Sponsored Navigating the EV transition: Building better and more flexible supply chains The uneven adoption of electric vehicles worldwide is adding complexity to automotive supply chains, meaning carmakers are seeking comprehensive logistics support, says DP World’s David D’Annunzio. Automotive Logistics
Toyota buys 25% in LG Chem cathode plant to comply with US regulations Toyota Tsusho, which manages raw material procurement for the Toyota Group, has bought a 25% stake in the LG Chem cathode materials plant in Gumi, South Korea. Marcus Williams
Ceva invests millions into battery logistics centres in Europe Ceva Logistics is launching a reverse logistics service for the recycling and reuse of lithium-ion batteries in Europe and building a network of 15 battery logistics centres across ten countries by 2027. Marcus Williams
Proton launches eMAS 7 assembly from CKDs in Malaysia Malaysian vehicle maker Proton has launched its first electric vehicle assembly plant in Tanjong Malim. Marcus Williams
Wolfspeed appoints Bret Zahn to develop automotive products Wolfspeed has appointed Bret Zahn as vice-president and general manager of its automotive division. Marcus Williams
OEMs and suppliers call on EU for subsidies to support EV growth Associations representing European OEMs and suppliers including Mercedes-Benz and Schaeffler have called on the European Commission to provide subsidies, tax reductions and lower energy costs to increase consumer demand for EVs. Megan Kelly
Ford begins local battery cell production at BlueOvalSK in Kentucky Ford has started production of battery cells at one of its joint venture BlueOvalSK plants in Glendale, Kentucky. Marcus Williams
Ford’s $5 billion EV platform and factory investment Ford launches Universal EV Platform and “assembly tree” production process, backed by $5 billion in US investment and a strong emphasis on supply chain localisation and in-plant logistics efficiency. Charlie Blackie-Kelly Emily Uwemedimo
GM to import EV batteries from CATL despite tariffs GM is planning to import EV batteries from Chinese battery producer CATL, despite the tariff of 30% on imports to the US from China. Megan Kelly
Panjit International secures chip line in Philippines to meet auto demand Amid shifting trade dynamics and escalating EV semiconductor demand, the new partnership enhances Panjit's global supply strategy with added capacity and regional diversification. Marcus Williams
UK Government set to invest £2.5 billion in auto industry over next decade Part of the wider Industrial Strategy, the programme hopes to boost advanced manufacturing capabilities and reinforce electrification efforts. Charlie Blackie-Kelly
CATL begins work on new battery plant in Indonesia The $1.2 billion plant is part of a wider $6 billion EV-focused battery supply chain project announced by the Chinese tier-1 supplier in 2022. Charlie Blackie-Kelly
Rare earth magnet shortage disrupts global auto production China produces almost 70% of rare earth magnets but exports are now tied up in lengthy license applications, prompting supply and shortage concerns. Charlie Blackie-Kelly
In the face of global trade wars and tempered demand, has the battery supply chain in North America lost its charge? The Trump administration has reversed legislation designed to bolster localised electric vehicle manufacturing and incentivise sales in the US but native and foreign carmakers continue to invest to strengthen infrastructure and supply chain. Charlie Blackie-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
Automotive Logistics & Supply Chain ASEAN to debut in Singapore with senior OEMs, suppliers and tech leaders shaping regional strategy ALSC ASEAN debuts in Singapore on 28 Oct, uniting OEMs and suppliers to shape the region’s supply chain and EV strategy. Automotive Logistics
When disruption won’t quit, the 2025 Finished Vehicle Logistics conference shared how to stay balanced and agile The Finished Vehicle Logistics North America 2025 conference revealed how leading OEMs are redesigning logistics to thrive amid trade shocks, EV disruption and capacity constraints. From agile planning to modular networks and EV-ready lanes, Automotive Logistics unpacks the sector’s shift from fragile to future-ready. Emily Uwemedimo
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
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
Toyota plans to produce next-generation lithium batteries in Japan on hold Toyota is revising its plans for battery production in Kyushu, Japan in the light of electric vehicle demand and rising material prices. Marcus Williams
Hyundai Motor commits $21 billion to US vehicle manufacturing, supply chain and logistics Hyundai has announced an investment in US vehicle production, supply chain and logistics of $21 billion and in the same week has officially opened its metaplant in Georgia at which it now plans to make 500,000 electric vehicles a year. Marcus Williams
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
Exemptions will apply to carmakers in line with USMCA, following talks with GM, Ford, Stellantis The US has officially imposed 25% tariffs on imports from Canada and Mexico, giving carmakers a one-month exemption if they comply with USMCA, while imposing additional 20% tariffs on China. With OEMs and suppliers already navigating tight margins, these measures are set to significantly increase costs, disrupt supply chains, and force strategic shifts in North American manufacturing and logistics. Megan Kelly
Flexis optimises electric van production with shared platform and localised supply chain in Europe Flexis, a joint venture between Renault Group, Volvo Group and CMA CGM, has unveiled its new range of electric light commercial vehicles; three models all sharing a skateboard platform. Scheduled to begin production this year, the company is making use of its logistics expertise through a dedicated localisation strategy in Europe. Automotive Logistics reports from the Flexis headquarters in Paris. Megan Kelly
Toyota is making its own batteries at a plant in North Carolina and will be begin local supply in April Toyota will be begin shipping lithium batteries from its own plant in North Carolina from April this year, beginning with deliveries by truck to its Kentucky assembly plant in Georgetown Marcus Williams
Trump’s tariff pose on imports from Canada and Mexico tests resiliency of supply chain planners Even with a month’s grace period, the threat of US tariffs on imports from Canada and Mexico made by Donald Trump over the weekend is creating supply chain uncertainty across the North American automotive industry. Carmakers are calling for attention to USMCA rules and warning of the impact on jobs, investment and consumers. Marcus Williams
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
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
DIN and DKE publish guidance for firms to meet mandatory EU Battery Passport rules The new guidance – Requirements for Data Attributes of the Battery Passport – is designed to help companies meet the mandatory requirements for the EU’s digital battery passport. Marcus Williams
