-
Recent Posts
- Mass Production eVTOL Soon? Joby Aviation and Toyota JV
- More Ford Motor Recalls for Rollaways ~740,000 Affected
- IMSA Watkins Glen: Cadillac, Corvette, Porsche Run Solid
- Sudden EV Power Loss – Toyota BZ, Lexus RZ, Subaru Solterra Recalled
- Milestones – 15 Million Honda Accords Sold in U.S.
- UAW to “Practice Pickett” Tomorrow at Woodward MPC
- June 2026 U.S. Auto Sales Forecast Up 3.6%
- BMW Expands Factory Use of Humanoid Robots
- “Disasters” – UAW on NAFTA, U.S.-Mexico-Canada Agreements
- Connectivity Snags Haunt Improvements in New-Vehicle Quality
- Trumped! – 2026 Vehicles Sales Forecasts All Down
- Annals of Marketing – Chevrolet Heartbeat of America Revived
- Milestones – Nissan Canton Builds 1 Millionth Frontier Truck
- Porsche AG Board Drastically Cuts 2025 Annual Dividend ~50%
- Ford Recalls Expand – Six More Covering ~172,000 Vehicles
Recent Comments
- Magna International on Magna International Posts Q1 2026 EPS Loss of $0.04
- Council on Foreign Relations on Iran and Strait of Hormuz on AAA – Pump Gasoline Prices Still Soaring
- Autocrat on Stellantis Subordinated Perpetual Hybrid Bonds on Stellantis Posts Full Year 2025 Loss of €22.3B
- Michigan Governor Whitmer on Pew – Confidence in Trump Dips, Fewer Support His Policies
- Porsche Motorsport Daytona Victory on Daytona 24 Hours – Old and New Stars Getting Ready to Run
Archives
Meta
Category Archives: manufacturing
GAC Honda Automobile Plant Starts Making EVs
Honda Motor (China) Investment Co., a wholly-owned Honda subsidiary in China, announced today that GAC Honda Automobile Co., Ltd. (GAC Honda), a Honda automobile production and sales joint venture in China, began operation of its newly-constructed plant for new energy vehicle (NEV) production, named the Development District NEV Factory. The new factory is located in the Guangzhou Economic and Technological Development District in Guangzhou City, Guangdong Province, China. Under communist Chinese industrial policy 50% of the JV is owned by GAC.
The latest NEV production plant has state of the art production equipment to achieve a highly efficient, smart, and low-carbon production system. The stamping and welding processes completely eliminated logistics personnel by automating parts logistics. AI-based welding strength inspection was adopted for the first time at any Honda plant. In the assembly process, approximately 30% of the entire process is automated to achieve a highly efficient production line. Continue reading
Posted in connected vehicles, economy, electric vehicles, environment, global warming, manufacturing, news analysis, public health
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Chinese EV trade wars, Chinese Ministry of Ecology and Environment, GAC Honda Automobile, Guangdong Province, Ken Zino, X @KenAutoinformed
Leave a comment
Nissan and Honda Sign Integration MOU!
Nissan Motor Co. (7201T. NSANY ADR) and Honda Motor Co. (NYS: HMC) have signed a memorandum of understanding (MOU) to start discussions and considerations toward a business integration between the two companies through the establishment of a joint holding company. In effect this will be the merger of the two companies with Honda as the stronger member so to speak given Nissan’s perilous operating results. It also raises questions about the continuance of Honda’s business ventures with General Motors.* What it does potentially do is create the world’s third largest automaker with potential annual sales of ~8-9 million, behind Toyota and struggling Volkswagen.
