SUPPLIER EYE

The past 18 months have been a head-shaker for those of us observing the industry. A pandemic spreads, semiconductors vanish, and now a headlong charge by virtually every OEM and major Tier 1 into electric propulsion.

Make that battery-electric propulsion. Sure, hybrids - a far more complex architecture, still with tailpipe emissions - will play a role in the short-to-mid-term. But anyone who is still doubting the industry's intent and long-term commitment to BEVs need look no further than President Biden's comment as he viewed the Ford F-150 Lightning BEV in May: “The future is electric.”