Automotive Supply Chain Risk Digest
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Automotive Supply Chain Risk Digest #487
First Brands liquidates, VW cuts 50k jobs, China voids 8 carmakers' licenses, and Chinese brands seize idle EU plants. Capacity is being torn out and…
Jun 19
•
Nick Gaydos
and
Elm Analytics
4
Automotive Supply Chain Risk Digest #486
Two plant fires, four labor fights, a tariff regime in flux. Issue #486 maps how concentrated supply and policy whiplash are squeezing automakers from…
Jun 12
•
Nick Gaydos
and
Elm Analytics
3
Automotive Supply Chain Risk Digest #485
A GM axle strike, a Nexperia chip standoff, Autoliv's exit, and a US push for 82% USMCA content: the squeeze on automotive production is coming from…
Jun 5
•
Nick Gaydos
and
Elm Analytics
6
May 2026
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
5
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
5
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
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