Automotive Supply Chain Risk Digest
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Automotive Supply Chain Risk Digest #471
Stellantis’ $26.3B EV-driven loss. Tesla’s Cybercab leadership exit. Nio’s ES8 chip shortage. A new 15% global tariff after the Supreme Court blocks…
Feb 27
•
Nick Gaydos
and
Elm Analytics
3
Automotive Supply Chain Risk Digest #470
Automakers and suppliers are accelerating supply chain redesign as EV losses, tariffs, chip governance issues and localization mandates reshape global…
Feb 20
•
Nick Gaydos
and
Elm Analytics
7
3
🎂 Automotive Supply Chain Risk Digest #469
Supply chain risk is spiking: GM scrambles to map sub-tiers after First Brands’ Chapter 11, Toyota and Honda swap in finance chiefs as tariff and…
Feb 13
•
Nick Gaydos
and
Elm Analytics
2
Automotive Supply Chain Risk Digest #468
Novelis’ NY fires still disrupt Ford F-Series aluminum production, VW-UAW locks in a 20% raise in Chattanooga, and Stellantis’ ACC battery production…
Feb 6
•
Nick Gaydos
and
Elm Analytics
4
January 2026
Automotive Supply Chain Risk Digest #467
From First Brands’ emergency OEM funding to Tesla's EV about-face, trade uncertainty is accelerating consolidation, with mounting financial, labor, and…
Jan 30
•
Nick Gaydos
and
Elm Analytics
6
1
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
6
2
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
5
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
6
1
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
4
1
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
4
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
1
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