Tag: nearshoring

Toyota to invest $10bn in US operations over five years as battery manufacturing plant opens in North Carolina

Toyota will invest $10bn in its US operations over the next five years, following the opening of a new Toyota battery plant in Liberty, North Carolina.

James McLoughlin

ALSC Mexico 2025: Welcome Drinks reception and insights shared on the future of nearshoring, trade and growth

Christopher Ludwig takes us behind the scenes at ALSC Mexico 2025 Welcome Drinks Reception…

Automotive Logistics

Automotive Logistics magazine – Winter 2025

Discover how automotive supply chains are evolving for resilience and agility in the Winter 2025 issue of Automotive Logistics magazine.

Watch: BMW drives efficiency and localisation through its ‘Unleash ASEAN’ strategy

At Automotive Logistics & Supply Chain ASEAN 2025, BMW Group’s Dr Michael Nikolaides outlined how the carmaker is streamlining lead times, harmonising standards, and expanding localisation to strengthen supply chain resilience across Southeast Asia.

Automotive Logistics

Watch: MSC's Jose Cobos on how agility, resilience and collaboration can drive success in Mexico

MSC's Jose Cobos explains how agility, resilience, and collaboration between OEMs and LSPs is key to success in Mexico's growing automotive logistics industry.

Automotive Logistics

Stellantis retools Asia Pacific supply chain for localisation and growth

At ALSC ASEAN in Singapore, Stellantis’ COO for India and APAC, Ashwani Muppasani, outlined how it's redesigning its regional logistics and sourcing networks.

Anushka Dixit

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

American Axle & Manufacturing gets tax break for $133m investment in Michigan site

American Axle & Manufacturing received an SESA exemption for a $133m investment in its Michigan facility, which was chosen over its site in Mexico for upgrades.

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

Tariffs and tensions: Trends in North American automotive logistics

From tariffs to tensions, the North American automotive logistics market is grappling with uncertainty and disruption, emphasising the need for resilience.

James McLoughlin

Nearshoring and negotiations: Trends in Mexico's automotive supply chains

US tariffs have forced firms to reimagine their supply chains in Mexico, with nearshoring and freight consolidation key trends ahead of the 2026 USMCA review.

James McLoughlin

Recent growth in Vietnam's manufacturing sector set to continue over the next decade

Vietnam, one of the fastest developing automotive markets in south-east Asia, has a growing manufacturing base of foreign joint ventures and a homegrown EV industry.

Stellantis invests $10bn in US manufacturing, reports say, while tariff negotiations continue

New CEO Antonio Filosa is reportedly looking to localise US manufacturing while tariff discussions with the US government continue.

Ilkhan Ozsevim

Megan Kelly

Magna starts contract assembly of Xpeng EVs in Graz

Contract manufacturer Magna has started assembling electric vehicles (EVs) for Chinese carmaker Xpeng.

VW Group offers US localisation in tariff negotiations

VW Group is in advanced talks with the US government about making substantial investments in the US, as part of its ongoing negotiations for favourable tariffs.

Megan Kelly

Watch: DSV’s David Resetar on resilience, localisation and shifting global supply chains

David Resetar, executive vice-president and global head of automotive at DSV, shares his perspective on building supply chain resilience in an era of tariffs, geopolitical shifts and regionalisation.

Automotive Logistics

Renault fully acquires Chennai plant from partner Nissan

Renault’s full acquisition of the Chennai plant reinforces the company’s international growth strategy – expanding local production, strengthening supplier ties and boosting exports from India.

Charlie Blackie-Kelly

Emily Uwemedimo

JLR profits halve due to US tariffs

JLR’s profits before tax almost halved in the second quarter of this year compared to the same time in 2024, down from £693m to £351m, with an EBIT margin of 4%, due to the impact of the US tariffs.

Megan Kelly

GM and Hyundai to launch five co-developed models in the Americas by 2028 under strategic partnership

GM and Hyundai are advancing their production partnership with five co-developed models, leveraging shared manufacturing platforms and integrated supply chain planning to serve key markets in North and South America.

Charlie Blackie-Kelly

Emily Uwemedimo

Toyota plans manufacturing plant in Japan, despite US tariff impact

Toyota has announced plans to acquire land to build a new vehicle manufacturing plant in the Teihoucho area of Toyota City in Aichi Prefecture, Japan.

Megan Kelly

US tariff changes: Visual map of key trade rates

Recent trade deals have been changing tariff rates for various countries, seeing some drop from previously threatened higher tariffs, while others have increased. Each rate holds consequences for the automotive industry, potentially shifting supply chains and flows as OEMs, suppliers and logistics providers alike attempt to ascertain the most optimal, efficient and cost-effective transport routes and markets.

Anushka Dixit

Regional tariffs, trade deals, and what they mean for automotive logistics and supply chains

Automotive manufacturers and logistics providers face a shifting geopolitical and regulatory landscape as the US recalibrates trade relations with key vehicle- and parts-exporting nations.

Megan Kelly

South Korea tariff deal with US: What it means for automotive

The US and South Korea have agreed on tariffs of 15% for vehicle imports and automotive parts imports, replacing the previously threatened 25% rate. However, the US set tariffs of 50% on steel and aluminium imports, in line with the rest of the world.

