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The Ukraine War's Impact on Auto Supply Chains Is Far From Over
✦ AI Brief
The Russia-Ukraine war continues to disrupt auto supply chains, particularly for automotive wiring harnesses, which are crucial for connecting a vehicle's electrical systems. Ukraine's concentration of wiring harness manufacturing posed a significant single-point-of-failure risk, prompting automakers and suppliers to diversify their sourcing to countries like Morocco and Tunisia. However, this process takes time, and the full rebalancing away from Ukraine-dependent harness supply has not been completed, leaving the industry vulnerable to fresh disruptions.