Category Archives: manufacturing

Revised Auto Forecasts Assume Slight Iranian War Effects?

“The base scenario assumes a short-term conflict, with the most significant effects in Iran and neighboring Gulf Cooperation Council (GCC) countries, while other markets experience milder impacts mainly through higher oil prices,” said Mike Wall the Executive Director, Automotive Analysis, S&P Global Mobility in a release yesterday. [Oddly in AutoInformed’s view, North America’s production outlook is “only marginally reduced for 2026, with a slight increase in 2027…” the respected consultancy said – Autocrat.] Continue reading

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GM Expands Owners’ Manual Recalls

“Dealers will reset the vehicle radio, which will facilitate automatic download of the electronic owner’s manual, free of charge as required by U.S. safety regulations. Owner notification letters are expected to be mailed 13 April 2026, GM said in the required safety defect filing made public by the National Highway Traffic Safety Administration  (NHTSA) this morning. Continue reading

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American Axle – UAW Demands Released Before Contract End

“As a Tier 1 parts supplier to General Motors, American Axle has generated $2.9 billion in profits since 2022. Over that time, the company’s CEO has been paid $47.9 million, with the top five executives receiving nearly $100 million in compensation. Meanwhile, UAW members working at the Three Rivers plant struggle to afford basic needs, with some even forced to sleep in their cars, the UAW said. Continue reading

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Legal Tariffs – Detroit Diesel to Add Third Shift, Recall Laid Off Workers

“Strategic, targeted tariffs are an important tool in the toolbox to undo the damage of our free trade disaster and bring back good union jobs to the U.S.,” said UAW President Shawn Fain. “Companies like Detroit Diesel, and their parent company Daimler Truck North America, need to step up to reinvest in the workers who make the product and stop laying off American workers while making billions in profit. We applaud this first step in the right direction.” Continue reading

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Porsche AG Reorganization 2.0 or The New Strategy 2035

Porsche AG (P911.DE) said today at the company’s annual press conference in Stuttgart that it is shifting into the next gear in the realignment of the company and its product portfolio, which began in 2025 after disastrous financial results.*

“Since I took office, our management team has systematically analyzed the situation and begun a series of initial targeted measures. These include the consistent application of our Value over Volume principle, especially in the difficult market environment of China; and the quality-oriented ramp-up of production of the all-electric Cayenne,” said the new CEO, Dr Michael Leiters. Continue reading

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Ford Recalls Escape, Explorer, Lincoln Aviator, Corsair SUVs

“On the affected vehicles, it may be possible to have the SYNC screen image on the center display flipped or inverted immediately after an ignition cycle. This may result in the image displayed having inverted or flipped buttons, camera guidelines, and the rear-view camera image while in reverse gear,” Ford said in the mandatory safety defect recall filing made public by the National Highway Traffic Safety Administration (NHTSA) this morning. Continue reading

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Windshield Wiper Failures – Ford Motor Recalls 605,000 SUVs

Ford Motor Company (NYSE: F) is recalling ~604,533 model-year 2020-2022 Explorer, Escape, Lincoln Aviator, and Lincoln Corsair sport utility vehicles. The front windshield wiper motor may fail and prevent the windshield wipers from operating properly. Dealers have been told not to demonstrate or deliver vehicles in stock. Ford initially dismissed the safety defect “since it did not pose an unreasonable risk to motor vehicle safety.” Ford is operating under a consent order from NHTSA because of its previous handing of recalls. Continue reading

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Acura and Honda to Export U.S. Made Vehicles to Japan

“Since Honda began auto production in America more than four decades ago, we have been dedicated to delivering quality for the world, made in the U.S.A.,” said Jun Jayaraman, senior vice president of the Manufacturing Management Center at Honda Development & Manufacturing of America. “From the onset, Honda has believed in our American manufacturing talent, and we are proud to export quality vehicles built by our associates in Alabama to Honda customers in Japan.

