In this episode, Haig Stoddard, the widely followed auto industry analyst, joins host Cliff Waldman to talk
about a range of issues facing the U.S. auto industry. After discussing considerable supply chain problems Haig offers analysis of mounting demand-side pressures including the surge in gas prices and the rapid rise in interest rates. This is followed by a discussion of the longer-term forces shaping the auto sector including the work-from-home phenomenon, potential migration out of the city centers, and climate change.
The episode concludes with analysis of workforce problems in the U.S. auto industry.
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