set to raise at least $4bn in its secondary listing on the Hong Kong stock exchange, to fund its giigafactory in Debrecen, Hungary. Megan Kelly
Europe’s EV forecast has dropped – and here’s what it means for the supply chain As Europe’s EV transition hits regulatory and market speedbumps, automakers face tough decisions on where and how to adapt operations for the EV supply chain. From battery traceability to shifting trade flows and affordability pressures, supply chain strategies are being re-engineered in real-time. Emily Uwemedimo
From chatbots to control towers: How OEMs and suppliers are using AI to strengthen automotive supply chains and manage risk The use of digital strategies in automotive logistics is becoming ever more necessary to mitigate risks in an increasingly uncertain global market. With natural disasters, shaky economies, the global pandemic and economic trade on uneven ground due to tariffs and trade wars, the need to plan, predict and prevent risk is more pressing than ever to ensure a resilient supply network. Megan Kelly
US-UK auto trade deal lowers vehicle import tariffs to 10% but caps UK exports at 100,000 vehicles US-UK trade deal reduces tariffs on vehicles and steel imports with immediate effect, offering some relief for carmakers – but further details remain unclear. Megan Kelly
US automotive part tariffs come into effect as Ford forecasts $1.5bn hit and suspends financial guidance Automotive part import tariffs are now in force in US, with Ford warning of $1.5bn loss as industry faces widespread production disruptions. Megan Kelly
Nissan is to cease Wuhan production by March 2026 amid fierce competition and financial strain in China Nissan Motor Co. will shutter its Wuhan plant by March 2026, grappling with low output, fierce competition from Chinese EV makers, and a projected ¥750 billion ($5bn) loss. This retreat underscores the challenges facing foreign automakers in China. Ilkhan Ozsevim
US provides auto industry tariff relief offsets and new limits on stacking duties US president Donald Trump has offered relief to carmakers in the form of tariff rebates while clearing up some uncertainty on tariff stacking. Megan Kelly
DSV finalises €14.3bn acquisition of DB Schenker, doubling size and strengthening global logistics network DSV acquires DB Schenker, adding 160,000 staff and boosting revenue to €41.6bn amid rising demand for global logistics solutions. Megan Kelly
Localisation hopes fade for Russia as it struggles to attract China Russia’s efforts to boost domestic vehicle production by courting Chinese automakers are running into obstacles, from economic volatility to strategic caution among OEMs. As Russian policymakers push new incentives, analysts warn that structural challenges could undermine the country’s localisation ambitions. Vladislav Vorotnikov
Thailand’s automotive supply chain challenges and opportunities for competitiveness in ASEAN Weak demand, US tariffs and slowing EV growth are challenging Thailand’s auto sector, but new incentives may revive competitiveness. Megan Kelly
Opinion: Tariff shockwaves, investment freezes and cost pressure reshape global automotive logistics in 2025 The automotive industry is reeling from the US’s hugely disruptive reset of the world economic order, and this will have profound ramifications for logistics providers around the world. Daniel Harrison, inhouse automotive analyst, Automotive Logistics, explains what Trump’s tariffs will mean for the automotive industry. Daniel Harrison
How digital tools and real-time data are transforming automotive supply chains through improved integration, transparency and compliance Automotive leaders explore data silos, compliance and supplier risk ahead of Automotive Logistics’ livestream on data silos, security and sovereignty. Megan Kelly
US-China tariff escalation disrupts rare earth exports and puts pressure on automotive supply chains The trade conflict between the US and China has entered a volatile new phase, with potential ‘reciprocal’ tariffs rising as high as 245% and a new suspension of China’s rare earth mineral exports adding further uncertainty for the global automotive industry. Manufacturers and suppliers face increasing costs and supply chain risks as critical vehicle components, including batteries and electronics, are caught in the crossfire. Marcus Williams Megan Kelly
Trump’s 25% vehicle import tariffs could cost US carmakers $108bn and cut output by 17.7m vehicles As automotive supply chains across North America (and the world) come to terms with Trump’s current and upcoming tariffs and how to navigate them by restructuring their supply networks, the potential impact on vehicle sales and production volumes is beginning to sink in. Megan Kelly
How Trump’s changing tariffs are disrupting automotive supply chains across China, Mexico, Canada and the EU Following a week of negotiations and trade wars, Automotive Logistics looks at what has changed for the automotive supply chain globally, and what effects are already being seen in regional supply networks. Megan Kelly
European Union imposes retaliatory tariffs on $20bn of US goods in response to Trump’s steel and aluminium duties The European Commission’s proposal to introduce trade countermeasures against the US steel and aluminium tariffs has been approved by European Union member states, following a meeting with automotive industry representatives including BMW, VW Group and Stellantis. Megan Kelly
JLR restarts vehicle shipments to the US following a pause due Trump tariffs on car and parts imports JLR has said it will pause all shipments to the US, following the raft of tariffs announced by US president Donald Trump last week. Megan Kelly
Trump’s “Liberation Day” automotive import tariffs disrupt global production, logistics and investment strategies US president Donald Trump has announced sweeping tariffs on automotive imports on Wednesday, imposing 25% tariffs on vehicle imports immediately, and 25% tariffs on parts imports from next month. Megan Kelly
FVL NA 2025 - “Get ready to re-imagine logistics: Creating a faster, agile, more competitive vehicle supply chain” Welcome to the recap blog from Finished Vehicle Logistics North America 2025, which took place at Waterfront Beach Resort, Huntington Beach, California, on 8-10 April. The conference brought over 400 delegates and leaders, and featured discussion on real-world issues and offering innovative and implementable solutions in the inbound logistics, transportation, supply chain strategy and much more. While the conference has ended, our coverage has not - keep following this recap blog for more insights and interviews from the event, and register now for next year here! Anushka Dixit Emily Uwemedimo Megan Kelly
