This week’s newsletter unpacks a turbulent auto landscape: executive reshuffles, mass layoffs, and shifting EV investments. Discover how global automakers are reacting to new tariffs, USMCA rules, and fragile supply chains. From Foxconn’s EV venture to Toyota’s earnings warning—this edition is packed with urgent industry pivots. Covering May 2→8, 2025. Published May 9, 2025 by Elm Analytics.
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Automotive Supply Chain Risk Digest #431
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This week’s newsletter unpacks a turbulent auto landscape: executive reshuffles, mass layoffs, and shifting EV investments. Discover how global automakers are reacting to new tariffs, USMCA rules, and fragile supply chains. From Foxconn’s EV venture to Toyota’s earnings warning—this edition is packed with urgent industry pivots. Covering May 2→8, 2025. Published May 9, 2025 by Elm Analytics.