• Our newly published outlook for the rest of 2023 and into 2024 finds that there are significant uncertainties around corporate strategy, global trade policy and the implementation of environmental measures to be considered. The good news is that supply chain operations are largely back to normal.
• The widening United Auto Workers strike in the US is disrupting supply chains across the component supply sector. We update our forecasts and look at the sourcing strategies of the big 3 automakers. Elsewhere there are cutbacks in electric vehicle production and widening restriction...