Insights

How Digital Battery Passports, State of Health and predictive battery intelligence are reshaping diagnostics and service operations 

China supplies just 35.6% of the EU’s rare-earth imports, less than the US, Korea, or Japan. On raw materials, Europe looks like the least exposed major auto bloc in the West. One step downstream, that reverses: China supplies 88% of Europe’s magnet imports, the form in which most rare-earth value arrives. Europe has the ore, but walked away from refining. A key export-control suspension lapses November 10, 2026.

One year into the tariffs, auto supply chains are reorganizing, but they aren’t coming home. Both imports and domestic production fell together in 2025, and the apparent drop in import penetration reflects a shrinking market, not a manufacturing revival. The data tells a clear story: reorientation, not reshoring.

The Strait of Hormuz Crisis is creating a historic supply chain and inflation shock, disrupting global energy flows, industrial commodities, and manufacturing networks. From oil and LNG to plastics and aluminum, the crisis is reshaping sourcing strategies and exposing the fragility of global trade systems, while recovery could take years, not months.

How Digital Battery Passports, State of Health and predictive battery intelligence are reshaping diagnostics and service operations