Tag Archives: Plante Moran

Mixed Results on Trump Auto Tariff, Policy Scorecards

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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Supplier Relations Study – Toyota Ascending, Ford Slumping

The two big  issues – cost and fairness – have been created and compounded by changing electric vehicle (EV) demand that sees automakers switching to hybrid configurations, or canceling EV programs and again ramping up conventional powertrain production. These are occurring while rising costs are squeezing automaker’s suppliers. Continue reading

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Toyota, Honda, GM Lead in Supplier Relations

“The industry continues to face unprecedented challenges in the shift to EVs that unless effectively addressed will only get worse,” said David Andrea, Principal in Plante Moran’s Strategy and Automotive & Mobility Consulting Practice, which conducts the annual Study. “During Covid, a ‘war room’ approach was adopted to quickly resolve critical issues. That approach is what auto manufacturers need to maintain during the transition to EV technologies. The industry needs that level of collaboration, even without the pressure of a crisis.” Continue reading

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