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All Analysis articles – Page 8
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AnalysisThe way we buy cars has changed forever
The impact of the Covid-19 pandemic has accelerated a latent online sales trend, with more than 50% of vehicles across Europe currently sold across some form of online channel, according to new research. This has solidified automakers’ roll out plans for new sales structures across the continent and beyond.
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NewsVW strengthens ties with Northvolt to expand battery capacity in Europe
Volkswagen Group plans to significantly increase battery cell production capacity and reshape the EV battery supply chain in Europe, with plans to add six ‘gigafactories’ by the end of the decade – including an expansion of its partnership with Sweden’s Northvolt.
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NewsSK Innovation banned from the US for 10 years following LG lawsuit
The US International Trade Commission has imposed a 10-year ban on SK Innovation for the importation, domestic production and sale of electric vehicle batteries within the US because of intellectual property theft from rival LG Chem. It is a tough sentence, but perhaps unsurprising given the context of the global push to electrification.
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NewsNorth American vehicle makers steer a course through Covid
This year’s Automotive Logistics and Supply Chain North America Live conference revealed how a strong rebound in North American vehicle sales has taken the supply chain by surprise and exacerbated the misalignment in inbound supply and capacity caused by the Covid-19 shutdowns.
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NewsUSMCA: The milk in the coconut of North American trade
The renegotiated rules on free trade in North America, known as USMCA, have been in effect six months but are coming under stricter enforcement. Trade experts from Toyota and Canada’s automotive supplier association point to risks around compliance and a lack of clarity in some rules, especially around ’alternative staging regimes’ on localisation – with the risk that some suppliers could lose significant business.
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FeatureWatch: Welcome to the future of North American automotive supply chains
Kicking off the on-demand content for Automotive Logistics and Supply Chain North America Live, our hosts set out the trends impacting the industry today and how they will reshape processes, service and partnerships.
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FeatureWatch: A surprisingly bright outlook for North American vehicle sales and production
Despite the pandemic and supply chain disruptions, IHS-Markit is forecasting a stronger-than-anticipated rebound for the North American automotive sector, however there are many headwinds, including for production and exports out of Mexico.
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FeatureWatch: The race to build a North American lithium-ion battery supply chain
Investing in regional battery supply will be critical for OEMs in North America to compete on electric vehicles, but can battery cell capacity keep up? Analyst Daniel Harrison details the evolving battery production footprint in the region.
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FeatureWatch: Capturing supply chain data and change in real time – day one in review
Our team unwraps the top themes from the first day of the event on North American automotive logistics, including managing organisational transformation and an urgent need for data transparency.
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FeatureWatch: Top priorities for the North American supply chain in 2021 – intro to day two
Christopher Ludwig reveals top priorities for the region’s automotive logistics and supply chain sector at the start of day two of ALSC North America Live.
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FeatureWatch: North American automotive recovery is underway, but for how long?
The North American automotive market is on pace to return to growth this year despite slow vaccine roll-outs, however there are risks in the supply chain and the longer-term economic outlook, according to Eaton’s top automotive analyst, Brandon Mason.
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FeatureWatch: That’s a wrap (until next time)!
At the end of a two-day journey across the supply chain in the US, Canada and Mexico, our hosts share the most urgent action points and takeaways from the event, including how logistics providers can help manufacturers recover and transform.
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FeatureAnalysis: Middle East and Africa recovery will depend on better trade relations, logistics and investment
The wider Middle East and North Africa region is set for vehicle sales and production declines of 25% year-on-year in 2020, but there are prospects for recovery in automotive markets and in trade, if OEMs and suppliers can overcome supply chain barriers. Download our latest analysis.
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FeatureCan the UK supply chain keep up with a 2030 ban on new ICE vehicle sales?
The UK government has announced it is bringing forward its plans to phase out the sale of new cars and vans powered by internal combustion engines. Daniel Harrison, automotive analyst at Ultima Media, examines how realistic that is and whether supply chains are ready to produce enough electric vehicles and batteries.
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NewsCan Tesla shift the balance of EV battery and cell supply chains away from China?
At Tesla’s recent Battery Day presentation, the company promised to shake up its battery supply chains by moving into cell production and even the mining of raw material, but how realistic are these targets?
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FeatureWatch: PwC study shows how electrification will transform European vehicle product portfolio and value chain
Electrification is powering ahead in Europe, with manufacturers set to launch a large array of lower cost and more premium vehicles this decade that will increasingly compete on price and total cost of ownership with ICE vehicles. Christoph Stürmer presents a PwC study that reveals opportunities in product types as well as where Europe can make gains in its supply chain.
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FeatureWatch: Real world supply chain dynamics with DSV
During Automotive Logistics and Supply Chain Live, DSV’s automotive logistics experts set out a path to navigate a turbulent year ahead with an overview of supply chain stability, trends, insights, and strategies that will impact on logistics operations and pricing across transport modes.
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FeatureWatch: India supply chain insights and automotive market forecast
The Indian automotive industry is facing a significant economic crisis as the country faces the coronavirus crisis. In a presentation at Automotive Logistics and Supply Chain Live, Puneet Gupta from IHS Markit Automotive shares insights into the demand patterns, production outlook and government measures that will impact the Indian automotive supply chain over the next decade.
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FeatureWatch: China automotive production to rise but trade wars and coronavirus crisis will have lasting impact
Chinese vehicle sales and production are set to continue to recover, but IHS Markit Automotive forecasts that the crisis will still hit demand, while exporting vehicles from China to the US especially will remain a difficult prospect
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FeatureWatch: North America automotive market resilient but faces long recovery
The North American market has recovered faster than some expected, but Eaton analyst Brandon Mason predicts uncertain times ahead for the supply chain, with restrained sales in the coming years and ongoing localisation of vehicle production in the region. Watch this in-depth presentation from Automotive Logistics and Supply Chain Live.