Most of the to-date strike-related production losses are not likely to be made up over the remainder of the year, even if shutdowns end this month. Most of the currently impacted plants at Ford and GM already were building at or close to available capacity prior to the shutdowns or were ramping up new products. The vehicles built at the Toledo facilities closed at Stellantis had high dealer inventory, and the automaker might choose not to recoup a major portion of the losses.
OM131946
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Strikes Put Dent in September, Q4 North America Production
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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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