Automotive News Daily Drive Dec. 16, 2025 | New tool tracks distressed suppliers; Rivian CEO talks China, R2 launch
Dec 16, 2025
John Irwin, Automotive News supply chain reporter, introduces the Supplier Distress Tracker, revealing over 60,000 job cuts in the auto sector this year. He discusses how tariffs and EV shifts have strained suppliers. Meanwhile, RJ Scaringe, founder and CEO of Rivian, outlines the launch of their R2 mass-market EV, targeting a price of $45,000, and highlights the competitive edge of Chinese manufacturers in technology and cost. Insights into Rivian's strategic focus and production plans make this conversation particularly engaging.
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Supplier Distress Is Quantified
- Automotive suppliers cut over 60,000 jobs in 2025 across North America and Europe, signaling widespread distress in the supply chain.
- John Irwin says the tracker quantifies layoffs driven by tariffs, EV program cancellations, and cost pressures.
Smaller Suppliers Face Biggest Risk
- Many supplier job cuts range from small layoffs to massive reductions like 14,000 roles at large firms, reflecting varied scale of distress.
- Irwin notes smaller suppliers often suffer most and may be on the brink of bankruptcy without automaker support.
Monitor The Supplier Distress Tracker
- Keep monitoring supplier health because the tracker will be periodically updated with new layoffs and developments.
- Check Automotive News' Supplier Distress Tracker regularly to stay informed on where disruption is occurring.