Steve Hill moves to oversee global exports and retail innovation at GM GM has announced that Steve Hill, currently senior vice president of GM and president of GM China, is taking up the newly created role of senior vice-president of global export and retail innovation. Marcus Williams
Chinese vehicle exports rise by 15% in 2025, with Mexico as biggest export market New vehicle exports from China have hit 4.95m units within the first nine months of 2025, up 14.8% since last year. Of this, almost a tenth (410,739 units) were exported to Mexico, the country’s biggest export destination. Megan Kelly
Automotive supply chain Q4 2025 outlook: Cost pressures, tariff uncertainty and disruption Cost pressures have surged, impacting companies within the automotive supply chain, whilst tariff uncertainty persists and supply chain disruption lingers. Daniel Harrison
Congestion, capacity and complexity all concerns for cross-border logistics Against a backdrop of global trade uncertainty, ALSC Global 2025 highlighted some challenges and opportunities presented by cross-border automotive logistics. James McLoughlin
Toll Group begins vehicle logistics services in China Toll Group has started finished vehicle logistics services in China, beginning in Guangdong province. It launched its local division, Toll China, in October. Marcus Williams
China lifts export ban following Trump-Xi meeting, allowing flow of Nexperia chips to resume China has reversed export restrictions on critical automotive semiconductors following a meeting between Donald Trump and Xi Jinping, though European manufacturers remain cautious about the speed and scope of the resumption. Ilkhan Ozsevim James McLoughlin
China to ensure Nexperia chip trade resumes, White House says With the ongoing dispute between chipmaker Nexperia’s Dutch leadership and its operations in China yet to be resolved, a White House fact sheet has confirmed that China is working to resume the flow of Nexperia semiconductors to the rest of the world. James McLoughlin
Trump and Xi agree on US-China tariff reduction and rare earths supply During his trip to Asia, US president Donald Trump met with China’s president Xi Jinping in Busan, South Korea. Although no comprehensive deal could yet be reached, Trump announced a tariff reduction for Chinese imports to the US and China agreed to continue the flow of rare earth minerals to the US. James McLoughlin
Port congestion, competition pressures loom as Mexico set to increase tariffs on Chinese vehicle imports Automakers in Asia and logistics firms around the world are grappling with uncertainty as they begin to prepare for the impact of an increase in Mexico’s tariff on Chinese vehicle imports from 20% to 50%. James McLoughlin
Europe’s vehicle logistics faces flat volumes and rising costs Europe’s vehicle logistics sector faces flat volumes, rising costs and fierce competition, and at the ECG Conference leaders said only efficiency and innovation can ensure survival. Emily Uwemedimo
Disarray at semiconductor manufacturer Nexperia prompts supply chain concerns After the Dutch government seized chipmaker Nexperia, disorder within the company has prompted concerns over semiconductor supply and the impact on automakers. Ilkhan Ozsevim James McLoughlin
Magna starts contract assembly of Xpeng EVs in Graz Contract manufacturer Magna has started assembling electric vehicles (EVs) for Chinese carmaker Xpeng. Marcus Williams
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
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
Panama Canal to sell two new ports and boost competition The Panama Canal Authority is aiming to sell the rights to two new planned ports within its zone, in a bid to improve competitiveness among ocean carriers. 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
VinFast secures funding for scaling operations Vietnamese EV maker VinFast has secured funding for its restructuring plan to scale operations for the next 12-18 months with the spin off and sale of its research and development assets to its founder. Megan Kelly
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
Global supply chain adapts to booming sales of Chinese vehicles China's auto exports gain momentum despite substantial headwinds, demonstrating outstanding flexibility in adapting to issues such as tariffs and demand fluctuations in target markets. Vladislav Vorotnikov
AD Ports looks at automotive logistics strategy with Ningbo Zhoushan The partnership will expand ro-ro terminal capacity, support multimodal transport via the TransCaspian route and enhance visibility through digital platforms. Marcus Williams