March 26 set the wheels in motion, here’s what’s coming before tariff D-Day on April 2 New US tariffs are set to begin April 2, starting with a 25% duty on imported vehicles. Analysts warn the staggered rollout could cripple production, spike prices and send supply chains into long-term disarray – especially for OEMs navigating EV shifts and global competition. Emily Uwemedimo Daniel Harrison
The race before the border closes, as auto logistics braces for a 25% tariff reckoning [Updated 1 April] Automakers and logistics providers are scrambling to move vehicles before the US imposes a 25% tariff on automotive imports. With USMCA exemptions narrowing and global supply chains under pressure, manufacturers face a costly and complex reckoning. Emily Uwemedimo
How Europe’s automotive supply chain is embracing digitalisation, collaboration and sustainability to drive agility and long-term success European OEMs, tier-suppliers and LSPs are co-creating smarter supply chains with digital tools, data sharing and decarbonisation strategies. At Automotive Logistics & supply Chain Europe 2025, they shared their exclusive insights, strategies, and advice. Megan Kelly
Renault embeds circular economy principles in packaging to cut emissions and logistics costs across its global supply chain Renault is actively embedding circular economy principles into its industrial packaging strategy, aiming to reduce waste, optimise logistics and extend the lifespan of packaging assets across its global operations. Megan Kelly
Key takeaways on how automotive packaging is evolving to meet the triple challenge: sustainability, cost efficiency and EV readiness Philip Bittermann, editor-in-chief of Neue Verpackung, explores the evolving automotive packaging landscape. Focusing on sustainability, cost efficiency and the transition to electric vehicles (EVs), he discusses the new challenges and solutions the industry must adopt to stay ahead. From reusable packaging to adapting to lithium ecosystems, the future of automotive logistics depends on innovation and efficiency.
Smurfit Kappa’s compact bumper packaging solution halves truckloads, cuts emissions, and streamlines assembly for automotive suppliers Automotive suppliers can replace their existing bumper packaging with a compact solution halves truckloads, reduces emissions, and saves storage space. At the same time, an automatic floor speeds up assembly. Uwe Schmidt
European Automotive Logistics Market Report 2025-2035 Download this comprehensive report with succinct industry analysis, market forecasts, company market share evaluations, and strategic recommendations Daniel Harrison
Trump’s proposed Ukraine peace deal signals major shifts in automotive logistics, reshaping markets in Russia, Europe, and China A 30-day Russia-Ukraine ceasefire proposed by the Trump administration on March 11, designed to be a prelude to a lasting peace deal, can pave the way to tremendous changes for the automotive industry in Russia, Europe and China. Vladislav Vorotnikov
Industry guidelines to enhance recyclable transport packaging The Recycled Materials Forum offers a free guide for recyclable outer and transport packaging and an evaluation model for the use of recycled materials in films. Eva Middendorf
How nearshoring and battery localisation are reshaping Europe’s EV supply chain amid shifting demand, Chinese competition, and policy shifts With battery investments in flux, Europe’s OEMs push for local supply chains amid geopolitical shifts and Chinese EV competition. Megan Kelly
Germany’s Packaging Act is forcing OEMs to prioritise recyclability The automotive industry is under growing pressure to reduce packaging waste in compliance with Germany’s Packaging Act. Stricter regulations require manufacturers to register, track and improve the recyclability of packaging used across their supply chains. Steffen Huck, CPS Group Nandor Kovacs, CPS Group Megan Kelly Eva Middendorf
The US tariff timeline of trade tensions and tariff changes The US election outcome triggers uncertainty for automotive logistics, with tariffs, trade wars, and supply chain risks ahead. Megan Kelly Emily Uwemedimo James McLoughlin
Infographic: A snapshot of Audi’s production network and supply chain Audi’s manufacturing and logistics network spans multiple continents across its own plants and shared facilities with the Volkswagen Group and partners, all of which is undergoing significant changes. Learn more about each location and the logistics and transport complexity that supports it. Christopher Ludwig Anushka Dixit
BMW’s hydrogen strategy embraces a technology-agnostic approach to reshape automotive logistics With increasing regulatory pressures and the urgent need to decarbonise operations, automotive leaders are exploring a range of technologies to future-proof their fleets. BMW Group’s latest move – introducing its first hydrogen-powered trucks as part of the European H2Haul pilot project – demonstrates how traditional logistics models are evolving. While electric trucks have been at the forefront of fleet decarbonisation, BMW’s investment in hydrogen fuel cell technology offers another versatile, scalable alternative for long-haul freight that warrants close analysis. Emily Uwemedimo
Mazda invests $148m in Thailand to expand EV exports across ASEAN and Japan Mazda plans to strengthen Auto Alliance Thailand, its joint venture manufacturing base with Ford in Thailand, with an investment of 5 billion Thai baht ($148m), aiming to develop its facilities and become a regional manufacturing hub. Megan Kelly
Trump’s reciprocal trade tariffs set to reshape global automotive supply chains and disrupt industry investment The US aims to impose reciprocal tariffs around the world, triggering potential trade wars that could impact automotive logistics networks and dampen investment. Megan Kelly
Could Europe’s €200 billion AI initiative accelerate automotive tech and supply chains? [Updated February 17] The European Union’s (EU’s) €200 billion ($214 billion) InvestAI Initiative gains momentum across sections including robotics, biotech, mobility and manufacturing. With a focus on innovation and workforce development, could this funding also accelerate the integration of AI-driven robotics and smart manufacturing solutions across Europe’s automotive supply chains? Emily Uwemedimo
The “great divergence” reshapes vehicle production and logistics in Europe amid market forces, Chinese OEMs and tariff shifts The European automotive market is at an inflection point. Lower vehicle volumes post-pandemic, a shift from net exports to net imports and the growing influence of Chinese manufacturers are fundamentally changing the region’s logistics dynamics. Meanwhile, tariffs and localisation efforts are altering trade flows. As automakers and logistics providers adapt, the success of their strategies will determine who thrives in this new era of European automotive supply chains. Emily Uwemedimo