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
Mazda localising battery supply with Panasonic Energy for electric vehicle production in Japan Panasonic Energy will be supplying Mazda with battery cells for assembly of modules produced locally for a new electric vehicle made in Iwakuni City. Marcus Williams
Honda and Nissan in talks to form joint holding company; Mitsubishi also looking at involvement The carmakers are also in discussions with Mitsubishi over potential collaboration on standardised products and processes. Marcus Williams
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
Audi and FAW start production of Q6L e-tron in Changchun supported by sustainable automated logistics and production Audi FAW NEV will manufacture mid-sized and full-sized PPE vehicles at the new factory, which has annual capacity for 150,000 vehicles and the batteries to power them Marcus Williams
GM’s strategy to tackle EV logistics challenges: Digitalisation, nearshoring, and improving supplier relations Strengthening supplier relationships, nearshoring strategies and digitalisation are enabling GM to enhance supply chain resilience across North America. From securing critical EV components to optimising cross-border logistics, the carmaker is fostering innovation and operational efficiency amid growing challenges. Megan Kelly
Stellantis invests in €4.1 billion Spanish gigafactory with CATL to boost localised battery supply chain and reduce cost Stellantis has partnered with Chinese battery manufacturer CATL to invest up to €4.1 billion ($4.3 bn) for a large-scale lithium iron phosphate (LFP) battery plant in Spain. Megan Kelly
LG Energy Solution to buyout GM share in Ultium Cells plant but partners extend agreement for prismatic cell development GM is selling its stake in one of the three Ultium Cells battery cell plants it set up with LG Energy Solutions 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
Comau developing automated battery disassembly processes for end-of-life batteries as part of EU Reinforce sustainability project Comau is developing dismantling technology for recycling end-of-life batteries and stationary packs as part of EU’s Reinforce sustainability project. Marcus Williams
UK budget aims to support EV sector but it’s not enough says SMMT As part of the UK Labour government’s Autumn Budget announcement on October 30, Chancellor of the Exchequer Rachel Reeves announced several measures to support transition to electric vehicles (EV) in the country. Marcus Williams
Mercedes-Benz opens lithium battery recycling facility in Germany to close the loop on material supply Mercedes-Benz has opened a battery recycling centre in Kuppenheim, Germany with technology partner Primobius, a joint venture between German plant and mechanical engineering company SMS group, and Australian process technology developer Neometals. Marcus Williams
Stellantis and LG Energy Solution begin battery production in Canada Stellantis’ battery-making joint venture with LG Energy Solution – NextStar Energy – has started battery module production at its new Windsor facility in Ontario, Canada. Marcus Williams
CATL and digital collaboration: Transforming battery logistics and EV supply chains CATL’s Aleksej Kruekov discusses with Megan Kelly the challenges in digitalising automotive logistics, including lack of truck interoperability, geopolitical restrictions, and operational silos that reduce efficiency, and how CATL is addressing these issues through transparency and investments in new technologies Megan Kelly
Dräxlmaier to use first MAN electric truck for Porsche battery deliveries MAN Truck & Bus has delivered its first fully electric 40-tonne truck for use by tier one supplier Dräxlmaier to deliver batteries to the Porsche plant in Leipzig, Germany which makes the Macan Electric model. Marcus Williams
BMW using etrucks for inbound battery deliveries to Leipzig plant BMW has started using two fully electric trucks to move battery cells and modules to its high-voltage battery production halls at the Leipzig plant in Germany from its nearby warehouse in BMW Allee. Rudolph Logistik Gruppe is providing the inbound transport service. Marcus Williams
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
GM’s battery leader Kurt Kelty reveals latest roadmap for development at Investor Day 2024 At this week’s General Motors 2024 Investor Day, Kurt Kelty vice-president of battery cell and pack, outlined the carmaker’s new direction on EV battery development. That includes a new battery cell development centre in Warren, Michigan which will open in 2027, and a new battery development roadmap that will move GM beyond the Ultium Cells common battery module. Marcus Williams
Jeffrey Morrison discusses GM’s supply chain shift toward electrification, cost optimisation and evolving supplier partnerships In a Red Sofa interview at the Automotive Logistics and Supply Chain Global conference, GM’s Jeffrey Morrison outlines the company’s strategic shift towards electrification, emphasising the importance of cost optimisation and strengthened partnerships with suppliers to foster innovation and sustainability within the automotive supply chain. Emily Uwemedimo
Addressing transport capacity shortfalls in North America with collaboration and investment Moving finished vehicles in North America has been made difficult by a shortage of transport capacity, but speakers at this year’s Automotive Logistics and Supply Chain Global conference revealed the benefits ahead through investment in transport assets, a better multimodal strategy and stronger contracts between OEMs and logistics providers. Marcus Williams
Red Sofa Interview | GM’s Jeff Morrison on deepening partnerships with suppliers As the sector pivots toward electrification and automated driving, the need for deeper supplier partnerships and innovative logistics solutions has never been more critical, said GM’s Jeff Morrison…
Container ports at LA, Long Beach and Montreal disrupted by lithium battery fires The US ports of Los Angeles and Long Beach were forced to shut container terminals on September 26 because of a fire caused when a truck carrying lithium-ion batteries overturned on the Vincent Thomas Bridge at Terminal Island. The LA Fire Department moved and contained the load at another location in the port of LA, where the container of batteries continued to burn out. Marcus Williams
Northvolt puts the brakes on battery cell plans in Sweden Lithium battery maker Northvolt has halted the expansion of its gigafactory in Skellefteå, Sweden, which aimed to add 30 GWh of annual cell manufacturing capacity. Instead, it said it will focus on the ramp-up of the first 16 GWh phase of the Northvolt Ett facility and prioritise commitments to its current automotive customers. Marcus Williams