First NEV-focused reduction drive produced by ZF for Chinese market The electric reducer has been wholly designed and manufactured locally, and is tailored for the domestic market. Charlie Blackie-Kelly
Scania signs three-year deal with Unipart to manage service parts centre in Kunshan, China Unipart is managing logistics operations at Scania’s new Chinese service parts distribution centre in Kunhan, China. Marcus Williams
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
Despite minor setbacks, the Chinese automotive industry may come out as a winner in the tariff war As the US and China remain in a standoff in their tariff war with neither side willing to budge, observers say the world is witnessing the end of the era of globalisation in the automotive industry as we know it. Vladislav Vorotnikov
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
Greek port of Piraeus reports decline in vehicle volumes in 2024 but increase in revenue Vehicle throughput at the Greek port of Piraeus was down in 2024 but the port authority has recorded an increase in revenue and will benefit from a new joint venture between Cosco Shipping and Neptune Lines. Marcus Williams
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
Cosco Shipping Car Carriers and Neptune Lines working together on Chinese vehicle distribution in Europe Cosco’s car carrier division has signed an agreement with European short-sea car carrier Neptune Lines to manage finished vehicle shipments from China to Europe via the Greek port of Piraeus. Marcus Williams
Grimaldi has grown its fleet of hybrid short-sea ro-ro vessels to 14 with the addition of the Eco Napoli Grimaldi’s latest hybrid-power ro-ro vessel will arrive in the Mediterranean from China in May this year and will support services calling between Italy, Greece and Turkey Marcus Williams
BLG Logistics and Cosco Shipping Car Carriers to work together on China vehicle and equipment imports to Europe An agreement between BLG Logistics and Cosco Shipping Car Carriers will make the German port of Bremerhaven a hub for Chinese vehicle and equipment imports to Europe. Marcus Williams
Audi’s supply chain in 2033 and beyond: Designed to combine logistics, automation and people Dieter Braun and his team know exactly where they want Audi’s supply chain to be over the next decade, even if technology and conditions will vary by plant and region. Christopher Ludwig
Dieter Braun on how Audi is turning supply chain motion into progress In the first part of a special interview series, read how Audi is confronting challenges in the automotive market with an emphasis on a holistic supply chain function that makes a positive contribution to the carmaker’s production and products. Head of supply chain Dieter Braun reveals how logistics can add value across the order-to-delivery process. Christopher Ludwig
Chinese carmaker Chery builds on containerised vehicle shipments to Turkey with DP World service Chery is building the volumes of cars it ships in containers from China to Turkey supported by DP World operations at the Yarímca container terminal. Marcus Williams
Kawa Shipping makes first call at JadeWeserPort on China-Europe Express container service Zhejiang Seaport Logistics has received its first express container ship call at JadeWeserPort in Germany with the arrival of the Kawa Ningbo. Marcus Williams
Hyundai-Kia expands contract with car carrier Eukor to five years and strengthens presence in Asia Eukor has succesfully extended the terms of its contract to ship Hyundai and Kia vehicles from Korea as well as adding extra trade from China. Marcus Williams
Volkswagen is investing in digital architecture for competitive and localised battery EV production in China Volkswagen is focusing on a strong localisation drive in China and the development of a digital architecture for faster EV development and production as the market competes aggressively on price. Marcus Williams
Volkswagen to cut production in Germany and reduce staff across factories, with Golf production moved to Mexico Following some intense negotiations through December, Volkswagen reached an agreement with its Works Council and the IG Metall union just before the Christmas break that will see it cut 35,000 jobs by 2030 and reduce production capacity by 734,000 units 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
Latest ECG business intelligence report shows increase in global vehicle exports but slight decline in EVs to EU The Association of European Vehicle Logistics (ECG) reports there has been 25% increase in global vehicle exports from China but EU has imported fewer EVs in first nine months of 2024 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
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
