Supply Chain Research

Japan’s big seven automakers’ global exports climbed 4.2% on a year earlier in October, led by a 20.2% surge in exports by Mazda due to improved sales of its CX-3 model. The biggest challenge for the Japanese automakers though are U.S. tariffs under the section 232, rather than sales success or otherwise. While the meeting between President Donald Trump and Prime Minister Shinzo Abe at the G20 would suggest the putative trade deal between the U.S. and Japan remains on track, Japanese exports to the U.S. fell for a second month in October by 13.6%. That was led in absolute terms by a 12.6...