AutoInformed opines that as with all such complex multi-national corporate mergers, the details at the outset and more importantly in the final agreements and their implementation are key to its success. Given the twists and turns of the road and diverse corporate cultures of the participants – where there are no balance sheet entries – this is an endurance race that makes the 24 hours of Le Mans look like a 30-second TV spot. It also likely makes the venture subject to US SEC regulations, including form 4F and forward looking statements. Continue reading
Posted in auto news, car sharing, connected vehicles, economy, electric vehicles, engineering, manufacturing, marketing, milestones, mobility company, news analysis, people, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, carlos ghosn, General Motors and Honda, Honda Motor Co and Nissan Motor Co integration MOU, Ken Zino, Makoto Uchida, Nissan Mitsubishi, Toshihiro Mibe, U.S. Securities and Exchange Commission Form F-4, X @KenAutoinformed
1 Comment
EU Car Sales Weak Again in November
During November 2024, new EU car registrations fell by 1.9%. France led with a sharp 12.7% decline, followed by Italy (-10.8%), while the German market (0.5%). stagnated slightly [read AutoInformed on November Western European Car Sales Up]* Among the four most significant EU markets, only Spain recorded positive growth (6.4%), according to data from the European Automobile Manufacturers’ Association, aka ACEA derived from its French name.**
“Eleven months into 2024, new car registrations remained stable (+0.4%), reaching 9.7 million units. While the market in Spain performed positively (+5.1%), declines were witnessed in France (-3.7%), Germany (-0.4%), and Italy (-0.2%),” ACEA said in its monthly sales release. Continue reading
Posted in auto news, car sharing, connected vehicles, economy, insurance, manufacturing, marketing, news analysis, results, sales, shows and events
Tagged acea, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, EU Car Sales November 2024, European Automobile Manufacturers’ Association, Ken Zino, X @KenAutoinformed
Leave a comment
Supply Chain Resilience – U.S. DOT Four-Year Review
The U.S. Department of Transportation (DOT) today released a four-year review of the Supply Chains for the Transportation Industrial Base– a new assessment of progress made strengthening supply chains. It’s part of the White House Council on Supply Chain Resilience, which when t was established in January 2021 saw America’s supply chains in poor shape from the COVID-19 pandemic and decades of under-investment.
“In less than four years, we’ve gone from supply chain disruptions unlike anything we’ve seen in peacetime, to much higher levels of resiliency and reliability. That work has helped make it possible to move record levels of cargo in and out of the U.S., bring shipping costs down, and ensure essential goods arrive on time,” said U.S. Transportation Secretary Pete Buttigieg. Continue reading
Posted in auto news, car sharing, connected vehicles, economy, manufacturing, news, news analysis, transportation
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Biden-Harris Supply Chain Disruptions Task Force, Freight Logistics Optimization Works, Ken Zino, Office of Multimodal Freight Infrastructure and Policy, Republican government shutdowns, supply chain resilience, U.S. Transportation Secretary Pete Buttigieg, X @KenAutoinformed
Leave a comment
Toyota to Get $4.5M in Fed Funding for EV Batteries
Toyota (NYSE:TM) said today that Toyota Engineering & Manufacturing North America, Inc. (TEMA), inclusive of Toyota Motor North America (TMNA) R&D, has been selected to receive $4.5 million in funding from the U.S. Department of Energy, Advanced Research Projects Agency-Energy (ARPA-E). The funding is part of the Catalyzing Innovative Research for Circular Use of Long-lived Advanced Rechargeables (CIRCULAR) Program, designed to support a circular domestic supply chain for electric vehicle (EV) batteries.
“As it stands, this project and program will highlight avenues for everyone to rethink their approach to battery circularity, and help prioritize the extension of battery life, facilitate battery reuse, and reduce battery waste while unveiling the appropriate pathways to achieve such priorities,” said Nik Singh, principal scientist at TRINA (Toyota Research Institute of North America) who is Principal Investigator on this project. “This is only made possible by the collaboration between the exceptional teams comprised within this project group.” Continue reading
Posted in auto news, awards, car sharing, electric vehicles, environment, fuel economy or emissions, global warming, manufacturing, news analysis, public health
Tagged Ankit Verma, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, circular battery supply chain, CIRCULAR Program, Ken Zino, Nik Singh, Sarah Kennedy, X @KenAutoinformed
Leave a comment
US Auto Sales Forecast Trump Bump or Bumpy 25?
The experts at Cox Automotive said today that the U.S. Automotive forecast for 2025 is likely positive with what they termed the Goldilocks economy – not too hot nor too cold but just right.