VDA says China EV tariffs a step in the wrong direction On October 4 the European Union voted in favour of imposing additional tariffs on the import of Chinese electric vehicles (EVs) to the region for at least five years. The tariffs will be introduced from the end of October. Ten member states supported the measure, with 12 abstaining and five voting against (see table). Marcus Williams
BYD to share vessel capacity for vehicle shipments with Hyundai Glovis Chinese electric vehicle maker BYD has signed a memorandum of understanding (MoU) with Hyundai Glovis to share vessel capacity for deep-ocean finished vehicle shipments between China and BYD’s export markets. 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
China trade crisis leaves Russia’s spare parts market in turmoil Car drivers in Russia are waiting longer for their cars to be repaired, with delays stretching up to six months because of a crippling shortage of spare parts. Vladislav Vorotnikov
Canada imposes tariffs on EVs and materials from China The Government of Canada is imposing a 100% tariff on all imported Chinese-made electric vehicles (EVs) beginning October 1 this year, one of four measures the country has announced this week to address unfair international competition. 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
Stellantis joint venture with Leapmotor imports first batch of battery EVs from China to Europe Following the establishment of the joint venture between Stellantis and Chinese EV maker Zhejiang Leapmotor Technology in May this year, Leapmotor International shipped its first volume of battery electric vehicles (BEVs) from China to Europe in July. Marcus Williams
Russia faces a shortage of Chinese automotive imports as sanctions intensify Until recently, Chinese automotive exports to Russia continued to grow. During the first half of 2024, light passenger vehicle exports from China jumped by 35.4% and were valued at $6.2 billion, according to China’s General Administration of Customs. Imports of trucks dropped by 24% to $1.3 billion, though this was not enough to undermine the overall positive trend in vehicle trade. Vladislav Vorotnikov
Yusen Logistics builds on Asia-Europe rail alternative for cargo Yusen Logistics has started a rail freight service between Vietnam and Europe. The logistics provider said the service provided an alternative to ocean container services that continue to be disrupted by attacks on shipping in the Red Sea at the same time that capacity is being tested by an increase of exports from Asia. Marcus Williams
Cosco Shipping cuts emissions on vehicle shipments Cosco Shipping Specialized Carriers has deployed two 7,500 CEU dual-fuel pure car and truck carrier (PCTC) vessels. The newly launched vessel Liao He Kou is set to embark on its journey carrying over 5,000 commercial vehicles to Europe and the Min Jiang Kou, will transport more than 4,800 commercial vehicles following the completion of loading operations in Shanghai, according to the Cosco Shipping subsidiary. Marcus Williams
Chinese finished vehicle exports to Russia in jeopardy Rosteс, the parent company of Russia’s leading automaker Avtovaz, wants government authorities to limit the flow of Chinese finished vehicles into the country. The request follows a number of tariff measures taken by western nations, including Europe and the US, to tackle subsidised imports specific to electric vehicles. Vladislav Vorotnikov
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
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
Data snapshot: Volume increases at Mexico’s finished vehicle handling ports Finished vehicle handling ports in Mexico have seen volume increases across the board in 2023, with three of them now in the top five vehicle-handling ports in the wider North American market. Marcus Williams
Hoerndlein to lead vehicle logistics for Volkswagen Group Logistics; Bronder moves to SAIC JV Volkswagen Group Logistics has appointed Peter Hoerndlein as its new head of vehicle logistics, taking over from Oliver Bronder, who is moving to head up logistics at VW’s largest Chinese joint venture, SAIC-VW in Shanghai. Megan Kelly
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
Leapmotor International in the race for European EV sales Stellantis has formed a joint venture with Chinese electric vehicle (EV) start-up Leapmotor that will bring EV models to European markets in the fourth quarter 2024, beginning with Leapmotor’s T03 and C10 models. 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
Red Sea crisis resurrects China-Europe rail freight transit through Russia The ongoing Houthi attacks in the Red Sea have given the transit of automotive freight from China to Europe a second breath, according to state-run railway monopoly, Russian Railways (RZD) Vladislav Vorotnikov
