Report: Regional resilience despite volatility for automotive production The S&P Global Mobility July 2025 forecast highlights regional resilience and challenges in light vehicle production. Despite volatile trade, North America and Greater China show surprising strength, as other regions seek to recalibrate. Ilkhan Ozsevim
Washington’s tariff gambit upends vehicle production map Fresh US tariffs are upending EV strategies, accelerating reshoring, stalling imports and forcing automakers to overhaul production footprints and future investment plans. Ilkhan Ozsevim
Tariffs, competition and challenging markets put European OEMs under more pressure The European vehicle manufacturing sector faces major challenges amidst ongoing geopolitical and economic turmoil. This review looks at US tariffs, the slower adoption of electric vehicles (EVs), low factory utilisation, and the rising competition from the Chinese vehicle manufacturers. Ian Henry
