Goldman Sachs' Galliers on Auto Sector Outlook

The video discusses the impact of supply chain constraints on global automotive production, highlighting the challenges faced due to low transparency and consumer confidence. It explores the growing demand for electric vehicles (EVs), driven by regulatory changes and prioritization by manufacturers. The semiconductor supply chain is analyzed, noting improvements but ongoing complexities. The video also examines pricing strategies in the automotive industry, emphasizing strong price discipline despite economic pressures and low dealer inventories.

What is the expected timeline for easing semiconductor supply constraints?

How are automakers maintaining price discipline amid recession concerns?

What impact does low dealer inventory have on the automotive market?