Resilinc Special Report

Automotive Supply Chain Disruptions Driven by Policy and EV Battery Market Shifts

Recently announced U.S. restrictions on Chinese EV technology and software present disruption risk driven by structural shifts in the global EV ecosystem. This report examines how rapidly evolving policy change is reshaping automotive supply chain disruptions across the EV battery landscape, particularly as U.S. demand weakens and Chinese automakers expand globally. It also helps supply chain leaders understand where exposure is most likely to surface, especially within battery materials, cell manufacturing, and integrated systems concentrated outside the U.S.
Early impacts often appear as supplier reconfiguration challenges and compliance requirements, before escalating into broader constraints on production timelines and cost competitiveness. The findings highlight the importance of early detection, multi-tier visibility, and proactive planning to maintain continuity as supply chains become increasingly fragmented.
Key Insights:
  • On March 17, 2026, the U.S. has instituted a de facto ban on Chinese EVs and critical components. The restrictions apply to vehicles arriving at dealerships starting July 2026
  • EV sales in the U.S. are falling, with a 27% drop in Q1 2026
  • Automakers are required to certify that their connected systems are free of Chinese-developed code