In this report, you’ll understand how geopolitical risks are reshaping automotive supply chains:
- Geopolitical Risks and Disruptions:
- U.S.–China tensions disrupt chip supplies and battery materials, leading to new tariffs and export restrictions.
- Russia-Ukraine war impacts supply chains through raw material shortages (metals, gases), cyberattacks, and logistical disruptions.
- Policy Implications:
- Governments, including the U.S. (CHIPS Act, Inflation Reduction Act) and EU (Critical Raw Materials Act), introduce incentives to increase domestic manufacturing and reduce foreign dependence.
- Industry Adaptations:
- Automakers respond by reshoring production, diversifying supply sources, and stockpiling critical components to minimize risks and costs.
