Pubblicato in: Brasile

Brasile. Produzione auto sospesa ad aprile causa carenza forniture.

Giuseppe Sandro Mela.

2020-03-11.

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Cina. Gennaio-Febbraio. Export -17.2%, Import -4%.

«Brazil carmakers might have to suspend production in April due to a lack of parts from China, where the coronavirus outbreak has hit suppliers and affected global trade»

«Is there a risk of stopping production in April? There is»

«China is Brazil’s main supplier of foreign auto parts, accounting for 32% of all imported parts»

«The world’s automakers are scrambling to sort out their supply chains in light of the new virus»

«automakers in Brazil had Chinese autoparts in stock to last three to four months»

«at least some carmakers could run into problems as early as April»

«a Mercedes Benz executive, said carmakers were evaluating alternatives such as bringing in Chinese autoparts by plane rather than ship»

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È nella logica delle cose che quando un grande produttore ed esportatore deve ridurre per un qualsiasi motivo l’export dei suoi prodotti metta immediatamente in difficoltà tutte le attività produttive che da questi dipendevano.

Se è vero che ogni industria mantiene un ragionevole magazzino di scorte, sarebbe altrettanto vero constatare come cerchi di immobilizzare meno capitale che sia possibile, commensurandosi alle esigenze ordinarie.

La epidemia di coronavirus non colpisce quindi solo i paesi affetti, ma ha anche un pernicioso effetto secondario, obbligando alla riduzione o cessazione della produzione di aziende peraltro perfettamente sane, ma che dipendono dalla importazione di materie prime o di semilavorati. In questa maniera i danni economici e sociali si amplificano e si ripercuotono quasi ovunque.

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Reuters. Brazil auto production may stop in April as coronavirus hits parts supplies

Brazil carmakers might have to suspend production in April due to a lack of parts from China, where the coronavirus outbreak has hit suppliers and affected global trade, automakers’ association Anfavea said on Friday.

“Is there a risk of stopping production in April? There is,” Anfavea’s president Luiz Carlos Moraes told reporters, saying all automakers are monitoring the situation. China is Brazil’s main supplier of foreign auto parts, accounting for 32% of all imported parts, Moraes said.

The world’s automakers are scrambling to sort out their supply chains in light of the new virus. Brazil has been hit with additional trouble: its currency, the Real BRBY has depreciated around 15% so far this year, making imports significantly more expensive.

“If (the real) remains weak, that will mean an additional cost of 8 billion reais ($1.72 billion)” in 2020, Moraes said. He said this would amount to about 2,600 reais per car.

Moraes said in February that automakers in Brazil had Chinese autoparts in stock to last three to four months. But on Friday he made the first clear indication that at least some carmakers could run into problems as early as April.

Moraes, a Mercedes Benz executive, said carmakers were evaluating alternatives such as bringing in Chinese autoparts by plane rather than ship.

Other alternatives include for automakers to shift production to focus on cars that do not need as many Chinese parts. He did not elaborate on individual brand decisions.

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