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Production Losses Appear Likely as Part of UAW, Unifor Contract Negotiations

Because the U.S. is where most of the production in North America occurs for each of the Detroit Three, UAW actions have the potential to make the biggest impact. However, shutdowns in Canada could still cause considerable disruption, and closures in the U.S. and Canada can lead to lost output in Mexico.

Market Analysis Markets

Strike-Related North America Production Losses Expected to Keep Mounting

September, with its ultimately unknown total of strike-related losses, follows a production shortfall in August of 22,400 units, but output last month still finished 4.9% above same-month 2022. If the all parties involved can come to terms within the next two weeks, fourth-quarter output could nearly match its pre-pandemic total.

Market Analysis Markets

North America Production Tracker Q4, September 2023

North America production tracker by manufacturer, vehicle type, and country for 4th quarter 2023 (September 2023 update).

Market Analysis Production Schedule

North America Production, August 2023

North America production by country, vehicle type, and manufacturer; by manufacturer, model line, and country; by manufacturer and platform; by manufacturer and plant; and by manufacturer and segment group for August 2023.

Market Analysis Production

NIO’s Branding in Europe: Can Reputation in China Translate to Success Overseas?

NIO’s global expansion plans may be hindered by the delays in infrastructure development in the NEV industry and concerns raised by the EU’s investigation into NEVs from China, which could potentially lead to a ban on these vehicles in the European market.

Business Strategy Markets

Mexico Truck Sales by Weight Class, August 2023

Mexico truck sales by weight class for August 2023.

Market Analysis Sales Trucks by GVW

North American Barometer: Will Growth Continue Into 2024?

Production is closing in on pre-pandemic levels and sales mostly have outdone expectations. At the same time, with dealer inventory gradually improving automakers continue to raise retail prices while also allotting more production for less-profitable fleet volume. There remain existing and potential headwinds related to economic factors, geopolitics and the possibility of factory shutdowns as contract talks begin with the two major automotive unions in the U.S. and Canada.

Haig Stoddard will detail the current outlook in North America, with a focus on the U.S., for the rest of 2023 and first half of 2024, highlighting data points to watch that could point toward strength or weakness.

Market Analysis

South Korea Vehicle Sales, July 2023

South Korea vehicle sales by vehicle type and company for July 2023.

Market Analysis Sales

France Vehicle Sales, August 2023

France vehicle sales by vehicle type and company for August 2023.

Market Analysis Sales

September U.S. Light-Vehicle Sales Heading for Strong Year-Over-Year Gain Despite Strike Impact

The possibility in September that other automakers will benefit much from buyers defecting from the Detroit 3 brands is negligible. The vehicles currently impacted by shutdowns either are products with high brand loyalty, in segments dominated by the three strike-impacted manufacturers or have plenty of inventory.

Market Analysis Markets

U.S. Light Vehicle Sales & Inventory Forecast, September 2023

U.S. light vehicle sales and inventory forecast by company and by source and vehicle type for September 2023. Includes SAAR (seasonally adjusted annual rates) and days' supply projections.

Market Analysis Sales Forecast

South America Vehicle Sales, August 2023

South America vehicle sales by company region, company and country for total vehicles and light vehicles for August 2023.

Market Analysis Sales

Initial U.S. Strike-Related Shutdowns Won’t Necessarily Boost Demand at Other Automakers

The eight vehicles built at the three sites closed Sept. 15 from the UAW-called strikes compete in segments dominated by Ford, GM and Stellantis, leaving it unlikely that lost sales of those models could lead to big gains at other automakers. In fact, in some cases there is a good chance lost sales at one company are filled by one of the other two. The strike-hit triumvirate are even more dominant in the fullsize pickup and SUV segments, meaning it will take lengthy shutdowns at plants building CUVs and cars before non-UAW-built vehicles get real volume benefits from declining inventory at Ford, GM or Stellantis.

Market Analysis Markets
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