OESA News 2021 - Second Quarter - Edition 1

NEWS Original Equipment Suppliers Association

2021 Second Quarter │ Edition 1

Preparing Today for the Automotive Industry of Tomorrow April 19 - 21, 2021

IN THIS ISSUE...

1 On Your Behalf 2 MEMA Advocacy 4 OESA Automotive Supplier Barometer 6 RSM Automotive Supplier Barometer Commentary

8 Guest Column: Argus 10 Industry Update 12 Council Highlight

14 OESA Events 15 Welcome New Members 16 OESA Event Calender

Warner on the Move

Warner Legal Corner LEGAL TOPICS FOR THE AUTOMOTIVE INDUSTRY Volume One, April 2021

Managing Supply Chain Contracts in Choppy Waters Last week, Warner Norcross + Judd presented the first in a series of Automotive Executive Roundtable webinars.

Warner’s supply chain attorneys addressed questions on important issues and key impacts that the industry has been facing, including ongoing force majeure challenges, expedited shipping demands, price increase threats, financially distressed customers and suppliers, and warranty recovery actions.

Throughout the discussion, one common theme emerged: whether related to force majeure claims or cost recovery strategies, understanding and reviewing your contracts is critical. In the wake of the COVID-19 pandemic, and in response to recent component and material shortages, suppliers must understand what your contracts do and don’t say, and what your legal leverage may be. Understanding your contractual rights and obligations will help you better plan and strategize in the future.

Warner attorneys remain on top of pressing issues and are ready to help with contract review before you enter into a relationship. If issues do arise, we use our knowledge and expertise to support your business goals or advocate on your behalf.

According to Warner’s Homayune Ghaussi, an ounce of prevention is worth a pound of cure. “Spend a few hours with me at the outset, reviewing and understanding your contracts, to reduce the risk of spending months or years with us in litigation at the end.”

If you would like to view the recording of the webinar, please contact Lori Tuttle Measure at ltuttlemeasure@wnj.com.

Look for information about future Automotive Executive Roundtable Series events on Warner’s Automotive Industry Group website. Or for more information about Warner log onto www.wnj.com.

W

arner is excited to be moving into its new offices in downtown Detroit on April 5, 2021. Our new location, which is designed to enhance collaboration and improve the overall experience for clients, attorneys and staff, is located at 2715 Woodward Avenue, next to Little Caesars Arena.

Warner’s Detroit office is a culmination of our nearly 25-year history in Southeast Michigan, and is an exciting step toward our dedication to the revitalization of Detroit.

ATTORNEY SPOTLIGHT

Linda Paullin-Hebden

Linda Paullin-Hebden is the executive partner for Warner’s new Detroit and Bloomfield Hills offices. She is revered as a leader in the law among colleagues, peers and clients across Southeast Michigan.

Linda’s practice focuses on mergers and acquisitions, venture capital, investment adviser compliance and general corporate matters. She works extensively with the automotive supply industry on M&A and in supply chain and contract matters.

In recent years, Linda has represented automotive suppliers in acquisitions and divestitures, and routinely advises suppliers on supply-chain issues. In addition, Linda has represented several automotive joint ventures involving governance issues.

Additionally, she was instrumental in developing a contract review retainer offering that supports our clients’ supply-chain needs at a fixed fee.

Check out Linda’s full bio and her profile on LinkedIn.

Warner’s Legal Corner provides OESA members with educational resources, best practices and updates on law and regulatory changes impacting the automotive supply industry. The automotive environment is ever-changing. That’s why Warner is committed to building a better partnership with OESA and its members.

Click here to access Warner’s Legal Corner Resource Page on OESA’s website.

On Your

Behalf

With the ongoing shortage of input materials, the Biden Administration’s focus on a net-zero carbon transportation future, and the continuing impact of the coronavirus pandemic, challenges to the automotive supply chain continue.

Shortages of input materials, particularly semiconductors, steel, resins and foam, continue to impact the supply base’s ability to meet customer demand. OESA continues to work on your behalf with many other organizations to minimize the impact on suppliers. In Washington, D.C., we are working with the Biden Administration and members on the Hill to further promote these concerns.

Last week the Biden Administration announced a goal for the country to have a future with net-zero carbon. Representing the voice of the automotive industry, MEMA (OESA’s advocacy team in Washington, D.C) partnered with other industry advocates to send a letter to President Biden.

