This week, we cover updates on the Nexperia crisis, China’s EV margin collapse, Symbio’s downsizing after Stellantis abandons fuel cells, a looming cobalt squeeze from Congo’s export halt, Indonesia’s nickel glut, and rising North American uncertainty as Stellantis faces Canadian defaults and U.S. fuel-economy rollbacks. Plus: major new supplier investments and intensifying geopolitical supply risks.
Automotive Supply Chain Risk Digest #459
This week, we cover updates on the Nexperia crisis, China’s EV margin collapse, Symbio’s downsizing after Stellantis abandons fuel cells, a looming cobalt squeeze from Congo’s export halt, Indonesia’s nickel glut, and rising North American uncertainty as Stellantis faces Canadian defaults and U.S. fuel-economy rollbacks. Plus: major new supplier investments and intensifying geopolitical supply risks.