Uzbekistan aims to become regional automotive superpower with BYD contract Under a recently stuck agreement, BYD Uzbekistan Factory, a joint venture between the Chinese electric vehicle (EV) maker and Uzbek state-owned Uzavtosanoat, aims to assemble 500,000 EVs and hybrids per year, turning the country into the largest automotive manufacturer in the post-Soviet space. Vladislav Vorotnikov
Restrictions tighten on Chinese semiconductor firms Restrictions on China’s semiconductor sector are tightening, as the US has asked Europe and Asia to further restrict China’s access to advanced chips and chipmaking equipment, according to data analytics firm Everstream Analytics. Megan Kelly
Wallenius Wilhelmsen secures sustainable capacity with PCTC orders Wallenius Wilhelmsen has ordered four additional next-generation Shaper Class pure car and truck carrier (PCTC) vessels from Jinling Shipyard in China, bringing its total order to eight. The first of the Shaper Class vessels already ordered are expected to be delivered in the second half of 2026. The four additional vessels will be delivered between May and November 2027. Marcus Williams
China’s EV surge in Europe amid ro-ro capacity challenges As the first results for 2023 start coming in from Europe’s finished vehicle-handling ports, it is clear that China is targeting Europe for electric vehicle sales at a time when ro-ro capacity is recovering and shipping is facing geopolitical disruption. Marcus Williams
Russia cracks down on parallel imports through EEU Dozens of logistics companies across Central Asia and the Caucasus engaged in parallel imports of finished vehicles into Russia are expected to go bankrupt in the next few months following intervention by authorities to bring the industry in order. The new rules could also hamper the import of Chinese-made vehicles to Russia. Automotive Logistics
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
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
Antwerp-Bruges increases vehicle traffic in face of tight capacity The European ports of Antwerp and Zeebrugge have recorded a 9% increase in the number of finished vehicles handled in calendar year 2023 to 3.56m. The merger of the Belgian ports under one operating authority was finalised in April 2022 and since last year it has reported joint volumes. Marcus Williams
Avtovaz looks for ro-ro capacity to strengthen vehicle exports Russian carmaker Avtovaz is looking to boost production through exports abroad in 2024, including target markets in Iran and Egypt, according to the carmaker’s president, Maxim Sokolov. It follows a two-year decline in foreign sales. Russian cargo carrier, Fesco said it would support the carmaker’s export plans with a specialised fleet of car-carrying vessels, which is subject to Avtovaz receiving a concrete export order. Automotive Logistics
GMC set to expand to China, Australia and New Zealand GMC is expanding its global footprint into three new international markets by launching its SUV Yukon full-size model in China, Australia and New Zealand. 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
BYD boosts battery EV sales and plans localisation in Europe Chinese electric vehicle maker BYD Auto reported global sales of more than 526,400 pure battery electric vehicles (BEVs) in 2023. Of that BEV sales figure, 13,000 units were sold in Europe in November alone, led by the Atto 3 model. The vehicle maker is now looking to localise passenger BEV production in Europe to increase its market share and has announced plans to build a passenger car factory in Szeged, Hungary. Marcus Williams
Containerised vehicle deliveries by rail from China to Russia are on the rise During the first nine months of 2023, Russia imported 414,000 finished vehicles, 250% up compared with the previous year, with 97% of deliveries coming from China, according to estimates from the Federal Customs Service. That compares to 2022, when China exported 117,000 finished vehicles to Russia. Automotive Logistics
Chery puts car exports in containers to Turkey with help from DP World In the face of congestion at Turkey’s main finished vehicle handling ports, Chery Automobile has opted to put cars in containers for import through DP World’s Yarímca port terminal. Other Chinese carmakers are expected to follow suit and benefit from services DP World is providing. Marcus Williams
Chinese vehicle exports keep Russian vehicle logistics afloat at sea – and by rail Russia has become the top destination for Chinese vehicle exports, rising almost 500% year-on-year. But vehicle logistics modes, cost and capacity are a challenge, leading to new delivery methods, including cars in containers.
