Automotive Supply Chain Risk Digest
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Automotive Supply Chain Risk Digest #466
Mitsubishi reshuffles the C-suite amid tariff pressure, Renault pulls Ampere back into the core, and GM, Mercedes, and BMW reposition production to…
Jan 23
•
Nick Gaydos
and
Elm Analytics
3
1
Automotive Supply Chain Risk Digest #465
Trade is no longer the backdrop. It’s the plot. The USMCA’s 2026 review is forcing automakers and suppliers to game out scenarios that could rewrite…
Jan 16
•
Nick Gaydos
and
Elm Analytics
3
1
Automotive Supply Chain Risk Digest #464
Rising fault lines are spreading across the global auto industry, from a supplier cash crunch and cyber-driven production halts to abrupt EV strategy…
Jan 9
•
Nick Gaydos
and
Elm Analytics
3
Automotive Supply Chain Risk Digest #463
South Korean EV battery suppliers are absorbing major financial shocks as automakers slash planned capacity, with LG Energy Solution and L&F among the…
Jan 2
•
Nick Gaydos
and
Elm Analytics
4
2
December 2025
Automotive Supply Chain Risk Digest #462
Nexperia’s internal split is accelerating... and the ripple effects for automakers are real. With wafer supply now increasingly locked locally in China…
Dec 26, 2025
•
Nick Gaydos
and
Elm Analytics
2
2
Automotive Supply Chain Risk Digest #461
A wave of risk signals is rippling through the auto supply chain: Luminar’s Chapter 11 and First Brands’ cash squeeze, major production shifts at…
Dec 19, 2025
•
Nick Gaydos
and
Elm Analytics
3
Automotive Supply Chain Risk Digest #460
Luminar’s financial crisis, Ford’s JV unraveling, and BMW’s leadership shakeup signal deepening volatility in the automotive sector. With rising…
Dec 12, 2025
•
Nick Gaydos
and
Elm Analytics
2
2
Automotive Supply Chain Risk Digest #459
This week, we cover updates on the Nexperia crisis, China’s EV margin collapse, Symbio’s downsizing after Stellantis abandons fuel cells, a looming…
Dec 5, 2025
•
Nick Gaydos
and
Elm Analytics
4
3
November 2025
Automotive Supply Chain Risk Digest #458
This week’s digest tracks plant closures, fires and expansions across North America, mounting EV program turmoil, and new geopolitical shocks from…
Nov 28, 2025
•
Nick Gaydos
and
Elm Analytics
2
1
Automotive Supply Chain Risk Digest #457
In this issue: financial distress at EV‑maker Bollinger Innovations raises alarm for suppliers; the battery plant plans of ACC in Italy potentially…
Nov 21, 2025
•
Nick Gaydos
and
Elm Analytics
5
2
2
Automotive Supply Chain Risk Digest #456
This week’s newsletter tracks GM’s leadership reshuffle, Tesla’s senior exits, Japanese automakers resetting EV timelines, and fresh battery and hybrid…
Nov 14, 2025
•
Nick Gaydos
3
Automotive Supply Chain Risk Digest #455
Bankruptcies ripple through the EV sector as Exro and Lithion collapse. Chip shortages paralyze Nissan and Honda. Meanwhile, new tariffs and trade spats…
Nov 7, 2025
•
Nick Gaydos
2
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
