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.
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.
Tariffs on Canada, Mexico and China are reshaping the industry for Internal Combustion Engine (ICE) vehicles
Intel and NVIDIA, which have long viewed China as a lucrative market, find themselves in a precarious position.
The rules have profound and immediate implications for U.S. technology giants.
New U.S. rules on investments in China's tech sectors signal a shift in the economic relationship. Businesses face a climate of caution and strategic realignment.