Fisker meets with officials in China to plan logistics for new delivery centre Luxury electric vehicle (EV) maker Fisker’s leadership team has visited Shanghai to plan logistics and supply chain opportunities, ahead of opening its new delivery centre in China. 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
Meilin Auto unveils plans to begin sales to Russia Meilin Auto has become the first automotive dealer outside the Commonwealth of Independent States (CIS) to register a subsidiary on the Russian market and begin vehicle sales to local customers. Automotive Logistics
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
Automotive logistics can empower Asian manufacturers globally Ports and terminals giant DP World is building a network of technologically advanced vehicle handling terminals that Asian carmakers stand to benefit from as they export globally, writes Glen Hilton, CEO and managing director of Asia Pacific Glen Hilton
Ceva Logistics to offer carmakers sustainable ro-ro capacity Ceva Logistics has signed a ten-year lease on four new-build ro-ro vessels from its parent company CMA CGM, and will manage and operate them directly. The logistics provider will be able to move 140,000 vehicles annually using the vessels, which will be powered by both LNG and electric battery. Marcus Williams
US Senate investigates forced labour in auto supply chain The US Senate Committee on Finance is looking into the use of Chinese forced labour in the automotive supply chain, and has sent letters to global carmakers and tier one suppliers to ascertain how they are sourcing materials and overseeing their supply chains. Marcus Williams
Barcelona port increases finished vehicle throughput in 2022 The port of Barcelona reported an 18.4% increase in finished vehicle handling in 2022, moving more than 591,000 vehicles through the year. That growth was driven by imports and transhipment volumes, which increased +63% and +145.7% respectively. Marcus Williams
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
BYD delivers first vehicles to UK but rules out local production BYD Auto delivered its first fully electric passenger car to the UK in March but the Chinese vehicle maker has ruled out building a manufacturing plant in the country because of Brexit. Marcus Williams
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
CIMC to build automated parking facility at Lianyungang port China’s CIMC Group has won the tender to build an automated vehicle parking facility at the port of Lianyungang with capacity for 5,200 vehicles. The facility will use automated guided vehicles (AGVs) to park vehicles bound for export from the port. Marcus Williams
Avtovaz looks for more capacity despite supply disruption Russia’s largest carmaker, Avtovaz, has said it will take over the former Nissan plant in St Petersburg and put it back into operation in 2023. Nissan pulled out of St Petersburg shortly after Russia’s invasion of Ukraine last year. Automotive Logistics
Ro-ro capacity crunch means carmakers are looking for containers The decrease in ro-ro capacity for vehicle shipments since August 2022, which is pushing up unit rates for carmakers significantly, is prompting them to look for space in containers, an option that that simply was not there six months ago. Marcus Williams
Seven new car carriers to be built for Anji shipping Two vessels from Jinling are expected to be delivered by November 2025, with a second batch of two at the end of March 2026. The three from Jiangnan are also expected in two batches, the first in October 2025 and the second also in March 2026. Hazel Southwell
Chinese carmakers look to own ro-ro capacity A shortage in available capacity for finished vehicle shipments by ocean ro-ro vessel out of China, which has intensified over the last two quarters, has provoked a number of carmakers to look for control of their own assets. Marcus Williams
Russian carmakers begin CKD assembly from Chinese imports Russian carmakers are making efforts to resume production at plants in Kaliningrad and Moscow from complete knockdown kits (CKDs) imported from China. Automotive Logistics
Russia pins hopes on electric future as carmakers continue exodus Russia is hoping to salvage its automotive sector by pumping billions in investment into electric vehicle (EV) production, rather than trying to rescue production of combustion-engine vehicles at the car plants left redundant by western carmakers who are leaving the country en masse. Automotive Logistics
GM secures 100% renewable energy for all US sites by 2025 General Motors has finalised energy sourcing agreements to supply all of its US facilities with 100% renewable energy by 2025. The announcement brings forward by five years the carmaker’s original goals for renewable energy sourcing, which were announced in 2021. Hazel Southwell
JCB signs up Maersk and Unipart Logistics for parts handling JCB has signed two major contracts with logistics providers Maersk and Unipart Logistics for global parts management. Marcus Williams
GM tackles costly supply chain disruption Speakers from GM at last week’s Automotive Logistics and Supply Chain Global conference in Detroit, detailed how the carmaker was dealing with disruption and building in resiliency to its network, including through collaboration with its lower tier suppliers. Marcus Williams
