Category Archives: manufacturing

“Disasters” – UAW on NAFTA, U.S.-Mexico-Canada Agreements

Posted on 25 June 2026 by Ken Zino

“There is no way back to the American Dream without undoing the damage of NAFTA and its successor, the USMCA,” said UAW President Shawn Fain. “There is no future for the U.S. working class that doesn’t address the free trade disaster. Progressives and working-class allies need to understand that trade is at the heart of the rise of global authoritarianism, wealth inequality, and the political weakness of the working class.”

“The moral vision of a society where working-class people reclaim their dignity relies on reining in the rising billionaire dictatorship,” Fain said. “NAFTA and similar trade agreements are the social contract as written by multinational corporations. It’s time we rip it up and start over and take back the American Dream.” Continue reading →

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Trumped! – 2026 Vehicles Sales Forecasts All Down

Posted on 24 June 2026 by Ken Zino

“The top theme over the last year or so has really been affordability, and this isn’t only related to the auto industry but really about everything facing consumers. And the issue is ALL about purchasing power or more clearly – the erosion of purchasing power for many Americans over the last several years. We’ve all seen new highs in the stock market that have happened many times this year, and those equity gains and asset appreciation really help high income households. Those consumers are driving a lot of consumption across the economy, but the wealth effect gains are concentrated at the very top of the pyramid. The vast majority of the US population sees little gain from the wealth effect and their number one source of income are the paychecks they take home every week. That’s why inflation matters,” said Jeremy Robb, Chief Economist Cox Automotive. Continue reading →

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Milestones – Nissan Canton Builds 1 Millionth Frontier Truck

Posted on 23 June 2026 by Ken Zino

“This milestone reflects the skill of our Canton team and the strength of the community behind them,” said Victor Taylor, division vice president, U.S. Manufacturing, Supply Chain Management and Production Engineering. “Canton’s precision, pride and consistency are in every truck that rolls off the line.” Continue reading →

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Ford Recalls Expand – Six More Covering ~172,000 Vehicles

Posted on 22 June 2026 by Ken Zino

Ford Motor Company (NYSE: F) is conducting six more recalls according to data released today by the National Highway Traffic Safety Administration taken from the mandatory safety defect recall filings with the division of the U.S. Department of Transportation (NHTSA recalls 26V373 or 26V-373 sequentially through to 26V378.) Ford is operating under a NHTSA consent decree. [The Ford NHTSA consent order is a binding agreement issued on 14 November 2024, resolving allegations that the automaker failed to comply with federal recall requirements regarding defective rearview cameras. It includes a $165 million civil penalty, marking the second-largest in the agency’s 54-year history – AutoCrat.]*

The latest safety defects are headlamps, power windows, gear selector indication, transmission failures, and the lane center assist system transmission downshifting unexpectedly into first gear. Approximately 172,000 vehicles are affected. Several of the recalls are the result of improperly repaired previous Ford Motor safety defect recalls. Continue reading →

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June 2026 Light Vehicle Production Forecast So-So

Posted on 17 June 2026 by Ken Zino

S&P Global Mobility’s May forecast released today noted that Geopolitical risk around the Middle East and the Strait of Hormuz keeps oil risks elevated, with “higher for longer” pricing still a base case and possible shipping/logistics hiccups. The biggest shift is a more constrained outlook for China light-vehicle demand, translating into lower sales and production. Continue reading →

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Ford Bronco, Maverick Recalls for Front Suspension Failures

Posted on 16 June 2026 by Ken Zino

Ford Motor Company (NYSE Ford) is recalling 2021-2026 model-year Bronco Sport and 2022-2026 model-year Maverick light trucks. The front lower control arm ball joints may have been incorrectly installed or incorrectly repaired at the vehicle assembly plant, allowing the control arm to disconnect from the front wheel knuckle. Owners should not drive the trucks until the recall has been performed.

“An incorrect assembly or repair that results in partial engagement of the ball stud to the knuckle may result in lower control arm ball joint separation from the knuckle which may result in loss of vehicle control while driving, increasing the risk of crash,” Ford said in the mandatory safety defect recall d filling made public by the National Traffic Safety Administration (NHTSA) yesterday. Continue reading →

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Fires Park Outside! – Chrysler Pacifica Plug-In Hybrid EVs

Posted on 15 June 2026 by Ken Zino

“Owners are advised not to charge their vehicles, and to park outside and away from structures, until their vehicle is repaired. Dealers will update the high voltage battery pack control module software. In addition, dealers will inspect and replace the battery pack assembly, as necessary. All repairs will be performed free of charge,” Chrysler said in the mandatory safety defect filing made public this morning by the National Highway Traffic Safety Administration (NHTSA) this morning. Continue reading →

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UAW Local 2093 Members Ratify New American Axle Contract

Posted on 15 June 2026 by Ken Zino

“Not only did they take care of the legacy people that were here and made the tough decisions back in 2008 to keep the place open, they took care of the people working there today,” said UAW Region 1D Director Steve Dawes. “They also took care of all the future generations that will come to work here in Three Rivers, Michigan, at American Axle.”

