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
Ford’s $5 billion EV platform and factory investment Ford launches Universal EV Platform and “assembly tree” production process, backed by $5 billion in US investment and a strong emphasis on supply chain localisation and in-plant logistics efficiency. Charlie Blackie-Kelly Emily Uwemedimo
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
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
UK’s £3,750 EV discount tied to supply chain emissions and battery production The UK’s new £3,750 EV grant goes beyond tailpipe emissions, rewarding vehicles with low-carbon manufacturing and battery production. But with supply chain criteria still unclear, OEMs and logistics providers face major uncertainty ahead of key registration months. Charlie Blackie-Kelly Anushka Dixit
Jaguar Land Rover appoints Tata Motors CFO PB Balaji as new CEO Balaji will become the first Indian CEO of Jaguar Land Rover, succeeding Adrian Mardell in November 2025.
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. Daniel Harrison
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
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
Nissan to close Mexico plant in logistics and production realignment Vehicle production from the plant in Cuernavaca, close to Mexico City, will be consolidated at Aguascalientes by March 2026 as Nissan targets leaner, more efficient operations and logistics globally. Charlie Blackie-Kelly Emily Uwemedimo
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. Marcus Williams
UK Government set to invest £2.5 billion in auto industry over next decade Part of the wider Industrial Strategy, the programme hopes to boost advanced manufacturing capabilities and reinforce electrification efforts. Charlie Blackie-Kelly
Skoda begins Kushaq sales in Vietnam using CKD imports The CKD kits will be shipped from the automaker's Indian plant, with some parts coming from Europe. Marcus Williams
EU car production to rise to 16m annually if EV incentives remain Maintaining zero-emission targets could boost car and battery production, but delays or policy rollbacks risk economic and employment losses. Charlie Blackie-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
CATL begins work on new battery plant in Indonesia The $1.2 billion plant is part of a wider $6 billion EV-focused battery supply chain project announced by the Chinese tier-1 supplier in 2022. Charlie Blackie-Kelly
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
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. Christopher Ludwig
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. Charlie Blackie-Kelly
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
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
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. Charlie Blackie-Kelly
In the face of global trade wars and tempered demand, has the battery supply chain in North America lost its charge? The Trump administration has reversed legislation designed to bolster localised electric vehicle manufacturing and incentivise sales in the US but native and foreign carmakers continue to invest to strengthen infrastructure and supply chain. Charlie Blackie-Kelly
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. Charlie Blackie-Kelly
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. Charlie Blackie-Kelly
Automotive Logistics & Supply Chain ASEAN to debut in Singapore with senior OEMs, suppliers and tech leaders shaping regional strategy ALSC ASEAN debuts in Singapore on 28 Oct, uniting OEMs and suppliers to shape the region’s supply chain and EV strategy. Automotive Logistics
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. Ilkhan Ozsevim
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. Charlie Blackie-Kelly
US automotive import tariffs hit prices and aggravate consumer uncertainty, says National Automobile Dealers Association The combined impact of vehicle and parts import tariffs could cut production and sales forecasts in the US this year, according to figures from the National Automobile Dealers Association, with consumer spending and manufacturing investment revised. Marcus Williams
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. Emily Uwemedimo
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. 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
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. Marcus Williams
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. Vladislav Vorotnikov
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
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
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. Ilkhan Ozsevim
Trump’s tariff pose on imports from Canada and Mexico tests resiliency of supply chain planners Even with a month’s grace period, the threat of US tariffs on imports from Canada and Mexico made by Donald Trump over the weekend is creating supply chain uncertainty across the North American automotive industry. Carmakers are calling for attention to USMCA rules and warning of the impact on jobs, investment and consumers. Marcus Williams
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. Megan Kelly
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
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. Megan Kelly
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
Kjell Gruner takes over as head of VW Group of America; Henning Habicht to lead operations at Chattanooga Kjell Gruner is now president and CEO of Volkswagen Group of America (VWGoA), while Henning Habicht has been promoted to lead operations at the carmaker’s Chattanooga plant. 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
German Association of the Automotive Industry has published a new auditing standard for logistics – VDA 6.8 Process Audit Supply Chain The VDA’s Logistics Committee chairman, Simon Motter, who is head of Volkswagen Group Logistics, said the new VDA auditing standard addresses the importance of smooth supply chain processes for the entire automotive industry 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
Jeffrey Morrison discusses GM’s supply chain shift toward electrification, cost optimisation and evolving supplier partnerships In a Red Sofa interview at the Automotive Logistics and Supply Chain Global conference, GM’s Jeffrey Morrison outlines the company’s strategic shift towards electrification, emphasising the importance of cost optimisation and strengthened partnerships with suppliers to foster innovation and sustainability within the automotive supply chain. Emily Uwemedimo
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.
Knowing where to be lean and where to be robust in GM’s supply chain GM has pursued multiple strategies to increase resilience, from strategic inventory buffers to increasing localisation in North America, according to purchasing chief Jeff Morrison. Christopher Ludwig
BMW powers Spartanburg with ‘local for local’ battery supply chain The carmaker’s battery assembly plant in South Carolina will be key to reducing logistics costs and risks in EV production. Christopher Ludwig
The end-to-end in sight at Volvo Cars Volvo Cars is on a mission to make its supply chain as sustainable as its electric vehicles, so it has combined procurement and supply chain logistics for greater clarity on the flow of parts, materials and vehicles. Kerstin Enochsson, head of procurement and supply chain, explains more Marcus Williams
Into Africa: China’s ambitions for a transcontinental logistics network Much of the focus on China’s Belt and Road programme has been on trade routes between Europe and Asia, but Chinese organisations are also investing in African infrastructure Gavin du Venage