“Instead of a slowing economy, we have a stabilizing economy and most importantly, a stabilizing labor market,” said the estimable Jonathon Smoke Cox, Automotive chief economist. “We can stop fretting about a soft landing and acknowledge we’ve navigated restrictive rates, slowing job growth and increasing unemployment. But as we end 2024, momentum is back on our side. And the labor market is expected to remain at full employment,” said Smoke. Continue reading
Posted in auto news, car sharing, connected vehicles, economy, electric vehicles, manufacturing, marketing, news analysis, sales, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Charlie Chesbrough, Jonathon Smoke, Ken Zino, Stephanie Valdez Streaty, X @KenAutoinformed
Leave a comment
November Global Light Vehicle Sales Rate 93 Million
The Global Light Vehicle (LV) selling rate for November* stood at 95 million units/year, according to an analysis released today by the respected GlobalData consultancy.** a small improvement on the previous month, and the best result so far in 2024. Market volumes continued to grow in November as YoY sales were up 6% compared to November 2023. YTD sales stood at 80 million units.
“In November, sales saw sustained growth in key markets like the US and China. Chinese consumers are capitalizing on scrappage subsidies and a very competitive pricing environment. In the US, an extra selling day compared to the previous year contributed to increased sales YoY. Sales in Western Europe remain lackluster, mirroring previous trends, as political and economic challenges persist, exacerbated by recent government turmoil in Germany and France,” the Global Light Vehicle Sales Forecast Team said. Continue reading
Posted in auto news, car sharing, connected vehicles, economy, manufacturing, marketing, news analysis, results, sales, transportation
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, GlobalData, Ken Zino, November Global Light Vehicle Sales, oxford economics, X @KenAutoinformed
Leave a comment
Stellantis and CATL JV for LFP Battery Plant in Spain
Stellantis (NYSE: STLA )* and CATL (Shenzhen 300750) today announced they have reached an agreement to invest up to €4.1 billion to form a joint venture that will build a large-scale European lithium iron phosphate (LFP) battery plant in Zaragoza, Spain. Designed to be carbon neutral, the battery plant will be implemented in several phases and investment plans. The transaction is expected to close during 2025 and is subject to customary regulatory conditions.
“Stellantis is committed to a decarbonized future, embracing all available advanced battery technologies to bring competitive electric vehicle products to our customers,” said Stellantis Chairman John Elkann. “This important joint venture with our partner CATL will bring innovative battery production to a manufacturing site that is already a leader in clean and renewable energy, helping drive a 360-degree sustainable approach. I want to thank all stakeholders involved in making today’s announcement a reality, including the Spanish authorities for their continued support.” Continue reading
Posted in connected vehicles, environment, fuel economy or emissions, global warming, manufacturing, news analysis, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, battery electric vehicles, CATL, John Elkann, Ken Zino, lithium iron phosphate, Robin Zeng, Stellantis, X @KenAutoinformed, Zaragoza Spain
Leave a comment
November Western European Car Sales Up
“Year-to-date (YTD) sales experienced a slight decline of 0.2% compared to the first eleven months of 2023. The recent collapse of both the German and French governments has heightened political uncertainty in the region. Despite support coming from rate cuts and new model introductions in2025, the combination of political headwinds, high pricing and challenges faced by domestic manufacturers will continue to challenge market activity in the short term,” the GlobalData European Light Vehicle Sales Forecasting Team said. Continue reading
Steering Loss – Toyota Recalls Corolla and Corolla Hybrids
Toyota Motor Engineering & Manufacturing is recalling 8057 model year 2023-2024 Corolla and Corolla Hybrid vehicles for the loss of steering control, according to documents made public today by the National Highway Traffic Safety Administration.
“Due to cracks developed during the manufacturing process, the steering intermediate shaft assembly may fracture and possibly result in the shaft detaching from the steering column,” Toyota told NHTSA in the required safety defect recall filing. Continue reading
Posted in auto news, manufacturing, news analysis, quality, recalls
Tagged 2023-2024 Toyota Corolla Hybrid recalls, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, JTEKT Corporation Toyota City Japan, Ken Zino, NHTSA Recall 24V878 or 24V-878, Toyota recall 24TB13/24TA13, X @KenAutoinformed
Leave a comment
Recalls – Hyundai Motor America Backup Cameras
Hyundai Motor America is recalling 226,118 model year 2021-2022 Santa Fe, Santa Fe HEV, Elantra, Elantra HEV and 2022 Elantra N and Santa Fe PHEV vehicles, according to the required safety defect filing made public today by the National Highway Traffic Safety Administration.