Megan Kelly

Automotive logistics and supply chains in 2025: Tariff turmoil, investment uncertainty and further cost pressures

The automotive industry is reeling from the US’s hugely disruptive reset of the world economic order, and this will have profound ramifications for logistics providers around the world.

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.

US announces new tariff rates, delays implementation again

US president Donald Trump has again delayed tariffs on individual countries, extending the implementation deadline from today (1 August) until next week.

Megan Kelly

BYD delays production in Hungary

Chinese OEM BYD has delayed production plans for its Hungary plant until 2026, according to reports.

Megan Kelly

Mitsubishi keeps an eye on capacity in Vietnam

Mitsubishi is navigating rising demand in Vietnam by balancing CKD assembly and regional imports, while investing in parts distribution and evaluating transport capacity amid high logistics costs.

US reaches trade deal with Japan, puts 93% tariff on Chinese graphite

The US has struck a trade deal with Japan, reducing the threatened tariff rate of 25% on goods imported to the US to 15%, providing Japan invests $550 billion in the US.

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.

ARS Altmann expands vehicle logistics capacity with Ravenna and Civitavecchia port terminals

ARS Altmann is enhancing multimodal vehicle logistics across Europe with port and terminal expansion in Italy, and vertical integration with its rail network.

Automotive Logistics

Malaysia removes anti-dumping duties on Vietnamese steel

Malaysia removes anti-dumping tariffs on Vietnamese steel in a move that could strengthen automotive supply chains within the ASEAN bloc.

Megan Kelly

New tariff rates set for EU, Canada and Mexico

In the latest tariff news, US president Donald Trump has set new rates for the likes of the EU, Canada and Mexico, having sent letters detailing the new levies of between 20-50% to more than 20 trade partners over the last few days.

Megan Kelly

How trade shifts are reshaping FVL strategies

Trade changes and tariffs are reshaping vehicle logistics routes and leading to delays, port congestion and compliance complexity. As OEMs strategically redesign their networks to gain opportunities from the chaos, communication with the FVL sector is key.

Megan Kelly

Trump tariff deadline: When rates will be set and implemented

US negotiations continue as Trump warns of additional tariffs for BRICS-aligned countries.

Megan Kelly

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

US-Vietnam trade deal: Impact on automotive sector

A new 20% tariff agreement reshapes US-Vietnam automotive trade, with implications for China and ASEAN strategies.

Megan Kelly

US threatens tariffs on Japan, OEMs face billions in losses

US tariffs could cost Japanese carmakers billions, with a looming deadline for negotiations.

Megan Kelly

US Senate passes ‘Big Beautiful Bill’, ends EV tax credits

The US Senate has passed ‘The One Big Beautiful Bill’ act, a budget bill that has several implications for the automotive industry, including the ending of EV tax credits in September.

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

European FVL market faces AI regulation, tariffs and Chinese competition

Flat markets, geopolitical risk and digital transformation dominate the agenda at ECG’s 2025 Congress, as finished vehicle logistics leaders look to adapt, collaborate and globalise.

Megan Kelly

Welcome to the new Automotive Logistics experience

We’ve redesigned the Automotive Logistics website to deliver sharper insight, faster access and a smoother, more intuitive experience at a time when you need it most.

Emily Uwemedimo

Latest tariff and trade updates affecting automotive industry

Explore how Trump's evolving tariffs reshape global automotive supply chains and industry dynamics.

Megan Kelly

UK-US trade deal on vehicles partially implemented

Tariffs on UK vehicle imports to the US reduced, but steel and aluminium levies remain a challenge.

Megan Kelly

GM commits $4bn to US, moves assembly from Mexico and Canada

GM will invest $4bn to expand vehicle production in Michigan, Kansas and Tennessee, shifting models from Mexico and Canada in a move that highlights localisation, EV growth and trade policy anticipation.

Can supply chains adapt faster than the automotive market changes?

As automotive supply chains navigate rising trade barriers, accelerating electrification and fragmented digital tools, industry leaders explored how logistics must lead through disruption.

Nissan awards logistics partners and calls to go ‘full speed ahead’

Supply chain and aftersales logistics leads in the Americas, Chris Styles and Darrin Lucas, stressed the role that logistics will play in Nissan’s growth plan.

Catch up on the highlights of ALSC Digital Strategies North America 2025

Last week, Automotive Logistics and Supply Chain Digital Strategies North America returned to Nashville. Watch the highlight reel to see what delegates experienced at event.

FVL leaders rethink production, trade and capacity as long-term transitions take hold in Europe

European FVL is facing a triple shock: weakening export demand, under-utilised plants and a resurgence of protectionism on both sides of the Atlantic.

Car and truck makers adapt transport planning to increase the use of EVs

The rise of the electric passenger car has a longer history than most suppose but now carmakers are engaged with making inbound and outbound transport modes electric as well, which makes for a greener supply chain altogether.

Automotive Logistics and Supply Chain Digital Strategies North America 2025 – Day two

Watch the wrap up of day two from the second annual Automotive Logistics and Supply Chain Digital Strategies North America 2025

Nissan’s Gerardo de la Torre on using digital tools to improve supply chain visibility

The regional senior director of SCM on how Nissan has implemented its supplier visibility platform, and how he foresees it developing.

