The Plant Floor
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Suppliers
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Safety: Autoliv
Motherson
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Umicore
Fanuc
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ABB
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Schuler
Trumpf
Toyota Industries and Panasonic Automotive
Production
Output & capacity
Capacity utilisation
Line stoppages
Model changeover
Shift patterns & labour
Automation & robots
Quality recalls
Takt time and line balancing
Launch and ramp curves for a new model
Paint shop capacity as the real bottleneck
Body shop welding and automation rates
In-sequence supply and supplier park co-location
Quality escapes and warranty cost
Idling, downtime notices and short-time working
Adding a second or third shift
End of production announcements
Policy
Tariffs & trade rules
Local content requirements
Euro 7
China VI
CAFE
EV mandates
Subsidy programmes
Plant incentives
Rules of origin attached to EV incentives
Carbon border adjustment effects on Asian exporters
Battery passport and supply chain due diligence rules
India production linked incentive schemes for autos and cells
Indonesia nickel downstreaming policy
Thailand EV incentive packages and local production conditions
China new energy vehicle credit system
Korea battery industry support
US and EU duties on vehicles and parts from Asia
Scrappage and fleet renewal programmes
News
Powertrain and technology
LFP
NMC
sodium-ion
solid state
prismatic
pouch and large cylindrical
Cell to pack and structural battery packs
Vehicle platforms and skateboard architectures
Gigacasting and megacasting
800 volt architectures and silicon carbide inverters
E-axles, motors and rare earth free designs
HEV
PHEV and extended range EVs
Hydrogen fuel cell programmes
Software defined vehicle and zonal E/E architecture
radar
lidar and cameras
Logistics
Ro-ro car carrier capacity and charter rates
Export compounds, pre-delivery inspection and yard space
Port congestion at vehicle export terminals
Rail and inland transport to plants
Semiconductor lead times and allocation
Just in time versus buffered inventory after the shortage years
Supplier parks and in-sequence delivery
Container availability and shipping rates
Red Sea and canal disruption effects on routing
Battery transport rules and dangerous goods handling
Mitsubishi Motors
Mitsubishi Motors - reporting from The Plant Floor.
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