Molly Boygan

Automotive News reporter who discusses the U.S. dependence on China for rare earth minerals and explains the history and challenges of rebuilding domestic processing capacity.

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Nov 12, 2025 • 26min

Nov. 12, 2025 | Toyota’s $10 billion U.S. investment; KPMG’s Lenny LaRocca

Join Lenny LaRocca, U.S. Automotive Industry Leader at KPMG, as he unravels the complexities of the automotive supply chain and the future of EV investments amidst market volatility. Molly Boygan, a seasoned Automotive News reporter, discusses the U.S.'s heavy reliance on China for rare earth minerals and the daunting task of reviving domestic processing capabilities. Together, they delve into the implications of Toyota's massive $10 billion U.S. investment and the shifting dynamics within the global auto market.

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