North American Dealers Association reports light vehicle sales slow after pre-tariff surge

The surge in US vehicle sales caused by US trade policy on vehicle imports has subsided while behind-the-scences discussions continue between US policy makers and leading vehicle makers seeking a remedy to the 25% levy.

Automotive Logistics and Supply Chain Digital Strategies North America 2025 - Day one wrap up

As our guests gathered to continue the conversations and catch up with peers last night at our evening drinks reception, hosted by Cognosos, Inc., our Chief Content Officer Christopher Ludwig managed to take a few moments away from the bustle to catch you all up on the discussions being had and what to expect from day two.

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.

North America’s vehicle handling ports are investing in strength to manage volatility

Upgrades to port infrastructure through 2024 have given some of the top volume processors room for manoeuvre amid uncertainty.

VW Group Logistics launches Venice port terminal to optimise exports, reduce emissions and improve resilience across vehicle logistics

Volkswagen Group Logistics will expand its port network for finished vehicles of the Volkswagen Group with a terminal at Venice port in Italy, which will reduce lead times for many plants, increase rail transport, and shorten shipping times with Asia.

Trump tariffs back on following appeal of US Trade Court's block

Trump has appealed a decision made by US court that blocked his ‘reciprocal’ tariffs, ruling he lacked authority under emergency powers to impose reciprocal trade measures.

Toyota is considering moving production of the GR Corolla from Japan to the UK

While the news is not yet official, sources say that Toyota will add an additional production line to its Burnaston plant to try and meet demand for the sports model. If the move goes ahead, production is expected to begin mid-2026.

Nissan looking at ways to secure UK vehicle production including through Chinese joint venture

Nissan is looking at ways to secure production at its Sunderland plant amidst global cuts and that could include joint production with a Chinese EV partner.

Automotive Logistics magazine – Summer 2025

The Automotive Logistics Summer 2025 issue dives deep into the forces reshaping the industry – from digital transformation and port reinvention to next-gen sustainability. This essential edition offers exclusive insights, high-level interviews, and global analysis designed to help logistics professionals stay ahead in an era of rapid change. Purchase print edition

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.

Alliance members Mitsubishi and Nissan consider joint US production plant to mitigate tariff hikes

Mitsubishi has revealed that is has been talking to fellow Alliance member Nissan about joint production opportunities in the US. Details have not been released yet, but it may involve using already existing Nissan plants.

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.

Supplier index: Toyota on top, Stellantis sinks lower

Toyota, Honda and GM improve supplier relations as Ford and Stellantis fall further in North America’s OEM rankings.

How digital data strategies are helping automotive supply chains manage trade volatility, compliance risks and tariff disruptions

Digital strategies are becoming increasingly important in automotive supply chains to predict and protect against risks and improve resilience, and data lies at the foundation of these digital tools. In our latest livestream, supply chain experts weighed in on the importance of creating and maintaining data you can trust, educating teams on how to use, store and share data, and how to avoid data silos within organisations and the wider supply chain.

Potential US tariff cuts reshape global vehicle trade talks with EU, UK, China and more

US president Donald Trump is reportedly set to lower tariff rates on countries that are negotiating in “good faith”, while imposing ‘Liberation Day’ tariffs on those who are not, according to US Secretary of the Treasury Scott Bessent.

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.

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.

Nissan Motor is scrapping plans to build a $1.1bn EV battery plant in Kyushu, Japan

Despite only announcing the new plant in January, Nissan has cancelled its proposed lithium iron phosphate (LFP) battery plant, planned to be built in Kitakyushi, Japan. The plant would have created around 500 internal jobs and helped the company reinforce its domestic EV production.

From chatbots to control towers: How OEMs and suppliers are using AI to strengthen automotive supply chains and manage risk

The use of digital strategies in automotive logistics is becoming ever more necessary to mitigate risks in an increasingly uncertain global market. With natural disasters, shaky economies, the global pandemic and economic trade on uneven ground due to tariffs and trade wars, the need to plan, predict and prevent risk is more pressing than ever to ensure a resilient supply network.

Ceva Logistics acquires Turkish logistics company Borusan Tedarik for $440m, doubling its footprint in the region

CEVA Logistics continues to grow “bigger, stronger and smarter”, as the company announces it acquires Borusan Tedarik, a logistics company in Turkey. The move almost doubles CEVA’s operations in the country.

DHL and Cox Automotive launch UK’s largest EV battery services centre for manufacturers to tackle complexities in battery handling

Housed within DHL’s 146,000-square-foot EV Centre of Excellence, a joint venture battery hub supports manufacturers and fleet operators across the UK. It combines specialist safety infrastructure, remanufacturing workshops and on-site energy storage to meet tightening regulations and rising demand for transparency around battery health and end of life processing.

US-UK auto trade deal lowers vehicle import tariffs to 10% but caps UK exports at 100,000 vehicles

US-UK trade deal reduces tariffs on vehicles and steel imports with immediate effect, offering some relief for carmakers – but further details remain unclear.

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.

