Supplier Financing Stress Meets Geopolitical Supply-Chain Risk

More than 70% of suppliers in a 2026 Roland Berger study view conditions as challenging, with restricted lending and expected consolidation. Export controls on batteries, magnets, semiconductors, and other inputs remain flexible coercive tools, while European and North American localization efforts face cost and scale constraints. Tariff volatility, traceability requirements, and upstream battery investments increase the need for capital, procurement alignment, and material security.