The latest insights from Automotive Logistics & Supply Chain Global 2024 Hello everyone and welcome to the Automotive Logistics and Supply Chain Global 2024 recap blog, from our event which took place on 24-26th September at the Henry Hotel in Dearborn, Michigan. Stay tuned to get the latest updates and insights on our conference speakers and the sessions here! Megan Kelly Emily Uwemedimo Marcus Williams
Sándor Gacsó moves from Great Wall Motor to XPeng Sándor Gacsó has moved from his European logistics manager role at Chinese carmaker Great Wall Motor (GWM) to Chinese EV manufacturer XPeng. Megan Kelly
BMW localising North American battery supply chain despite EV slowdown BMW’s drive toward a regionalised battery supply chain in North America may have lost some momentum in the face of lower EV demand but the carmaker is still loyal to its electric strategy Simon Warburton
GM and Samsung SDI to build batteries in Indiana GM finalised a joint venture deal with Samsung SDI at the end of last month for the production and supply of batteries for GM’s forthcoming electric vehicles (EVs). Marcus Williams
Subaru secures EV battery supply with Panasonic Energy Panasonic Energy will supply Subaru with lithium-ion batteries to power the battery EVs (BEVs) the Japanese carmaker will produce in the second half of this decade. The two companies are also opening a jointly owned battery factory in Oizumu in Japan’s Gunma prefecture. Marcus Williams
ALSC Mexico 2024 set to return to Mexico City for 10th year More than 550 leading OEMs, logistics providers, supply chain technology specialists and officials will reunite during the event. Automotive Logistics
Toyota says battery EV outlook remains secure and flexible Toyota said it is assessing customer demand for electric vehicles and responding flexibly with a range of model options, despite reports it was cutting its EV output. The carmaker was responding to a report in the Nikkei financial news source which said it has revised targets for pure battery electric vehicle (BEV) production and will cut its forecast for 2026 to 1m cars, around 30% lower than its previous forecast. Marcus Williams
Valmet Automotive spins off battery business Valmet Automotive is making its Electric Vehicle Systems business an independent company with its own leadership. Valmet Automotive said that for the time being it remains the sole owner and shareholder of the new company. Marcus Williams
Localising EV supply chains isn’t a trend, it’s a necessity Recent years have illuminated the fragility of global supply chains, with the Covid-19 pandemic serving as a stark example of the challenges faced by industries worldwide, including the electric vehicle (EV) sector. The pandemic underscored the perils of dependence on extensive, international supply networks, especially for critical components such as the batteries and microchips required for EV manufacturing.
Minespider providing Microvast with battery passports Lithium-ion battery developer Microvast Holdings has signed a partnership with Minespider, a technology company offering battery passports that comply with the EU Battery Regulation update that comes into effect in 2027. Marcus Williams
Ford changes EV outlook and realigns battery sourcing Ford has changed tack on its electric vehicle (EV) plans and will now use hybrid technology for its three-row SUVs. The carmaker said it will take a special non-cash charge of about $400m for the write-down of product-specific manufacturing assets for the previously planned all-electric versions, which it will no longer produce. Marcus Williams
BMW working with Runbang Damei on expanding parts distribution facility in Shenyang BMW is investing $37.8m in a second-phase 80,000 sq.m expansion of its parts distribution centre at the Runbang Damei Automotive Supply Chain Industrial Park in Shenyang, China. 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
Tesla pauses Mexico gigafactory until after US election Tesla has paused its plans to build a new gigafactory in Mexico until after the US presidential election in November, as Donald Trump has pledged to impose a 100% tariff on vehicles made in Mexico. 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
Amplify Cell Technologies starts work on LFP battery cell plant Amplify Cell Technologies has broken ground on a manufacturing plant in Mississippi that will make lithium-iron-phosphate (LFP) battery cells for the commercial vehicle sector. The announcement follows the formation of the joint venture by Cummins’ zero-emission unit Accelera, Daimler Trucks and Buses US, and Paccar. Marcus Williams
BMW’s Hendrik Lang on achieving sustainable automotive supply chains Hendrik Lang, BMW’s senior vice-president of supply chain strategy and sustainability, attended London Climate Action Week in June. He talks BMW’s successes with carbon contracts, collaboration and convincing suppliers of sustainability’s benefits. Report by Ilkhan Ozsevim Ilkhan Ozsevim
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.
Europe imposes tariffs up to 38% on Chinese EV imports The European Commission (EC) has made the 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
BMW’s Michael Nikolaides on a localised, digital supply chain Dr Michael Nikolaides, senior vice-president, Production Network, Supply Chain Management and Logistics at BMW Group, talks to Automotive Logistics about making cross-functional decisions to make the OEM’s supply chain more localised, digitalised and efficient Megan Kelly
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
BMW and Nissan make Mexican networks flexible for changing market demands Both BMW and Nissan are preparing their Mexican networks for changes in market demand, with BMW set to begin producing EVs using its battery manufacturing facility next to its San Luis Potosi assembly plant, and Nissan upping its skills in the supply chain to cater to fluctuations in demand from consumers. Megan Kelly
ACC halts construction of two European gigafactories Automotive Cells Company (ACC), with its shareholders Stellantis, Mercedes-Benz and TotalEnergies’ subsidiary Saft, has halted the construction of two of its three planned European gigafactories. Megan Kelly
Volkswagen relies on localisation in Europe for EV project Volkswagen Group has decided to make all-electric entry-level mobility more widespread, with affordable electric vehicles (EVs) made in Europe for sale in Europe, and will do so by relying on localisation on the continent. Megan Kelly
ECG European market outlook shows gradual recovery amid constraints and rise of protectionism against China At the ECG Spring Congress 2024, Justin Cox, director of global production at LMC Automotive, offered keen insights into the European automotive market’s current state. With inflationary woes and China’s sway looming large, Cox’s address highlighted the imperative for agile adaptation amidst market flux. Ilkhan Ozsevim
Red Sofa Interview: How California State is investing in finished vehicle logistics Christine Casey, deputy secretary for Freight Policy, California State Transportation Agency takes to the Red Sofa to tell Christopher Ludwig, chief content officer, Automotive Logistics about the investments into California’s FVL sector.
