A wave of risk signals is rippling through the auto supply chain: Luminar’s Chapter 11 and First Brands’ cash squeeze, major production shifts at Mercedes, Ford, and Nissan, and fresh pressure from copper costs. Add tightening rules, EU policy uncertainty, and fragile suppliers... and 2026 planning just got harder.
Automotive Supply Chain Risk Digest #461
A wave of risk signals is rippling through the auto supply chain: Luminar’s Chapter 11 and First Brands’ cash squeeze, major production shifts at Mercedes, Ford, and Nissan, and fresh pressure from copper costs. Add tightening rules, EU policy uncertainty, and fragile suppliers... and 2026 planning just got harder.