Tag Archives: the Iranian war and the Strait of Hormuz shut down effect on auto manufacturing

“North America’s vehicle production outlook was reduced by 13,000 units for 2026 and 339,000 units for 2027. Near-term production remains relatively steady as automakers continue building key high-volume vehicles to meet demand and support lean inventory levels, especially in pickups and core utility segments. However, the forecast assumes manufacturers will not cut output preemptively unless demand weakness or supply disruptions become more visible. As a result, the brunt of the downside risk shifts into 2027, especially for vehicles and segments more exposed to high fuel costs and softer consumer spending. [Such as the gas guzzling pickup trucks and SUVs that are (were?) extremely profitable offerings from what used to called the Detroit Three. Now GM, Ford and Stellantis – AutoCrat.] Continue reading →