US hikes import tariffs on EVs, batteries and critical materials The US government is increasing import duties on electric vehicles (EVs) by more than 100% with an eye on controlling imports from China. There are also tariff increases on lithium batteries, semiconductors, critical minerals, and steel and aluminium, among other products, to be phased in over the next two years as part of the review of Section 301 of the US Trade Act of 1974. The measures will affect $18 billion-worth of imports from China. Marcus Williams
DHL to provide EV warehousing for Chery brands DHL Supply Chain has partnered with Chinese-owned Omoda and Jaecoo on a three-year warehousing contract that will enable specialist storage of parts and components including batteries for electric and hybrid vehicles. Megan Kelly
Ascend Elements and Call2Recycle launch battery recycling service Ascend Elements and Call2Recycle have signed an agreement to provide dealerships, recyclers and repair customers with EV battery management, logistics and recycling services. Working together, the companies aim to collect and recycle the equivalent of over 300,000 EV battery packs by 2030. Marcus Williams
BMW localising battery supply for Neue Klasse in Mexico BMW Group is taking its ‘local for local’ approach to manufacturing and supply chain to Mexico, and has started construction on an 80,000 sq.m battery manufacturing facility next to its assembly plant in San Luis Potosi. The plant is due to start making the Neue Klasse electric sports activity vehicle there from 2027. Marcus Williams
Stellantis reduces inventory ahead of new product launches Stellantis is reducing inventories and adjusting production ahead of the launch of new and mid-cycle product launches on the STLA platform this year. Megan Kelly
Transforming automotive supply chains by navigating complexities Beat Simon, group chief commercial officer for logistics at DP World, looks at some of the big changes currently affecting the global automotive supply chain and the strategies logistics providers need to put in place to support customers through the transformation. Automotive Logistics
Northvolt starts work on German gigafactory Northvolt has begun work on its battery gigafactory in Heide, northern Germany. Northvolt Drei will have a maximum installed annual capacity of 60 GWh and will begin production in 2026, eventually making enough battery cells for 1m electric vehicles (EVs) a year. Marcus Williams
Renault, Volvo and CMA CGM launch Flexis joint venture Renault, Volvo and logistics provider CMA CGM, have officially launched their electric van joint venture – Flexis SAS. Renault and Volvo each hold 45% stakes and are planning to invest €300m each over the course of the next three years. CMA CGM said it will invest €120m ($130m) by 2026 and has already acquired a 10% stake in the business. Marcus Williams
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
Red Sofa Interview: JLR’s Levent Yuksel on scaling green logistics solutions At Automotive Logistics & Supply Chain Europe 2024 in Bonn, Germany, Levent Yuksel, freight operations director at JLR sits down on the Red Sofa to discuss how we can scale green logistics solutions by working in partnership.
Nissan signs EV and software feasibility studies with Honda and Mitsubishi Nissan has signed memorandum of understanding with Honda to begin a joint feasibility study that includes automotive software platforms, sourcing of core components related to electric vehicles (EVs) and complementary products. It has also signed an agreement with Mitsubishi to explore a joint initiative in next-generation mobility and energy-related services using EVs. Marcus Williams
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
Revamping supply chains: Carmakers’ shift to local sourcing for EV efficiency Carmakers in Europe, including Mercedes-Benz and Stellantis, are reshaping their logistics by localising supply chains. This strategic move aims to enhance efficiency, cut costs, and reduce emissions, marking a significant step towards sustainable electric vehicle production. Megan Kelly
An end-to-end logistics mission at DP World Bill Garrett, head of the automotive vertical at DP World, talks to Automotive Logistics about the company’s transition to become a global provider of end-to-end logistics services for the automotive industry at a time of disruption and opportunity Marcus Williams
Tesla’s Berlin factory set to restart after arson attack Tesla’s gigafactory in Grünheide, in Berlin, Germany is set to regain power this week, having been shut down following a suspected arson attack. Megan Kelly
Speed to market is critical for affordable electric vehicles With more Chinese electric vehicle (EV) makers planning to launch products in the UK in 2024, the race is on for UK and European OEMs to make their mass-market ranges available as quickly as possible. The question is, can they catch up and how should they go about it, ask Vendigital’s Dom Tribe and Sheena Patel Sheena Patel Dom Tribe
JLR’s strategic shift towards a carbon-free future JLR is on a transformative journey to drastically reduce its Scope 3 freight carbon emissions. Under the leadership of freight operations director Levent Yuksel, the company is redefining its logistics services to align with its carbon net-zero ambitions, setting a new standard for supply chain sustainability in the automotive industry. Megan Kelly
BMW to localise battery supply in Thailand for forthcoming EV [Updated March 6] BMW has started construction of a 1.6 billion baht ($45.6m) battery manufacturing facility to supply Gen-5 high-voltage batteries for a battery electric vehicle (BEV) the carmaker will start making at its Rayong assembly plant in Thailand. Production is set to begin in the second half of 2025. Marcus Williams
Steve Gawronski joins Harbinger as it prepares to ramp up output Steve Gawronski has joined commercial EV start-up Harbinger as vice-president of supply chain and logistics. He will oversee procurement, logistics and material planning as the California-based company prepares to scale production of a medium-duty commercial vehicle. Marcus Williams
Tata’s Agratas confirms location of UK gigafactory for anchor client JLR Agratas, Tata Group’s global battery business, will build Britain’s biggest battery manufacturing facility at the Gravity Smart Campus near Bridgwater, Somerset. Megan Kelly
Fisker reports loss of $762m in 2023, negotiates with OEM over strategic partnership Fisker has reported a net loss of $463.6m in the fourth quarter (Q4) of 2023 and $761.9m for the year, with the carmaker calling it a “challenging year”, in part because of delays with suppliers. The OEM announced in the filings that it will cut its workforce by 15% and streamline operations. Megan Kelly
