Luminar’s financial crisis, Ford’s JV unraveling, and BMW’s leadership shakeup signal deepening volatility in the automotive sector. With rising tariffs, shifting alliances, and supplier upheaval, this issue explores how global OEMs and suppliers are navigating cost pressures, geopolitical tension, and sourcing disruptions that could redefine EV, battery, and component strategies.. For the week of December 5 - 11, 2025, by Elm Analytics
I think you’re right that the 2028 timing is the tell. It implicitly says that Ford is prioritizing capital discipline over the ability to shape the market. Which is rational, right? But it also means suppliers know Ford _needs_ the platform to work, which weakens sourcing leverage when competitors are already at scale.
I think you’re right that the 2028 timing is the tell. It implicitly says that Ford is prioritizing capital discipline over the ability to shape the market. Which is rational, right? But it also means suppliers know Ford _needs_ the platform to work, which weakens sourcing leverage when competitors are already at scale.