cwerdna
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Re: auto industry discussion

Porsche to Pause Some Production, Blaming Russia's Invasion of Ukraine
Supply-chain interruptions because of Russia's invasion of Ukraine could affect production of the 911, 718, Macan, Panamera, Cayenne, and Taycan.
https://www.caranddriver.com/news/a3937 ... -invasion/ (is from 3/9/22)

Ford Explorer loses rear climate controls to sidestep chip shortage
Buyers will get the missing items installed later
https://www.autoblog.com/2022/03/14/for ... -shortage/

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cwerdna
Posts: 12933
Joined: Fri Jun 03, 2011 4:31 pm
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Re: auto industry discussion

Russia’s invasion of Ukraine will lower car production by millions of units over two years, S&P says
https://www.cnbc.com/2022/03/16/russian ... units.html
About 45% of Ukraine-built wiring harnesses are normally exported to Germany and Poland, placing German carmakers at high exposure, according to S&P. Automakers such as Volkswagen and BMW have been among the most impacted since Russia’s invasion of Ukraine about three weeks ago.

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cwerdna
Posts: 12933
Joined: Fri Jun 03, 2011 4:31 pm
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Re: auto industry discussion

Japan parts makers halt output after 7.4-magnitude earthquake
It's a 'pure negative' blow to the supply chain
https://www.autoblog.com/2022/03/17/jap ... roduction/

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goldbrick
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Re: auto industry discussion

When it rains, it pours. Yikes.
LeftieBiker
Moderator
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Re: auto industry discussion

I'll be selling my Sister's Kia Rondo for her soon. It will be hard to figure out how high to price it - even with a zillion miles on it. I saw one with 210,000 miles for $4500, which is 50% more than I paid for hers last year with 130k miles on it.
Brilliant Silver 2021 Leaf SV40 W/ Pro Pilot & Protection
2009 Vectrix VX-1 W/18 Leaf modules, & 2 lithium E-bicycles.
BAFX OBDII Dongle
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cwerdna
Posts: 12933
Joined: Fri Jun 03, 2011 4:31 pm
Delivery Date: 28 Jul 2013
Location: SF Bay Area, CA

Re: auto industry discussion

Toyota, major chip supplier suspend production due to earthquake in Japan
https://www.cnbc.com/2022/03/18/toyota- ... quake.html
Toyota on Friday said it would suspend operations at more than half its plants across Japan. The world’s largest automaker by volume said 18 production lines at 11 plants (out of 28 lines at 14 plants) would be down for three days next week due to supply problems caused by the earthquake.

“Due to the parts shortage resulting from suppliers affected by the earthquakes, additional adjustments will be made to production operations in some plants in Japan as follows,” Toyota said in a statement.
...
Renesas, which reportedly makes nearly a third of the microcontroller chips used in cars globally, operates three plants close to the earthquake’s epicenter in northeast Japan, according to the company.

The Tokyo-based semiconductor supplier said it’s attempting to restart the plants and return them to pre-earthquake production volumes by Wednesday, including one as early as Sunday.
...
Smaller Japanese automaker Subaru on Friday said it would suspend production Friday and Monday at two auto assembly plants and an engine and transmission plant due to the earthquake.

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cwerdna
Posts: 12933
Joined: Fri Jun 03, 2011 4:31 pm
Delivery Date: 28 Jul 2013
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Re: auto industry discussion

I watched https://www.youtube.com/watch?v=BZd8g1s8Fno earlier today.

It focused on wiring harnesses (esp. from Ukraine that would tend to affect European automakers), nickel and palladium. At ~11:23 or so, the guy there said that auto production levels may not be back to normal until 2023 or even 2024.

'22 Niro EV
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cwerdna
Posts: 12933
Joined: Fri Jun 03, 2011 4:31 pm
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Location: SF Bay Area, CA

Re: auto industry discussion

New Car Prices Back on the Rise
https://www.kbb.com/car-news/new-car-pr ... -the-rise/
"The final sale price of the average new car in America rose in April after three months of dropping.

The average new car buyer paid $46,526 last month — $186 higher than in March and $5,354 more than last April."

'22 Niro EV
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cwerdna
Posts: 12933
Joined: Fri Jun 03, 2011 4:31 pm
Delivery Date: 28 Jul 2013
Location: SF Bay Area, CA

Re: auto industry discussion

Toyota Just Cut Production for the Second Time This Week
The supply chain crunch isn't easing up for the world's top-selling automaker — or anyone, for that matter
https://jalopnik.com/toyota-just-cut-pr ... 1848985730
Three days after announcing it’d pump out 100,000 fewer cars next month, it returned Friday to say it’s predicting that target to slide by another 50,000.
...
Toyota said there was “a possibility” that it could lower its full-year production plan of 9.7 million vehicles.

“It is very difficult to estimate the current supply situation of parts due to the ongoing lockdown in Shanghai,” it said.

'22 Niro EV
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Please don't PM me with Leaf questions. Just post in the topic that seems most appropriate.

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