Automotive Supply Chain Risk Digest
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Automotive Supply Chain Risk Digest #484
Tariffs, EV shifts, rare earth shocks, and supplier cash crunches are redrawing the automotive supply chain. Here’s what matters and why.
May 29
•
Nick Gaydos
and
Elm Analytics
4
Automotive Supply Chain Risk Digest #483
BYD throttled by its own battery transition, Tesla quits India, Stellantis builds Chinese cars in France, and decades of cost-cutting come home to…
May 22
•
Nick Gaydos
and
Elm Analytics
3
Automotive Supply Chain Risk Digest #482
Honda’s $9B EV retreat, Toyota’s $4.3B war hit, and Samsung’s $29M/hr loss rate. Raw intel for auto leaders navigating the global pivot. Read now.
May 15
•
Nick Gaydos
and
Elm Analytics
3
Automotive Supply Chain Risk Digest #481
Production risk is building everywhere: UAW strike votes, a $15B EV freeze, Chinese OEMs taking over Western plants, and aluminum running short on F-150…
May 8
•
Nick Gaydos
and
Elm Analytics
4
Automotive Supply Chain Risk Digest #480
Chinese OEMs are entering the EU through Spain with the help of EU automakers. Learn how the automotive supply chain map is being rewritten in real…
May 1
•
Nick Gaydos
and
Elm Analytics
4
1
April 2026
Automotive Supply Chain Risk Digest #479
Tariffs are permanent. Aluminum is vanishing. Honda is closing China plants. Stellantis is shopping 4 factories. Automakers are being squeezed from…
Apr 24
•
Nick Gaydos
and
Elm Analytics
2
2
Automotive Supply Chain Risk Digest #478
Ford kills its EV unit. Stellantis shops factories to China. Nissan slashes models. Western automakers are coming apart and Chinese rivals are picking…
Apr 17
•
Nick Gaydos
and
Elm Analytics
5
2
1
Automotive Supply Chain Risk Digest #477
Hyundai's CEO says globalization is over. VW kills US EV production. Shipping reroutes around Africa. This week's supply chain map is being redrawn in…
Apr 10
•
Nick Gaydos
and
Elm Analytics
3
Automotive Supply Chain Risk Digest #476
Middle East supply disruption, record March plant fire-related outages, EV demand weakness, and supplier disputes are colliding across the auto…
Apr 3
•
Nick Gaydos
and
Elm Analytics
3
March 2026
Automotive Supply Chain Risk Digest #475
Middle East disruption is rippling through the auto supply chain, driving oil volatility, freight rerouting, and fresh semiconductor and battery risk…
Mar 27
•
Nick Gaydos
and
Elm Analytics
4
Automotive Supply Chain Risk Digest #474
Geopolitical disruption centered on Iran and the Strait of Hormuz is tightening petroleum and plastics supply, triggering cost spikes and material risk…
Mar 20
•
Nick Gaydos
and
Elm Analytics
5
Automotive Supply Chain Risk Digest #473
Middle East trade disruptions, cyberattacks, semiconductor pressure, and EV investment pullbacks are converging across the auto industry. Automakers and…
Mar 13
•
Nick Gaydos
and
Elm Analytics
5
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