2026 Is Where Comfortable Strategies Go to Die
Mon Feb 02 2026
Automotive supply chains are no longer being reshaped by crisis. They are being reshaped by clarity, and clarity is forcing hard choices.
In this episode of the Auto Supply Chain Champions Podcast, Jan Griffiths and co-host Tom Roberts are joined by Paul Eichenberg, Chief Strategist and author of The Road Ahead: Five Key Predictions for the Global Automotive Industry in 2026, for a blunt, reality-check conversation about what lies ahead for suppliers.
The industry has moved past the chaos of shortages and disruptions, but that does not mean conditions are improving. Flat volumes. Thin launch schedules. Policy volatility. Long-standing assumptions that once protected supplier business models no longer apply.
Paul makes the case that 2026 is not about recovery. It is about reckoning. Growth will not lift all boats. Outgrowth will be selective. Capital allocation, portfolio focus, and strategic intent will determine who wins and who fades.
This conversation challenges automotive leaders to confront the most dangerous assumption still in play: that the industry is operating under the same rules it always has. The leaders who succeed in 2026 will be decisive, intentional, and willing to make hard bets instead of spreading resources thin.
Themes Discussed in This Episode
Why flat volumes expose weak supplier strategiesThe end of “a rising tide lifts all boats” thinkingWhat outgrowth really means in a 0–1% marketCapital allocation as the ultimate strategy leverWhy the next decade is the hybrid decadePortfolio focus vs being all things to all customersWhy clarity, not comfort, defines 2026 leadership
Featured Guest
Name: Paul Eichenberg
Title: Chief Strategist, Automotive Industry
About: Paul is a seasoned automotive strategist and industry advisor with decades of experience supporting OEMs and suppliers through major market transitions. He is the author of The Road Ahead: Five Key Predictions for the Global Automotive Industry in 2026, where he outlines the structural shifts redefining growth, competition, and portfolio strategy across the global automotive value chain.
Connect: LinkedIn
About Your Hosts
Jan Griffiths
Jan is the host and producer of the Auto Supply Chain Champions Podcast and The Automotive Leaders Podcast. A former automotive manufacturing and supply chain executive, Jan is recognized as a Champion for Culture Change in the automotive industry. She brings direct, grounded conversations to leaders navigating execution, disruption, and transformation across the global automotive ecosystem.
Tom Roberts (Co-host)
a href="https://www.linkedin.com/in/tom-roberts-5283465" rel="noopener noreferrer"
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Automotive supply chains are no longer being reshaped by crisis. They are being reshaped by clarity, and clarity is forcing hard choices. In this episode of the Auto Supply Chain Champions Podcast, Jan Griffiths and co-host Tom Roberts are joined by Paul Eichenberg, Chief Strategist and author of The Road Ahead: Five Key Predictions for the Global Automotive Industry in 2026, for a blunt, reality-check conversation about what lies ahead for suppliers. The industry has moved past the chaos of shortages and disruptions, but that does not mean conditions are improving. Flat volumes. Thin launch schedules. Policy volatility. Long-standing assumptions that once protected supplier business models no longer apply. Paul makes the case that 2026 is not about recovery. It is about reckoning. Growth will not lift all boats. Outgrowth will be selective. Capital allocation, portfolio focus, and strategic intent will determine who wins and who fades. This conversation challenges automotive leaders to confront the most dangerous assumption still in play: that the industry is operating under the same rules it always has. The leaders who succeed in 2026 will be decisive, intentional, and willing to make hard bets instead of spreading resources thin. Themes Discussed in This Episode Why flat volumes expose weak supplier strategiesThe end of “a rising tide lifts all boats” thinkingWhat outgrowth really means in a 0–1% marketCapital allocation as the ultimate strategy leverWhy the next decade is the hybrid decadePortfolio focus vs being all things to all customersWhy clarity, not comfort, defines 2026 leadership Featured Guest Name: Paul Eichenberg Title: Chief Strategist, Automotive Industry About: Paul is a seasoned automotive strategist and industry advisor with decades of experience supporting OEMs and suppliers through major market transitions. He is the author of The Road Ahead: Five Key Predictions for the Global Automotive Industry in 2026, where he outlines the structural shifts redefining growth, competition, and portfolio strategy across the global automotive value chain. Connect: LinkedIn About Your Hosts Jan Griffiths Jan is the host and producer of the Auto Supply Chain Champions Podcast and The Automotive Leaders Podcast. A former automotive manufacturing and supply chain executive, Jan is recognized as a Champion for Culture Change in the automotive industry. She brings direct, grounded conversations to leaders navigating execution, disruption, and transformation across the global automotive ecosystem. Tom Roberts (Co-host) a href="https://www.linkedin.com/in/tom-roberts-5283465" rel="noopener noreferrer"