“Due to a damaged printed circuit board, the rearview camera image may fail to display. As such, these vehicles fail to comply with the requirements of Federal Motor Vehicle Safety Standard number 111, Rear Visibility,” Hyundai told NHTSA. Continue reading
Posted in auto news, customer satisfaction, electronics, manufacturing, quality, recalls, safety
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Hyundai Motor America recalls, Hyundai recall 271, Ken Zino, NHTSA 24V879 or 24V-879, X @KenAutoinformed
Leave a comment
Mercedes-Benz USA Recall – Sunroofs Flying Off
Mercedes-Benz USA is recalling 33,456 model year 2001-2011 C-Class, CLK, E-Class, and CLS vehicles because the glass sunroof panel from Webasto Roof & Components may not be properly secured and can detach, according to the required safety defect filing made public this morning by the National Highway Traffic Safety Administration. Continue reading
Posted in customer satisfaction, manufacturing, news analysis, quality, recalls
Tagged 22V-954, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, Mercedes-Benz USA Recalls, NHTSA 24V874 or 24V-874, Webasto Roof & Components, X @KenAutoinformed
Leave a comment
Battery Electric Vehicle Sales In EU Slumping
Roughly half of all European markets saw a drop in battery electric vehicle sales through September 2024, compared to the same period in 2023. There was a slight improvement in Q3.
“This was contrary to consensus market projections. Battery electric vehicle sales in the EU experienced a year-on-year decline of 4% during the first nine months, prompting most OEMs to re-evaluate and rescale their investment plans and strategies towards electrification,” said Vivek Satheesh, a powertrain analyst at the respected GlobalData consultancy. Continue reading
Posted in auto news, economy, electric vehicles, environment, global warming, labor issues, manufacturing, news analysis, results, sales
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, BEV sales in Europe, Chinese trade war, GlobalData, Ken Zino, Vivek Satheesh, X @KenAutoinformed
Leave a comment
Abgewürgt – Volkswagen German Collective Bargaining
The negotiating committees of Volkswagen AG and IG Metall Lower Saxony and Saxony-Anhalt held negotiations on the 2024 collective bargaining round in Wolfsburg yesterday without reaching an agreement on plant closings or cutting labor costs. However, they did agree to meet again on 9 December 2024. (Read AutoInformed.com on: Large European Job Cuts Coming at Ford, Again, and Pablo Di Si Out at VW Group of America)
“We view it as a positive signal that the employee representatives have shown openness to reducing labor costs and capacity reductions. However, the counter-proposal they submitted must be judged on whether it creates both sustainable financial relief for the company and offers clear prospects for the workforce,” said Arne Meiswinkel, lead negotiator at Volkswagen AG. “For Volkswagen AG, the sustainable achievement of financial targets remains crucial in order to ensure competitiveness in an extremely challenging phase for the German automotive industry,” said Meiswinkel. Continue reading
Posted in auto news, economy, labor issues, manufacturing, news analysis, people, transportation
Tagged Arne Meiswinkel, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Braunschweig, Emden, German economy, Hanover, Kassel, Ken Zino, Salzgitter, Wolfsburg, X @KenAutoinformed
Leave a comment
Volkswagen Settles – Union Jobs Safe Until 2030
Volkswagen AG (VOW.F) and its IG Metall* and Works Council employee representatives for Passenger Cars, Commercial Vehicles and Group Components as well as its Audi and other brands have concluded a joint agreement – dubbed ‘Zukunft Volkswagen’ (Future) – that guarantees jobs as it reduces production capacities at Volkswagen AG’s German locations. Ultimately, but not now, the workforce will be cut by more than 35,000 at Volkswagen’s German locations by 2030. This includes a newly formulated “job security plan” through to 2030 at the troubled automaker.
“Cost savings for Volkswagen AG of more than €15 billion per year in the medium term,” VW said. “Of this, over €4 billion per year will come from the present negotiations on labor costs, structural and production measures and plant utilization. Labor cost effects alone amount to €1.5 billion per year.” However, the capital markets remain skeptical taking a wait and see attitude about VW’s ability to compete with higher quality and less expensive brands. AutoInformed notes that this is a five-year bet on the come line or the promise that material cost savings will be secured. VW stock closed yesterday at €88.85. A year ago on 23 December it was €93.95. Continue reading →