Global automakers are scrambling to secure critical components as two major crises collide: the Nexperia semiconductor standoff threatens chip supply chains, while looming Chinese rare earth export controls spark a rush for materials. This week’s coverage unpacks the ripple effects of both, with deep implications for EV production, sourcing strategy, and geopolitical risk. FOr the week of October 17 - 23, 2025, by Elm Analytics.
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 chains, while looming Chinese rare earth export controls spark a rush for materials. This week’s coverage unpacks the ripple effects of both, with deep implications for EV production, sourcing strategy, and geopolitical risk. FOr the week of October 17 - 23, 2025, by Elm Analytics.