Transformation as Strategy: Automotive’s Fractured Future: Regional Paths to Resilience

The global automotive industry is entering one of its most complex eras. In this episode of Sustainability as Strategy, Brandon Boyle, Senior Partner and North American Automotive Practice Lead at Roland Berger, unpacks the forces reshaping the sector. From the rise of three distinct ecosystems—China, Europe, and the U.S.—to the breakdown of traditional economies of scale, Brandon explains why OEMs and suppliers must rethink their strategies. We explore critical topics such as supply chain transparency, reshoring trends, and the role of AI and automation in mitigating labor challenges. Plus, hear Brandon’s candid advice for navigating the next 12–18 months in an industry that has collectively destroyed 3% of value per year. If you want to understand how to build resilience and profitability in a world where the only certainty is uncertainty, this episode is a must-listen.