Table of Content

Strategic Imperatives
Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top Three Strategic Imperatives on Automotive Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment
Russo-Ukrainian War, Key Highlights & Impact on Automotive
Key Areas of Disruption in Automotive
Global Passenger Vehicle Production Overview, 2020
Highlights of Passenger Vehicle Manufacturing in Russia & Ukraine
Passenger Vehicle Production Plants in Russia & Ukraine
Global Automotive OEMs Pausing Trade With Russia & Ukraine
Snapshot of the Russian Auto Parts Industry
Snapshot of the Ukrainian Auto Parts Industry
Impact Analysis—Auto Parts and Raw Materials
Overview of OEM Specific Impact

Russia & Ukraine Passenger Car Industry Overview
Passenger Car Industry Snapshots, Russia
Passenger Car Industry Snapshots, Ukraine
Regional Outlook of the Crisis
Business Opportunity Loss in Russia & Ukraine for OEMs
Impact Analysis on the OEMs in Russia & Ukraine
Possible OEM/Supplier Strategies

Auto Parts Overview and Impact on the Supply Chain
Auto Parts that are Affected due to the Conflict
Auto Parts that are Affected due to the Conflict (continued)
Key Auto Parts Suppliers in Russia & Operational Status
Key Auto Parts Suppliers in Ukraine & Operational Status
Ukraine Auto Parts Industry, Supplier Actions
Impact Analysis—Auto Parts

Raw Materials Overview and Impact on the Supply Chain
Snapshot of the Russian Supply of Raw Materials
Palladium, Market Overview
Palladium, Catalytic Material in Automotive
Palladium, Exponential Increase in Price
Nickel, Market Overview
Nickel Prices Touching a 11-Year High
Nickel, EV Battery—The Key Automotive Application
Nickel Price Surge to Increase the Cost of EVs by $1,000
Neon Gas Supply Issues—Lessons from 2014 Russo-Ukrainian War
The Chip Shortage Crisis to be Aggravated by Shortage of Neon Gas
Impact Analysis—Raw Material
Impact Analysis—Raw Material (continued)

OEM Perspective
Renault, Overview
Renault, Impact Analysis
Hyundai and Kia, Overview
Hyundai and Kia, Impact Analysis
Stellantis, Overview
Stellantis, Impact Analysis
Volkswagen, Overview
Volkswagen, Impact Analysis
Toyota, Overview
Toyota, Impact Analysis
Chinese Brands

Growth Opportunity Universe
Growth Opportunity 1—Deepen Industry Collaboration to Avoid Procurement Issues
Growth Opportunity 1—Deepen Industry Collaboration to Avoid Procurement Issues (continued)
Growth Opportunity 2—Alternative Product Sourcing Strategies to Avoid Shortage in Components
Growth Opportunity 2—Alternative Product Sourcing Strategies to Avoid Shortage in Components (continued)
Growth Opportunity 3—OEMs Mitigating the Business Opportunity Losses due to the Conflict
Growth Opportunity 3—OEMs Mitigating the Business Opportunity Losses due to the Conflict (continued)

Survey Results from Respondents
Results from Survey—Poll Question No. 1
Results from Survey—Poll Question No. 2
Results from Survey—Poll Question No. 3
List of Exhibits
List of Exhibits (continued)
List of Exhibits (continued)
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