In this issue: financial distress at EV‑maker Bollinger Innovations raises alarm for suppliers; the battery plant plans of ACC in Italy potentially collapse; a fire at Novelis threatens aluminium supplies for automakers; chip and rare‑earth bottlenecks deepen; major investments from Hyundai, Toyota and others underscore shifting regional demand. A critical moment for automotive supply chains. For the week of November 14 - 20, 2025, by Elm Analytics
Nexperia is a lesson all categories of supply should learn from.
But... two fires at a huge bottleneck aluminium plant in a few months... that is a rare oddity worthy of close inspection !
Exactly, Mark.
It's an inherently risky industrial process, but statistically...?
In reviewing Novelis' updates, I somehow missed the smaller October 10, 2025, fire that occurred during the roof repair.
So, we're up to a fire per month?
→ https://novelis.com/oswego/