AUTOMOTIVE · Chennai, IndiaStefan Müller
Supply Chain Director · Global Automotive OEM
Act 1 — The Monday Morning Situation
Stefan manages 340 tier-1 suppliers across India and SE Asia. Rare earth price volatility is a constant threat to EV battery component costs.
Act 2 — The Signal Arrives
NaradCue detected early signals of an impending rare earth export restriction from a key supplier country.
Act 3 — The Decision Point
Stefan runs a rapid supplier qualification alongside strategic inventory build. The signal confidence score justifies the investment.
Act 4 — The Action Taken
Inventory pre-positioned. Two alternative suppliers qualified. Production schedule maintained.
Act 5 — The Outcome
When restrictions hit, Stefan's production line had 60-day cover. Competitor lines faced 3-week disruption. A representative component cost saving was realised (illustrative).
Impact
Illustrative component cost saving
18 days before rare earth export restriction