The electrifying influence of logistics Volkswagen’s ramp up of battery and electric vehicle production is transforming its supply chain, and Simon Motter wants to make sure that it takes the right decisions for logistics costs and performance, including an increased use of rail for battery-related transport. Christopher Ludwig
How Group Logistics is overcoming crises and shaping Volkswagen's future supply chain Volkswagen Group Logistics can increasingly master disruptions thanks to greater resiliency, but its managing director Simon Motter is making sure the group is ready to deliver on long-term goals for electrification, sustainability and cost. Christopher Ludwig
VW Group UK partners with Ecobat to recycle EV batteries VW Group UK has signed an agreement with battery recycling firm Ecobat to collect and recycle its EV batteries and close the loop in the carmaker’s circular energy economy. Megan Kelly
Maxime Picat, Stellantis talks strategy and influencing supply chain and manufacturing design The chief purchasing and supply chain officer, who leads all procurement functions including logistics, gives an exclusive interview on improving supplier relations, planning for the future of the battery supply chain, the growing influence of supply chain costs and localisation, and why Stellantis needs to ensure it has access to critical logistics capacity. Megan Kelly
NMG to supply GM with graphite anode material for EV battery production GM has signed an agreement with battery materials producer NMG for the supply of graphite active anode material used to make batteries for its electric vehicles (EVs). The agreement, which begins on an initial six-year term, will see NMG supply 18 tonnes of the material per year when production is fully ramped up. Marcus Williams
Gestamp redefines supply chain management for industry 4.0 Under the guidance of Diego Mallada, chief information officer for digitalisation, Gestamp is emerging as a leader in integrating digital networks and AI across its supply chain. Gestamp, an expert in metal automotive components and body-in-white, is revolutionising automotive supply chain management through advanced industry 4.0 strategies, emphasising federated networks and superior data quality. Ilkhan Ozsevim
ACC raises €4.4 billion for three gigafactories in Europe Automotive Cells Company (ACC), with its shareholders Stellantis, Mercedes-Benz and Saft, a subsidiary of TotalEnergies, has raised €4.4 billion ($4.7 billion) in debt funding for the construction of three gigafactories in Europe. Megan Kelly
GM bolsters EV supply chain in North America with LG cathode deal GM has signed a long-term contract with LG Chem worth 25 trillion Korean won ($18.7 billion) for the localised supply of more than 500,000 tons of cathode material in support of the carmaker’s electric vehicle (EV) production in the US Marcus Williams
GM appoints ex-Tesla executive to new vice-president of batteries role GM has appointed Kurt Kelty, a battery expert and former Tesla executive, to its new role of vice-president of batteries Megan Kelly
Red Sofa Interview: VW Truck & Bus Mexico’s plans to increase localisation Halley Vieira, plant manager in Production and Logistics, VW Truck & Bus Mexico discusses the decision to localise in Mexico rather than import parts from Brazil, and how synergies with VW Group and Traton Group are playing an increasingly important role in the plant’s logistics.
Red Sofa Interview: VW Chattanooga is sharing EV logistics learnings with the VW Group Watch Paulo Monteiro, head of Logistics, VW Group of America Chattanooga Operations discuss how the Chattanooga plant is leading the way in terms of EV logistics, and why it is sharing its findings with the wider Volkswagen Group and its resurrected Scout brand.
Red Sofa Interview: How Volkswagen is readying for electrification in México Peter Koltai, senior director of logistics at Volkswagen de México discusses how the division is getting ready for electrification across the country and how to find synergies between the plants and the wider VW Group.
Red Sofa Interview: VW’s global logistics experts on synergy in the supply chain Watch Volkswagen Group’s top global logistics experts weigh in on why synergy and collaboration between business units is critical to improving operations, sustainability and advancements within the supply chain.
UK outlines strategy to protect supply of critical materials The UK government’s Department for Business and Trade has launched a Critical Imports and Supply Chains Strategy to safeguard the supply of goods including minerals and semiconductors, seen as essential for the future of the country’s domestic automotive industry. It also includes measures to protect other manufacturing sectors as well as pharmaceutical supplies. Marcus Williams
PowerCo and Umicore JV Ionway appoints Philip Fimmers as supply chain head Ionway, a battery materials producer, has appointed Philip Fimmers as its global supply chain manager. Megan Kelly
BMW chooses Raúl Gamboa to lead production control and logistics in Mexico Raúl Gamboa has taken over as head of production control, production system and logistics at BMW Group’s plant in San Luis Potosi, Mexico. He reports to Harald Gottsche, president and CEO of the plant. Marcus Williams
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
Delay to introduction of new rules of origin is a window of opportunity The proposed delay to the introduction of the new rules of origin is a window of opportunity for UK and European carmakers to accelerate all-electric vehicle (EV) design programmes, strengthen supply chains and put the right technical support and capabilities in place to meet demand in a fast-growing market. Sheena Patel
European Commission calls for three-year extension to EV trade deal with UK The European Commission has proposed a three-year extension to the current rules of origin for battery electric vehicles (BEVs) and batteries under the EU-UK Trade and Cooperation Agreement (TCA). Marcus Williams
Communication on battery materials is key to a more sustainable supply chain The automotive industry’s transition to the production of battery electric vehicles (BEVs) is progressing under the banner of cleaner transport and more sustainable manufacturing. Established carmakers and start-ups are establishing BEV assembly plants with adjacent gigafactories in various parts of the world, driven by a strategy of greater localisation. Marcus Williams
Red Sofa Interview: Audi Mexico’s agile supply chain strategies Francisco Bravo discusses Audi Mexico’s journey towards supply chain excellence, addressing challenges, embracing technology and aligning with the brand’s vision for a sustainable future.