US automotive part tariffs come into effect as Ford forecasts $1.5bn hit and suspends financial guidance

Automotive part import tariffs are now in force in US, with Ford warning of $1.5bn loss as industry faces widespread production disruptions.

Nissan is to cease Wuhan production by March 2026 amid fierce competition and financial strain in China

Nissan Motor Co. will shutter its Wuhan plant by March 2026, grappling with low output, fierce competition from Chinese EV makers, and a projected ¥750 billion ($5bn) loss. This retreat underscores the challenges facing foreign automakers in China.

US provides auto industry tariff relief offsets and new limits on stacking duties

US president Donald Trump has offered relief to carmakers in the form of tariff rebates while clearing up some uncertainty on tariff stacking.

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.

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.

Audi announces production of its second-generation Q7 SUV has begun at the DRB-Hicom manufacturing plant in Malaysia

In a move to strengthen regional supply chain resilience, Audi has begun local production of its Q7 SUV at Malaysia’s DRB-Hicom facility, the brand’s first fully localised assembly project in South-East Asia. The current output for the Pekan plant is at three vehicles per day, but with the expectation of this rising to 5,000 units per annum.

Opinion: Tariff shockwaves, investment freezes and cost pressure reshape global automotive logistics in 2025

The automotive industry is reeling from the US’s hugely disruptive reset of the world economic order, and this will have profound ramifications for logistics providers around the world. Daniel Harrison, inhouse automotive analyst, Automotive Logistics, explains what Trump’s tariffs will mean for the automotive industry.

US Trade Representative announces fee structure for vehicle and container deliveries by China-related shipping

The US Trade Representative has announced that fees on China-related vessels calling at US ports will include a cost per car unit of $150 for finished vehicle carriers.

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.

Trump’s 25% vehicle import tariffs could cost US carmakers $108bn and cut output by 17.7m vehicles

As automotive supply chains across North America (and the world) come to terms with Trump’s current and upcoming tariffs and how to navigate them by restructuring their supply networks, the potential impact on vehicle sales and production volumes is beginning to sink in.

Red Sofa interview | Nissan’s Ben Shain on optimising delivery performance and carrier collaboration

Ben Shain, senior manager of vehicle logistics at Nissan North America, shares how the carmaker is driving performance improvements across its outbound logistics network by enhancing pipeline visibility, improving forecasting, and working in close collaboration with its carrier partners.

Red Sofa interview | Nissan’s Todd Myers on optimising FVL through data, digital tools and holistic planning

Todd Myers, director of finished vehicle logistics North America at Nissan, shares how the carmaker is continuously optimising logistics with data-led tools, system-wide planning and a focus on agility, skills and visibility.

Red Sofa interview | GM’s Amy Paulsen shares how lessons from EV start-ups are accelerating agility, innovation and infrastructure across GM’s FVL

Amy Paulsen, director of finished vehicle logistics at GM, joins the Red Sofa at FVL North America to discuss how the company is modernising its logistics systems, digitalising its networks and strengthening EV infrastructure to support its growing electric vehicle portfolio. Drawing on her experience in EV start-ups, she highlights how GM is applying new thinking and technologies to build a more agile and resilient supply chain.

Anu Goel on how Volkswagen Group of America’s regional strategy is mitigating tariff disruption and transforming vehicle logistics

Simplified metrics, regional teamwork and agile tools: VW’s Anu Goel shares how logistics is powering resilience across borders, at this years’ FVL North America 2025 conference.

How Trump’s changing tariffs are disrupting automotive supply chains across China, Mexico, Canada and the EU

Following a week of negotiations and trade wars, Automotive Logistics looks at what has changed for the automotive supply chain globally, and what effects are already being seen in regional supply networks.

Reimagining Finished Vehicle Logistics: Highlights from FVL North America 2025

Watch all the highlights from #FVLNA 2025.

European Union imposes retaliatory tariffs on $20bn of US goods in response to Trump’s steel and aluminium duties

The European Commission’s proposal to introduce trade countermeasures against the US steel and aluminium tariffs has been approved by European Union member states, following a meeting with automotive industry representatives including BMW, VW Group and Stellantis.

“Staying the course”: USMCOC’s Zapanta unpacks tariffs, automotive trade and North American integration

With tariffs on parts approaching and political uncertainty mounting, Albert Zapanta of the United States-Mexico Chamber of Commerce (USMCOC) explores how the US and Mexico are navigating trade, supply chain pressures and long-term planning. For the automotive industry, staying steady may be the smartest move.

VW Group one of a number of carmakers revising exports of vehicles from Mexico to US

Carmakers, including VW Group, are suspending the export of vehicles from Mexico into the US and revising production plans in the face of US tariffs brought in last week by the Trump administration. The German carmaker is also now holding all vehicles delivered after April 3 at US ports of entry.

JLR restarts vehicle shipments to the US following a pause due Trump tariffs on car and parts imports

JLR has said it will pause all shipments to the US, following the raft of tariffs announced by US president Donald Trump last week.

EV logistics, charging infrastructure and strategic decision-making take centre stage on the final day of FVL North America 2025

Christopher Ludwig, chief content officer at Automotive Logistics, wraps up the final day of Finished Vehicle Logistics North America 2025 with key insights into electric vehicle logistics, charging constraints, quality control and strategic resilience amid uncertainty.

