Middle East supply disruption, record March plant fire-related outages, EV demand weakness, and supplier disputes are colliding across the auto industry. From aluminum shortages and plant shutdowns to labor shifts and tariff uncertainty, automakers and suppliers face rising volatility, forcing rapid adjustments in sourcing, production, and investment strategies.
Automotive Supply Chain Risk Digest #476
Middle East supply disruption, record March plant fire-related outages, EV demand weakness, and supplier disputes are colliding across the auto industry. From aluminum shortages and plant shutdowns to labor shifts and tariff uncertainty, automakers and suppliers face rising volatility, forcing rapid adjustments in sourcing, production, and investment strategies.