Factory closures extended in China as drought continues Carmaker Toyota and electronics supplier Foxconn are among companies that have been forced to shut down their operations in China’s Sichuan province because of a heatwave that has prompted a water and electricity supply crisis. Hazel Southwell
Charting a course to bypass Russia Carmakers have been looking for alternative routes to deliver finished vehicles and automotive parts between Europe and China since the latter invaded Ukraine. Prior to that, Russia was the preferred route for shipping cargo between the two regions because of the lower costs and lower number of customs checkpoints. Automotive Logistics
Threadbare trade on the Silk Road The war in Ukraine and subsequent sanctions on Russia have hit container shipments by rail between Europe and China, with repercussions for automotive supply and the further complications for ocean freight Malcolm Ramsay
China’s Nio to expand battery swap network, including overseas Chinese electric vehicle (EV) maker Nio has said it will expand its battery swap network to approximately 4,000 stations over the next few years. The company currently has 1,021 stations in China, including on eight of the main national highways. Marcus Williams
Russia struggles to revive Soviet brands because of parts shortages In the wake of a mass exodus of Western carmakers from Russia following the invasion of Ukraine, the country plans to revive the production of two Soviet car brands, the Volga and Pobeda, according to Russian Industry and Trade Minister, Denis Manturov. Automotive Logistics
Outbound sector needs accurate deliveries in the nick of time In the midst of continuing disruption to the automotive supply chain from a variety of causes there has never been a greater importance attached to getting finished vehicles to market on time. Marcus Williams
Geely launches satellites that will monitor logistics A subsidiary of Chinese carmaker Geely has now launched nine satellites into low-earth orbit that it said will that support services for autonomous driving, ocean and land logistics, drone navigation and mapping, amongst other services. Marcus Williams
Watch: Shanghai rises again for Volkswagen’s supply chain Despite Covid lockdowns and disruptions, SAIC Volkswagen remains a production powerhouse. In a wide-ranging video interview, executive director of logistics at the joint venture, Dr Susanne Lehmann, discusses managing scale with partners, digitalising logistics and creating more transparency across the supply chain.
Logistics in another dimension for SAIC VW in China Last autumn Dr Susanne Lehmann joined Volkswagen Group’s joint venture with Chinese vehicle maker SAIC – SAIC VW – as executive director of logistics. She talks to Automotive Logistics about managing Covid lockdowns and supply chain disruption in China with new tools and closer supplier collaboration, and the fast pace of digitalisation Marcus Williams Christopher Ludwig
Toyota forced to revise global production on Shanghai lockdown Toyota has been forced to extend production restrictions at plants around the world because of the parts shortages caused by the Covid lockdowns in Shanghai Marcus Williams
A time of risk and uncertainty for vehicle logistics in Europe At this year’s General Assembly and Spring Congress for the Association for European Vehicle Logistics (ECG), members from the top outbound logistics providers and their OEM customers discussed the current disruption affecting the business and the creative solutions used to deal with it Jason Dunn
Global container shipping the worst for 50 years reports Drewry A continuous deterioration in the accuracy of transit and arrival times in global container shipping means the sector is in the worst state it has been in for 50 years, according to Drewry Shipping Consultants. Marcus Williams
Amy Xiong now head of vehicle logistics at BYD Europe Amy Xiong has taken over as head of vehicle logistics at BYD Europe, the Chinese-owned electric vehicle (EV) manufacturer and battery supplier. Marcus Williams
Tesla delays production rebound in China Tesla has delayed plans to return production at its plant in Shanghai, China to full capacity by at least a week, according to the Reuters news agency. Marcus Williams
Stellantis reshuffles talent as part of transformation strategy Maxime Picat is taking over as chief purchasing and supply chain officer at Stellantis from June 1 this year, replacing Michelle Wen. Meanwhile, Florian Huettl has taken over as CEO of the Opel Vauxhall division, replacing Uwe Hochgeschurtz, who is moving to Picat’s current role as COO of what the company designates ‘Enlarged Europe’. Marcus Williams
Carmakers call for transparency in chip supply The shortage of semiconductors has hit the automotive industry hard. As cars become more sophisticated, there is hardly any part of the vehicle, or the way that it is made, that does not rely on a microchip. Securing the supply of those chips has, therefore, become a key driver of operations. Jason Dunn