Reimagining Finished Vehicle Logistics: Key Themes from Day 1 at FVL North America 2025

Christopher Ludwig, chief content officer at Automotive Logistics, wraps up the first full day of sessions at Finished Vehicle Logistics North America 2025. From regional strategies to VIN-level visibility, he reflects on how the sector is reimagining itself in the face of continuous disruption, evolving partnerships and rising quality expectations.

FVL North America 2025 opens with optimism, strategy and connection amid trade uncertainty

Christopher Ludwig shares insights from the welcome drinks reception of FVL North America 2025, as the vehicle logistics sector tackles tariffs, technology and transformation.

Finished Vehicle Logistics North America 2025 Golf day

Stellantis is pausing production at plants in Canada and Mexico and laying off 900 staff in the US

As US tariffs on vehicle imports kicked in this week, Stellantis announced it is temporarily shutting plants in Canada and Mexico, with knock-on, short-term layoffs for staff at stamping, transmission and casting plants in the US.

Impact of the new US trade policy includes the potential cumulative effects of ‘tariff stacking’

[Updated April 23] This week’s announcement by the US Trump administration of tariffs on global imports is more wide-ranging that Trump 1.0 and ’tariff stacking’ could mean vehicle makers and parts suppliers face much higher costs.

Trump’s “Liberation Day” automotive import tariffs disrupt global production, logistics and investment strategies

US president Donald Trump has announced sweeping tariffs on automotive imports on Wednesday, imposing 25% tariffs on vehicle imports immediately, and 25% tariffs on parts imports from next month.

FVL NA 2025 - “Get ready to re-imagine logistics: Creating a faster, agile, more competitive vehicle supply chain”

Welcome to the recap blog from Finished Vehicle Logistics North America 2025, which took place at Waterfront Beach Resort, Huntington Beach, California, on 8-10 April. The conference brought over 400 delegates and leaders, and featured discussion on real-world issues and offering innovative and implementable solutions in the inbound logistics, transportation, supply chain strategy and much more. While the conference has ended, our coverage has not - keep following this recap blog for more insights and interviews from the event, and register now for next year here!

March 26 set the wheels in motion, here’s what’s coming before tariff D-Day on April 2

New US tariffs are set to begin April 2, starting with a 25% duty on imported vehicles. Analysts warn the staggered rollout could cripple production, spike prices and send supply chains into long-term disarray – especially for OEMs navigating EV shifts and global competition.

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.

The race before the border closes, as auto logistics braces for a 25% tariff reckoning

[Updated 1 April] Automakers and logistics providers are scrambling to move vehicles before the US imposes a 25% tariff on automotive imports. With USMCA exemptions narrowing and global supply chains under pressure, manufacturers face a costly and complex reckoning.

Toyota Motor Manufacturing UK is getting ready to launch its first European recycling factory in the UK

Toyota is launching is European recycling initiative in the UK with the launch of its Toyota Circular Factory at the Burnaston plant in Q3 this year, which will supply 120,000 recycled parts to the aftermarket.

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.

Orbis moves into repurposed plant in Greenville to make reusuable totes and pallets for automotive customers

Packaging provider Orbis has opened a 39,000 sq.m production facility in Greenville, Texas to make reusable totes and pallets, incluidng its full range of products for automotive industry

Kuehne + Nagel consolidates cross-dock services with doubled capacity on US-Mexico border

Kuehne + Nagel is helping customers navigate the complex demands of nearshoring at a time of tariff threats in North America from a new consolidate cross-dock in Laredo, Texas.

Stellantis CFO Doug Ostermann tells Wolfe Research summit about supply chain push to deal with tariff uncertainty

This week Stellantis’ chief financial officer, Doug Ostermann, outlined the efforts the carmaker was making to mitigate the impact of trade uncertainty in North America and its commitment to manufacturing in the US.

Audi and BMW call for tariff-free trade in North America as Trump tariffs take their toll

German carmakers are holding their breath for the next Trump tariff announcement to see if USMCA local content rules will necessitate higher prices and production adjustments in North America.

Automotive Logistics magazine – Spring 2025

This Spring Issue offers an in-depth analysis of the trends and innovations shaping the industry, with a focus on supply chain strategies and resilience, emissions control, packaging, European port review, digitalisation, EV localisation, European market overview, and more.Purchase print edition

VinFast’s logistics reinvention strategy powers its European expansion

With a commitment to 24-hour parts delivery and optimised ro-ro shipping, VinFast is enhancing its logistics profile across Europe and ASEAN to meet evolving customer needs.

Trump’s proposed Ukraine peace deal signals major shifts in automotive logistics, reshaping markets in Russia, Europe, and China

A 30-day Russia-Ukraine ceasefire proposed by the Trump administration on March 11, designed to be a prelude to a lasting peace deal, can pave the way to tremendous changes for the automotive industry in Russia, Europe and China.

US to impose global tariffs of 25% on steel and aluminium imports; European Commission announces retaliatory levies

[Updated March 13] The decision by Trump to impose tariffs on European imports of the metals, affecting more than €8 billion-worth of EU exports, adds to tariffs on other exports worth €18 billion.

