Supply Chain Research

Japanese auto manufacturers increased their exports by 3% on a year earlier to 403,000 units in November, Panjiva analysis of company financial statements shows. This was led by a 47% increase in shipments by Nissan, possibly the temporary result of the run-out of its Micra and Note models. U.S.-bound shipments fell 36%, however, to their lowest since April 2011. This was only partly offset by a 2% increase in exports from Mexico by Honda, Nissan and Toyota. These may get caught up in NAFTA renegotiations by the new U.S. administration.