Over the ten-day strike, UAW Local 2093 members attracted the interest and support of local community and political allies from across the state, including Governor Gretchen Whitmer, Lieutenant Governor Garlin Gilchrist, Secretary of State Jocelyn Benson, State Senator Sean McCann, Three Rivers Mayor Angel Johnston, U.S. Senate candidate Abdul El-Sayed, candidate for Michigan Attorney General Eli Savit, among others. Continue reading →

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Mixed Results on Trump Auto Tariff, Policy Scorecards

Posted on 11 June 2026 by Ken Zino

Plante Moran shared its North American Production Outlook 2026 – 2033 forecast with the Society of Automotive Analysts this week. It is investigating at the mid-2026 point how electrification continues to influence auto industry direction as the year unfolds. The estimable mega-consulting firm that deals in audit, tax, consulting, and wealth management globally has a significant advisory presence in the auto industry.  It says changes are coming later this decade and into the early 2030s. 

“The North American production volume outlook for growth remains, but we’re seeing some geographic shifts, mostly to the US. And amount of this growth will be encountered in the later years of our projections,” said Dan Lee, principal at the Southfield, MI office. And that’s largely due to the delays in EV adoption that we’ve seen whether that’s planned to be paused or not.” Continue reading →

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Striking UAW Reaches Tentative Agreement at American Axle

Posted on 11 June 2026 by Ken Zino

After walking out on strike at midnight on June 1, UAW Local 2093 members at American Axle/Dauch Corporation have reached a tentative agreement with the company, the UAW said last night. The as yet unratified contract gets the workers’ “topline demand” of $30 per hour by 2030, a more than 36% increase to the top wage rate over four years. The UAW claimed there are other “historic gains in a record contract” at the Tier 1 parts supplier to GM.

“Tonight, after 10 days on strike, I am proud to announce that UAW Local 2093 has reached a tentative agreement at American Axle,” said UAW President Shawn Fain. “And tonight, after 18 years of sacrifice, these workers are finally winning back a big chunk of what was taken from them.” Continue reading →

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Harley‑Davidson On-Shoring Motorcycle Production

Posted on 10 June 2026 by Ken Zino

Harley-Davidson, Inc. (NYSE: HOG) said this week that it is bringing production of the Revolution® Max platform for North America back to the United States as part of the Company’s so-called Back to the Bricks strategy. [The venerable company has been clobbered by Trump Administration economic policies – AutoCrat.]. The move returns machining, powertrain assembly, painting, and final vehicle assembly work back to Harley-Davidson facilities in Pennsylvania and Wisconsin, with union jobs. The motorcycles are Pan America, Sportster® S, and Nightster models. The production transition is expected to be completed ahead of the start of Model Year 2028 production in 2027. Harley-Davidson expects to manufacture more than 100,000 motorcycles out of the Company’s York, Pennsylvania facility in 2027. Continue reading →

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Vehicle Affordability – Price Increases Small as Incentives Grow

Posted on 10 June 2026 by Ken Zino

“Average transaction prices are rising 2 – 4% year-over-year across key vehicle segments, powered by a convergence of product cycles and supply dynamics,” said Erin Keating, Executive Analyst, Cox Automotive, the parent company of KBB. “Redesigned SUVs from Toyota, Kia, Jeep, and Hyundai are commanding higher prices out of the gate, while Ford’s F-Series production constraints are tightening truck inventory, lifting average transaction prices, with freshened Ram pickup stepping in to capture buyers at the premium end,” said Keating. Continue reading →

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Magna CEO Swamy Kotagiri Speaking on Decisions That Will Shape the Next Decade of Automotive Manufacturing

Posted on 9 June 2026 by Ken Zino

“There is no single future. We are no longer moving towards one predictable outcome. We are navigating in multiple plausible futures or paths at a time, and you see that in the different adoption curves. Across regions, you see different investment logic across companies and obviously different policy priorities by margin. Electrification is a good example. The direction is clear for the long term. But the pace and the path are not uniform, and that creates fragmentation. Product mix evolves differently by region. We are seeing that investment timing varies. Industrial policies influence footprint decisions in real time.

“Historically, success came from getting the forecast right. Today’s success comes from staying effective when the forecast is wrong. So the shift is pretty fundamental from optimizing for one expected future to building systems that can perform across several realities. So that’s a different capability and increasingly a competitive one,” said Magna CEO Swamy Kotagiri. Continue reading →

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Stellantis – Solar Now Powers Two-Thirds of EU Plants

Posted on 5 June 2026 by Ken Zino

Stellantis (NYSE: STLA. STLAM.MI) said today that it is accelerating the establishment of renewable energy generation and storage across its European manufacturing network. The company is maintaining its long-term goal of decarbonized electricity to reach carbon net-zero  operations. Photovoltaic installations are being scaled across 27 manufacturing sites in Europe.

“Energy management is a critical enabler of our decarbonization roadmap. By expanding on‑site renewable solutions — including solar, wind, geothermal and biomass – together with energy storage, we are reducing emissions, improving energy autonomy and reinforcing the competitiveness of our manufacturing footprint,” said Francesco Ciancia, Global Head of Manufacturing at Stellantis. Continue reading →

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Nissan to Build Chinese Chery Vehicles in UK?

Posted on 3 June 2026 by Ken Zino

Nissan (7201T and NSANY ADR) and Chery International UK (9973.HK) said today they have signed a non-binding Memorandum of Understanding (MoU) for the study of contract manufacturing for Nissan to manufacture Chery International UK passenger vehicles at its Sunderland Plant. … Continue reading →

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