VW Group looks for partnerships to build a resilient North American supply chain As it expands operations in North America, Volkswagen Group is intensifying its collaboration strategy, both internally between departments and with its logistics providers. By doing so it is finding greater sustainable intermodal efficiencies on the inbound delivery of parts. Marcus Williams
US government invests to strengthen EV supply chain As part of a wider programme of 30 projects designed to make critical US supply chains more resilient, government departments under the Biden Administration are coordinating a range of clean energy and circular economy funding initiatives that will support the manufacturing of electric vehicles (EVs) and batteries, and make logistics more sustainable. Marcus Williams
Thierry Bolloré joins About:Energy as director Former CEO of JLR and Renault, Thierry Bolloré, has taken a new role as director of About:Energy, a battery technology start-up providing battery measurement and modelling software services to the automotive, aerospace and manufacturing sectors. Marcus Williams
Stellantis and CATL sign MoU for European LFP battery supply Stellantis has signed a non-binding memorandum of understanding (MoU) with Chinese battery manufacturer CATL for the local supply of lithium-iron-phosphate (LFP) battery cells and modules to power the carmaker’s European EV production. Megan Kelly
UK government reveals Battery Strategy to support EV production The UK government’s recently announced £2 billion ($2.5 billion) Advanced Manufacturing Plan includes a new Battery Strategy that will see £50m of government funding allocated to deliver a globally competitive battery supply chain by 2030. Marcus Williams
Nissan announces further investment in UK EV supply chain Nissan is expanding its local EV supply chain by investing £3 billion ($3.8 billion) in its EV36Zero hub – the flagship facility centred around its plant in Sunderland, UK, where it will build three new gigafactories in total for its three EV models. Megan Kelly
Stellantis opens remanufacturing and recycling centre on 4R strategy Stellantis has officially launched its first circular economy hub to remanufacture engines, gearboxes, and high-voltage EV batteries, as well as recondition and dismantle vehicles. Marcus Williams
Toyota pushes forward with Battery 3R circular economy strategy Toyota is implementing a number of sustainable strategies aimed at the creation of a circular economy for its electric vehicles, including the reuse and recycling of lithium batteries under its Battery 3R initiative to reduce, rebuild/reuse and recycle. Marcus Williams
Politics now the driving force in automotive supply chains Decades of liberalisation of international trade relations, including the removal of many tariffs and non-tariff barriers, have enabled automotive supply chains to develop on the basis of economic rather than political imperatives. This is no longer the case. Governments right across the political spectrum have started to adopt protectionist policies whilst promoting subsidy-driven national industrial strategies, challenging the mantra of free trade and open markets. John Manners-Bell
Red Sofa Interview: JLR’s Paulina Chmielarz on how data strategy supports a reimagined supply chain In her new role as director of Digital & Innovation at JLR, Paulina Chmielarz has been aligning internal divisions to set a strong foundation for her bigger visions. As part of JLR’s ‘Reimagine’ strategy, she talks about aligning digital and data strategies will be essential in the transition to electric and software-defined vehicles.
Red Sofa Interview: Infineon’s Birgit Fuchs on the digital tools being used for semiconductor capacity planning Infineon’s vice-president of supply chain automotive, Dr Birgit Fuchs, talks about the role digital technology is playing to help Infineon manage semiconductor supply and mitigate the sort of inbound disruption the automotive industry has seen in recent years.
Red Sofa Interview: how BMW is digitalising supply chains for greater speed, standards and traceability Michael Ströbel, who leads BMW Group’s global digital production and logistics processes, joins the Red Sofa to discuss what its cloud integration means for logistics and expanding data reference points, and points traceability requirements upstream and downstream whilst looking to new uses cases for generative AI.
VW Group steers production in line with dropping demand for EVs In its performance update for the first nine months of 2023 Volkswagen Group said the automotive industry is “currently experiencing a general reluctance [by customers] to buy battery-powered models” and that “the overall market trend… fell short of expectations”. Marcus Williams
Toyota boosts investment in US battery plant with eight extra lines Toyota is adding $8 billion of investment to its Toyota Battery Manufacturing North Carolina (TBNMA) facility in the US, which is currently under construction. It brings total investment in the plant to $13.9 billion and the creation of 5,000 jobs. Marcus Williams
BMW battery cell centre integrates engineering, purchasing and production to scale supply chain BMW’s new battery cell pilot plant close to Munich will help the carmaker standardise and increase production and supply chain process across battery manufacturing and supply Christopher Ludwig
Hyundai supported by suppliers in race to localise EV production in US As Hyundai races to build its new $7.6 billion EV assembly plant in the US state of Georgia, South Korean tier one supplier, Daechang Seat, has also announced investment to localise production, the latest in a number of similar commitments by Hyundai’s suppliers. Marcus Williams
Stellantis to team up with Orano for battery recycling Stellantis has signed an MoU with Orano to form a joint venture for the recycling of end-of-life electric vehicle (EV) batteries and scrap from gigafactories. The reclaimed cobalt, nickel and lithium will further the carmaker’s circular economy goals and meet the European Union (EU) 2031 battery directive to use recycled materials in new batteries. Marcus Williams
Volta Trucks files for bankruptcy after collapse of battery supplier Volta Trucks’ demise showcases how supply chains can disrupt even promising EV ventures due to supply chain challenges Ilkhan Ozsevim
Umicore deal strengthens BMW’s localised battery supply chain Battery cell maker AESC has signed a deal with Umicore for the supply of cathode active battery materials in North America. AESC will in turn be supplying battery cells to BMW and the deal with Umicore furthers the carmaker’s effort to regionalise its battery supply chain. Marcus Williams
Stellantis and Samsung SDI to build second gigafactory in Kokomo Stellantis and Samsung SDI have announced that their joint venture StarPlus Energy will build its second US gigafactory in Kokomo, Indiana. Megan Kelly
West Midlands Gigafactory in “advanced discussions” with Asian battery makers The Coventry site’s exclusive UK Gigafactory status makes it the key player in the country’s electrification drive. International investment to catalyse the process Ilkhan Ozsevim
LG Energy Solution to supply Toyota with batteries for EV production in US Toyota Motor North America has signed a battery supply deal with LG Energy Solution that will start in 2025. The battery maker will supply Toyota with lithium-ion batteries for its electric vehicle (EV) production in the US. The deal represents LG Energy’s largest single supply agreement secured outside of any joint venture deals. Marcus Williams
Greater collaboration is needed for the switch to a specialised EV supply chain The transition to electric vehicles (EVs) is introducing an entirely new, specialised supply chain for inbound, outbound and service parts logistics. To make the transition successful there needs to be more collaboration and communication between the sectors, according speakers at this year’s Automotive Logistics and Supply Chain Global conference in Dearborn, Michigan. Megan Kelly
Red Sofa Interview: Material control is BMW's next frontier for AI at Plant Spartanburg Oliver Bilstein, who leads logistics for BMW’s manufacturing in the US, joins the Red Sofa to discuss how new technology and automation are increasing flexibility in production and supply chain and how logistics needs to adapt to ramp up EV and battery output.