“Building Acura models in America for the past thirty years has been a source of immense pride, and now exporting the American‑built Integra Type S to Japan takes that pride to a new level,” said Jayaraman. Continue reading

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BMW Group Plant Spartanburg Largest U.S. Auto Exporter

“Plant Spartanburg is proud to be the largest automotive exporter by value in the United States, a distinction that underscores our commitment to both the state of South Carolina and the nation’s economic strength,” said Robert Engelhorn, president and CEO of BMW Manufacturing in Spartanburg. “Our exports play a crucial role in supporting a favorable balance of trade, which is essential for sustained economic growth.” Continue reading

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Volvo Cars to Increase EX60 SUV Production to Meet Demand

“That so many customers ordered the EX60 in the first month has surpassed our expectations, and it’s a good ‘problem’ to have,” said Erik Severinson, chief commercial officer at Volvo Cars. “We are very encouraged to see such strong demand for our game-changing electric SUV, and we are now reviewing our production plans for 2026, as we gear up for the start of customer car production next month. Continue reading

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Ford Transit Brake Failure Recall

“Certain vehicles may have been built without the cotter pin that secures the brake booster pushrod to the brake pedal, which can cause the brake booster pushrod to separate from the brake pedal. As such, these vehicles fail to comply with the requirements of Federal Motor Vehicle Safety Standard (FMVSS) No. 105 Hydraulic and electric brake systems, section S5.6 Brake system integrity,” Ford said in the mandatory safety defect recall filing made public this morning by the National Highway Traffic Safety Administration (NHTSA) today. Continue reading

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Stellantis Posts Full Year 2025 Loss of €22.3B

“In the second half of the year we began to see initial, positive signs of progress with the early results of our drive to improve quality, strong execution of the launches of our new product wave and a return to top line growth. In 2026 our focus will be on continuing to close the execution gaps of the past, adding further momentum to our return to profitable growth,” claimed Filosa. [A large portion of the Stellantis Corporate farm appears to be bet on its ability to sell large Ram pickup trucks and some cars with V8 engines – Hemi – and sell more Jeeps in North America where GM and Ford are firmly entrenched. Affordability is an issue as well, so a mid-size Dakota Pickup truck is in the works. – AutoCrat] Continue reading

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Trump Slump Forecast – February 26 New Vehicle Sales Drop

“The new-vehicle sales pace shifted to a lower gear in Q4 of last year, and that weakness is expected to continue through this month as well,” said Charlie Chesbrough, senior economist at Cox Automotive. Continue reading

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Trump Tariff Flops – December Goods Trade Deficit Up $15.7B

“The U.S. trade deficit for goods hit a record in 2025 despite Trump’s claim his signature tariffs would reduce it, new data shows. Trump declared the country’s goods trade deficit a national emergency last year and pledged to shrink it as part of efforts to revive U.S. manufacturing. Yesterday’s numbers add to previous data suggesting U.S. companies have generally not brought production back home—all while Trump’s tariff policy is being challenged in a Supreme Court case,” The Council on Foreign Relations (CFR) said. [The U.S. Supreme Court today in a 6-3 ruling said tariffs that Trump imposed under an emergency powers law were unconstitutional. This also covers so-called “reciprocal” tariffs that he levied. – AutoCrat] Continue reading

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Tennessee Triumph – VW Workers Ratify UAW Contract!

Volkswagen workers have voted by a 96% margin to ratify their first union contract. The UAW contract – the first at major Southern auto plant comes with 20 % wage increases, healthcare cost reductions, job security guarantees, an enforceable grievance procedure, among other things, that make the UAW a formidable rival for wealthy global corporations. The final tally was announced last night.

“Volkswagen workers have moved yet another mountain,” said UAW President Shawn Fain. “From having the courage to stand up and form their union, to having the backbone to authorize a strike and hold out for a contract that honors their worth, VW workers are leading the way for the entire labor movement and non-union autoworkers everywhere. Welcome to the UAW family.” Continue reading

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