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
Geely improves service parts deliveries with SF Philippines Chinese carmaker Geely has reported stronger service parts deliveries in the Philippines thanks to its logistics partner SF Philippines, which has helped the carmaker streamline deliveries and improve dealer support. Marcus Williams
Renault partners with Geely in Brazil, explores working with Chery and others Renault Group confirmed on November 3 that it has “executed definitive agreements” with China-based automotive manufacturer Geely, extending the two companies’ “strategic cooperation” in Brazil. Meanwhile, reports claim the company is in talks with Chery and other automakers over similar partnerships. 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
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
ASEAN light vehicle sales grow, strong export momentum The ASEAN light vehicle production market outlook is growing, with revisions up by roughly 22,000 units this year and strong export momentum. Megan Kelly
Malaysian OEM Proton partners with several Chinese tier-1 suppliers to strengthen domestic supply chain The partnerships will see the Chinese manufacturers produce components for upcoming Proton vehicles across Malaysian manufacturing sites. Charlie Blackie-Kelly
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
Automotive Logistics livestream on trends to watch in 2025: How trade shifts, tariffs and tech are reshaping networks The first in this year’s series of Automotive Logistics livestreams focused on key trends to watch out for in 2025, including changing trade compliance, regulations and tariffs. Megan Kelly
The “great divergence” reshapes vehicle production and logistics in Europe amid market forces, Chinese OEMs and tariff shifts The European automotive market is at an inflection point. Lower vehicle volumes post-pandemic, a shift from net exports to net imports and the growing influence of Chinese manufacturers are fundamentally changing the region’s logistics dynamics. Meanwhile, tariffs and localisation efforts are altering trade flows. As automakers and logistics providers adapt, the success of their strategies will determine who thrives in this new era of European automotive supply chains. Emily Uwemedimo
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
Turkey announces 40% tariff on Chinese vehicle imports as EU imposes multi-band tariffs against Chinese OEMs Turkey’s new tariff on Chinese vehicle imports highlights global concerns over China’s subsidised EV exports. Meanwhile, the EU has announced its own tariffs on Chinese EVs, ranging from 17.4% to 38.1%. Ilkhan Ozsevim
Trade wars: The rise of protectionism and its impact on finished vehicle logistics Economic competition between China, the EU and the US intensifies with protectionist policies expanding to counter China’s EV ‘dumping’ strategies into broadly western regions that upset ‘fair’ competition Ilkhan Ozsevim
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
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
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
Polestar to make next electric SUV in US Polestar has announced it will build its Polestar 3 electric SUV in the United States to reduce delivery times and make procurement more efficient, according to chief operating officer (COO) Dennis Nobelius. Marcus Williams
OEM and lithium-ion battery cell supplier database Keep up with changing supplier relationships between electric vehicle manufacturers and battery cell suppliers in this database by powertrain type (battery electric vehicles, plug-in hybrid electric vehicles, mild and full hybrid electric vehicles, and commercial electric vehicles). Automotive from Ultima Media
Electric vehicle and hybrid vehicle plant database Track factory locations for electric vehicles, plug-in hybrid and hybrid vehicles by manufacturer, model and location, in a comprehensive listing of the changing geography of electric vehicle manufacturing Automotive from Ultima Media
Polestar looks deeper into supply chain with Circulor Polestar has signed a deal blockchain technology provider Circulor that aims to extend its visibility of ethical raw materials sourcing. 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
