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Supplier finances diverge as automakers scrap EV plans and adjust to tariffs

October 6, 2025 / 5 min read

In Automotive News, Plante Moran’s automotive experts, Mark Barrott and Dr. Angela Johnson, explore how shifting EV strategies and tariff pressures are creating a financial divide among automotive suppliers.

As automakers recalibrate their electrification strategies and respond to volatile trade policies, suppliers are facing mounting financial pressure and strategic uncertainty. This evolving landscape is creating a widening divide across the supplier base — not only by product focus but by scale and financial resilience. In Automotive News, Plante Moran’s Mark Barrott and Dr. Angela Johnson unpack how these shifts are reshaping supplier stability, contract dynamics, and long-term viability. Their insights reveal why some suppliers are thriving, why others are at risk, and what it means for the future of the automotive supply chain.

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