auto manufacturing supply chain
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 13, 2026 by Drew Baglino · across every show →
Everything said about auto manufacturing supply chain, oldest first
May 13, 2026
Baglino: All 7,000 car parts are within 3 hours in China clusters
“If you look at, you know, China, they are so thoughtful about building these industrial areas, you know, everything that you could possibly need to build a car which has 7000 parts in it, you know, is within less than a three hours drive.”