Wake Up to Money Running on empty?
Nov 3, 2025
Join Joanna Jensen, Founder of Child's Farm and angel investor; Shanti Kellerman, Co-Chief Investment Officer at Seven Investment Management; and Professor David Bailey, automotive expert at Birmingham Business School. They discuss the impact of Nexperia chip supply issues on the car industry and the broader market trends. Joanna shares insights on the struggles of small businesses in securing funding, while Shanti analyzes consumer debt concerns. Plus, discover why the UK's sauna trend is booming, linking health benefits to community and well-being.
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Massive Importance Of Simple Car Chips
- Nexperia's chips are low-cost, high-volume components used across many car systems.
- If exports are constrained, European car production faces real shutdown risk.
Export Pause Hit Final Chip Processing
- China paused exports of finished packaged chips, blocking the final step of supply.
- Beijing's partial easing is vague so automotive supply uncertainty remains significant.
Decoupling Is Harder Than It Sounds
- The dispute shows how interlinked Western and Chinese supply chains are despite decoupling talk.
- Europe must consider moving finishing capacity or building larger buffer stocks.