Dive into the fast-moving turmoil across the global auto industry... from Stellantis and Nio reorganizations to Novelis’s devastating plant fire disrupting Ford and Toyota. We also explore GM’s new supplier terms, massive investment shifts, and the mounting financial pressures reshaping the EV and supply chain landscape. For the week of October 3 - 9, 2025, by Elm Analytics
Automotive Supply Chain Risk Digest #451
Dive into the fast-moving turmoil across the global auto industry... from Stellantis and Nio reorganizations to Novelis’s devastating plant fire disrupting Ford and Toyota. We also explore GM’s new supplier terms, massive investment shifts, and the mounting financial pressures reshaping the EV and supply chain landscape. For the week of October 3 - 9, 2025, by Elm Analytics