Category Archives: manufacturing

Fire Sale – Ford Restarting F-150, Super Duty Production

Ford told reporters that is reaffirming 2018 adjusted EPS guidance range of $1.45 to $1.70 (non-gap) and expects adverse impact of -$0.12 to -$0.14 per share in second quarter due to lost production. Continue reading

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F-Series Supplier Fire – a Threat to Ford Motor Profitability

Ford accounts for less than a third of the volume of output from the affected Meridian plant, it said, but the F-Series is the foundation of the profitability of Ford in North America – a foundation that was already showing signs of cracks. (Failing Grade for Ford Motor Q1 Earnings, Failing Grade for Ford Motor Q1 Earnings) Ford claims that while the production shortage is expected to have an adverse impact on the company’s near term results, the company’s guidance of delivering an adjusted EPS in the range of $1.45 to $1.701 for the full year is unchanged. Continue reading

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Mahindra, Ford to Co-Develop SUVs, EV, Connected Car Blends

Mahindra and Ford also agreed to evaluate co-development of a compact SUV and electric vehicle, along with sharing powertrain portfolios, including the supply of Mahindra powertrains to extend Ford’s product range. Continue reading

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Mazda and Toyota Establish JV to build Vehicles in Alabama

In AutoInformed’s view this appears to be Toyota’s attempt to prop up an ailing Mazda along with the politically convenient claim about creating jobs under nit-twit Trump who wants to bring jobs back to the U.S. If these are new jobs, how are they being brought back? Continue reading

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US Car Sales Plummet in February. Trucks Gain Again

The smoking tire and news wheel spin of the month – given Trump’s ongoing trade tirades amidst a complete collapse of White House staff support and an ongoing exodus – came from the American International Automobile Dealers Association Continue reading

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Trump Tantrum on Trade Kills Jobs, Distracts from Expanding Russian Collusion Investigations and Criminal Indictments

The impact on automotive and parts production will be significant, but the magnitude of the action is not yet known. Continue reading

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Me Too? Raj Nair, President North America, Fired by Ford

Job One at Ford appears to include masturbating on the assembly line, showing off pictures of penises, molesting and propositioning women and retaliating against those who refused to “go along with the program,” thereby providing an expanded definition of tit for tat. Continue reading

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Largest US Auto Exporter – BMW Manufacturing

BMW Manufacturing has exported 272,346 BMW X models from the Spartanburg plant during 2017. Nearly 87% of these “Sports Activity Vehicles and Coupes” were exported through the Port of Charleston with a value of approximately ~$8.76 billion, according to data from the U.S. Department of Commerce. Continue reading

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GAC Motor GM8 Minivan at 2018 NAIAS. Sold in US by 2019

GAC Motor is expected at NAIAS in 2018 with a extensive lineup, including he GM8, GA8, GS8, a new mass-production sedan GA4 and an all-new concept car. Continue reading

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Mazda CX-5 Crossover Build Starts at Hofu Plant

The reasons for Mazda’s struggles are many – a bias toward old architectures, single or limited joint ventures, different operating philosophies and systems, no true mergers, lack of trust and inequality. However, the potential savings are just too large to ignore, especially for CEOs, but not necessarily for middle managers and workers. Continue reading

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Unifor Workers Agree to Weak CAMI Deal from GM

In a clear victory for General Motors the agreement does not get what Unifor said it wanted since workers walked out on Sept. 17 – a pledge from GM that Ingersoll jobs wouldn’t be sent to the carmaker’s two plants in Mexico. Those plants also assemble the company’s strong selling Chevrolet Equinox. Continue reading

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DENSO to Spend $1 billion in Tennessee

Globally, DENSO claims to be a leading developer of electrification systems for automobiles, tasks involved in vehicle safety and security, and newer areas that connect vehicles and society. These systems will play a crucial role in meeting increasing electric vehicle demand, says DENSO. Continue reading

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GM CAMI Workers on Strike in Canada, NAFTA at Root

“NAFTA is a non-starter without trilateral commitment and compliance to higher labor standards,” said Unifor National President Jerry Dias. “Today we clearly stated our concerns to both countries and stressed the needs of all working people.” Continue reading

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Annual CAR MBS Conference Under Way in Changing Industry

It’s summer in northern Michigan, a time when people flock there for fun, relaxations such a swimming, sailing and fine dining amid verdant rolling hills. There is, however, a significant number of people who come each year at the beginning … Continue reading

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Silly, but Serious Safety Recalls from Mercedes and Kia

Recalls continue to bedevil automakers as airbag and software issues at Mercedes-Benz and a bad brake vacuum hose at Kia show. These are the result of quality control and development issues in what are admittedly complex automobiles. Continue reading

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