Automotive OEMs are slashing costs amid margin squeeze and market shifts in 2025 The automotive supply chain is in constant flux, and this year it’s facing many growing challenges. Following on from our reporting of key automotive logistics trends for 2025, we are diving deeper into the cost pressures OEMs are facing, and how they are cost-cutting across their operations and supply chain to reduce the financial pressure. Daniel Harrison
North American supply chain under Trump: How the IRA pause affects the EV supply chain As Trump halts EV incentives, North America’s EV supply chain faces uncertainty. Automotive Logistics explores the logistics and market implications. Megan Kelly
How Trump’s Panama Canal threat could reshape the automotive supply chain In his inauguration speech, second-term US president Donald Trump promised to “retake” the Panama Canal, claiming it was operated by China. Megan Kelly
Global automotive industry shifts intensify challenges for logistics providers The automotive supply chain is facing many hurdles this year, as set out in our key automotive logistics trends for 2025. Here, we look deeper at the fragmented nature of the industry, structural changes in flows and demand, and the effects of job losses in the second part of our series. Daniel Harrison
Trade disputes accelerate nearshoring trend with implications for logistics providers The automotive supply chain is facing many hurdles this year, as set out in our key automotive logistics trends for 2025. Here, we look at the accelerating trend of nearshoring in the first part of our series. Daniel Harrison
Automotive logistics and supply chains in 2025: Challenges, cost pressures & nearshoring As the automotive industry enters 2025, three primary trends are reshaping the landscape for logistics providers. These trends highlight the challenges and opportunities resulting from industry restructuring, cost pressures, and evolving trade dynamics. Before we dive into each, here’s an executive summary. Daniel Harrison
What day one under the Trump administration signals for the North American automotive supply chain Donald Trump, who was sworn in as president of the US yesterday, said that his administration is planning to impose 25% tariffs on imports from Mexico and Canada from 1 February, threatening the North American automotive supply chain. Megan Kelly
Ford unexpectedly drops Jack Cooper mid-contract, with Teamsters union urging OEM to reconsider Ford has unexpectedly ended its agreement with North American vehicle hauler Jack Cooper mid-contract. Megan Kelly
Seismic shifts in the global trade of electric vehicles: 2024 in review The car industry is going through a volatile adaptation as it seeks to decarbonise mobility and clean up the logistics supporting production. This year it has also been dealing with trade and labour disruption but the focus is adamantly on a more resilient supply chain and the adoption of digital technology. Marcus Williams
Analysis: Automotive logistics providers are experiencing increasing cost pressures Cost pressures across automotive logistics are escalating as OEMs prioritise profitability to finance EV transitions and counter rising competition. Daniel Harrison
How Trump’s promised tariffs on Mexico and Canada could threaten the North American auto supply chain Donald Trump, the US president-elect, has vowed to impose a 25% tariff on all goods being imported into the country from Mexico and Canada, deepening fears for the automotive industry in North America and threatening the trend of nearshoring. Megan Kelly
Car carriers need time to adjust to latest specifications for vehicle and truck lashing equipment Finished vehicle carrier equipment manufacturers and transport providers have asked for a grace period to adjust to new standards on vehicle lashing that have been drawn up by Germany’s VDI standards association. Marcus Williams
Typhoon Kong-rey’s disruption on automotive logistics highlights the need for predictive tools Typhoon Kong-rey made landfall in Taiwan at the end of October before impacting the Philippines, East China, South Korea and Japan, disrupting ports in the region. Megan Kelly
Mexico needs a long-term framework of certainty to make good on its future as North America’s automotive hub The majority of Mexico’s vehicle and parts output goes to the wider North American market and that demand is increasing, but to keep up with that demand automotive companies need to work more closely with the government to improve infrastructure and security, according to speakers at the tenth Automotive Logistics and Supply Chain Mexico conference. Marcus Williams
The results are in! Download the Automotive Logistics Systems & Software Survey 2024 Report now The results of Automotive Logistics’ survey of its global experts from OEMs, tier suppliers and logistics providers show key challenges in interoperability, visibility and the push toward industry-wide digital solutions. For a preview of the key takeaways, read our article on some of the trends here . For full access to all the findings, including trends broken down by company type, region, types of software and more, download now Daniel Harrison
A highly competitive logistics landscape is squeezing margins and stifling investment The automotive logistics sector is characterised by a high degree of industry fragmentation. Put simply, that means there are an unusually large number of companies competing for a small share of the overall pie. This industry characteristic underpins many of the challenges the sector faces now and into the future. Daniel Harrison
US election: Impact on Mexico’s automotive logistics With the US presidential election having been called in favour of a Trump win, the North American automotive logistics industry is looking at the potential impacts the vote could have on the US-Mexico border and its trade, particularly because of the trend of nearshoring, Chinese EV imports and with Mexico having become one of the largest auto producers globally. Megan Kelly
Leaps and bounds across the strait: How Morocco has become the new hub driving exports to Europe Morocco leads North Africa as a vehicle manufacturing base for exports to Europe, based on the sort of long-term commitments and investment that its neighbours need to embrace if they are to compete. Vladislav Vorotnikov
Volkswagen looking to restructure across Passenger Car, Group Components and Commercial Vehicles divisions Volkswagen is planning to close at least three plants in Germany, make further staff redundancies and cut pay by 10% across its workforce, according to the head of VW’s works council, Daniela Cavallo. It is the first time in the company’s 87-year history that it has considered shutting down plants in its German industrial heartland. Marcus Williams
