Supply Chain Resilience Market Data & Insights

“OEMs face a complex storm of tactical and strategic challenges that demand unprecedented supply chain resilience. In the near term, they are grappling with disruption across EV deployment, where capital investments made during peak enthusiasm now confront softening demand. Tariffs and trade uncertainties are reshaping volume forecasts and sourcing strategies, while many manufacturers extend ICE programs to fill the gap left by delayed or canceled BEV launches.

But beyond these immediate pressures lies a more fundamental challenge: OEMs and suppliers need to make capital decisions today that will impact their businesses five to 10 years from now.

Questions around program timing, commodity availability, and sourcing strategies require more than traditional point-in-time forecasts—they demand scenario-based planning that accounts for rapidly changing assumptions. The companies that will thrive are those that build flexibility into their capital spending and product planning, using comprehensive data and analysis to adjust and adapt as conditions evolve.

S&P Global Mobility helps automotive industry businesses overcome this volatility by providing the integrated data, forecasts, and scenario planning tools necessary to make informed decisions in an increasingly uncertain environment. Because in today's automotive landscape, these challenges will only intensify—this is the new normal."