\nexperts:<\/strong><\/p>\n
“The slow-motion UAW strike has extended its reach to “The UAW has again selected plants which produce vehicles in “As the UAW labor dispute enters its 3rd week, the impact on Fast Facts<\/strong><\/p>\n Current vehicle assembly plants on strike:<\/strong><\/p>\n Estimated Secondary Effects:<\/strong><\/p>\n S&P Global Mobility estimates that the Chicago and \u7acb\u523b\u8a3b\u518a\u53ca\u5831\u540d\u96fb\u8166\u88dc\u7fd2\u8ab2\u7a0b\u5427! <\/a> www.ITSec.vip<\/a> www.Sraa.com.hk<\/a>
\nencompass Ford's Chicago plant and GM's Lansing Delta Township
\nplant. Notably, it excludes the nearby Lansing Regional Stamping
\nplant that supplies crucial components to GM's profitable full-size
\ntruck production facilities, including Fort Wayne, Flint Truck and
\nother facilities. The UAW appears to be strategically biding its
\ntime before targeting these key profit centers.” — Joe
\nLangley, associate director, North American production forecasting,
\nS&P Global Mobility<\/strong><\/em><\/p>\n
\nsimilar segments, in this case three-row utility vehicles. Though
\nthe Ford Explorer and Lincoln Aviator produced in Chicago are a
\nsize smaller than the Chevrolet Traverse and Buick Enclave produced
\nat GM's Lansing Delta Township, these are the largest non-truck
\nthree-row utilities these two automakers offer. For GM, there is
\nadditional complexity as the action could ultimately delay start of
\nproduction of the new-generation Chevrolet Traverse in late 2023.
\n(The start of production of the new-generation Ford Ranger pick-up
\nat the Michigan Assembly Plant has been delayed as the plant is on
\nstrike.) The UAW does continue to strike against similar operations
\nat each of the automakers, choosing vehicle plants with output in
\nthe same or similar segments with the September 15 and 29 actions
\nand non-manufacturing operations serving a similar purpose with the
\nSeptember 22 action.” — Stephanie Brinley, associate
\ndirector, AutoIntelligence, S&P Global
\nMobility<\/strong><\/em><\/p>\n
\nthe supply base will intensify. Though the impact thus far has been
\nselective, more suppliers are having to adjust their operations in
\nthe form of layoffs, reductions\/delays in capital spend and paring
\ninventory to cut financing costs where possible. Suppliers will
\nfeel the financial impact of this labor dispute long after it is
\nsettled due to lost business.” – Michael Robinet, executive
\ndirector, consulting services, S&P Global
\nMobility<\/strong><\/em><\/p>\n\n\n
\nand Bronco<\/li>\n
\nCanyon, Chevrolet Express\/GMC Savana, stampings for Chevrolet
\nMalibu<\/li>\n
\nJeep Wrangler and Gladiator<\/li>\n
\nIllinois, Ford: Ford Explorer and Lincoln Aviator<\/li>\n
\nMichigan, GM: Chevrolet Traverse and Buick Enclave<\/li>\n<\/ul>\n\n
\n9\/20 due to reliance on Express\/Savana bodies from Wentzville<\/li>\n
\nXT4<\/li>\n<\/ul>\n
\nLansing plants have a combined output of nearly 2,000 per day. We
\nnow estimate daily losses are up to 6,030 units per day, inclusive
\nof all primary and secondary impacts. This assumes a straight time
\nschedule, with no overtime.<\/strong><\/p>\n\nCommercials Cooperation Advertisements:<\/b><\/h2>\r\n
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