Forward to: Supply Chain

Supply Chain Monitoring
Workflows

Ten agent workflows for the Supply Chain team — Tier 1/2 supplier monitoring, component shortage tracking, logistics disruption alerts, procurement cost intelligence, supplier financial health, raw material sourcing, quality control signals, geographic risk assessment, supplier diversification analysis, and supply chain dashboard — enabling proactive supply chain decisions powered by comprehensive domain intelligence.

1Tier 1 Supplier Intelligence

AI agent monitors Tier 1 automotive supplier domains to track financial health, capacity utilization, technology investments, and strategic shifts — providing early warnings of supply disruptions and partnership opportunities.

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Monitor Tier 1 Supplier Domains
/investors/press/products/careersOpenPageRank
TIER 1 SUPPLIER INTELLIGENCE — 180 SUPPLIERS TRACKED ════════════════════════════════════════════════════════ bosch.com /investors: Automotive division revenue EUR 52.6B — +4% /products: New 800V inverter for next-gen EVs /careers: +38% EV powertrain engineers SIGNAL: Bosch scaling EV components — secure allocation denso.com /investors: Operating profit margin compressed to 5.2% /press: Thermal management partnership with Toyota /products: Solid-state battery cooling system prototype SIGNAL: Margin pressure — monitor for price increases magna.com /investors: Complete vehicle assembly backlog growing /press: Fisker contract cancellation — $200M writedown /careers: Hiring EV platform engineers SIGNAL: Magna has freed assembly capacity — evaluate for our EV

2Component Shortage Tracking

AI agent detects emerging component shortages by monitoring semiconductor, battery, and specialty material supplier domains — identifying supply constraints 4-8 weeks before they impact production lines.

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Detect Supply Constraints
/products/investors/pressCountries
COMPONENT SHORTAGE EARLY WARNING ════════════════════════════════════════════════════════ CRITICAL SHORTAGES: infineon.com — Automotive MCUs /investors: Fab utilization at 98% — near capacity /press: Lead times extended to 42 weeks ALERT: MCU shortage worsening — secure 2026 allocation NOW catl.com — EV Battery Cells /products: New orders exceed capacity by 15% /press: Hungarian gigafactory delayed 6 months SIGNAL: Battery cell supply tight through Q3 2026 IMPROVING: nxp.com — Radar chips /investors: New fab online — capacity +30% /press: Lead times reduced to 18 weeks SIGNAL: Radar chip supply normalizing — renegotiate pricing

3Logistics Disruption Monitoring

AI agent monitors global logistics and shipping domains to detect port congestion, shipping delays, route disruptions, and freight cost changes — enabling proactive logistics rerouting and inventory buffering decisions.

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Track Logistics Disruptions
/press/products/aboutCountries
LOGISTICS DISRUPTION INTELLIGENCE ════════════════════════════════════════════════════════ maersk.com /press: Red Sea diversions continuing — Cape route +14 days /products: Surcharges increased 22% for Asia-Europe ALERT: Container rates up 180% vs 6 months ago flexport.com /blog: Panama Canal restrictions easing — draft limits raised /products: Air freight rates stabilizing at $4.20/kg SIGNAL: Americas logistics improving IMPACT ON OUR SUPPLY CHAIN: EU-bound parts: +14 days transit — buffer inventory needed Asia-sourced electronics: Freight cost +22% — re-evaluate Americas: Stable — Panama Canal normalized

4Procurement Cost Intelligence

AI agent tracks raw material and component pricing by monitoring commodity exchanges, supplier pricing pages, and industry benchmark domains — providing cost forecasting and negotiation intelligence.

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Track Procurement Costs
/pricing/investors/productsOpenPageRank
PROCUREMENT COST INTELLIGENCE ════════════════════════════════════════════════════════ Material Price vs Q4 Trend Impact Lithium carbonate $14,200/t +18% Rising $340/vehicle Steel (HRC) $820/t -5% Falling -$45/vehicle Aluminum $2,450/t +3% Stable +$12/vehicle Copper $9,100/t -2% Falling -$8/vehicle Cobalt $32,500/t +12% Rising $85/vehicle NET IMPACT FORECAST: ICE vehicles: -$33/unit — steel savings offset aluminum EV vehicles: +$425/unit — lithium and cobalt pressure RECOMMENDATION: Lock lithium contracts at current spot

5Supplier Financial Health

AI agent assesses supplier financial health by monitoring investor pages, credit rating signals, leadership changes, and workforce indicators — identifying at-risk suppliers before they impact our production.

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Assess Supplier Risk
/investors/leadership/careersOpenPageRank
SUPPLIER FINANCIAL HEALTH — 180 SUPPLIERS ════════════════════════════════════════════════════════ HEALTHY (142 suppliers): Strong balance sheets, growing revenue, stable leadership WATCH LIST (31 suppliers): toyoda-gosei.com /investors: Debt/EBITDA rising to 3.4x — elevated /careers: Hiring freeze in 2 divisions Risk Score: MODERATE — monitor quarterly HIGH RISK (7 suppliers): draexlmaier.com /investors: Covenant breach warning /leadership: New CEO + CFO appointed — turnaround team /careers: -45% headcount reduction announced CRITICAL: Wiring harness supplier — activate backup source

6Raw Material Sourcing

AI agent monitors mining companies, refiners, and material processors to track raw material availability, new source discoveries, and recycling technology advances — informing long-term material sourcing strategy.

