Mobility Global’s seventh Rapid Response of 2026 addresses the July 28, 2026, Kumamoto, Japan, earthquake and early indications on light vehicle production. The Iran conflict continues, though sales and production remain surprisingly resilient. Talks surrounding the United States-Canada-Mexico Agreement (USMCA) have not yet led to a resolution, though we continue to expect that ultimately a trilateral solution will be found. Finally, we take a look at what the latest expectations are for oil p...

Mainland China has become the world's largest automotive semiconductor demand center, powered by rapid adoption of EVs, ADAS and software-defined vehicles. As domestic semiconductor capabilities expand across design, manufacturing and ecosystem coordination, the country is reshaping global automotive supply chains, accelerating localization and laying the foundation for Chinese chip suppliers to compete increasingly with established global semiconductor vendors both inside and outside mainland C...