On December 19, 2025, financial analysts highlighted General Motors’ (GM) ongoing efforts to fortify its supply chain against disruptions.
The company seeks to mitigate risks, such as the past semiconductor shortage, by securing North American sources. This strategy specifically targets battery raw materials, rare earths, and magnets.
GM reported minimal impact from a recent fire at the Novelis aluminum plant, a key supplier for the auto industry. The automaker confirmed it had already secured alternative suppliers to manage the disruption.
Regarding potential chip supply issues from China, GM expressed cautious optimism. The company is monitoring government-level discussions and preparing backup suppliers to prevent operational delays.