Automotive Logistics 2024 Systems & Software Survey finds stakeholders prioritise software upgrades for improved interoperability and visibility Automotive Logistics has launched a survey in response to the growing awareness amongst OEMs, tier suppliers and logistics providers of the critical role software plays in managing automotive logistics. The survey explores key challenges in interoperability, visibility and the push toward industry-wide digital solutions. Daniel Harrison
Automotive market faces slower growth and capacity challenges amid electrification shift, S&P Global’s Mike Wall reveals The automotive industry outlook is rapidly evolving and OEMs, tier suppliers and logistic providers alike are all having to swiftly adapt to rapidly changing regional market dynamics. Mike Wall, executive director, automotive analysis, S&P Global Mobility provides his expert insight at this year’s Automotive Logistics and Supply Chain Global conference. Daniel Harrison
Shopping and shipping with Volkswagen in Emden Volkswagen’s Mirko Bührmann appears to have a clear and simple order. The logistics planner has only written down three things on his shopping list: Nutella, two jars, Mett (raw pork), five portions, and hard cheese, also five portions. However, the ’supermarket’ Bührmann is shopping in is in fact his professional home – VW’s assembly plant in Emden, northwest Germany. This is where he coordinates orders for small parts. Timo Gilgen Marcus Williams
Canada rail strikes live blog: Authority orders arbitration between Teamsters and rail companies Teamsters Canada Rail Conference (TCRC) union has appealed against the arbitration that ended the work stoppage at CN and CPKC Megan Kelly Marcus Williams
Global EV sales hit record highs in 2024 despite supply chain and automotive logistics industry fears, continuing their upward momentum How will slowing growth in EVs impact auto industry investment strategies? As the industry navigates challenges from rising costs and charging infrastructure gaps, to consumer range anxiety and rising competition, Daniel Harrison explodes some EV myths. Daniel Harrison
Stellantis revenue and profits fall in ‘challenging’ automotive market Stellantis’ revenue and profits have dropped in the first half of the year, with the OEM blaming a “challenging industry context” and a product blitz underway. Meanwhile, its CEO has triggered a “strategic review” of UK business because of the zero-emission vehicle (ZEV) mandate. Megan Kelly
CEE battery sector resilient in the face of European EV slowdown Europe’s electric vehicle (EV) market has slowed in the first half of 2024, forcing automakers to scale back their ambitions. So far, however, central and eastern Europe (CEE) has remained relatively untouched by this trend, and analysts believe the region has a good chance to keep its competitive edge, at least if local authorities play their cards right. Vladislav Vorotnikov
Automotive Logistics & Supply Chain Digital Strategies North America - Day two wrap-up As Automotive Logistics & Supply Chain Digital Strategies North America 2024 comes to a close, join us to take a look at all the inspiring content of the day. From discussions on supply chain transformation, to advancements in technology and what the automotive logistics sector of the future will look like.
Automotive Logistics Systems and Software Survey 2024 As the automotive industry faces rising complexity and uncertainty across the inbound supply chain and the delivery of finished vehicles, all stakeholders are keen to accelerate digitalisation and leverage the best systems and software in automotive logistics. Automotive Logistics
BEV adoption in North America will take ‘longer than thought’ The full-scale adoption of battery electric vehicles (BEVs) in the North American market will take longer than predicted, according to the National Automobile Dealers Association (NADA). Megan Kelly
VW responds to EU imposing up to 38% tariffs on Chinese EVs Volkswagen Group has responded to the European Commission’s (EU) decision to impose additional tariffs of up to 38% on Chinese EVs, following preliminary results of its anti-subsidy investigation which found that prices are being distorted by Chinese state support. Megan Kelly
Trade wars: The rise of protectionism and its impact on finished vehicle logistics Economic competition between China, the EU and the US intensifies with protectionist policies expanding to counter China’s EV ‘dumping’ strategies into broadly western regions that upset ‘fair’ competition Ilkhan Ozsevim
How to democratise data and enable transparency in FVL Sharing data and knowledge in finished vehicle logistics, and across the wider automotive logistics sector, will be beneficial for OEMs and tier suppliers alike – but despite this, there is still a reluctance to break the industry norms and trust other parties with data and information. At this year’s Finished Vehicle Logistics North America conference, leaders from Ford, Subaru, VW and more spoke about why it’s necessary to break the status quo and democratise data to see effective results. Megan Kelly
Data snapshot: North American ports in review As North American ports navigated unpredictable vehicle volumes in 2023, the collaboration between terminal operators and port authorities highlighted a dynamic strategy for managing disruptions. Automotive Logistics brings you a comprehensive review of activity at the top-performing US and Canadian vehicle-handling ports Automotive Logistics
Future-proofing the finished vehicle trucking fleet in North America Road transport providers in North America have been working with OEMs on a range of initiatives to better utilise capacity as vehicle output continues to recover despite bottlenecks and capacity shortages. Key FVL trucking providers speak to Megan Kelly about how they are mitigating disruption, enhancing services and navigating congestion affecting other modes. Megan Kelly
Global and European vehicle production and the impacts on logistics Henner Lehne, vice-president, Global Vehicle Forecasting, Automotive, S&P Global Mobility presents his analysis and predictions for the global and regional vehicle sales and production outlook. Daniel Harrison
Automotive Logistics and Supply Chain Europe: Recap blog Follow our recap blog below for the key highlights and knowledge shared at ALSC Europe 2024. Even though the event is over, the insight doesn’t stop, and we will continue to update this blog with the most valuable insights, data and quotes from automotive experts discussing how to deliver a competitive edge, through reducing complexity, increasing flexibility and maximising capacity. Jump to key highlights:Dr Michael Nikolaides, BMW on market volatilityMartina Graser, Ford Europe on securing ocean-based capacityIza Kalinska, JLR, Sabine Isenbort, Ford Europe and Sonia Santos, Bosch on the Red SofaLevent Yuksel, JLR Red Sofa Interview and article on ‘win win’ opportunities for collaborationJean-Marc Carlicchi, Renault Group on the ‘new never-normal’Jean Christophe Deville, Toyota Motor Europe Red Sofa Interview and article on advantageous partnershipsOliver Bronder, VW Group Logistics keynote panel Automotive Logistics
