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    Analysis

    October 30, 2025

    North American auto assemblies slipped in September

    Written by David Schollaert

    North American auto assemblies declined in September, down 5.1% vs. August. And, according to GlobalData, assemblies were also down 1% year on year.

    After a hard drop in December — the worst since July 2021 — assembly numbers rallied in Q1. But numbers were inconsistent throughout Q2 before a seasonal summer slump in July. Now, while September totals are down month-on-month (m/m) and year on year (y/y), they are largely above the 2025 year-to-date monthly average of 1.29 million units.

    David Schollaert

    David Schollaert is deputy editor-in-chief for Steel Market Update. David joined SMU after more than a decade in the metals and mining industry in a myriad of different roles. Much of his early experience and expertise were within the coverage and analysis of steel-making raw materials and served previously as senior editor of the CRU Prices Service. Most recently, however, before his return to market analysis, David held roles as a metals buyer and an operations manager for raw material suppliers. He can be contacted at david@steelmarketupdate.com or 724-720-1008.

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