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.

ALSC Europe 2025 - Highlights video

ALSC Europe 2025: Conference Day 2 wrap-up

Christopher Ludwig, chief content officer, Automotive Logistics closes out the final day of the ALSC Europe 2025 conference in Bonn…

ALSC Europe 2025: Conference Day 1 wrap-up

Christopher Ludwig, Chief Content Officer at Automotive Logistics, takes us to the Automotive Logistics & Supply Chain Europe exclusive Networking Dinner after a full day packed with cutting-edge insights, insightful discussions, and networking…

ALSC Europe 2025: Welcome Cocktail Reception

Christopher Ludwig, Chief Content Officer at Automotive Logistics and Ultima Media, takes us to the Automotive Logistics & Supply Chain Europe exclusive Welcome Coctkail Reception and discusses key agenda topics fo this year’s event…

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.

BlackRock to acquire Panama Canal ports as Trump pressures Panama over Chinese business ties

Two ports at Panama Canal, owned by Hong Kong firm CK Hutchinson Holdings, are set to be sold to American asset management firm BlackRock, following Trump’s threats to “retake” the Panama Canal amid his claims it was being run by China.

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.

The US tariff timeline of trade tensions and tariff changes

The US election outcome triggers uncertainty for automotive logistics, with tariffs, trade wars, and supply chain risks ahead.

Megan Kelly

Emily Uwemedimo

James McLoughlin

Infographic: A snapshot of Audi’s production network and supply chain

Audi’s manufacturing and logistics network spans multiple continents across its own plants and shared facilities with the Volkswagen Group and partners, all of which is undergoing significant changes. Learn more about each location and the logistics and transport complexity that supports it.

Economic headwinds shake CEE automotive logistics as cost pressures, nearshoring, and geopolitical shifts reshape supply chains

The economic crosswinds sweeping across the continent threaten to stir into a big storm for the automotive industry in Central and Eastern Europe (CEE). Automotive Logistics explores how, in the face of uncertainty, logistics providers are streamlining their operations.

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.

Port Freeport strengthens automotive logistics with record growth, new infrastructure, and multimodal connections

PARTNER CONTENTThis content was produced by Automotive Logistics in partnership with Port FreeportWith soaring vehicle and container volumes, Port Freeport is investing in capacity, multimodal links and nearshoring-driven growth.

Mazda invests $148m in Thailand to expand EV exports across ASEAN and Japan

Mazda plans to strengthen Auto Alliance Thailand, its joint venture manufacturing base with Ford in Thailand, with an investment of 5 billion Thai baht ($148m), aiming to develop its facilities and become a regional manufacturing hub.

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.

Donald Trump is imposing 25% tariffs on steel and aluminium from Canada and Mexico, and could include auto parts

Donald Trump is holding the threat of 25% tariffs over auto parts and metals imports from Canada and Mexico, which could disrupt the North American automotive supply chain. The US president added that he will add new wider tariffs on finished vehicles, to be announced on April 2.

Trump’s reciprocal trade tariffs set to reshape global automotive supply chains and disrupt industry investment

The US aims to impose reciprocal tariffs around the world, triggering potential trade wars that could impact automotive logistics networks and dampen investment.

Why regionalisation, digital innovation and sustainability are the key to BMW San Luis Potosí’s resilient supply chain

BMW’s San Luis Potosí embodies a forward-looking approach to supply chain resilience, leveraging regional suppliers, smart supply chains and sustainability. Automotive Logistics explores how the plant tackles logistical challenges to set industry benchmarks.

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.

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

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.

US-Panama Canal tensions escalate as US threatens action, raising fears of disruption for automotive logistics

Tensions between the US and Panama over the use of its major logistics waterway have continued to boil, with the US secretary of state making accusations that the Panama Canal is controlled by the Chinese Communist Party.

Ford’s president, CEO and director James Farley warns of serious financial impact on auto sector if Trump tariffs persist

[Updated February 11] Ford’s president, CEO and director James Farley used its Q4 earnings call last week to warn that any extended use of tariffs on automotive products from Canada and Mexico would have a huge adverse impact on the entire value system of the US automotive industry. He drove home the warnings at this week’s Wolfe Research Auto, Auto Tech and Semiconductor Conference in New York.

China retaliates against Trump’s auto tariffs with 10% duty on US vehicles and WTO complaint

China has responded to US president Donald Trump’s tariffs of 10% on all goods imported from China, in addition to the existing 100% tariffs on Chinese EV and battery imports, with tariffs of its own.

BYD and other Chinese OEMs accelerate vertical integration with dedicated ro-ro fleets for global vehicle exports

Chinese OEM BYD has added a new vessel to its fleet, with the BYD Shenzhen ro-ro car carrier having undocked earlier this month.

How the automotive industry is tracking and reducing logistics and supply chain emissions

As global standards shift and geopolitical factors influence logistics, OEMs and suppliers must implement more sophisticated tracking methods to comply with emissions mandates. From the European Union’s stringent policies to China’s evolving standards and the uncertainty in US regulations, understanding the latest emissions reporting frameworks and digital solutions is crucial for a sustainable and competitive automotive logistics sector.

