Supply Chain Research

Exports of passenger vehicles from Japan fell by 3% in September, Panjiva analysis of company financial reports shows. That was the first drop since January and follows an 11% surge in August. Honda led the slowdown as it builds up overseas production. Subaru saw the most marked turnaround with a 6% slump after a 19% jump in August. It may have to make a recall after an inspection scandal. Exports to the U.S. continue to lag the total. Panjiva analysis shows shipments fell for an eighth straight month and may have reached the lowest since July 2014 in total units exported. That may mean ...