Trade

The Next Supply Chain Crisis Is Already Here. Are Automakers Prepared?

Costs are rising. Supply chains are tightening. Automakers who aren’t moving now will be scrambling for survival tomorrow.

Your Supply Chain Just Became a High-Stakes Game of Chicken

Executives across the supply chain—electronics, drivetrain, steel, software, semiconductors—are in the middle of a three-front war.

Trade Wars, Tariffs & Trying Not to Lose Your Mind: A Playbook for U.S. Multinationals

Increased tariffs by the U.S. will trigger global backlash, upending the traditional playbook for U.S. companies operating internationally.

EV Winners & Losers in a Multi-Front Trade War: Who Gains from Disrupted Supply Chains?

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.

The Coming EV Slowdown: How a Multi-Front Trade War Could Derail the Electric Future

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.

Internal Combustion Engine (ICE) Winners & Losers in the 2025 Trade War

Tariffs on Canada, Mexico and China are reshaping the industry for Internal Combustion Engine (ICE) vehicles

Advanced Technology Manufacturers in a Watershed Moment with New U.S.-China Investment Rules

Intel and NVIDIA, which have long viewed China as a lucrative market, find themselves in a precarious position.

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