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Pandemic Negative Impact on Global Auto Industry Is Permanent. Debate is over How Bad and Who Gets Hurt
LMC says globally the Pandemic recovery is a K-shaped curve. There are winners and losers. Continue reading
Collision Course – Trump, Mexico, NAFTA
Despite what appears to be Trumps ill-informed trade views – if they are informed at all – CAR using data, not diatribes, observes that the major reason for this rapid growth of the auto industry in Mexico comes from the injection of $13.3 billion in investment to move 3.3 million units of vehicle capacity from Japan, Germany, and South Korea to Mexico Continue reading

April Global Sales – North America Up, Elsewhere Unsettled
Helped by President Biden’s economic stimulus in the face of Republican obstructionism, and states re-opening, the record setting rate of US Light Vehicle sales continued in April. Sales of 1.54 million units were the highest-ever volume for that month. Continue reading →