Supply Chain Research

Automaker Ford will shift planned production of its new electric SUV from Michigan to Cuautitlan in a move that will see the U.S. factory focus on autonomous vehicles. That’s part of a continuing evolution in its supply chain strategy, though it isn’t clear if it allows for potential changes in rules-of-origin within forthcoming NAFTA talks. The U.S. accounts for 95% of Ford’s Mexican exports, which have fallen by 14% in the past three months to October 30. The decline likely continued in November, with vehicle exports having fallen 26% on a year earlier. It has lagged its peers, includi...