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IHS Markitestimates a global production loss of 1.3 million units in Q1 2021 resulting from the ongoing semiconductor shortage, as well as shortages of steel and polypropylene, and transit delays at ports. IHS notes the “ impact on new vehicle sales remains to be seen at this stage, as inventory levels remain healthy enough to meet today s demand.” Due to the semiconductor shortage, production of Ford’s highly profitable F-150 is affected by shutdowns scheduled for Dearborn Truck Plant the weeks of April 5 and April 12, and the truck side of Kansas City Assembly the week of April 5. Production of various crossover models is affected by shutdowns of Ford’s Louisville Assembly Plant the weeks of April 12 and April 19, as well as production shutdowns at Oakville Assembly in Ontario the weeks of April 12, 19 and 26; the automaker has cut overtime at multiple plants.

United statesSouth carolinaBrian deeseDmitri dolgovJohn krafcikTekedra mawakanaUs mark wakefieldFord louisville assembly plantChipmaker renesas electronics corpNational security adviser jake sullivanMotor equipment manufacturers associationUs international trade commissionEmission technologyKansas city assemblyAlliance for automotive innovationDetroit free