Strategic Opportunities in Supply Chains and Semiconductors

A Buying Opportunity in Resilient Players Amid Structural Market Shifts?

The electric vehicle (EV) industry is at a crossroads. While global sales of battery-electric vehicles (BEVs) surged past 20 million units in 2025, the sector is grappling with a perfect storm of trade tensions, margin compression, and structural overcapacity. European automakers like Volkswagen and Stellantis are hemorrhaging cash as U.S. and Chinese tariffs disrupt supply…

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