Why BYD’s Low-Cost Disruption Is a Global Strategic Threat
The next market disruption won’t come from a better battery, it will come from a sudden turn in sentiment, a flare-up in policy, or a misstep in positioning.
Costs are rising. Supply chains are tightening. Automakers who aren’t moving now will be scrambling for survival tomorrow.
Short-Term Gains, Long-Term Liability, and a Competitive Disaster in the Making
Executives across the supply chain—electronics, drivetrain, steel, software, semiconductors—are in the middle of a three-front war.
Chinese aftermarket auto parts are flooding the U.S. market, squeezing out American manufacturers through price cuts.
The focus on developing operating systems and infotainment dashboards for cars is an expensive mistake by automakers.
A multi-front trade war would rapidly change the supply chain dynamics for electric vehicles. Learn who stands to benefit and lose from the uncertainty.
A potential multi-front U.S. trade war with China, Mexico, Canada, and the EU would severely disrupt the electric vehicle (EV) industry, slowing adoption, increasing costs, and shifting automaker strategies.
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