Russia’s invasion of Ukraine is a long-term risk for the automotive supply chain

Russia Ukraine division

The impacts stretch beyond inflation and corporate retreats to critical shortages upstream for semiconductor and EV supply.

Russia’s ongoing war against Ukraine is first and foremost a human tragedy and has fast developed into a humanitarian crisis.

But it is also apparent that in an increasingly globalised and interconnected supply chain, the conflict’s ramifications will profoundly impact reshape geopolitics, economies, trade and the trajectory of the automotive industry for years if not decades to come.

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