Automotive Supply Chain Risk Digest

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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