GM, Tesla, BYD, Toyota & VW at risk of forced labour in Chinese aluminium supply chains Global carmakers including GM, Tesla, BYD, Toyota and Volkswagen are failing to minimise the risk of Uyghur forced labour being used in aluminium sourcing. Megan Kelly
On the road to recovery in the east The automotive industry in eastern Europe is in strong post-pandemic recovery mode, with associated gains for logistics providers. However, the region requires investment in transport and infrastructure improvements, and in EV production, if it is to build a competitive edge against a Chinese foothold in Hungary Automotive Logistics
GM wins big in 2023, Stellantis and Ford lose out GM had the strongest sales in North America last year compared to other OEMs, having sold nearly 2.6m units in 2023, up 14% over 2022 according to market analyst Cox Automotive. Megan Kelly
Red Sea blog: Live updates Houthi attacks on vessels passing through the Red Sea are increasing, causing container ship and ro-ro operators to reroute vessels to avoid danger. Follow Automotive Logistics’ live blog below for the latest updates. Megan Kelly
Escalation in Taiwan could cause further semiconductor crisis in 2024 The escalation of tensions in Taiwan could cause a further semiconductor shortage in the year ahead, presenting a risk to automotive logistics. Megan Kelly
Whitepaper: Partnerships in automotive logistics Discover the growing imperative for industry collaboration to achieve operational efficiencies, capacity enhancement, adapting to EVs and sustainability Megan Kelly
An automotive supply chain in transition – the year in review This year has seen investments in supply chain resilience and the adoption of digital technology across the global automotive sector continue, with some positive developments in terms of inbound parts deliveries and greater supply chain transparency supported by digital technology, though strike action by the United Auto Workers union has taken its toll on production in the US in the fourth quarter. Marcus Williams
Insights from ECG conference: steering sustainability in European vehicle logistics and beyond Automotive logistics leaders prioritised action over measurement for carbon emissions at this year’s conference held by the Association of European Vehicle Logistics (ECG). Regulatory support, tech diversity, collaboration and trust were flagged as key actions for long-term success. Ilkhan Ozsevim
FVL capacity constraints likely to remain across North America Expert panellists at Automotive Logistics & Supply Chain Global 2023 explained current FVL capacity woes, mitigation strategies and why the issue will not be resolved any time soon. Daniel Harrison analyses how the FVL industry can work together to implement short-term solutions now, and begin planning for the future. Daniel Harrison
Unreliable forecasting remains a key challenge for automotive logistics Panellists at Automotive Logistics & Supply Chain Global 2023 conference revealed the issues they face with unpredictability and the resulting logistics network challenges. Daniel Harrison
Top 3 focuses for automotive logistics at ALSC Global 2023 With Automotive Logistics & Supply Chain Global 2023 about to kick off in Detroit, Automotive Logistics has outlined three key areas of focus for the automotive logistics industry to look out for over the coming days. Megan Kelly
Barriers to digitalisation are ‘failures of tech industry’ The barriers to further digitalisation in automotive logistics are “failures of the tech industry” rather than failures of the automotive sector, according to the chief product officer of intelligence firm Cognosos. Megan Kelly
Capacity constraints continue: finished vehicle logistics survey Q2 2023 Download this exclusive report to discover the latest challenges facing finished vehicle logistics. Based on an extensive survey of FVL users and providers so far in 2023, the results provide clear insight into the specific issues affecting the global vehicle logistics sector. Daniel Harrison
What Tata’s new UK battery gigafactory means for the supply chain Tata’s announcement of a new battery plant in Somerset is a significant development for the future of UK automotive manufacturing. Automotive Logistics looks closer at what it means for the supply chain’s bottom lines. Daniel Harrison
BMW powers Spartanburg with ‘local for local’ battery supply chain The carmaker’s battery assembly plant in South Carolina will be key to reducing logistics costs and risks in EV production. Christopher Ludwig
Ford names Liz Door chief supply chain officer with aim to make SCM a competitive advantage The new position will take a leading role in securing Ford’s operations and improving quality and digitalisation across the supply chain. The company also announced the departures of Jonathan Jennings and Dave Bozeman Christopher Ludwig
Battery supply chain could bottleneck in 2025, says analyst The supply of lithium batteries for electric vehicle (EV) production could bottleneck from 2025 as demand for EVs outstrips the available capacity for battery production. Megan Kelly
Denis Le Vot is chief supply chain officer at Renault Group; Jean-François Salles to lead strategic partnerships Renault Group has appointed Denis Le Vot chief supply chain officer (CSCO), a new role that combines supply chain functions across the carmaker’s different business units and organisations, including for both internal combusion engine (ICE) and electric vehicles (EVs). Christopher Ludwig
Weathering the storm from the east The ongoing war in Ukraine is having detrimental repercussions for both inbound and finished vehicle logistics in central and eastern Europe. There is uncertainty in the supply of critical materials and disruption to transport routes in Europe are delaying deliveries of vehicles Automotive Logistics
Suppliers demand OEM accountability on EV plans to support supply chain investment Suppliers need “commitment and accountability” from OEMs across departments on EV strategy and purchasing, according to a major North America OEM-supplier relations index Megan Kelly
First order of business at Toyota Toyota Logistics Services is tackling capacity constraints in the export of its vehicles from the US with a new process to improve sequencing at the ports. Missy Pearlman, general manager of the business, talks about the new system, TLS’ supply chain alignment and why a culture of respect is central to the carmaker’s future Marcus Williams
That’s a wrap, but the conversation is just getting started for finished vehicle logistics At the end of FVL North America 2023, Christopher Ludwig reflects on the top themes of the event, with one thing clear: things are changing faster in vehicle logistics than ever before.
