Overview
- Europe’s ACEA says stocks are falling daily and some members expect assembly-line stoppages within days.
- Honda has halted production at a plant in Mexico and is trimming output in the United States and Canada.
- Nissan reports coverage only through the first week of November, Mercedes-Benz is short-term covered while sourcing alternatives, and Volkswagen sees roughly a week of buffer.
- MEMA cautions U.S. suppliers could face significant production impacts within two to four weeks if supplies do not resume.
- EU officials say talks with China are ongoing for urgent solutions, but auto-grade replacements typically take months to qualify.