Trump in Georgia: Audi will build a factory there, imagine that, 200,000 cars a year
The announced Georgia plant would add major car production capacity in the US.
Source →The trace
How it reaches your house.
Starting from Kromberg and Schubert, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Kromberg and Schubert →Prices riseAudi’s new U.S. assembly capacity should raise demand for wiring harnesses, and this edge’s 5% share with a 15-month replacement lag suggests upward price pressure rather than an easily absorbed shock.
62% confidenceHop 2
Vehicle wiring harnesses →Stands to benefitSumitomo Electric Industries / Sumitomo Wiring Systems
A major new US vehicle plant should raise demand for wiring harnesses, benefiting this large incumbent supplier with a 15% share.
67% confidenceVehicle wiring harnesses →Stands to benefitA major new US vehicle plant should raise demand for wiring harnesses, benefiting this large incumbent supplier with a 15% share.
67% confidenceVehicle wiring harnesses →Stands to benefitHop 3
Furukawa Electric →Stands to benefitA new 200,000-car Georgia plant should raise demand for vehicle wiring harnesses, benefiting Furukawa Electric as a meaningful supplier with a 10% market share and long replacement lead time.
81% confidenceSumitomo Electric Industries / Sumitomo Wiring Systems →Prices riseA major new Audi assembly plant raises demand for wiring harnesses; with Sumitomo holding about 15% share and an 18-month replacement/expansion lead time, the harness market should tighten and pricing should rise.
64% confidenceYazaki Corporation →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.