The FVL party has started: capacity, ETA, standards and network changes Halfway through this year’s conference on the sidelines of the evening reception, Christopher Ludwig sums up the highlights so far.
The winds of change: welcome to Finished Vehicle Logistics North America 2023 Editor-in-Chief Christopher Ludwig welcomes delegates to this year’s event during the opening cocktail reception.
Chinese automakers surge amid western withdrawal from Russian market Delegates at last week’s Spring Congress of the Association of European Vehicle Logistics (ECG) heard that China’s vehicle exports surged in the first quarter of 2023, as global demand for electric vehicles helped spur a strong start to the year. Malcolm Ramsay
North American ports review: Co-operation helps calm the waters While vehicle volumes through North America’s gateway ports were sporadic in 2022, terminal operators have been working with port authorities to manage flows while investing for the return of stable volumes with more sustainable infrastructure. Marcus Williams
Capacity crisis continues: finished vehicle logistics survey Q1 2023 Download this exclusive report to discover the latest challenges facing finished vehicle logistics. Based on an extensive survey of FVL users and providers in the last quarter of 2022, the results provide clear insight into the specific issues affecting the logistics sector and wider market sentiment across the automotive industry. Daniel Harrison
A Russian market close to catastrophe With grey imports on the rise and natural disasters adding to the limiting effects of international sanctions, any optimism about re-establishing Russian supply chains may be eclipsed by further harsh realities Automotive Logistics
Vehicle imports to Russia increase despite legal grey zone Despite a looming threat of criminal liability for parties involved, complicated logistics movements have seen European finished vehicle imports to Russia increase, after falling off sharply following sanctions. Russian logistics companies are using third parties to move vehicles from Europe, through Iran and across the Caspian Sea into Russia. Automotive Logistics
Challenging times continue: finished vehicle logistics survey Q4 results Download this exclusive report to discover the current challenges facing finished vehicle logistics. Based on an extensive survey of FVL users and providers around the world, the results provide clear insight into the specific issues affecting the logistics sector and also captures the wider market sentiment across the automotive industry Daniel Harrison
What’s ahead for Mexico? North America production and sales outlook The second session of Automotive Logistics and Supply Chain Mexico featuring Guido Vildozo, Senior Manager, Americas Light Vehicle Sales Forecasting at S&P Global, who forecasts the global and regional powertrain production mix and vehicle sales outlooks in North America alongside analysis on Mexico’s roadmap for EV battery production and the implications for the supply chain.
Clean energy, flexibility, digital mindsets: conference day one in review at Automotive Logistics & Supply Chain Mexico Mexico’s recovery depends on stronger logistics and more coordinated government policy to support clean energy, infrastructure, trade and electrification. Editor-in-chief Christopher Ludwig assesses the significance after discussions with leaders from Nissan, Toyota, Volkswagen, Audi, American Axle and more.
Ukraine war to shake up car making in the post-Soviet space Uzbekistan and Kazakhstan could take advantage of the mass exodus of western vehicle makers and components suppliers from Russia, attracting new investments and ramping up production, according to research from Moscow-based thinktank PromRating. Automotive Logistics
Compliance with Mexico’s Carta Porte a concern for the car industry The Mexican Tax Authority (SAT) has spent this year trying to bring in a new system designed to secure revenue on all Mexico-billed shipments of products. The Carta Porte specifies rules of compliance for every step of a product’s journey and each transport mode used, with penalties or seizure for non-compliance. Hazel Southwell
Six notes on a supply chain crisis: key takeaways from ALSC Global 2022 Summing up what was said at this year’s Detroit event: flexibility rules the waves of logistics, but supply chain managers want better visibility and data to make decisions, while investing in the right skills and labour. Christopher Ludwig
From the top of Detroit: Welcome to Automotive Logistics & Supply Chain Global 2022 Automotive Logistics editor-in-chief Christopher Ludwig kicks off the 2022 Automotive Logistics & Supply Chain Global conference, highlighting the disruption, changes and technology that are reshaping the industry. From the Kuehne + Nagel cocktail reception - held on the 72nd floor of the GM Renaissance Center in Detroit – he looks ahead to the dynamic discussions, panels and insights from the leading logistics executives from major OEMs, tier-1 suppliers and logistics providers.
