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U.S. Auto Parts Trade Deficit Widens By 66 Percent In First Half Of 1998

24 September 1998


BETHESDA, MD, Sept. 24 -- The U.S. auto parts trade deficit jumped 66
percent in the first half of 1998, climbing to $2.5 billion and
reversing a two-year trend of declining deficits, according to a
report published by The Autoparts Report. The report, compiled from
U.S. Customs data, concludes that both U.S. imports and exports
increased in the six-month period, but the relative growth in imports
outpaced that of exports, resulting in a higher auto parts trade
deficit.

The largest change occurred in trade with Mexico, as the auto parts
deficit spiraled by $521 million during the six-month period, or by 28
percent, reflecting a surge in U.S. imports that outpaced a slight
increase in U.S. exports to its southern neighbor. Higher imports from
Canada lowered the U.S. trade surplus with that country to $5.75
billion, a decline of 4.3 percent.

Despite the weak yen during the first half of 1998, the value of
imports from Japan dropped, while U.S. exports were higher. The net
effect was a lowering of the U.S. trade deficit with Japan to $4.9
billion.

A strong surge in imports from the United Kingdom pushed up the
U.S. trade deficit with that country by 141 percent. Imports from the
UK jumped to $507 million in the first half of 1998 - a 27 percent
increase over the previous year's first half results.

Regional Trade

On a regional basis, the U.S. auto part's deficit grew by 8.5 percent
with Far East countries, reaching $6.1 billion. Despite a lower
deficit with Japan, the U.S. registered a higher deficit with other
economies in the region. The balance of trade with Singapore plunged
to a deficit of $29 million from a surplus of $28 million - a drop of
197 percent, as U.S. exports fell sharply. U.S. exports to the
Philippines plummeted 71 percent, reflecting the economic crisis in
that country.

Similarly, a decline in U.S. exports to Malaysia, coupled with higher
imports from that market, boosted the U.S. deficit with Malaysia by
almost 20 percent. Higher imports from China and lower U.S. exports to
that country, resulted in a $445 million deficit in the first half of
1998, an increase of 63 percent from the $273 million deficit recorded
a year earlier.

The U.S. deficit with the European Union countries topped $770 million
in 1998, as higher U.S.  exports to the region were more than offset
by the growth in imports. France, the United Kingdom, Italy and
Germany registered higher exports to the U.S. in the first half of
1998. With the exception of the United Kingdom, U.S. exports to the
other countries declined.

U.S. auto parts trade with South America benefitted from sharply
higher exports to the region.

Exports from the U.S. soared by almost 42 percent for the first six
months of 1998, topping $858 million. Exports to Brazil, which
accounted for more than half of all U.S. auto parts exports to the
region, jumped 68 percent to $426 million. U.S. exports to Argentina
climbed to more than $190 million - a gain of 43 percent.

The U.S. auto parts trade surplus with Central America climbed 54
percent to $563 million in the first half of 1998.

U.S. trade with Eastern Europe grew significantly in the first six
months of this year, with imports from the region rising to almost
$100 million. The sharp increase in imports, coupled with a decline in
U.S. exports, pushed the balance to a deficit of $25 million - a
decline of more than 1,590 percent.

Product Groups

Imports of most product categories increased in the first half of 1998
reflecting, in part, greater offshore sourcing by U.S. auto makers and
their major suppliers. Growth in aftermarket parts imports also added
to the higher level of overall imports.

Transmissions and parts imports climbed by more than 20 percent in the
first half of 1998, reaching $2.28 billion. Imports from Japan,
accounting for more than half of all imports of this category,
increased by almost 13 percent to $1.28 billion. Imports of these
products from Canada and Mexico, soared by 53 percent and 244 percent,
respectively.

A 26-percent decline in imports of gas engines and parts from Japan
helped push down total imports of these products by almost 4 percent
to $3.18 billion.

A sharp increase in U.S. exports of gas engines to Canada, helped
boost total exports of that product group by almost 11 percent to
$1.88 billion.

Exports of seats and car interior components expanded by 13.5 percent
to $0.93 billion, based principally on higher exports to Mexico.

Outlook

Economic factors unfolding in the global economy will likely have a
major downward impact on the U.S. balance of trade in auto parts. If
the output of autos decline worldwide, U.S. auto parts exports will
continue to suffer and lower priced imports will increase, according
to Ron DeMarines, publisher of The Autoparts Report. "Unless Asian,
Eastern European, Latin American and Canadian economies improve in the
second half of the year, the expected trend is for a growing
U.S. deficit in auto parts," he said.

The 220-page report is a comprehensive review of U.S. imports, exports
and trade balance in auto parts with more than 200 countries. The
report also examines imports in 57 product groups and exports in 52
product groups.

This report will be updated quarterly to track the U.S. trade flow in
automotive parts and accessories. The information is derived from
U.S. Census import and export data from the U.S. Department of
Commerce.

The report is divided into three major sections: trade balance,
imports and exports. It is further subdivided into country, world
region and product groupings. This report is designed to provide a
comprehensive look at the flow of auto parts into and out of the
United States and to aid in identifying growing import competition as
well as export trends.

The Autoparts Report is a newsletter reporting on the trends and
developments in the auto parts industry and markets.

For further information about the auto parts trade report, call (301)
229-2077.