The letter stated, in part: “For the U.S. to be a leader in this transformation, we must work collaboratively to develop a comprehensive national vision and strategy. This is not just about the future of the auto industry in the U.S. It is about the nation’s global competitiveness, economic security, and the transition of the U.S. workforce. Nations that lead the development and adoption of innovative technologies will also shape supply chains and job creation, define global standards and reshape the international marketplace. However, neither the current trajectory of consumer adoption of EVs, nor existing levels of federal support for supply- and demand-side policies, is sufficient to meet the goal.”

The letter outlines three key areas that are critical to ensure success: • Consumer Incentives and Awareness, • Charging and Refueling Infrastructure, and • Innovation, Manufacturing, and Supply Chain Security We will continue to push for suppliers to “have a seat at table” to help form and implement these strategies.

Input from the supplier community and the over 900,000 team members employed by suppliers is a critical voice in determining the plans for a net-zero carbon future.

As we enter year two of the pandemic, I am inspired by how suppliers are finding innovative ways to meet customer demands while keeping employees safe. With the onset of nationwide vaccinations, I am also hopeful that the pandemic will begin to be on the decline. Until it subsides, however, I encourage you all to be mindful that the pandemic is not over and new strands of the virus are causing new waves of illnesses in our country and abroad. We all must continue to adhere to safety protocols at home and in the workplace.

The supplier industry continues to face challenging times and OESA is here to support members and the broader industry as we work together to address them.

As always, please feel free to contact me at 248.430.5963 or jfream@oesa.org.

Julie A. Fream President and CEO OESA OESA News - 2021 Second Quarter

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MEMA ADVOCACY

Unified Auto Industry Advocates for Comprehensive Strategy to Transition to a Net-zero Carbon Transportation Future (as referenced in the "On Your Behalf" article)

In a letter to President Biden and congressional leaders, the Motor & Equipment Manufacturers Association (MEMA) and the Alliance for Automotive Innovation (Auto Innovators) affirmed their commitment toward a net-zero carbon transportation future that includes a shift to electricdrive vehicles. The letter highlights the necessary conditions for success for the motor vehicle manufacturers and suppliers represented by the organizations. MEMA represents vehicle suppliers and more than 907,000 jobs in the United States.

“We are committed to work with the administration and other industry stakeholders to develop a holistic and comprehensive strategy for the future,” said Bill Long, President and CEO, MEMA. “The policies that are put in place must consider both our current and future state to effectuate the future of our nation’s economy, workforce, environmental footprint and transportation infrastructure.”

The letter states that, for the U.S. to be a leader in this transformation, we must work collaboratively to develop a comprehensive national vision and strategy. This is not just about the future of the auto industry in the U.S. It is about the nation’s global competitiveness, economic security, and the transition of the U.S. workforce. Nations that lead the development and adoption of innovative technologies will also shape supply chains and job creation, define global standards and reshape the international marketplace. However, neither the current trajectory of consumer adoption of EVs, nor existing levels of federal support for supply- and demand-side policies, is sufficient to meet our goal of a net-zero carbon transportation future.

Key aspects of the letter:

​

•

Automakers and suppliers will invest over $250 billion in electrification by 2023, including Plug-in Hybrid Vehicles (PHEV), Battery Electric Vehicles (BEV) and Fuel Cell Electric Vehicles (FCEV) (collectively, “EVs”). IHS Markit predicts there will be 130 EV models available in the U.S. by 2026. Even with the collective efforts of the public and private sectors, of the 278 million lightduty vehicles currently registered in the U.S., only 1.5 million are EVs. And despite growing consumer interest and more than 50 EV models available, EVs only made up about two percent, or about 300,000, of the 14.5 million new vehicle sales last year.

•

We stand ready to work with the Administration to define the bold, comprehensive vision and innovation that will place the U.S. at the forefront of creating a cleaner future for motor vehicle transportation. This transformation is greater than any one policy, branch or level of government, or industry sector. It will require a sustained holistic approach with a broad range of legislative and regulatory policies rooted in economic, social, environmental, and cultural realities. Such an approach will complement and amplify significant private sector resources that will accelerate a net-zero carbon transportation future. If we work without a comprehensive plan, our nation will fall short of this goal.

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MEMA ADVOCACY •

While the approach we have outlined is robust, it should not preclude other important efforts by states and localities that support increased adoption of zero emission transportation via demand- and supply- side solutions. These include corresponding purchase/lease incentives, charging options, low carbon fuel standards, regional market-based carbon reduction efforts, fleet purchases, and use of high-occupancy vehicle lanes for travel.

Click here to view the letter in its entirety.

