Japan Damage Assessment Ongoing...

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"Toyota's U.S. manufacturing subsidiary in Erlanger, Ky., told its U.S. employees, plant workers and dealers Wednesday that some production interruptions in North America were likely.

The automaker said it could not predict which sites would be affected or for how long.

Most of the components used in Toyota's North American assembly operations come from some 500 suppliers in the region.

"We continue to receive parts from Japan that were already in the pipeline, limiting the immediate impact," Toyota said.

It said dealers still had an ample supply of vehicles.

But within weeks, if automakers have not restored their supply lines, they will start running low on components and dealers will experience shortages of cars.

Many of the firms in the hard-hit, mostly rural region are small- and mid-sized parts makers, far from Japan's industrial heartland farther south.

Yet some of them make parts — notably electronic components — that aren't easily interchangeable."


"So far, Honda Motor Co. has said that about a third of its 110 suppliers in the Tohoku region would not be able to resume operations for more than a week.

Nissan Chief Executive Officer Carlos Ghosn said about 40 suppliers are in difficulty, hindering efforts to restart car production.

Nissan's own Iwaki engine plant in the affected region will not be up and running before mid-April."


"Most automakers haven't yet identified the potential bottlenecks and parts shortages. "The concern is all the unknowns the farther down you get in the supply chain," said Lars Luedeman, director of automotive practice at consulting firm Grant Thornton.

Automakers don't know how quickly these firms can restart production and how long it will take them to reach peak levels.

Many automakers don't even know who all their suppliers are. They have very close relationships with their big Tier One suppliers, "but they don't necessarily have visibility in the supply chain beyond their direct contact point," Luedeman said."



Updated damage assessment
 
Now all we have to worry about is radioactive cars and home electronics comming to the USA for the next year or 3.
 
They'll make it work. All they have to do is get the commie and NAFTA suppliers up and running. There's no need to even rebuild Japan infrastructure.
 
Hey - if Toyotas are radioactive...does that mean that they will finally deal on the price?

;-)
 
A large capacitor manufacturer is expecting delivery issues with aluminum foil used to make their products. Things like this could potentially affect many products, especially electronics that were experiencing increasing leadtimes even before the quake. Other suppliers can take up the slack in some cases, but most companies have cut back to one shift and have been hesitant to add employees (and shifts) unless favorable economic conditions are anticipated for an extended period of time (and this would only represent a short term increase in demand).

I would expect to see availablity issues of certain products for a limited time. Kinda like Katrina and M1 on a larger scale.
 
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