Signing off from ALSC Global with a focus on visibility and resilience – and new ways of working At the close of Automotive Logistics and Supply Chain Global 2022, editor-in-chief Christopher Ludwig recaps the key takeaways from the conference, including the industry’s renewed commitment to improving tier-N visibility and coordination, the value in investing in flexible logistics and in building new relationships.
Raising a glass to Automotive Logistics and Supply Chain Global! Editor-in-chief Christopher Ludwig gives a sneak peak behind the scenes of the Ryder-sponsored Gala Reception at Automotive Logistics and Supply Chain Global 2022, held at the Whiskey Factory Detroit.
Global automotive outlook: no return to normal Leading analyst Joe McCabe shares insight on the key trends shaping the market, including EV forecasts, semiconductors and OEMs’ inventory and business models.
Finished vehicle logistics global survey: Caution and restraint for the next quarter Download this report to find out what are currently the main concerns for those companies providing and using finished vehicle logistics services around the world. Based on an extensive survey of companies in Asia, Europe and North America, the results give an overview of the key trends affecting the sector and the sentiment in the market as a whole Daniel Harrison Marcus Williams
Blueprints for the rebound at North America’s vehicle ports Crisis management has become normalised for the automotive industry over two years of supply chain disruption but the North American vehicle-handling ports have withstood volatility and invested in a more sustainable recovery Marcus Williams
Building vehicle supply chains fit for a digital world The automotive industry now has the opportunity to reorganise the delivery of a more standardised choice of vehicle supported by the digital revolution in retail. However, there needs to be significant investment by the retailers and more centralised control by the carmakers to ensure the outbound supply chain is more robust, agile, effective and efficient, writes Ben Waller Ben Waller
Supply chains made visible as part of US tax credit legislation on EVs OEMs and suppliers are investing significantly in the US battery supply chain but under the Democrats’ new ruling on tax credits for EVs, which is ruled by strict parts localisation targets, manufacturers will have to make their material sourcing more transparent, giving the consumer a view of the supply chain they do not usually get. Daniel Harrison
Watch: Finished Vehicle Logistics survey results – what’s next for global outbound logistics? In this Automotive Logistics and Supply Chain livestream, Stellantis’s head of vehicle logistics for North America, Nick Thompson, and RPM’s Bill Kerrigan discuss results, trends and actions from the second global Finished Vehicle Logistics global survey.
Watch: Thank you for joining us at Finished Vehicle Logistics North America 2022! Christopher Ludwig closes out the 2022 Finished Vehicle Logistics North America conference, which was the most important gathering of vehicle logistics executives in more than a decade.
Watch: Welcome to a new world of finished vehicle logistics Editor-in-Chief Christopher Ludwig kicks off Finished Vehicle Logistics North America 2022, where the industry came together to address improving ETA accuracy, managing built-to-order vehicles, ensuring capacity and managing cost rises across the supply chain.
Watch FVL highlights: ETA, capacity, driver shortages and collaboration Editor-in-Chief Christopher Ludwig summarises key takeaways from Finished Vehicle Logistics North America 2022, where vehicle ETA, capacity and costs were major concerns, but so were finding practical ways to work together.
Russia struggles to repair its broken supply chain In a bid to save what is left of its automotive industry, Russia is taking measures to establish new supply chains and logistics networks following the breakdown caused by the international sanctions applied in the wake of the Ukraine war. Automotive Logistics
Watch: Forecasting in the never normal – European vehicle production and sales outlook Learn the outlook for European vehicle production, electrification and ownership models and how they will impact the automotive supply chain
Finished vehicle logistics global survey: Fishing in troubled waters Download this report to find out what are currently the main concerns for those companies providing and using finished vehicle logistics services around the world. Based on an extensive survey of companies in Asia, Europe and North America, the results give an overview of the key trends affecting the sector and the sentiment in the market as a whole Daniel Harrison Marcus Williams
Vehicle export growth from China stalled by port congestion Data from the China Association of Automobile Manufacturers (Caam) shows that between January to March this year total vehicle exports from China reached 582,000 units. This is an annual increase of 58.3% according to Caam, up from the 357,000 vehicles exported in the first quarter of 2021. Namrita Chow
A carbon-neutral network for Volvo At last year’s COP26 climate conference Volvo Cars signed a declaration to phase out fossil fuels from its cars, but as Martin Corner, vice-president of global supply chain logistics, explains to Marcus Williams, that commitment to carbon cutting goes for logistics as well. Marcus Williams
CATL powers ahead with a regional, sustainable supply chain strategy With a new carbon-neutral gigafactory in China, and a plant set to start production this year in Germany, the Chinese battery cell producer is scaling its production and logistics to create secure and sustainable battery supply. Daniel Harrison
Automotive logistics in Russia is in tatters Already debilitated by the impact of Covid, the Russian automotive market was hoping for better times ahead, but the invasion of Ukraine and the consequent sanctions imposed on Russia have undermined production and sales, and hit the logistics providers hard Automotive Logistics
Ukraine’s vital link in the European supply chain The shutdown of much industry, trade and logistics out of Ukraine is hurting automotive production and driving up logistics and bunker costs for European logistics providers. Namrita Chow
Russia’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. Daniel Harrison
Europe’s electric future cannot be free of charge Carmakers in Europe are working against the clock to ensure they meet regulations on vehicle emissions by 2030, mainly through the electrification of the vehicles they make. However, those efforts are contingent upon there being an adequate charging infrastructure in place. Namrita Chow assesses the state of play Namrita Chow
Ukraine border tension threatens automotive supply chain An escalation of the conflict between Russia and Ukraine promises to partly disrupt supply schemes in Eastern Europe, wreak havoc on new vehicle production in the post-Soviet space and even cause a global shortage of some automotive components. Vladislav Vorotnikov reports Vladislav Vorotnikov
Local battery production promises to re-industrialise Europe Localising lithium-ion battery production in Europe does not just promise a more secure battery supply chain, it could play a major role in the industrial salvation of a market that has lost its competitive footing against stronger Asian rivals in the race to a more sustainable future of mobility. Marcus Williams
AL FVL Autumn 2021 digital edition – Moving forward together through disruption The autumn digital edition of Automotive Logistics and Finished Vehicle Logistics magazine is out now, featuring a four-part, in-depth special on Renault Group, in which its top executive for supply chain and logistics, Jean-François Salles, explains the supply chain revolution underway at the carmaker Automotive Logistics
Best practices to reduce shipping costs with major carriers Freight pricing specialists AFMS gives an inside track on best practices to negotiate best-in-class shipping rates with major carriers in North America and beyond.