For more information, visit mema.org

OESA News - 2021 Second Quarter

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OESA AUTOMOTIVE SUPPLIER BAROMETER

Optimism Prevails in the Face of New Challenges Mike Jackson Executive Director, Strategy and Research 248.430.5954 │ mjackson@oesa.org

According to the Q1 2021 OESA Automotive Supplier Barometer Index (SBI) – a gauge to measure the sentiments of North American automotive supplier executives – continued strength in light vehicle demand offset the negative impact of component and raw material shortages that is impairing the ability of the supply base to fulfill customer volumes. Results posted a very positive reading of 62 for the period, 12 points above a neutral level of 50. The headline index decreased 5 points from the fourth quarter of 2020 but remains at a very strong level.

The Q1 2021 OESA Automotive Supplier Barometer, sponsored by RSM US LLP, focused on Production, Planning and Electrification. The results indicate: • • •

•

•

Continued issues related to the COVID-19 pandemic remain the greatest threat to the industry, however threat ratings continued to ease from the end of 2020.

Shortages of inputs, particularly semiconductors, has hampered the supply base to meet customers demands The primary internal and external production issues are related to supply chain constraints or disruptions, while the industry continues to struggle with labor shortages in both blue and whitecollar positions R&D spending is unchanged from last year, remaining at 4 percent of total sales. The advanced material technologies category remains the top priority for future investment, with powertrain technology becoming a much higher priority in comparison to last year Battery Electric Vehicle (BEV) program development is driving innovation across the supply base despite the lack of program profitability. Suppliers remain doubtful that BEV production will reach 10 percent of global production within the next 5 years

Suppliers continue to demonstrate exceptional resilience despite yet another wave of adversity, in the form of semiconductor and various other supply chain constraints. Suppliers are optimistic that demand levels will help deflect fallout from shortages and remain committed to drawing on innovation to find new ways to add value and reduce costs. Given dramatic increases in global BEV investments and program opportunities, leading suppliers continue to take steps to understand ways they can capitalize on this continuing shift, despite program profitability hurdles.

The Q1 SBI chart and a full copy of the Supplier Barometer results are available on the OESA website. Click here to view.

RSM US LLP commentary on the Q1 2021 OESA Supplier Barometer results can be found on page 6.

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OESA AUTOMOTIVE SUPPLIER BAROMETER OESA Supplier Barometer: Q1 2021 Results Describe the general twelve-month outlook for your business. Over the past three months, has your opinion become…?

Current Supplier Outlook (Share of Respondents)

Supplier Barometer Index: (SBI and 6m Average) 90

Q1 2021

80

59%

60

40%

40

Jan-2021

Jan-2020

COVID-19 Pandemic

Jan-2019

Jan-2016

Jan-2015

Jan-2014

Jan-2017

US Trade War Escalates

Japan Tsunami/ Grexit Crisis

Jan-2012

Jan-2010

10

Jan-2011

Euro Crisis Begins

20

Jan-2013

30

1% 1%

Significantly more pessimistic

Somewhat more optimistic

Significantly more optimistic

0%

62

Lehman Collapse

50 18% 11%

Somewhat more pessimistic

22% 16%

12% 8%

Unchanged

20%

US Tax Reform

70

50%

Jan-2009

60%

Jan-2018

Q4 2020

80%

226 responses

The outlook for the first quarter declined slightly from prior quarter but remains at a very strong level.

The proportion of respondents indicating a more pessimistic outlook rose 6 ppts. to 19 percent.

Q1 2021 OESA AUTOMOTIVE SUPPLIER BAROMETER

1

OESA Supplier Barometer: Industry Threats What are the greatest threats to the industry over the next 12 months?

0%

20%

40%

60%

80%

100%

Average Rating Feb. Oct.

Continued issues related to the COVID-19 pandemic

3.4

2.9

Inability to fulfill customer volumes (component and raw material shortages)

3.8

5.3

Weakness in the U.S. Economy

4.4

3.5

Inability to address internal labor constraints

4.9

4.6

Implementation of new government regulations

5.0

5.3

Changes in government trade policy

5.3

5.3

Poor sales of vehicles in programs supplied

5.6

4.5

External "black swan" event (geopolitical, natural disaster, etc.)

5.6

7.0

Likelihood of higher interest rates

5.8

6.7

1= Greatest Threat

2

3

4

5

6

7

8

9

10=Smallest Threat

Continued issues related to the pandemic remains as the greatest threat to the industry but eased sequentially.

Inability to fulfill customer volumes due to input shortages shot to the second greatest threat the industry faces.

Q1 2021 OESA AUTOMOTIVE SUPPLIER BAROMETER

2

Semiconductor Shortages Please estimate the North American production volume you are discounting in comparison to before the shortage was prevalent?

