Deal Collapse And Strategic UncertaintyAnalyst warns that the collapse of the transaction with the private investor created strategic uncertainty and reduced the company's ability to expand in China and access key electric vehicle partners.
Trade Barriers And Margin PressureAnalyst points out that trade barriers, including high export tariffs from the Mexican plant and tighter European import rules, are creating margin pressure and significant visibility challenges for future performance.
Weak Electric Vehicle DemandAnalyst highlights that weakening demand for electric vehicle components and ongoing customer program changes are reducing visibility and hurting the e‑mobility business outlook.