Automotive Supply Chains Under Siege: How Disruption is Rewriting Value in the US and Europe
Key Takeaways: The automotive supply chain is currently undergoing the most volatile period, with the mobility sector being impacted the most. The sector is under severe strain from events ranging from pandemic-related semiconductor shortages to trade policies. Maritime chokepoint closures and raw material inflation have further intensified the crisis. The EV network is dominated by […]
Silent Disruption: The Expanding Market Share of Chinese OEMs in the Western Hemisphere
Executive Summary: Chinese OEMs are currently holding a 25–35% cost-per-vehicle advantage over their Western counterparts. Apart from vertical integration, their native software architecture and LFP battery chemistries have been the key drivers of their success halfway across the world. Even though Europe tried to slow down its pace with countervailing duties, the maneuver only accelerated […]
How is the Current Supply Chain Crisis Testing the Resilience of Various Industries?
The supply chains that overcome this crisis won’t be the ones with the lowest cost structures, but those with decision-ready leadership. – Stellarix Observation For years, international trade infrastructure was considered inviolable. This assumption was the bottom line for other assumptions that straits would stay untouched, ports would operate, and just-in-time would remain good. The […]