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How a Single Factory Fire Reshaped Global Auto Supply Chains
In March 2024, a fire at a small chemical plant in Germany shut down production of a specialty resin used in automotive wire harnesses. Within days, Volkswagen, BMW, and Mercedes-Benz idled assembly lines. This episode traces how one non-descript factory became a single point of failure for the entire German auto industry — and what Toyota, Ford, and others have since done to map their own hidden supply chain bottlenecks. Lucas and Luna walk through the economics of concentration risk, the cost of just-in-time inventory at its extreme, and the surprising solution some manufacturers are now…
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