Haig Stoddard

Industry Analyst,
August U.S. Sales Surge to 10-Year High SAAR
Import volume for CUVs increased 34%, spurring total import penetration to a 3-year high.
July U.S. Inventory Points to More Robust Sales in August
CUVs are poised for continued record market penetration in August, while share for most large trucks could waver.
Globalization Concentrating More Output on Top Platforms
Even with globalization, the number of vehicle platforms in use over the next seven years will decline by only 11, from 388 to 377, in 2022.
North America Sales to Average 20 Million-Plus; Production to Top 18 Million 2
An irony of the 1.5 million units in new production capacity being added in North America in the next four years is that sales penetration of domestically made vehicles won’t rise significantly.
July U.S. Sales Soar to 17.5 Million SAAR 1
Sales of large trucks rebounded from a June decline that ended 15 straight increases, but were uneven across segments and possibly aided by some spot incentives.
Mitsubishi Shutdown to Further Streamline Production Utilization
Closure of Mitsubishi’s U.S. plant means a 62,000-unit cut to forecasted North American output in 2016.
U.S. LV Sales Heading to 17 Million Units
Cars could be the catalyst that propels sales well above 17 million if automakers turn to incentives or fleet deliveries to stop their decline.
Imports Push June U.S. Inventory Above Year-Ago Levels
Imports Push June U.S. Inventory Above Year-Ago Levels
June’s 17.1 Million U.S. SAAR Caps 10-Year High First-Half
June’s car penetration fell to 44.9%, as all segment groups posted year-over-year declines in the same month for the first time since September 2009.
North America-Built LV Sales Will Lag Capacity Increases
As Mexico lures more manufacturing, its market also is opening up to more overseas-built vehicles with import offerings doubling since 2001.
CUV U.S. Sales Hurtling to 5 Million Units in 2015
Boosted by stubbornly low fuel prices, demand for CUVs is a major reason for near record-low car penetration, which is likely to get worse.
May U.S. Inventory Points to Another Sales Boom in June
The odds are June will be the second straight month with a 17 million-plus SAAR, which would be the first time that has occurred since 2004.
U.S. Sales Zoom to Near 10-Year High in May
Higher fuel prices in May did not keep truck penetration from rising above year-ago for the 28th straight month, but large trucks posted their first year-over-year market-share decline since October.
North America Heading Toward 20 Million Sales in 2015
A strong rebound in May and June U.S. sales close to a combined 17-million SAAR is a key to meeting 2015’s forecast
North American Capacity Utilization Hits 100% Again in Q1
Additional North American production capacity in 2016 from a new plant at Volkswagen and increases at existing facilities among other automakers will raise available straight-time production to 18.4 million units.


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