Autobayng News Team
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Ron Hesse speaks with David Steinert, Partner with Alix Partners 
Ron Hesse speaks with David Steinert, Partner with Alix Partners“>
In the 23-minute Audio Interview, Mr. Steinert discusses these questions:
- Global sales are forecast to be down 4% in 2026, what is driving that decline? What does a shrinking developed-market landscape mean for legacy OEMs?
- China has shifted from domestic player to global automotive powerhouse. How fast is that displacement happening, and what’s the real threat?
- The repeal of emissions standards are creating a short-term ICE opportunity in North America. But what are the long-term competitive impacts?
- How might USMCA 2.0 impact the market and what are your thoughts on how USMCA could strengthen the competiveness of American OEMs?
- Western plants are stranded assets. Will we see Chinese OEMs acquire manufacturing capacity in North America and Europe?
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