(Respondents with negative impact) No change

100%

10%

90%

1-5% 6-10%

70% 60%

32%

40% 30%

Greater than 20%

20%

Wtd. Avg.* 6.4%

5%

36%

50%

10%

16-20%

16%

80%

41%

11-15%

How confident are you that the industry will be able to recoup any North American production losses in the second half of 2021?

(Respondents with negative impact)

10% 0%

1%

20% 21% 5% Wtd. Avg. = 4.4 1=Not confident at all

0%

10%

20%

30%

40%

Pct. Responding * Assumes mid-point of each range, Greater than 20% = 23%

Q1 2021 OESA AUTOMOTIVE SUPPLIER BAROMETER

50%

2=Significantly unconfident 3=Slightly unconfident 4=Neutral 5=Slightly confident 6=Significantly confident 7=Perfectly confident

3

Contact Mike Jackson to learn more about automotive supplier sentiment. He can also provide information on economic and industry trends, as well as the Chief Financial and Chief Purchasing Officers Councils.

OESA News - 2021 Second Quarter

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RSM COMMENTARY: OESA AUTOMOTIVE SUPPLIER BAROMETER

6 │ OESA News - 2021 Second Quarter

RSM COMMENTARY: OESA AUTOMOTIVE SUPPLIER BAROMETER

OESA News - 2021 Second Quarter

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GUEST COLUMN: ARGUS

Assembling a car with Argus metals prices - Ferrous Focus Ferrous components make up 65% of the average automobile.

Argus Knows the Ferrous Markets The past year was challenging on a variety of levels.

Commodity metal markets rising to historical highs has particularly impacted the auto industry.

The spread between Midwest hot rolled coil (HRC) steel and #1 busheling scrap rose to multi-year records (chart right), raising steel mill profits and automaker costs.

In March 2021, Argus launched the Southern HRC price assessment, adding to its more than 90 steel prices published globally. With 52% of auto plants and most of the steel production in the South, read on to see why the Midwest is not the heart of the steel industry.

Steel is the #1 recycled metal on the planet Argus publishes 285 ferrous scrap prices. Argus US Ferrous Scrap is a monthly report designed to recap the most recent domestic scrap trading period while using key data to shed light on the next 30 days. Let Argus help offset the procurement cost of steel with local/regional ferrous scrap price assessments. No Click on this image to view the matter where your facility is located, Argus is there.

products offered by sector.

illuminating the markets 8 │ OESA News - 2021 Second Quarter

GUEST COLUMN: ARGUS Iron 26

Fe 55.845

Stainless Steels Application: Used in exhaust systems, clamps, fasteners, auto parts, trim.

Argus prices main stainless grades and the alloying ingredients like molybdenum, nickel, and chrome

Argus product offerings:

Carbon Steel

Argus Metal Prices

Application: Used in body, chassis, powertrain, cast engine parts, framing, seating. Steel sheet, coated steel, MW Ali premium, steel scrap

Argus product offerings: Argus Ferrous Markets Argus Metal Prices

Metals Coverage (# of prices) Global exchange prices, real-time or delayed

Base metals

255

Rare earths

64

Ferro-alloys

83

Stainless

57

Ferrous scrap

285

Steel

94

Nonferrous scrap and secondary

244

Steel raw materials

153

Minor and specialty

188

Precious

83

To learn more about our Argus automotive offering, please contact us today at info@argusmedia.com.

OESA News - 2021 Second Quarter

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INDUSTRY UPDATE

Capitalizing on "White Space" Opportunities Mike Jackson Executive Director, Strategy and Research 248.430.5954 │ mjackson@oesa.org

Automakers and suppliers are constantly evaluating the changing consumer needs to identify the potential for new product opportunities. Any portfolio gaps between existing products are commonly referred to as ‘white space’; representing a blank canvas of opportunity, so long as any new product offerings executed closely represent the genuine needs of consumers.

To explore recent or pending examples, consider the Jeep Gladiator, the Ford Mustang Mach-E, the Kia Telluride, the Chevy Trailblazer, the seven-passenger Jeep Grand Cherokee L, or the Hyundai Santa Cruz compact pickup among many others. What do they all have in common? They represent a variety of all-new light truck entries intended to grow market share and drive profitability by taking up residence in what was previously denoted as white space.

For a variety of reasons, consumers over the past decade have shifted away from passenger cars toward of a growing range of light trucks, including Pickups, Sport Utility Vehicles (SUVs) and Light Commercial Vehicles (LCVs) in the form of various Van offerings. Manufacturers are more than happy to comply with these shifting preferences, as light truck offerings tend to command far greater pricing power than passenger cars on average. Moreover, light truck portfolios benefit from more lenient fuel economy and emissions standards, which do not require as much costly technology investment to meet such targets, which further bolsters profit potential.

