U.S.-Canada border blockades worsened existing production slowdowns caused by continued volatility in the supply chain due to the lack of semiconductors, plus shortages of other parts and materials. The flow of parts to assembly plants is improving, but the lowering of first-quarter expectations, and the reasons behind it, show North American automakers have a long way to go before they have the capability to build at full plant capacity.
OM130097
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Border Blockades, Supply-Chain Volatility Dent Q1 North America Production Expectations
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The Analyst Team
Haig Stoddard
Follow AnalystPrincipal Analyst, Forecast & Markets
Haig has followed the auto industry for over three decades, starting as a reporter and editor for Wards Automotive Reports, then transitioning to an automotive market analyst. He analyzes market trends related to new-vehicle demand, production, and powertrain take-rates, and forecasts vehicle connectivity and automation levels
Haig focuses on tying together demand, vehicle production, and powertrain trends. He also has created and co-created several of the company’s current analytical outputs related to forecasts, plant capacities, product cycle plans, market segmentation, and future vehicle propulsion reports. Currently, he supports the Wards Intelligence database and produces regularly scheduled and custom subscription-based posts tied to North American production, sales analysis, forecasts, and general global market analysis. He also is working on projects to help expand the company’s coverage of future trends by creating vehicle-based forecasts related to factory-installed equipment, such as ADAS and mobility.
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