During AutoNews’ “Daily Drive” podcast, Mark Barrott, Plante Moran’s automotive practice leader, and Ellen Clark, managing director of PMCF Investment Banking, discuss how tariffs are reshaping the increasingly competitive automotive landscape, causing suppliers to hesitate on new investments and prompting strategic adjustments. They note the potential for long-term restructuring of supply chains and increased costs for manufacturers, emphasizing the importance of maintaining strong balance sheets to navigate market volatility. They also highlight the temporary relief for mergers and acquisitions in the supplier sector while underscoring the ongoing uncertainties that suppliers must manage.
For a deeper dive into these insights, listen to the full podcast at AutoNews.