Automotive Supply Chain Risk Digest

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…

10 hrs ago • 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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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

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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

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October 2025

🎃 Automotive Supply Chain Risk Digest #454

This Halloween week, the auto industry walks through a haunted house of horrors: EV demand vanishes like a ghost, chip curses from Nexperia spread like…

Oct 31, 2025 • Nick Gaydos

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Automotive Supply Chain Risk Digest #453

Global automakers are scrambling to secure critical components as two major crises collide: the Nexperia semiconductor standoff threatens chip supply…

Oct 24, 2025 • Elm Analytics and Nick Gaydos

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Automotive Supply Chain Risk Digest #452

This week’s issue dives into First Brands’ $2.3 billion black hole and calls for independent review, the fallout from Novelis’ aluminum plant fire, and…

Oct 17, 2025

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