Automotive Supply Chains

Components Performance/Risk
Period Return
25.3%
Return Rank
Above Average
Risk Exposure
Above Average

European automotive suppliers provide more jobs (1.4 million) than the carmakers themselves (1.2 million) and projections of job redundancies in legacy internal combustion engines (ICE) production will reverberate across the industry worldwide

Building a diesel power-train system needs 10 times more workers than manufacturing an electric one will require

The European Association of Automotive Suppliers estimates that 501,000 auto supplier jobs in Internal Combustion Engine (ICE) powertrain components production are expected to become obsolete in Europe if technology is phased-out by 2035

The same study projects 226.000  new - and presumably very different - jobs in EV powertrain production (including EU battery production plans)

The challenges confronting the automotive supply chains gobally have not made the front pages yet... but, with the obliteration of the internal combustion technology, risks are existential

Performance History
Components Performance/Risk
Weights by Industry
Industry Performance/Risk