‘Performing while transforming’ BMW's logistics in Spartanburg: Special series In the first of our special focus on the logistics for the carmaker’s largest vehicle plant, VP of logistics Oliver Bilstein explains how BMW is investing in digitalisation, space and people to manage complexity, prepare for electrification and mitigate capacity shortages in the US. Christopher Ludwig
Chipmakers enter JV to build €10 bn semiconductor plant in Germany Semiconductor manufacturers Robert Bosch, Taiwan Semiconductor Manufacturing Company (TSMC), Infineon Technologies and NXP have established a plan for a joint venture to invest in a new semiconductor plant in Dresden, Germany. Megan Kelly
Talking from the top of GM’s supply chain: Jeff Morrison is investing in change In an Automotive Logistics Red Sofa Interview, General Motors’ vice-president for global purchasing and supply chain talks resilience, transforming battery and chip resilience, and why finished vehicle logistics is now one of his top global concerns.
Knowing where to be lean and where to be robust in GM’s supply chain GM has pursued multiple strategies to increase resilience, from strategic inventory buffers to increasing localisation in North America, according to purchasing chief Jeff Morrison. Christopher Ludwig
Controlling destinies in GM’s supply chain GM’s global purchasing chief, Jeff Morrison, has forged new partnerships with suppliers across chipmakers, battery materials and logistics providers to create more stable, resilient operations. Now his team wants to regain even more control – especially in vehicle logistics, in which the industry is facing many bottlenecks. Christopher Ludwig
UK supply chain strengthened by EU exports, but rules of origin risks remain for EVs The EU remains the UK’s largest export market, accounting for 59% of all British car shipments, according to the Society of Motor Manufacturers and Traders (SMMT), but risks such as looming Rules of Origin tariffs threaten future growth. Megan Kelly
Stellantis and Samsung plan to build second US gigafactory Stellantis and Samsung SDI have signed a memorandum of understanding to build a second battery gigafactory in the US through their StarPlus Energy joint venture. Megan Kelly
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
Tata to build UK gigafactory with JLR as anchor client and strong benefits for supply chain Tata Group has confirmed it will build a £4bn ($5.2bn) battery cell gigafactory in Somerset in the UK, establishing a regional battery supply chain for JLR. Megan Kelly
UK automotive supply chain demands support in EV transition The UK automotive industry is calling for an industrial strategy to aid its transition to electric vehicles (EVs). Megan Kelly
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
GM expands North American EV supply chain with battery materials agreement General Motors (GM) has signed a definitive agreement with battery material supplier Element 25 to support the production of more than 1m electric vehicles (EVs) annually in North America. Megan Kelly
Ford opens $2 billion carbon-neutral EV plant in Cologne Ford’s Cologne Electric Vehicle (EV) Center will help the carmaker reach its goal of carbon neutrality across its European facilities, logistics and suppliers by 2035. Megan Kelly
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 maker ACC uses specialist warehouse in northern France Logistics solutions company PSA BDP has opened a 22,000sq.m warehouse in Dunkirk, France that will provide specialist services for electric vehicle (EV) battery logistics, including for Automotive Cells Company (ACC). Megan Kelly
ACC opens gigafactory in France, first of a “colossal project” Automotive Cells Company (ACC) has officially opened the first of three planned European battery gigafactories in Billy-Berclau, Douvrin, France. Megan Kelly
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
Stellantis warns rules of origin threaten production and raise logistics costs Stellantis said it will be at a “major competitive disadvantage” against Asian imports if it is unable to rely on sufficient electric vehicle (EV) battery production in the UK and Europe. Megan Kelly
Transform, connect and flex: JLR’s end-to-end supply chain upgrade Executive director of industrial operations, Barbara Bergmeier, has unique oversight of JLR’s production, procurement and supply chain – and she’s using it to upgrade plants, systems, skills and supplier relations as the carmaker gears up to build more electric vehicles (EVs), increase flexibility and cut emissions Christopher Ludwig
Shared standards for an electric future The transformation the automotive industry is undergoing this decade to phase out the combustion engine and manufacture battery electric vehicles (BEVs) is having a significant impact on the way those vehicles are distributed the world over. As a result, carmakers need to transform the way they work with their outbound vehicle logistics providers. Marcus Williams
Tesla outlines strategy on supply chain emissions in Impact Report In its recently published 2022 Impact Report, Tesla reveals that its supply chain is responsible for between 30-50% of the greenhouse gas (GHG) emissions produced over the total lifecycle of one of its vehicles. It also explains in detail what it is doing to better measure and tackle Scope 3 emissions – those produced by activities outside of its immediate control. Marcus Williams
Solving EV challenges with smart manufacturing and logistics Siemens discusses how the latest digital tools are enabling the transition to e-mobility and explains why these are now essential to OEMs and tier suppliers if they are to create transparent, sustainable supply chains
Jaguar Land Rover plans EV supply chain for UK Jaguar Land Rover (JLR) plans to supply electric drives and battery packs from its Wolverhampton Engine Manufacturing Centre to its UK assembly plants for next-generation electric vehicle (EV) production. Christopher Ludwig
Volkswagen’s PowerCo to invest €4.8 billion in Canadian gigafactory Volkswagen Group’s PowerCo battery division has revealed further details of its planned gigafactory in Canada, which it announced last month would be located in St Thomas, Ontario. It is the first battery cell facility PowerCo has announced in North America and is due to start production in 2027. Marcus Williams
Renault signs deal for EV battery supply with Verkor Renault has signed a supply deal with lithium battery maker Verkor for the long-term supply of batteries from 2025. Verkor will supply Renault with batteries equal to 12 GWh annually. Renault acquired a 20% stake in Verkor back in 2021. Marcus Williams
Ford led US in production and exports in 2022, reports analyst Ford manufactured and exported more vehicles that any other carmaker in the US last year, according to the latest data from analyst S&P Global Mobility. Automotive Logistics