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.

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.

Indonesia waives tariffs on BYD imports ahead of local production

The Chinese carmaker is building a plant in Subang, West Java, which is due to open by the end of 2025 and is importing vehicles tariff free until then.

Expert perspectives on nearshoring: Top 10 Red Sofa interviews on supply chain strategy

Updated July 2 2025 – The strategy of nearshoring is reshaping supply chains, bringing immense opportunities and challenges to the forefront. We sat down on the Red Sofa with experts leading the trend across the automotive supply chain.

Polestar widens global production locations to include Europe for electric SUV from 2027

Polestar is looking at Europe to build its next premium compact SUV and will expand sales to France this summer using agency model distribution.

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.

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.

Trade disputes accelerate nearshoring trend with implications for logistics providers

The automotive supply chain is facing many hurdles this year, as set out in our key automotive logistics trends for 2025. Here, we look at the accelerating trend of nearshoring in the first part of our series.

Automotive logistics and supply chains in 2025: Challenges, cost pressures & nearshoring

As the automotive industry enters 2025, three primary trends are reshaping the landscape for logistics providers. These trends highlight the challenges and opportunities resulting from industry restructuring, cost pressures, and evolving trade dynamics. Before we dive into each, here’s an executive summary.

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.

Associated British Ports to develop Stallingborough finished vehicle facility in Humber region of UK

Associated British Ports is developing a vehicle storage and distribution facility near the Humber ports of Grimsby and Immingham in the UK.

Join BMW, Tesla, JLR, and more at ALSC Europe 2025 in Bonn for key automotive logistics insights

Europe’s premier automotive logistics and supply chain conference returns to Bonn this 18-20 March.

Flooding caused by climate change is set to be the biggest threat to the automotive supply chain in 2025

Climate change, and particularly flooding, will be the biggest threat to the supply chain in 2025, according to analysis by Everstream Analytics.

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.

How diversity of thought turns challenges into competitive gains

As the automotive industry navigates nearshoring shifts and the rise of electric vehicles, diversity emerges as a strategic advantage. By fostering inclusivity, cross-cultural collaboration and equitable talent pipelines, leaders like Harry Kwakye Davies highlight how diverse perspectives transform challenges into opportunities.

Ford unexpectedly drops Jack Cooper mid-contract, with Teamsters union urging OEM to reconsider

Ford has unexpectedly ended its agreement with North American vehicle hauler Jack Cooper mid-contract.

JLR becomes fourth carmaker to join UECC’s Sail for Change sustainable fuel switch programme

[Updated January 9] JLR is helping advance its own emissions reduction goals by taking part in the Sail for Change fuel switch initiative for the maritime delivery of finished vehicles, which offers the option to switch to biofuel for short-sea shipments.

Register now – The story of 2025: Key events, impacts and lessons of disruption

Join Automotive Logistics’ December livestream to reflect on a defining year for the global automotive logistics and supply chain community.

Volkswagen benefits from green logistics services provided by Duvenbeck and MAN Truck and Bus

Duvenbeck’s use of MAN eTGX trucks will contribute to VW Group’s goTOzero impact logistics programme which aims to reduce CO2 emissions on road transport

Continental to make Automotive a separate European company and sell OESL business

Continental is spinning off its Automotive business unit and selling the Original Equipment Solutions (OESL) business of ContiTech as it looks for greater flexibility in responding to automotive market trends

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.

Top automotive logistics Red Sofa insights of 2024: Sustainability, digitalisation, nearshoring and robotics strategies from leading OEMs

As 2024 draws to a close, we’re looking back at some of our best Red Sofa interviews from this year, where we spoke to experts across the globe about automotive logistics and strategies for success in the supply chain.

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

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.

Hyundai working with Glovis America on Xcient hydrogen fuel cell truck rollout at Hyundai Motor Group Metaplant America

Hyundai Motor Group is working with Glovis America on the use of Xcient hydrogen fuel cell trucks for inbound logistics operations at its EV metaplant in the US

Mexico will retaliate against Trump’s tariffs, says international trade expert

Mexico and Canada have warned the US against a trade war following president-elect Donald Trump’s decision to impose a 25% tariff on all goods being imported into the country from Mexico and Canada.

Red Sofa interview | Daimler Truck’s Marion Gillich on tracking supplier risk with AI and digital tools

Marion Gillich, head of supplier risk management at Daimler Truck took to the Red Sofa at ALSC Digital Strategies Europe to discuss the company’s digital transformation, including how Daimler collects data from suppliers and uses it to predict and manage supplier risk.

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.

Red Sofa interview | Harry Davies on building resilient supply chains through DEI

Join us on the Red Sofa at ALSC Digital Strategies Europe as Harry Davies, a senior procurement, logistics and supply chain expert with over a decade of experience, shares his expertise on diversity, equity and inclusion (DEI) in the automotive sector.

Red Sofa interview | BMW’s Carolin Richter on the OEM’s humanoid robots redefining automotive logistics

At ALSC Digital Strategies Europe in Munich, BMW’s Carolin Richter, head of next generation robotics, spoke about humanoid and multi-purpose robots capable of automating intricate logistics tasks that were previously deemed impossible.

