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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

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.

Day two of ALSC Digital Strategies North America saw AI, data visibility, and compliance as key talking points

As our guests gathered to round off the conference with peers last night at our evening drinks reception on the Carlton Terrace, our Chief Content Officer Christopher Ludwig managed to take a few moments away from the bustle to catch you all up on the discussions from the day as ALSC Digital Strategies North America drew to a close for another year.

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

Gerardo de la Torre, regional senior director of supply chain management at Nissan Group of the Americas, expands on his Keynote from day one, answering questions about how Nissan has impletmented 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.

Marcus Williams

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.

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

[Updated June 18] US vehicle import tariffs and vessel fees are causing uncertainty across North American ports but upgrades to infrastructure through 2024 have given some of the top volume processors room for manoeuvre.

Marcus Williams

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.

Marcus Williams

CATL to raise $4bn in Hong Kong listing to fund Debrecen EV battery gigafactory in Europe

Chinese EV battery maker CATL has said it is set to raise at least $4bn in its secondary listing on the Hong Kong stock exchange, to fund its giigafactory in Debrecen, Hungary.

Megan Kelly

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

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.

Marcus Williams

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.

Marcus Williams

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.

Marcus Williams

Megan Kelly

Toyota plans to produce next-generation lithium batteries in Japan on hold

Toyota is revising its plans for battery production in Kyushu, Japan in the light of electric vehicle demand and rising material prices.

Marcus Williams

Hyundai Motor commits $21 billion to US vehicle manufacturing, supply chain and logistics

Hyundai has announced an investment in US vehicle production, supply chain and logistics of $21 billion and in the same week has officially opened its metaplant in Georgia at which it now plans to make 500,000 electric vehicles a year.

Marcus Williams

VinFast’s logistics strategy for rapid parts delivery and operational excellence in Europe and ASEAN

In an industry where aftersales service and agile logistics can differentiate market leaders from emerging challengers, VinFast, the Vietnamese automotive manufacturer, primarily known for its bold entry into EV vehicle production, is now making strategic waves by reimaging its logistics profile. With a focus on European market penetration and an emphasis on customer-centric service, VinFast shares with Automotive Logistics how it is investing in robust service parts delivery networks and retooling its shipping methods.

Emily Uwemedimo

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

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

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

Christopher Ludwig

Anushka Dixit

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

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

Megan Kelly

Flexis optimises electric van production with shared platform and localised supply chain in Europe

Flexis, a joint venture between Renault Group, Volvo Group and CMA CGM, has unveiled its new range of electric light commercial vehicles; three models all sharing a skateboard platform. Scheduled to begin production this year, the company is making use of its logistics expertise through a dedicated localisation strategy in Europe. Automotive Logistics reports from the Flexis headquarters in Paris.

Megan Kelly

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.

Marcus Williams

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

Toyota is making its own batteries at a plant in North Carolina and will be begin local supply in April

Toyota will be begin shipping lithium batteries from its own plant in North Carolina from April this year, beginning with deliveries by truck to its Kentucky assembly plant in Georgetown

Marcus Williams

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

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.

Marcus Williams

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.

Megan Kelly

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

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.

Megan Kelly

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.

Marcus Williams

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

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

Daniel Harrison

What day one under the Trump administration signals for the North American automotive supply chain

Donald Trump, who was sworn in as president of the US yesterday, said that his administration is planning to impose 25% tariffs on imports from Mexico and Canada from 1 February, threatening the North American automotive supply chain.

Megan Kelly

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.

Marcus Williams

Mazda localising battery supply with Panasonic Energy for electric vehicle production in Japan

Panasonic Energy will be supplying Mazda with battery cells for assembly of modules produced locally for a new electric vehicle made in Iwakuni City.

Marcus Williams

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.

Emily Uwemedimo

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

Seismic shifts in the global trade of electric vehicles: 2024 in review

The car industry is going through a volatile adaptation as it seeks to decarbonise mobility and clean up the logistics supporting production. This year it has also been dealing with trade and labour disruption but the focus is adamantly on a more resilient supply chain and the adoption of digital technology.

Marcus Williams

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.

Megan Kelly

Audi and FAW start production of Q6L e-tron in Changchun supported by sustainable automated logistics and production

Audi FAW NEV will manufacture mid-sized and full-sized PPE vehicles at the new factory, which has annual capacity for 150,000 vehicles and the batteries to power them

Marcus Williams

GM’s strategy to tackle EV logistics challenges: Digitalisation, nearshoring, and improving supplier relations

Strengthening supplier relationships, nearshoring strategies and digitalisation are enabling GM to enhance supply chain resilience across North America. From securing critical EV components to optimising cross-border logistics, the carmaker is fostering innovation and operational efficiency amid growing challenges.

Megan Kelly

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.

Megan Kelly

Stellantis invests in €4.1 billion Spanish gigafactory with CATL to boost localised battery supply chain and reduce cost

Stellantis has partnered with Chinese battery manufacturer CATL to invest up to €4.1 billion ($4.3 bn) for a large-scale lithium iron phosphate (LFP) battery plant in Spain.

Megan Kelly

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.

Marcus Williams

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.

Megan Kelly

ALSC Mexico 2024: Drinks reception and insights shared on the future of nearshoring, trade and growth

Christopher Ludwig takes us behind the scenes at ALSC Mexico 2024…

ALSC Mexico 2024 recap blog: Discussing nearshoring, digital transformation and cross-border strategies

The tenth Automotive Logistics & Supply Chain Mexico conference has wrapped up, after industry leaders, logistics experts and automotive pioneers gathered to discuss the latest trends, challenges and innovations transforming Mexico’s automotive supply chain. That transformation comes at an uncertain time for the North American supply chain, with shifting global dynamics and a pivotal US election.

Nearshoring and sustainable packaging strengthen North American supply chains

This content was produced by Automotive Logistics in partnership with CHEPTrade regulations, combined with the need for supply chain resilience and cost savings, are driving nearshoring in North America. CHEP’s director of automotive, Patrick Mahoney, shares with Automotive Logistics how the company’s share-and-reuse packaging services support this trend.

Automotive Logistics

Red Sofa Interview: VW’s Anu Goel on thinking regionally in FVL

Anu Goel, executive vice-president, Group After Sales & Service, Volkswagen Group speaks to Christopher Ludwig, chief content officer, Automotive Logistics about bringing together North America’s US, Canada and Mexico vehicle logistics divisions under a Virtual Task Force to explore more opportunities that are beneficial for the region as a whole.

Red Sofa Interview: VW Truck & Bus Mexico’s plans to increase localisation

Halley Vieira, plant manager in Production and Logistics, VW Truck & Bus Mexico discusses the decision to localise in Mexico rather than import parts from Brazil, and how synergies with VW Group and Traton Group are playing an increasingly important role in the plant’s logistics.

Red Sofa Interview: Audi Mexico’s agile supply chain strategies

Francisco Bravo discusses Audi Mexico’s journey towards supply chain excellence, addressing challenges, embracing technology and aligning with the brand’s vision for a sustainable future.

Red Sofa Interview: How Bocar is championing Mexican localisation

Leonardo Martins, global logistics director at Bocar Group, joins the Red Sofa at Automotive Logistics & Supply Chain Mexico to share how Bocar is championing localisation in Mexico.