Bringing battery production in Europe up to speed As carmakers in Europe scramble to localise pure electric vehicle (EV) production they have one major obstacle to overcome – Europe has no legacy of lithium-ion battery production. China has long dominated the mining, refining and production of battery cells, a situation that European carmakers were happy to go along with until very recently. Marcus Williams
Ford reports progress on sustainable EV supply chain In its 2023 Integrated Sustainability and Financial Report released this week, Ford outlines how it is making its electric vehicle (EV) and battery supply chain more sustainable, including through the direct sourcing of raw materials from mining companies aligned with its supplier auditing specifications. Marcus Williams
Taking the smoke out of the chain Vehicle makers are working with logistics providers to make the movement of parts and finished vehicles in Europe more sustainable. Malcolm Ramsay looks at localised battery supply, the use of etrucks and use of more rail Malcolm Ramsay
Audi’s ambitious strategy for a cleaner future The automotive industry continues to fight supply chain disruption on a number of fronts, from the ongoing shortage of electronic parts, the war in Ukraine, high inflation, and a critical shortage of transport capacity and labour. The impact of these factors is estimated by analysts S&P Global to account for a 50m shortfall in vehicle deliveries between January 2021 and February 2023 (with 19m accounted for by the semiconductor shortage). Marcus Williams
The end-to-end in sight at Volvo Cars Volvo Cars is on a mission to make its supply chain as sustainable as its electric vehicles, so it has combined procurement and supply chain logistics for greater clarity on the flow of parts, materials and vehicles. Kerstin Enochsson, head of procurement and supply chain, explains more Marcus Williams
Freyr Battery to launch test production in Norway Freyr Battery is inaugurating lithium-ion battery production on its demonstration line in Mo i Rana, Norway in March this year. Marcus Williams
PowerCo begins construction of Valencia gigafactory Volkswagen Group’s battery spinoff PowerCo has officially launched construction on its second European gigafactory near Valencia in Spain. Production of unified cells at the €3 billion ($3.2 billion) facility is set to begin in 2026. Marcus Williams
GM calls in the chips with GlobalFoundries GM and GlobalFoundries have done a deal that secures semiconductor supply after more than two years of disruption. Kamal Khouri, vice-president and general manager for automotive at GlobalFoundries talks about the benefits of a more transparent supply chain Marcus Williams
Mercedes-Benz breaks ground on battery recycling plant in Kuppenheim Mercedes-Benz Group has broken ground on a 7,000 sq.m lithium battery recycling plant in Germany, with annual capacity to handle 2,500 tonnes of battery material from hybrid and pure battery electric vehicles (BEVs). That material will be fed back into to produce more than 50,000 battery modules for new Mercedes-Benz models, said the carmaker. Marcus Williams
VW Group’s PowerCo to build battery gigafactory in Canada VW Group’s lithium battery division, PowerCo, has announced plans to build a gigafactory in the province of Ontario. The battery cell facility, located in St Thomas, will be PowerCo’s first in North America, with production expected to begin in 2027. Christopher Ludwig Marcus Williams
Adapt and overcome in the year ahead The automotive industry has been hit by a series of disruptions, from pandemic to war, so what is the outlook for automotive supply chains in 2023? Andrew Austin, group operations director at Priority Freight, says OEMs need the services of a complete end-to-end logistics provider
Building a blueprint for battery logistics at PowerCo As PowerCo sets up battery cell production for VW Group, its logistics organisation, led by Matthias Braun, has set out a vision and framework that will take the best from automotive and chemical sectors, and forge a new benchmark in supply chain transparency and connectivity Christopher Ludwig
Valmet Automotive begins localised battery supply in Germany Valmet Automotive has begun assembly of battery systems at a new 11,500 sq.m facility in Kirchardt, near Heilbronn in Germany. Marcus Williams
GM plans to supply Ultium Drive units from Ontario GM is planning to turn its St Catherines engine plant in Ontario, Canada into a facility producing Ultium Drive units for its electric vehicles (EVs). The carmaker said it plans to manufacture more than 400,000 EV drive units a year at the plant. Marcus Williams
LG Chem secures lithium supply in North America with Piedmont deal LG Chem has signed an agreement with American mining company Piedmont Lithium for the supply of spodumene concentrate, which is used to extract lithium. Marcus Williams
Battery problem stops F-150 Lightning production at Ford Ford has been forced to suspend assembly of the F-150 Lightning electric pick-up truck at the Rouge Electric Vehicle Center in Dearborn, Michigan because of a problem with the lithium batteries being supplied by SK On to power the vehicle. Marcus Williams
Ford takes next step in localising EV battery making in US Ford is investing $3.5 billion in a battery-making facility in the US state of Michigan. The 35 GWh plant in Marshall will make lithium iron phosphate (LFP) batteries for its electric vehicles (EVs) from 2026. It will be able make enough battery cells for 400,000 EVs per year. Marcus Williams
BMW will make Neue Klasse EV platform in Mexico BMW is investing €800m ($855.8m) in its San Luis Potosi plant in Mexico to produce new generation electric vehicles based its Neue Klasse EV architecture from 2027. Marcus Williams
GM secures dedicated supply of semiconductors from GlobalFoundries GM has signed a long-term agreement for the supply of semiconductors from GlobalFoundries. The carmaker said the agreement would establish “a dedicated capacity corridor exclusively for [its] chip supply”. Marcus Williams
GM aims to secure lithium supply with record mining investment In an effort to secure its own battery supply chain, GM has agreed to invest with mining company Lithium Americas in the development of the Thacker Pass mine in Nevada, reportedly the largest known source of lithium in the US. Marcus Williams
Cofinity-X platform aims to improve supply chain transparency BMW, Mercedes-Benz and Volkswagen are among ten companies that have set up a new joint venture platform for the automotive supply chain called Cofinity-X. Marcus Williams
Britishvolt collapse a shock to UK’s electric vehicle goals The collapse of Britishvolt’s battery manufacturing ambitions in the UK, which was announced last week, is a setback for the UK automotive sector as it strives to become a competitive market for electric vehicle production. Marcus Williams
