Europe Autos Reset: Competition, Costs and Credit Risks

In this episode of the Know More. Risk Better. podcast, the conversation explores how cyclical weakness and structural disruption are reshaping the outlook for European autos and influencing credit markets. Logan Miller is joined by Jim Williamson to discuss the growing impact of Chinese EV competition on market share, margins, and the long-term positioning of European OEMs, alongside lessons from historical US-Japan auto competition.  

They examine the divergence between credit and equity signals, the role of protectionism and cost pressures, and how shifting fundamentals could affect investor risk sentiment. The episode delivers a clear, forward-looking perspective to help investors navigate credit positioning in an increasingly complex autos landscape.