Hyundai Motor ab apne ships ko Africa ke around reroute kar raha hai so that Strait of Hormuz avoid kar sake. Iran mein chal rahi war ki wajah se already jo global supply Chain stressed thi, uspe or pressure aa gaya hai, or is wajah se unki deliveries slow ho rahi hai.
"Humne apne ships ko Cape of Good Hope wale route pe divert kar diya hai," CEO Jose Munoz ne interview mein bola, jo South Africa ka southern trip hai. Isse kaafi extra time lag raha hai."
Yeh shift actually ek big plan ka part hai jisme comapny apne operations ko rework kar rahi hai, so that supply chain issues, tariffs or geopolitical tensions se thoda safe reh sake, Munoz ne 8 April ko bola.
Long term mein, Hyundai yeh plan kar raha hai ki Europe hi zyada components locally souce kare, instead of South Korea se unhe ship karne ke.
Hyundai ab thoda extra inventory stock karke rakh rahi hai so that supply mein koi issue aaye toh handle ho sake, yeh change unhone pandemic ke baad kiya, jab supply chains kaafi disturb ho gayi thi, Munoz ne bataya.
And jo supply chain decisions pe meetings pehle year mein ek baar hoti thi, ab woh around every week ho rahi hai.
"Hum log try karte hai supply or demand ko balance karne ka, decisions lete hai or jitna ho sake apni production capacity ko maximize karte hai, so that production loss na ho," Munoz ne kaha. "Par honestly, kaafi tough hai. Itna tough pehle kabhi nahi tha jitna ab hai."
Global investors basically yeh expect kar rahe hai ki Strait ke through jo shipping traffic hai, usme disruption kaafi time tak chalta rahega, even after US or Iran ke between ceasefire ki news aa gayi thi. Us news ki wajah se 8 April ko oil prices 17% se zyada tumble ho gaye the.
Hyundai ne apni built-in flexibility ki wajah se production to some extent maintain karke rakha hai, Munoz ne kaha.
US apni capacity increase kar raha hai so that supply shock jaisi problems se bach sake.
Company abhi U.S. ke thode unstable car market mein manage kar rahi hai, affordability issues, petrol ke increased prices, or EV incentives hatne ki wajah se sales par pressure aa raha hai. Phir bhi, Hyundai ne last year ke comparison mein iss year ke first quater mein electrified vehicles ki sales mein kaafi significant jump dekha.
Munoz ne bola ki EV ki demand future mein bhi hogi, whether pehle jitni expected ki gayi thi utni high na ho. Hyundai ka jo assembly plant Savannah, Georgia ke paas ban raha hai, wo originally sirf pure EVs manufacture karne ke liye plan hua tha, jaise Hyundai Ioniq 5 or Hyundai Ioniq 9.
But ab plan change ho gaya hai: 2026 se wahan hybrid cars bhi manufactured hogi, or 2027 se range extended electric models bhi start honge.
Savannah plant iss year se Alphabet Inc. ke Waymo driverless car business ke liye modified EVs manufacturing bhi start karega. Munoz ne bola ki starting mein kuch Thousands of cars manufactured hogi, or gradually yeh number "tens of thousands" robotaxis tak pahunch jayega.
Long term mein, Hyundai ka plan hai ki US mein apni production capacity ko around 3 lakh units or increase ho kar 2030 tak 12 lakh units tak le jaye. Saath hi, wo apni supply chain ka 80% US ke under hi localize karna chahte hai, so that tariffs or supply issues ka impact kam ho.
"Globalization over ho chuki hai," usne kaha. "Bilkul hi khatam ho gayi hai."