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North American fourth-quarter vehicle output is taking another hit this month, with 204,600 units wiped from the slate.
That tally includes a sharp October underbuild, estimated at 63,800 vehicles, or 5% of plan, much of it due to parts shortages related to recent floods in Thailand.
Related document: North America Production Schedule Q4
Those floods have swamped supplier plants feeding subassemblies to several Japanese auto makers in North America, most notably Honda and Toyota.
Together, they account for most of the industry’s November-December production cuts, slashing 140,800 vehicles from their schedules.
Nissan also will build 18,900 fewer vehicles in October-December than previously planned.
Other difficulties, including a shortage of V-6 engines at Chrysler due to quality-related issues, continue to hamper the production outlook.
Although the same V-6 is used in numerous Chrysler vehicles, the shortage is felt most acutely at the Windsor, ON, Canada, van plant, which will lose the equivalent of one shift at least through November.
After falling 28,400 units below plan in September, Chrysler’s overall fourth-quarter slate appears little changed from a month ago, as increased output of cross/utility vehicles and SUVs, plus large cars and pickups, mostly is offsetting cuts in van and midsize- and small-car production.
General Motors also shows little overall change for the quarter, as a 14,300-unit September underbuild largely is offset by increases of 4,000 in November and 5,000 in December.