Global 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.
In the waiting room: how the chip crunch is now hitting dealer sales As semiconductor shortages hit production, most OEMs were able to satisfy demand by running down inventory, but worsening supply shortages are starting to choke off new vehicle registrations, with impacts likely across the supply chain for years to come. Namrita Chow
Clarity drives focus in the battery supply chain As the automotive industry embraces electric vehicle production, carmakers are in tough competition with each other, and other industries, for the minerals used to make the lithium-ion batteries driving them. Those carmakers need better visibility of the supply chain if a disruption similar to the semiconductor shortage is to be avoided says Rekha Menon-Varma, co-founder and managing partner at Vertaeon Marcus Williams
GM changes strategy in the scramble for secure battery and chip supply General Motors is looking for supplier partnerships and digital tools to secure the localised supply of semiconductors and lithium-ion batteries in North America, currently two of the most critical products needed in vehicle production in the region. Jason Dunn
Electrifying Europe: EU ‘Fit for 55’ legislation will transform the automotive supply chain The EU’s latest salvo to mitigate against climate change is the most radical yet, tightening emission targets more than previously announced and setting a timetable to eliminate combustion engines – all of which will ultimately transform automotive manufacturing and supply chain Daniel Harrison
Material shortages are forcing a supply chain rethink in automotive Widespread shortages in range of materials used to make cars are impacting production but OEMs and suppliers are responding by accelerating the development of alternative closed-loop supply chains Namrita Chow
Taking charge of battery supply at Ford As the Biden administration looks to meet ambitious goals for electric vehicle production in the US by 2030, Ford is planning a more vertically integrated battery supply chain, new partnerships and investment in securing stable battery materials. Marcus Williams
Driving home the reality of global market changes: Honda Swindon factory closure makes way for logistics site Typifying developments in both the global and domestic automotive industry, the shifting demand for electric vehicles has become the catalyst for the end of Honda production in the UK, which will be replaced with a new logistics site. However, amid a broader push to reduce carbon emissions, the British car industry is investing strongly in electrification. Jason Dunn
AL FVL Summer 2021 Digital Edition – Gearing up the supply chain for sustainable growth The summer digital edition of Automotive Logistics and Finished Vehicle Logistics magazine is out now, featuring an overview of the top performing vehicle handling ports in North America, a special focus on the terminal operator Amports and an in-depth look at developments at the Mexican port of Mazatlán. Automotive Logistics
North American vehicle production outlook – keeping up with disruption The US automotive market is bouncing back but faces further constraints in the supply chain, while OEMs are investing in an increasingly diverse powertrain and model mix. In this video, AutoForecast Solutions’s Joe McCabe analyses the risks and opportunities for manufacturers and suppliers.
US dealers are holding a winning hand – but must pivot in a fast-changing market Patrick Manzi, chief economist at the National Automobile Dealers Association, predicts heady growth for vehicle retailers. But they will need support from OEMs and vehicle logistics experts to manage disruption and prepare for changes in the market.
Carmakers in North America worst hit by semiconductor shortage North American vehicle production has been the worst affected by the shortage in the supply of semiconductors, including for its high-profit, low-inventory vehicles, according to the latest research from AutoForecast Solutions. It comes at a time of very high demand for vehicles in a market rebounding from the Covid lockdown. The question is, how will leading vehicle makers in the region position themselves so that this does not happen again? Marcus Williams
Vehicle electrification shakes up export and import flows The electric vehicle revolution has reached some countries sooner than others, both in terms of customer uptake and manufacturing. As a result, outbound import and export flows are changing. Illya Verpraet
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. Illya Verpraet Daniel Harrison
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 electric vehicle lithium-ion battery demand, analysis of battery cell gigafactory locations and insight on global EV battery manufacturing and supply chain management. Daniel Harrison Christopher Ludwig
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 Namrita Chow
Watch: A permanent change in container shipping for automotive 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.
Watch: Building a viable and sustainable European battery supply base 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.
Watch: Europe goes giga on the battery supply chain 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.
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. Namrita Chow
VW strengthens ties with Northvolt to expand battery capacity in Europe 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. Marcus Williams
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. Daniel Harrison
North American vehicle makers steer a course through Covid 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. Marcus Williams
USMCA: The milk in the coconut of North American trade 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. Marcus Williams
Watch: Welcome to the future of North American automotive supply chains 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.
Watch: A surprisingly bright outlook for North American vehicle sales and production 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.
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.
Watch: Capturing supply chain data and change in real time – day one in review 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.
Watch: Top priorities for the North American supply chain in 2021 – intro to day two 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.
Watch: North American automotive recovery is underway, but for how long? 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.