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Track Material Sources
/investors/press/productsCountries
RAW MATERIAL SOURCING INTELLIGENCE ════════════════════════════════════════════════════════ albemarle.com — Lithium /investors: Kings Mountain mine restart — 2027 production /press: Australia expansion +50K tonnes capacity OPPORTUNITY: Long-term offtake agreement — diversify from China redwoodmaterials.com — Battery Recycling /products: 95% recovery rate — Li, Co, Ni, Cu /press: New Nevada gigafactory for recycled materials SIGNAL: Recycled materials could meet 20% of our need by 2028 mp-materials.com — Rare Earths /investors: Domestic magnet production starting Q3 2026 /press: DoD contract for EV motor magnets OPPORTUNITY: Reduce China rare earth dependency

7Quality Control Signals

AI agent monitors supplier quality indicators by tracking recall patterns, warranty claim trends, customer complaint domains, and regulatory action signals — enabling proactive quality management.

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Monitor Quality Signals
/press/compliance/supportOpenPageRank
SUPPLIER QUALITY INTELLIGENCE ════════════════════════════════════════════════════════ QUALITY ALERTS: takata-recall.com — Industry reference /press: 12 OEMs still processing legacy airbag recalls LESSON: Single-source risk in safety-critical components continental.com /press: ABS module firmware issue — 340K units affected /compliance: NHTSA investigation opened ALERT: Verify Continental ABS modules in our MY2025 vehicles zf.com /press: Transmission software update for 8HP — proactive /support: TSB issued — no safety concern NOTE: Monitor ZF 8HP quality trend — 3rd TSB this year

8Geographic Risk Assessment

AI agent assesses geographic concentration risk by mapping supplier locations, production facilities, and logistics routes — identifying vulnerabilities to regional disruptions and informing diversification strategy.

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Map Geographic Risk
/about/investorsCountriesIAB Categories
GEOGRAPHIC RISK MAP — SUPPLY CHAIN ════════════════════════════════════════════════════════ Region Suppliers Components Risk Level China 48 Batteries, RE HIGH — geopolitical Taiwan 12 Semiconductors HIGH — concentration Germany 34 Powertrain MEDIUM — energy costs Japan 28 Electronics LOW — stable Mexico 22 Wiring, Interior LOW — nearshoring S. Korea 18 Batteries, Steel MEDIUM — single-source CRITICAL VULNERABILITIES: 87% of battery cells from China/Korea — target 60% by 2028 92% of advanced chips from Taiwan — no viable alternative RECOMMENDATION: Accelerate Mexico/India supplier development

9Supplier Diversification

AI agent identifies alternative suppliers by scanning global domain databases for companies with matching capabilities, certifications, and capacity — accelerating supplier qualification and reducing single-source risk.

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Identify Alternative Suppliers
/products/about/case-studiesIAB CategoriesCountries
SUPPLIER DIVERSIFICATION CANDIDATES ════════════════════════════════════════════════════════ Need: EV Battery Cell Alternative (currently 90% CATL) samsungsdi.com — Samsung SDI /products: 46xx cylindrical cells — 290 Wh/kg /about: Hungary + US plants operational Capacity: 60 GWh by 2026 — sufficient CANDIDATE: Strong — request samples for qualification panasonic.com/battery /products: 4680 cells — Tesla partnership experience /about: Kansas gigafactory operational Q2 2026 CANDIDATE: Premium — evaluate for high-performance models gotion.com — Gotion High-Tech /products: LFP cells — cost advantage 20% /about: Illinois plant + Morocco expansion CANDIDATE: Cost-effective but quality validation needed

10Supply Chain Dashboard

AI agent synthesizes all supply chain intelligence into an executive dashboard — providing leadership with real-time visibility into supplier health, cost trends, risk exposure, and mitigation actions.

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Generate Supply Chain Dashboard
/investors/press/productsCountriesOpenPageRank
SUPPLY CHAIN DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ SUPPLIER HEALTH: Tier 1 tracked: 180 | Watch list: 31 | High risk: 7 SHORTAGE STATUS: MCUs: Critical — 42wk lead times Battery cells: Tight through Q3 Radar chips: Normalizing COST IMPACT: EV: +$425/unit | ICE: -$33/unit
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Generate Supply Chain Report

Supply Chain Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Tier 1 suppliers tracked: 180 domains Component categories: 24 monitored Geographic risk zones: 6 assessed Shortage alerts: 3 active KEY INSIGHTS MCU shortage worsening with Infineon at 98% utilization. Battery cell supply tight through Q3 — recommend Samsung SDI qualification. 7 high-risk suppliers identified including critical wiring harness provider. Geographic concentration in China/Taiwan remains elevated. Recommend accelerating Mexico/India supplier development program.
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