2026 Is Where Comfortable Strategies Go to Die

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 EpisodeWhy 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 leadershipFeatured GuestName: Paul EichenbergTitle: Chief Strategist, Automotive IndustryAbout: 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: LinkedInAbout Your HostsJan GriffithsJan 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)Tom is Co-host of the Auto Supply Chain Champions Podcast and Vice President of Strategic Industry Development at QAD. He works closely with automotive and industrial manufacturers to close the gap between insight and execution, helping leaders move from visibility to systems of action that drive real operational outcomes.Mentioned in This EpisodeThe Road Ahead: Five Key Predictions for the Global Automotive Industry in 2026Episode Highlights[02:52] The most dangerous assumption suppliers are still making as they enter 2026[05:27] Why outgrowth, not volume recovery, will separate winners from losers[09:44] Why the next decade belongs to hybrids, not single-path electrification[17:17] Why portfolio and footprint choices now define competitiveness[22:22] The one bold move Tier One CEOs must make in 2026Top Quotes[05:19] Paul Eichenberg: “The idea that the tide raises all boats is no longer the assumption that suppliers should have going forward.”[07:23] Paul Eichenberg: “Strategy execution comes down to how you allocate capital in your talent or your resources.”[22:51] Paul Eichenberg: “Being all things to all people is a path to failure in this type of constricting market.”[23:17] Paul Eichenberg: “This is a year of clarity.”Follow the Auto Supply Chain Champions Podcast for real conversations with leaders who are making hard choices, focusing their bets, and leading with intent.🎧 Follow the podcast: 🔗 Learn more about QAD Redzone: https://www.qad.com/