Workers at Ford’s Kentucky Truck Plant on April 30, 2025.
Michael Wayland | CNBC
DETROIT — There’s a growing concern that the global automotive industry may be stuck in neutral, if not reverse, heading into 2027.
The auto industry — from the companies to their customers — has been surprisingly resilient this decade, but there are fears that rising costs, weaker vehicle pricing and a more challenging market could threaten profits and growth going forward.
Automakers also face pressure outside the U.S. from an onslaught of Chinese carmakers, a thinner new-product pipeline after retreating from some all-electric plans, and company- and region-specific challenges.
“With investor focus increasingly shifting to 2027, the setup appears challenging,” Barclays analyst Dan Levy said in an investor note last month. “Rising inflation, continued China pressure, affordability concerns in the U.S., and a flat global production outlook suggest…
