Ford launches a bold $2B EV production overhaul, while lithium mine shutdowns in China rattle global battery supplies. Meanwhile, tariff challenges reshape supplier strategies and Chinese carmakers take high-stakes shipping shortcuts to win in Europe. Dive into the latest developments shaking up the global automotive supply chain. For the week of August 8 - 14, 2025, by Elm Analytics.
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Automotive Supply Chain Risk Digest #443
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Ford launches a bold $2B EV production overhaul, while lithium mine shutdowns in China rattle global battery supplies. Meanwhile, tariff challenges reshape supplier strategies and Chinese carmakers take high-stakes shipping shortcuts to win in Europe. Dive into the latest developments shaking up the global automotive supply chain. For the week of August 8 - 14, 2025, by Elm Analytics.