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FORUM TRANSCRIPT

US Automakers' Coronavirus Impact Risk Analysis

  • Public Equity
  • Industrials
  • North America
PREMIUM

Specialist

Former Executive Director, Global Purchasing & Supply Chain at General Motors Co

Agenda

  • Global auto sales estimates, focusing on Ford (NYSE: F), General Motors (NYSE: GM), Fiat Chrysler Automobiles (TAA: FCA), Volkswagen (ETR: VOW3), and Tesla (NASDAQ: TSLA)
  • Declines in China’s auto production and sales levels
  • Sales and supply chain headwinds for US OEMs
  • Manufacturing delay for Tesla's Shanghai Gigafactory and General Motors' joint ventures in China
  • Global sector outlook

Questions

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