Bullish on EVs, Hyundai Issues a Challenge

Hyundai and its sister automaker, Kia Motors, want to hear from you. Well, maybe not you, but someone with electrification expertise and a startup in tow.

As the automakers prepare a series of upcoming electric models, the automakers, joined by their battery supplier, have issued a challenge.

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GM's Newest Tweener Limps Out of the Gate

Your author can’t explain why his neighbor purchased a new Chevrolet Blazer Premier, but he can understand why General Motors felt the need to insert a new crossover between the Equinox and Traverse. CUV white space = $$$, I think the famous equation goes.

With this in mind, the existence of the new Chevrolet Trailblazer, slotted between the Trax and Equinox, is equally understandable. Boasting a brace of three-bangers and more space and MPGs than a Trax, the decidedly non-BOF Trailblazer serves as a larger stepping stone to the Chevy brand.

Timing, however, was not the Trailblazer’s strong suit.

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Ford 'Confident' It'll Have the Transfer Cases It Needs

As it woos the UAW with health protocol and assesses suppliers to ensure their readiness when production resumes (whenever that ends up being), Ford Motor Company says a crucial component it needs for a great number of big-ticket vehicles will be there, too.

Hoping to get all of its ducks in a row before Michigan opens itself up for business, Ford had employees working feverishly in a state that contains no Ford plants.

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Bad News for Ford: Carolina Twister Makes Direct Hit on Automaker's Supply Chain

An outbreak of tornadoes through the Gulf states and into the Southeast early last week saw one twister shatter a sprawling BorgWarner assembly plant. Known for building all-important transfer cases for four-and all-wheel drive vehicles, the Seneca, SC facility lay in near-ruins following the direct hit, though it wasn’t known which manufacturers sourced components from the plant.

Well, it turns out one recipient of Seneca-built parts is Ford — and it uses a lot of them.

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Twister Trashes BorgWarner Plant; Volkswagen Receives Close Call

Powerful tornadoes ripped through the U.S. South and Southeast late Sunday and into the early morning hours of Monday, leaving behind a toll in human lives and property damage that’s still being assessed.

As the country — and world — suffers through the many disruptions borne of the coronavirus pandemic, one can’t forget that more conventional natural disasters, in all their power and fickleness, are capable of wreaking havoc on industries and supply chains, too.

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Mexican Production Under Threat As China Struggles to Come Back Online

Mexico, the birthplace of many lower-end automotive offerings, could see plants go dark by the end of the month if the global supply chain doesn’t sort itself out. Specifically, that means China, a prolific producer of parts.

Production in that country has been stymied since major lockdowns enacted in late January to halt the spread of the emerging coronavirus pandemic left factories idle. And while the country has begun relaxing measures that kept workers away from plants, China’s manufacturing heartland has been slow to rebound.

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Report of Forced Labor Has Automakers on the Defensive

In a report that harkens back to the grim days of World War 2-era Germany, several automakers are accused of benefiting from forced labor.

An Australian think tank claims upwards of 80,000 Uighurs, a persecuted ethnic minority in northwest China, have been transported from state-run re-education and internment camps to the factories of Chinese suppliers. Among the companies said to benefit from the forced labor are Apple, Sony, Nike, Volkswagen, BMW, and General Motors.

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Dark, Contagious Clouds Gather Over the Auto Industry

With South Korea, Italy and Iran now reporting growing coronavirus outbreaks, it looks like this is going to be one of these long-haul illnesses that sends everyone to the store to stock on up on milk and bread. As you might have guessed, automakers have continued issuing warnings as the virus’ range continues to expand. On Wednesday, Toyota announced that its Japanese plans will undoubtedly be impacted by parts shortages over the next few weeks as Chinese suppliers remain dormant.

The worst of the outbreak is still located in Wuhan, where the virus is spreading out toward China’s coastal cities. Reliable figures for the number of people affected are difficult to come by. The Communist Party of China (CPC) and World Health Organization (WPO) both claim China had this one in the bag, with new cases always reported as “slowing” — an assertion you would be forgiven for doubting. COVID-19 seems anything but under control. This week, the Centers for Disease Control and Prevention told U.S. citizens to prepare for the worst as the stock market stumbled over fears of a global pandemic.

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Final Piece Falls Into Place at Lucid Motors

First came the renderings, then the concept car, then the money, then the factory, then the braintrust. Now, Lucid Motors has a supplier to power it all.

On Monday the Silicon Valley electric vehicle startup, which hopes to shake up the premium EV market with its plush and powerful Air sedan, announced a partnership with a trustworthy battery maker.

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Japan Readies Auto Industry for Coronavirus Complications

Yep, we’re still talking about the damned coronavirus. But how could we not, with the situation being obfuscated from all sides as the outbreak just seems to worsen? Both Japan and South Korea have reported their first deaths relating to the virus; meanwhile, the unsettling theory that 2019-nCoV was created in a Chinese laboratory has grown by leaps and bounds.

