Post #2772 by tjscott0 on the Macroeconomic Trends and Risks board

Personal Finance Topics / Macroeconomic Trends and Risks

Unthreaded | Threaded | Whole Thread (7)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 1

Automotive supply chain for parts for all vehicles has already imploded.
https://www.cbtnews.com/u-s-automakers-struggle-wi...
Jeep and Ford factories are paused due to aluminum shortages
The disruptions stem from multiple supply bottlenecks, including aluminum, rare-earth minerals, and semiconductors.
The automotive industry is also contending with billions in tariff costs, a costly pivot away from electric vehicles, and ongoing market pressures.

https://www.carscoops.com/2025/11/gm-tells-supplie...
GM Quietly Told Suppliers To Ditch Chinese Parts And Now The Trouble Begins
Suppliers warn replacing China ties after decades will be extremely difficult.

https://nilsenreport.ca/why-the-auto-parts-supply-...
After years of hearing “on backorder” or “delayed with the supplier,” drivers are used to it. Even though many industries are improving, car parts supply chains are still struggling. Longer shipment periods, factory bottlenecks, and increased part demand are issues. They affect repair shops, stores, and drivers who wish to fix their cars.

Complex ecosystems surround car parts. A single part can be made from raw materials and computer chips and assembled in three nations.
The most evident effect is lengthier car repair times. A one-afternoon project may take longer if a vital part remains open. A car may sit in the shop for days while mechanics trace shipments, revise orders, or find solutions.
Ask your service business in advance how long parts will take. Finding out early whether significant jobs like changing timing belts, rebuilding gearboxes, or diagnosing computer systems are available helps prevent last-minute surprises. If a part is scarce, you can schedule the job or find another brand that meets the same standards.

I like to watch youtubes of auto technicians that own their own shops. COVID really slowed parts delivery but that has improved but it is still not 100% recovered. Also these shop owners rant about having to order a part 3 or 4 times to get a good part. The shop owners also recommendation brand name sensors [NGK/Denso]. Yes the Chinese knock off will work but it won't last as long as a name brand. Also the shop owners have to watch for counterfeit parts passing as a name brand. The vendors don't seem to care.
https://www.investigatetv.com/2025/02/03/taking-ad...

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (7)

Prev | Next

Announcements

Macroeconomic Trends and Risks FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.