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Haig Stoddard

Senior Industry Analyst - Forecasting

Haig focuses on market analysis and future vehicle trends.

Latest From Haig Stoddard

U.S. Light-Vehicle Sales to Continue Growth in November; More Strength Likely in December

Because of the usual holiday-related plant downtime, on top of stoppages and slowdowns that still will be caused by the ongoing supply-chain disruptions, vehicle production for the U.S. market will weaken enough in December that inventory likely declines after rising in November. However, growth is expected to continue in Q1-2022.

Market Analysis Markets

Signs of Optimism Remain Despite More Supply-Chain-Related Cuts to Q4 North America Production

Despite another round of production cuts, there remain signs the supply-chain problems are abating in North America, including that first-in-a-long-time sequential gains in October for U.S. light-vehicle sales and inventory continue in November.

Market Analysis Markets

Supply Disruptions Causing Global Production in 2021 to Fall Dangerously Close to Pandemic-Impacted 2020 Totals

Europe and North America are heading toward year-over-year declines in 2021, while China, though forecast for an increase, is ending the year with a resurgence in losses related to the semiconductor shortage.

Market Analysis Markets

October U.S. Light-Vehicle Inventory Rises 4.6% from September; First Gain in Eight Months

Sequential increases in sales and inventory in October, as well as expected gains in production, could be concrete signs the U.S. market is ready to resume steady growth back to pre-Covid levels.

Market Analysis Markets

U.S. Light-Vehicle Sales Improve in October from September; Puts Optimistic Spin on Entire Q4

Though still weak, October’s 13.0 million-unit seasonally adjusted annual rate marked the first month-to-month increase since April, and – depending on the extent inventory was negatively impacted during the month by the global supply-chain disruptions – puts upside on the combined Q4 outlook currently pegged at the same total of 13.0 million.

Market Analysis Markets

October U.S. Light-Vehicle Sales Forecast to Show First Month-to-Month Improvement Since April

Even though the fourth quarter is forecast to decline to a 13.0-million-unit annualized rate from Q3’s 13.3 million, U.S. light-vehicle sales are expected to continue rising month-over-month in November and December from October’s forecast 12.6 million, marking what should be the start of a long period of growth.

Market Analysis Markets
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