US trade deal lifts UK exports 80%, but EU reliance limits fleet relief

UK vehicle output edged up in May, the first monthly rise this year, and the trade context explains why fleet buyers should care beyond the headline. Cross-Atlantic shipments jumped more than 80% year-on-year once the UK-US trade deal took effect in June, easing some of the supply pressure that's dogged model availability and order lead times. The EU still takes over half of UK car exports, so this is a partial fix, not a full recovery. Worth watching whether the uptick holds before banking on shorter delivery slots for fleet orders. (SMMT)
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