Mexico’s port and rail network has improved since the failures in 2023 with expanded terminals and tracks

Veracruz port has dealt with last year’s congestion problems by adding capacity for more than 30,000 vehicles and there have also been improvements to previously disrupted rail services, according to speakers at this year’s Automotive Logistics and Supply Chain Mexico conference

Red Sofa interview | Javier Valadez on Paccar Mexico’s EV supply chain innovations

Javier Valadez, director of operations at Paccar Mexico takes to the Red Sofa in Mexico to share how the carmaker is leveraging Mexico’s role as a production hub to expand EV capabilities.

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.

Red Sofa interview | GM’s Monica Garcia on EV expansion and long-term collaboration

Monica Garcia, GM’s director of global purchasing and supply chain in Mexico, shares insights into the company’s EV strategy, resilient supply chains, and long-term supplier partnerships at ALSC Mexico 2024.

Recap blog: Insights from Automotive Logistics & Supply Chain Digital Strategies Europe 2024

Leaders from BMW, VW, Audi, and more gathered at ALSC Digital Strategies Europe 2024 in Munich, where experts discussed digital solutions for sustainable, resilient and co-creative supply chains. Follow our recap blog below for all the insights, including news, features and Red Sofa video interviews.

Red Sofa Interview | Kia México’s multidimensional approach to logistics, customs and purchasing

Ricardo Ortega Márquez, senior manager for purchasing, customs and logistics at Kia México takes to the Red Sofa at ALSC Mexico 2024 to discuss the innovative strategies driving the OEM’s success.

How Trump’s promised tariffs on Mexico and Canada could threaten the North American auto supply chain

Donald Trump, the US president-elect, has vowed to impose a 25% tariff on all goods being imported into the country from Mexico and Canada, deepening fears for the automotive industry in North America and threatening the trend of nearshoring.

Red Sofa | Adapting vehicle logistics: Carlos Eudave on building resilient networks for Nissan Mexico

Nissan Mexico’s head of FVL, Carlos Eudave, took to the Red Sofa at Automotive Logistics & Supply Chain Mexico 2024.

Car carriers need time to adjust to latest specifications for vehicle and truck lashing equipment

Finished vehicle carrier equipment manufacturers and transport providers have asked for a grace period to adjust to new standards on vehicle lashing that have been drawn up by Germany’s VDI standards association.

How Nissan is reinventing supply chain partnerships in a nearshoring era: Red Sofa insights from Dayan León, parts logistics subdirector

Dayan León, parts logistics subdirector at Nissan Motor Corporation, shares how nearshoring is reshaping partnerships in the automotive supply chain, highlighting the importance of trust, flexibility, and digitalisation in building resilient logistics strategies for the future.

Mexico needs a long-term framework of certainty to make good on its future as North America’s automotive hub

The majority of Mexico’s vehicle and parts output goes to the wider North American market and that demand is increasing, but to keep up with that demand automotive companies need to work more closely with the government to improve infrastructure and security, according to speakers at the tenth Automotive Logistics and Supply Chain Mexico conference.

Audi supply chain leaders talk global supply chain and manufacturing alignment, and the need for logistics power

At this year’s Automotive Logistics and Supply Chain Mexico conference supply chain leaders from Audi talked about the reciprocal benefits of a global strategy with a local approach.

Red Sofa | Hugo Villicaña, Brose North America on enhancing resilience in Mexico-US cross-border logistics

Watch our exclusive interview with Hugo Villicaña, Transportation Manager at Brose North America, as he discusses strategies for overcoming supply chain challenges in Mexico and North America.

Red Sofa | Rubén Ballesteros on how MG Mexico drives growth with innovative logistics strategies

MG México has been expanding and building out its supply chain by tailoring it to the Mexican market. In a Red Sofa interview at Automotive Logsitics & Supply Chain Mexico 2024, its head of logistics, Rubén Ballesteros, spoke to Automotive Logistics’ chief content officer about the company’s ability to make flexible decisions faster and its future plans in the country.

Frank Göller explains how Catena-X is making manufacturing logistics processes more efficient and resilient

Catena-X, the worldwide initiative to create an open data-sharing network, has moved into a new phase of international development. Audi’s head of digital strategy and portfolio management for production and logistics, Frank Göller, is head of internationalisation at the Catena-X association. He explains to Automotive Logistics how developing global standards for cross-border data exchange will make manufacturing logistics processes more efficient and resilient.

Toyota México’s senior director of external affairs and trade compliance, Lizette Gracida says, “Mexico’s nearshoring is a historic opportunity with strategic challenges”

Toyota’s $1.4 billion investment is helping pave the way for Mexico to become a leader in nearshoring and sustainable logistics. In a Red Sofa interview at the 2024 Automotive Logistics Supply Chain Mexico conference, Lizette Gracida, senior director of external affairs and trade compliance at Toyota’s Mexico division, discusses how strategic policies can support this transformation.

ALSC Mexico 2024: Investment in nearshoring continues in Mexico’s automotive supply chain

At this year’s Automotive Logistics & Supply Chain Mexico conference, automotive logistics experts voted on the trends they’re seeing in nearshoring, investment, operations and opportunities for growth in the Mexican supply chain.