Speed and standards are key to the automotive future Things are changing fast in the automotive industry. The Covid pandemic set off a chain of disruptive events that forced many into crisis management they are still living. There have been more changes in the last two years than there probably have been in the previous 20. Marcus Williams
Renault takes a rational approach to logistics network redesign The daily and multiple disruptions affecting the global automotive supply chain are forcing major carmakers to reassess the design of their supply operations. 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
Critical port congestion in China threatens carmakers China’s zero-Covid policy has led to a serious lockdown in Shanghai. Suppliers are unable to get key components out of the world’s busiest container port because stringent Covid-testing procedures have halted operations and there are currently record numbers of vessels waiting to dock. Namrita Chow
China’s zero-Covid strategy hampers auto output in Shanghai Vehicle output in China is being disrupted by the government’s introduction of a coronavirus lockdown in Shanghai, which is now in its second week and has forced automakers to cease operations. Jason Dunn
SAIC targets higher sales overseas with logistics support China’s Anji Logistics has ordered two ro-ro vessels from Jiangnan Shipbuilding to support the vehicle export plans of its affiliate carmaker SAIC, which is targeting higher sales in export markets, including Europe. Marcus Williams
Ford says Lincoln is among the fastest-growing luxury brands in China Ford increased overall deliveries in China last year by 3.7% to 624,000 units but there was a more dramatic increase in sales of its Lincoln luxury brand vehicles, with sales surpassing 91,000 units, an increase of more than 48% year-on-year. That has put China sales above those in the US where the Lincoln brand sold just under 87,000. Marcus Williams
Tesla exporting Model 3 from China to Europe with Glovis Tesla has signed a one-year contract with global logistics provider Hyundai Glovis to import vehicles made in China for sale in Europe. Marcus Williams
Start-up pace, high-end experience at Lotus It is all change as Lotus gears up to make itself a global contender in the production of high-end, electric sportscars. Michael Dickinson, executive director of supply, describes how integrating supply chain functions and scaling operations will help Lotus keep pace with launches while remaining as agile as any new player would be. By Christopher Ludwig and Marcus Williams Christopher Ludwig 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
Chinese carmaker GAC begins selling SUVs in Mexico Chinese vehicle maker Guangzhou Automobile Group (Gac) is exporting vehicles to Mexico in its first major push into the North American market. The firm said it plans to sell 4,000 vehicles in Mexico by the end of 2021. Jason Dunn
US west coast ports extend hours to deal with congestion The US west coast ports of Los Angeles and Long Beach are making moves to improve freight movement and reduce delays to container throughput following months of congestion. Both ports are expanding hours of service during which trucks can pick up and return containers, among other measures to address the backlog. Marcus Williams
CATL partners with BASF for EV battery material recycling China’s Contemporary Amperex Technology (CATL) has announced a strategic partnership with German chemicals firm BASF in battery materials solutions that will support recycling of batteries and CATL’s plans for the production of battery cells in Europe. Jason Dunn
Marcelo Navarro to lead logistics at Lotus as it expands global supply chain As it gears up to launch new, electric models and produce in China, Lotus Group has reorganised its supply chain management, with Mike Dickinson now leading an integrated purchasing and supply chain division, and Marcelo Wilson Navarro responsible for logistics. Jason Dunn Christopher Ludwig
Covid outbreaks causing congestion at ports in China Congestion is worsening at the Chinese ports of Ningbo and Shanghai as restrictive measures introduced to control the spread of coronavirus slow throughput at container terminals. Marcus Williams
Renault to partner with Geely on hybrid vehicles in China and South Korea Renault has agreed a framework with Geely to share production and supply chains for hybrid vehicles in Asia, including using Geely plants in China and localising Lynk & Co platforms in South Korea. Christopher Ludwig
Kuehne + Nagel cuts CO2 by 70% by switching inbound to rail for Dongfeng Honda As part of its Net Zero Carbon programme, Kuehne + Nagel’s joint venture in China – KN Sincero – has helped Dongfeng Honda Automotive to move inbound parts deliveries to its plant in Wuhan, China onto rail. 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
Nio targets Norway for first vehicle exports Chinese electric vehicle start-up Nio will start exporting vehicles to Norway in September this year, beginning with the ES8 SUV. The carmaker will also introduce the ET7 luxury sedan in 2022. Marcus Williams
