“It would be a challenge to reschedule that much incoming flow to a different place,” Golara said. He expects companies will redirect imports to ports in New York and Georgia during the disruption, but they could still face constraints in the availability of certain models.
Golara noted that the automotive supply chain is more resilient than it was before the pandemic, and dealers have more inventory available, especially for electric vehicles. “Electric cars are in still better position than the average car,” he said.
As a result of the collapsed bridge, automakers such as Ford $F and General Motors $GM have already confirmed that they will need to divert vehicle shipments to other ports in America. Toyota $TM also expects to feel some impact of the bridge collapse, while Volkswagen, Volvo and Nissan said the impacts would be minor, reports Politico.