Nissan’s recovery, Marelli’s Malaysian auto export surge may lose traction August 12, 2021 Nissan has reportedly had to shut a factory in Tennessee for two weeks due to a shortage of parts from Malaysia. While the firm does not appear to import directly from Malaysia, its total U.S. imports of auto parts had been recovering rapidly with growth of 11.7% in Q2’21 versus the same perio... Read more →
Auto slowdown slowing down as U.S. sales stumble on shortages July 7, 2021 U.S. automotive sales are starting to feel the drag from a shortage of key components including microchips. Sales of cars and light trucks dropped by 14.1% in June 2021 versus June 2019. Sales of foreign-made vehicles fell by 4.1%. Seaborne imports in June will determine availability for sales... Read more →
Q3’21 Outlook: The fallout from short-term supply chain planning July 5, 2021 The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →
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