Stellantis’ $26.3B EV-driven loss. Tesla’s Cybercab leadership exit. Nio’s ES8 chip shortage. A new 15% global tariff after the Supreme Court blocks IEEPA duties. China’s rare-earth restrictions hitting Subaru and Hino. Hyundai’s Nvidia AI chip expansion. This week’s issue unpacks the exact shocks reshaping automotive supply chains. For the week of February 20 - 26, 2026, by Elm Analytics
Automotive Supply Chain Risk Digest #471
Stellantis’ $26.3B EV-driven loss. Tesla’s Cybercab leadership exit. Nio’s ES8 chip shortage. A new 15% global tariff after the Supreme Court blocks IEEPA duties. China’s rare-earth restrictions hitting Subaru and Hino. Hyundai’s Nvidia AI chip expansion. This week’s issue unpacks the exact shocks reshaping automotive supply chains. For the week of February 20 - 26, 2026, by Elm Analytics