Finance

UK auto output falls 8% in March on weak exports, supply issues, trade body says

Published by Global Banking & Finance Review

Posted on April 29, 2026

2 min read

· Last updated: April 29, 2026

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UK auto output falls 8% in March on weak exports, supply issues, trade body says

UK Automotive Production Drops in March as Exports and Supply Issues Persist

March Production Figures and Industry Challenges

Production Decline and Contributing Factors

April 30 (Reuters) - UK automotive production fell 8.2% in March from a year earlier, hit by a slump in commercial vehicle output, parts shortages at a major plant and weaker exports to Asia and the United States, data from a trade body showed on Thursday.

Although the decline eased from February's 17.2% fall, the outlook for the sector remained challenging, the the Society of Motor Manufacturers and Traders (SMMT) said.

External Pressures Impacting the Sector

UK carmakers face mounting pressure as the Middle East conflict threatens to further drive up energy costs and pressure demand, while the European Union's "Made in EU" proposal risks curbing access for UK-made vehicles to parts of the bloc's market.

Detailed Output and Export Data

UK's total auto output in March fell to 72,511 units, with car production down 0.8% at 69,755 and commercial vehicle output down 68.3% at 2,756, the SMMT said.

Export Trends and Market Insights

While exports continued to account for the bulk of output, shipments abroad fell for both cars and commercial vehicles. The European Union remained the UK's largest market, and demand from the bloc rose for a fourth consecutive month, with exports up 4.8% year-on-year.

Industry Response and Trade Concerns

"We must ensure any 'Made in Europe' proposals from the European Commission do not exclude the UK as the two industries are integrated such that both would suffer if the free trade provisions enshrined in the Brexit deal were undermined," SMMT CEO Mike Hawes said.

The SMMT and carmakers have called for clarity on whether UK-built vehicles would be excluded under the EU's latest proposal, warning that uncertainty could weigh on investments as competition from low-cost Chinese electric vehicle makers intensifies.

Economic Impact and Future Outlook

Earlier this month, the SMMT said the annual value of EU-Britain automotive trade was about 80 billion euros ($93.59 billion) and the two sides remain each other's biggest passenger car markets. 

"Car production stabilising in March is welcome news for both assembly and the wider supply chain," Hawes said, but warned that geopolitical tensions offer little room for optimism.

($1 = 0.8548 euros)

(Reporting by Nithyashree R B in Bengaluru; Editing by Diti Pujara)

Key Takeaways

  • Total UK vehicle output fell to 72,511 units in March 2026 (down 8.2% year-on-year), with car production down 0.8% (69,755 units) and commercial vehicle output collapsed 68.3% (2,756 units), per SMMT data.
  • Export demand softened across Asia and the US, though EU exports rose 4.8%, remaining the largest market for UK vehicles.
  • The EU’s ‘Made in Europe’ Industrial Accelerator Act threatens to limit UK-built vehicles’ access to subsidies and public procurement in the bloc, prompting industry warnings of escalating trade uncertainty.
  • SMMT had earlier flagged a 17.2% fall in February production, highlighting prolonged weakness; reform is needed to address plant restructuring, supply chain issues, energy costs tied to Middle East instability, and global competitiveness challenges.

References

Frequently Asked Questions

Why did UK auto output fall in March?
UK auto output fell due to weak exports, parts shortages at a major plant, and a sharp decline in commercial vehicle production.
Which markets saw weaker demand for UK automotive exports?
Demand was weaker in Asia and the United States, though exports to the European Union increased.
What risks does the UK auto sector currently face?
The sector faces pressures from rising energy costs due to Middle East conflict, threats to free trade with the EU, and competition from Chinese EV makers.
How much did commercial vehicle output fall in March?
Commercial vehicle output dropped by 68.3% to 2,756 units according to SMMT data.
What is the importance of the EU to the UK automotive industry?
The EU remains the UK’s largest export market for automotive, with exports to the bloc rising for a fourth consecutive month.

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