Automotive Supply Chain Risk Digest

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

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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

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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

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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

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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

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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

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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

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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

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Automotive Supply Chain Risk Digest #472

US-Israel-Iran war fallout is rapidly becoming a major automotive supply chain threat, as Strait of Hormuz disruption, shipping reroutes, and Qatar’s…

Mar 6 • Nick Gaydos and Elm Analytics

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February 2026

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

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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

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🎂 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

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