Nio suspends assembly in China because of chip shortage Chinese electric vehicle (EV) start-up Nio has been forced to temporarily suspend operations at the plant it shares with state-owned carmaker JAC Motors in Hefei because of a shortage of semiconductors. The line stoppage will last five days between March 29-April 2. Marcus Williams
From doom and gloom to fast and furious Ocean-going container vessels have been anchored off the west coast of the US in January because of congested port terminals. Dr Noel Hacegaba, deputy executive director and COO at the Port of Long Beach tells Marcus Williams about the misalignment of supply and capacity, and how the port is tackling it Marcus Williams
GM Middle East to import more vehicles from China GM will be importing more vehicles from China to supply the Middle East following a re-evaluation of its sourcing strategy triggered by Covid-19, according to Sulaiman Pallak, head of purchasing and supply chain for GM Africa and Middle East. Marcus Williams
BMW trials vehicle exports by rail from Germany to China BMW has started to pilot rail shipments of cars between its Dingolfing plant in Germany to Chengdu in China, together with Changjiu Logistics. Marcus Williams
Carmakers focus on China for electric vehicle exports to Europe A growing number of carmakers are looking to China for the production of electric vehicles (EVs) destined for sale in Europe, including Tesla, BMW and Renault. Marcus Williams
Can Tesla shift the balance of EV battery and cell supply chains away from China? At Tesla’s recent Battery Day presentation, the company promised to shake up its battery supply chains by moving into cell production and even the mining of raw material. Most of those moves require considerable technological advancements making it questionable how realistic they really are. Illya Verpraet
Watch: Why Volvo’s Martin Corner thinks there has never been a more exciting time for automotive logistics Volvo Cars’ head of global logistics thinks the supply chain has a long way to go to match the digital, visibility and flexibility requirements of the automotive sector, but he also tells the audience of Automotive Logistics and Supply Chain Live that electrification and new distribution models provide an opportunity for positive transformation.
Watch: China automotive production to rise but trade wars and coronavirus crisis will have lasting impact Chinese vehicle sales and production are set to continue to recover, but IHS Markit Automotive forecasts that the crisis will still hit demand, while exporting vehicles from China to the US especially will remain a difficult prospect
Watch: Livestream Hour Season Finale Part 1: Global logistics lessons with the Volkswagen Group As part of our finale for this season’s Livestream Hour, watch this exclusive interview with our special guest Matthias Braun, who leads digitalisation and concept development for group logistics at the Volkswagen Group, on how the carmaker has managed its supply chain through all phases of the coronavirus crisis so far, and lessons for the future
Battery consortiums and regional supply lie ahead for EV production Battery production and supply have come a long way since Henrik Fisker founded his first EV company back in 2007, and he believes that building a price-competitive product now depends on establishing local production and less risky purchasing consortiums, write Daniel Harrison and Marcus Williams Daniel Harrison Marcus Williams
Next step into the unprecedented The disruption to the global automotive supply chain caused by the coronavirus pandemic is being exacerbated by uncertainty fed by a lack of accurate information. At last week’s Automotive Supply Chain update webinar, presented by Ultima Media’s business intelligence unit, analysts tried to provide some clarity on the current situation and what lay ahead for the industry Marcus Williams
Coronavirus latest: Europe puts a brave face on supply chain problems in China and Italy Marcus Williams
Russia takes a slice of the new Silk Road As vehicle shipments increase on overland routes between Europe and China, Russian companies such as state-owned RZD are aiming to capitalise on the new business Vladislav Vorotnikov
Q&A with Olga Stepanova, sales director of RZD Logistics Russian companies are aiming to capitalise on increasing finished vehicle volumes on overland routes between Europe and China. A senior executive at state-owned Russian Railways discusses the development of a new Silk Road between the two regions Vladislav Vorotnikov
Data and the digitisation of the supply chain The automotive industry is being transformed by new vehicle technology, but operational processes are also undergoing profound changes driven by unprecedented levels of data Marcus Williams
Centre of the world: How the Middle East is growing in importance for automotive With vehicle sales on the rise and multiple free trade zones under development, the Middle East is attracting greater attention from the automotive industry than ever before Manik Mehta
Steering the future using AI German start-up Kopernikus has developed self-driving technology that can be used to move vehicles inside production facilities and workshops, and potentially even at ports Victoria Johns