Tag: risk management

Latest tariff and trade updates affecting automotive industry

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

Megan Kelly

Forecasts for 2025 shows resilience is tested by trade volatility, EV transitions and digital fragmentation

As automotive supply chains navigate rising trade barriers, accelerating electrification and fragmented digital tools, industry leaders explored how logistics must evolve – not just to survive disruption, but to lead through it – during a panel hosted by Automotive Logistics at Transport Logistic 2025.

A shortage of rare earth magnets caused by limited Chinese exports has potential to disrupt global supply chains

Rare earth magnets are used throughout vehicle components, and their supply can be a key part of inbound planning. However, the global supply of the magnets has dwindled after China introduced stricter export restrictions in April, prompting concerns about a shortage.

How Magna keeps the bugs out of wooden packaging for international shipments

Packaging automotive parts for international shipments is subject to strict phytosanitary regulations on pest control. Magna International’s Bridget Grewal details the cost of contamination and the strategies for treatment.

Court of Appeals allows tariffs to continue after US court rules Trump’s ‘reciprocal’ tariffs illegal

A US federal court has ruled that US president Donald Trump did not have the authority to impose ‘reciprocal’ tariffs on individual countries, blocking his planned tariffs. But just 24 hours later, the administration’s appeal of the decision has allowed the tariffs to continue until further notice.

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.

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.

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.

When disruption won’t quit, the 2025 Finished Vehicle Logistics conference shared how to stay balanced and agile

The Finished Vehicle Logistics North America 2025 conference revealed how leading OEMs are redesigning logistics to thrive amid trade shocks, EV disruption and capacity constraints. From agile planning to modular networks and EV-ready lanes, Automotive Logistics unpacks the sector’s shift from fragile to future-ready.

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.

Thailand’s automotive supply chain under pressure from weak demand, rising tariffs and economic volatility, but investment offers hope

Thailand’s competitiveness in the ASEAN region may have faltered, but investments from major OEMs and joint ventures, and government EV incentives, could revive the market - provided the supply chain remains resilient in the face of potential US tariffs.

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.

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.

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.

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.

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.

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!

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.

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.

National Transportation Safety Board report finds Francis Scott Key bridge was at high risk of collapse

The risk of catastrophic collapse to the Francis Scott Key bridge was 30 times higher than the established safety threshold, according to a report from the National Transportation Safety Board. The report also finds that 68 other bridge in the US could be at risk.

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.

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.

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

United States Trade Representative is looking to impose heavy service fees on China-related shipping

[Updated March 3] Following an investigation into unreasonable or discriminatory practice in international shipping, the United States Trade Representative is proposing to bring in fees of up to $1.5m for China-related vessel calls at US ports.

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.

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.

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.

Jack Cooper and GM relationship breaks down, leaving hauler to wind down operations

Following concerns about its relationship with two of its biggest clients, Jack Cooper is reportedly winding down operations.

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.

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.

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.

How Trump’s Panama Canal threat could reshape the automotive supply chain

In his inauguration speech, second-term US president Donald Trump promised to “retake” the Panama Canal, claiming it was operated by China.

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.

Outgoing Biden Administration rules to ban import of Chinese and Russian connected vehicle technology

Outgoing Biden Administration rules prohibit the sale and import of connected vehicle hardware and software systems, as well as completed connected vehicles.

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.

Red Sofa interview: Nissan’s Steve Jernigan on network improvements in Mexico

At this week’s Finished Vehicle Logistics North America 2024 conference in California, Steve Jernigan, senior director of supply chain management for Nissan North America, took to the Red Sofa to tell Richard Logan, senior content producer, Automotive Logistics about improvements to domestic haulaway performance in Mexico, which includes better equipment utilisation and availability.

Red Sofa Interview: Bosch’s Ekaterina Serban on Supply chain cybersecurity risks and opportunities

In this interview, Ekaterina Serban talks about the biggest risks and challenges posed by today’s security environment. With high levels of interconnectivity in products, and compliance and security issues surrounding legacy systems, supply chain cyber concerns are a major challenge for automotive manufacturers and suppliers.

Red Sofa Interview: Seat’s Alexandre Lerma on control tower creation for automated, robust and flexible supply chains

From automation-driven advancements to the reformation of operational frameworks, Lerma envisions a future shaped by cross-functional teams impacting both pre-production and commercial activities. Yet, the primary challenge lies in rallying more suppliers to collaborate within this innovative framework.In Lerma’s vision, collaboration, fueled by data alignment and pioneering functionalities, will be the cornerstone of Seat SA’s quest for a robust, adaptable, and interconnected automotive ecosystem.

Honda global operations hit by ransomware attack