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Nissan’s recovery, Marelli’s Malaysian auto export surge may lose traction

Cons. Discr. - Autos 1117 Japan 572 Malaysia 125 U.S. 5211

Nissan has reportedly had to shut a factory in Tennessee for two weeks due to a shortage of parts from Malaysia. While the firm does not appear to import directly from Malaysia, its total U.S. imports of auto parts had been recovering rapidly with growth of 11.7% in Q2’21 versus the same period of 2019 thanks to a surge in shipments from Japan. Auto parts importers to Tennessee from Malaysia, who may be the source of Nissan’s challenges, include Marelli and Yazaki with shipments of lighting and wiring looms respectively. Total U.S. seaborne imports of auto parts from Malaysia climbed 95....

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