While the mainstream media has dismissed this as an unfounded conspiracy, loads of circumstantial evidence published by reputable sources leave one wondering. Our favorite is that the exotic meat market initially pegged as the disease’s point of origin was across the the street from (get this) a viral disease laboratory. Senator Tom Cotton (R-AR) has repeatedly pushed for the virus’ origin to be found, saying “We also know that just a few miles away from that food market is China’s only biosafety level 4 super laboratory that researches human infectious diseases,” only to be framed as an alarmist crank.

There was also a Chinese coverup (similar to SARS) that kicked off when police detained eight doctors in Wuhan for attempting to warn the public of a potential outbreak. The point here is that nobody seems ready to give (or even search for) answers in China. Naturally, this has left people confused and scared, rather than just scared.

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Bad Omen: Shutdown Extended in China's Manufacturing Heartland

If you recall our piece from yesterday, automakers like Nissan are counting on Chinese workers to return to their factories on February 21st, thus preventing a widespread parts shortage that could idle plants on a global scale. That date would be the first day of resumed work in Hubei province following a government-mandated shutdown of all facilities — a tactic aimed at halting the spread of novel coronavirus.

If workers return Friday, the thinking went, the supply chain disruption currently afflicting the world’s automakers won’t be too bad. Well, bad news.

China now says Hubei won’t come online until March 11th.

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GM Downplays Virus Threat to Lucrative Truck Lines

We’re not talking about a digital threat here; no, it’s more just one more headache caused by the viral outbreak rampaging through the Chinese manufacturing heartland — the source of so many components crucial to domestic auto production.

At General Motors, a supply chain disruption is the last thing the company needs after weathering an expensive 40-day strike at its U.S. plants last fall. The automaker is now attempting to allay fears of idled plants in the wake of an ominous social media post.

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This Stings: Coronavirus Comes for the Fiat 500L

Of all the production upsets born of coronavirus-caused supply chain disruptions, the idling of Fiat Chrysler’s Kragujevac, Serbia assembly plant is certainly not near the top. Not for American consumers, anyway.

The automaker announced Friday that the plant, home to the unloved Fiat 500L, will be offline until sometime late in the month. If U.S. inventory suffered, would anyone notice?

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Ripples From Virus Outbreak Hit Korean Plants

Automakers — and their accountants — are playing the wait-and-see game as the coronavirus outbreak continues to grow in China, throwing the assembly of crucial vehicle components into disarray.

Korean automaker Hyundai has now announced its domestic plants have gone dark, citing supply chain disruptions born of the virus and the aggressive lockdowns enacted to curtail its spread.

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Virus Doesn't Bode Well for an Already Ailing Market

Just as airlines around the world cut ties with China, automakers who do business in the coronavirus-hit country are scrambling to deal with the outbreak — delaying production, keeping employees at home, and crossing their fingers.

Any predictions that 2020 would be a better year than 2019 — a potential springboard year for automakers busily tailoring their lineups to better serve the rapidly evolving Chinese market — are now due for revision.

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  • THX1136 That's so cool. This one is close to what I had accumulated with the 84 Shelby Charger I owned. Since it only had a 5 digit odo no one would know it had over 406k. I kept track of everyplace it turned over with only 2 still lodged in my 71 yo brain. If I had taken care of it cosmetically as well as I did mechanically I still think I could have gotten to 500k which was a goal I set for myself. The Toyota mentioned is quite impressive at over 900k. Thanks for the write up, Murilee!
  • Kwik_Shift_Pro4X Nice to see. I like the Top 10 list and seeing "80s Mercedes" within.
  • Redapple2 jeffbut they (gm) dont want to ... their (gm ) pick up is 4th behind ford/ram, Toyota. GM has the Best engineers in the world. (gm has )More truck profit than the other 3 (manufacturers (ford, ram , toyota)). (The combined sales of ) Silverado + Sierra+ Tahoe + Yukon sales = (yields ) 2x ford total (profit from trucks) @ $15,000 profit per. (therefore gm has )Tons of $ (money ) to invest in the BEST truck. No. They make crap. Garbage. Evil gm Vampire. (expound / corrections )
  • UnoGeeks Great information. Unogeeks is the top SAP ABAP Training Institute, which provides the best SAP ABAP Training
  • ToolGuy This thing here is interesting.For example, I can select "Historical" and "EV stock" and "Cars" and "USA" and see how many BEVs and PHEVs were on U.S. roads from 2010 to 2023."EV stock share" is also interesting. Or perhaps you prefer "EV sales share".If you are in the U.S., whatever you do, do not select "World" in the 'Region' dropdown. It might blow your small insular mind. 😉