Mexico's auto industry stirred to life last week after the long coronavirus shutdown. But frustrating delays resulting from the government's shifting policy over a definitive restart date mean U.S. automakers will see parts shortages affecting their own production, and dealers will see falling inventories for popular Mexican-made pickups and crossovers.
General Motors is a good example. The company said last week it was restarting its engine and transmission lines at its Silao pickup factory in central Mexico and its Ramos Arizpe crossover plant in the north. But the return to vehicle assembly at those two plants still depended on the status of its own Mexican parts suppliers, GM said.