This week’s episode dives into the impact of Russia’s invasion of Ukraine on the automotive industry.
As the war continues to rage on, vehicle production, demand, and the global supply chain supporting this sector are experiencing major disruption. We discuss the revised outlook for vehicle production as well as the key supply constraints that will have broad ramifications beyond Ukraine. Sanctions on Russia, both government led and self-induced, open another door for further complications that could have a lasting impact.
- Mark Fulthorpe, Executive Director of global production forecasting, S&P Global Mobility
- Matteo Fini, Vice President of supply chain, technology, and aftermarket, S&P Global Mobility
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