The declaration of Martial Law in South Korea raises challenges for automotive production and global supply chains amid political upheaval The declaration of Martial Law in South Korea has thrown its critical automotive production and logisitics into uncertainty. As political tensions mount, automotive manufacturers and supply chains brace for potential major disruptions in operations and logistics Ilkhan Ozsevim
AMS Winter 2023/24 – BMW’s battery boost Our Winter digital edition takes an in-depth look at how OEMs are getting to grips with developing and manufacturing new electric vehicles and powertrains AMS
How battery and electric motors and EVs are reshaping the European automotive supply chain The automotive industry is in a major shift with EVs reshaping the supply chain. Challenges and opportunities include replacing traditional components tied to combustion engines, new players in the battery market, disruptors facing tariffs, and the looming influence of China in Europe; all adding new layers of complexity. Ian Henry
China: European, US and Japanese Vehicle Manufacturers rebalance production and supply chains AMS looks at the changing role of the Chinese operations of European and other long established brands’ operations in China and their changing roles in the global auto sector Ian Henry
Gigafactories give N. America, Europe more skin in EV game but minerals supply a worry Forecasts for sustained growth in annual global EV sales suggest a minerals supply crunch in the latter half of this decade. Peter Murphy
Automotive battery manufacturing and supply chain 2022: Risks, regulation and resiliency The latest AMS battery report forecasts production capacity, analyses suppliers and materials, and shows why OEMs and suppliers are forging new partnerships Daniel Harrison
Lithium-ion battery gigafactory database 2022 Track electric vehicle lithium battery gigafactories by manufacturer, location, manufacturer, current and planned gigawatt (GWh) capacity. Automotive from Ultima Media
Ford secures new battery supplies, overhauls Cologne plant on path to producing 2m EVs a year With a $50bn investment, the carmaker aims to produce 600,000 EVs a year by late 2023 and 2m by 2026, incoporating new battery chemistries and updating its Cologne plant. Peter Murphy
Cadillac Celestiq to be built by hand at GM’s Global Technical Center The “ultra-luxury” sedan will be the first model ever produced at GM’s research-focused Global Technical Centre in Michigan. Peter Murphy
Stellantis, Samsung SDI announce $2.5bn battery JV in US, to open gigafactory by 2025 The partnership follows the OEM’s plans with LG Energy solutions in Canada, and continues a trend of automakers forming JVs to share investment and secure battery cell supply. Peter Murphy Daniel Harrison
EV battery supply chains on the move As electric vehicles become serious business for OEMs, they are reassessing their battery supply and manufacturing bases, putting their eggs in multiple baskets and taking more control of the process. Illya Verpraet Daniel Harrison
OEM and lithium-ion battery cell supplier database Keep up with changing supplier relationships between electric vehicle manufacturers and battery cell suppliers in this database by powertrain type (battery electric vehicles, plug-in hybrid electric vehicles, mild and full hybrid electric vehicles, and commercial electric vehicles). Automotive from Ultima Media
Electric vehicle battery supply chain analysis 2021: How lithium-ion battery demand and production are reshaping the automotive industry Download this report for forecasts of electric vehicle lithium-ion battery demand, analysis of battery cell gigafactory locations and insight on global EV battery manufacturing and supply chain management. Daniel Harrison Christopher Ludwig
