Building a resilient global electric vehicle supply chain requires flexibility, strong partnerships, and transparency amid significant uncertainty. Policy shifts such as the US Inflation Reduction Act have accelerated investment and diversification in domestic and free‑trade supply chains, and analysis suggests there may be sufficient supplies of critical minerals to meet these requirements. However, the value chain still faces major risks, including regional and global supply‑demand imbalances, geopolitical disruption, and execution challenges. To manage these risks, companies need adaptable strategies, closer collaboration across suppliers, and greater visibility into sourcing, costs, and emissions to ensure long‑term stability and competitiveness.

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