For this reason, many manufacturers have pruned their passenger car portfolios, meaning dealers would have fewer nameplates available for sale, unless new light truck entries are evaluated and introduced into the market. This is especially important for unibody light vehicles, where platforms are designed to accommodate a wide range of product types including passenger cars, crossover utility vehicles (CUVs) and others, as a means to reduce costs by achieving strong economies of scale. Recall that Ford’s C1 platform was also the basis for the Transit Connect as well as the now discontinued Focus sedan and C-Max Compact MPV. However, the phasing out of low margin passenger cars or other entries can dramatically reduce total platform volume and sabotage the business case for what had initially been profitable programs.

To counter this effect, Ford is pursuing a proven strategy of differentiation within its compact CUV portfolio. FCA took a similar path to portfolio expansion, as it successfully spawned unique entries on a common platform by pairing a more rounded and organic aesthetic for the Jeep Compass with a rugged two-box design for the Jeep Renegade that appeals to different consumers. Ford has 10 │ OESA News - 2021 Second Quarter

INDUSTRY UPDATE already taken this approach even further by leveraging the Escape’s sleek modern exterior with a refined Lincoln variant in the Corsair CUV. Ford’s expansion introduces a much more capable Bronco Sport along with a more attainable lifestyle-oriented Ford Maverick compact pickup. Some may be skeptical of just how capable the Maverick will be once it arrives later this year, yet bear in mind this entry is not intended to compete with the rugged duty cycle of the larger, more robust full-frame Ranger entry. Maverick will leverage the same reinforced unitized platform as the well-received Bronco Sport, which in principle, served to underpin the Transit Connect a worthy competitor in the Compact Van category. The Ford Maverick is expected to succeed by offering the right blend of size and compact capability. The Ford Ranger and F-150 entries have continued to grow in size over successive model redesigns, offering extraordinary payload and towing capability that far exceed the needs of many consumers. In many markets, the Compact and Subcompact CUV/SUV categories have thrived at the expense of passenger cars as consumers are eager to realize capability and functionality within a more compact dimension and at a more affordable price point.

In this case, Ford also benefits considerably with its Mexican sourcing strategy, as the Bronco Sport and Maverick entries will capitalize on strong export volume. Mexico holds a wide range of free trade agreements that provide favorable terms to nearly 40 countries, making export opportunities especially attractive. Both programs are poised to gain from broad global demand for more capable and attainable compact CUVs as well as strong interest and very limited competition for a compact pickup.

New entries offer the opportunity for volume growth, yet without any sales history, knowing how to account for proposed planning volumes can be tricky. It is important to confirm a competitive vehicle set to the best of your ability. Moreover, it is key to understand markets where the entry will be sold, including export planning volumes over the lifecycle of the vehicle, considering the prospect for sourcing changes.

Contact Mike Jackson to learn more about automotive supplier sentiments. He can also provide information on economic and industry trends, as well as the Chief Financial and Chief Purchasing Officers Councils.

OESA News - 2021 Second Quarter

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COUNCIL HIGHLIGHT

Hello In-House Counsels! Join the Legal Issues Council Is Toyota a customer of your organization? Have you heard about its updated Direct Terms and Conditions for 2021? Or are you wondering what you need to know as it relates to the software world?

If you answered yes to any of the above questions, I invite you to participate in the OESA Legal Issues Council (LIC) meeting on April 20, 2021. (Please note, our 4-hour quarterly sessions have been split into two 2-hour sessions while we are virtual.)

The LIC is where in-house counsel from supplier member companies discuss business-critical legal issues, such as product liability, industry terms and conditions, directed buys and intellectual property protection. Members of the council weigh in on the ongoing analysis of OEM terms and conditions and discuss topics from other councils from a legal perspective.

Scheduled topics for the April 20th meeting include: • Toyota 2021 Direct Terms and Conditions • Insight for Neophytes in a Software World – What Do We Need To Know?

If you are already a member, we look forward to seeing you there. If you are not yet a member, please be our guest. Simply contact me so we can get you registered for the meeting.

We look forward to seeing you there!

Ginger Juncker Executive Director, Councils and Member Services gjuncker@oesa.org or 248.430.5953

Council membership is available to the legal executives of OESA supplier member companies. If you are a supplier member and your company does not have an internal legal group, the internal person leading your legal efforts (eg CFO,) is welcome to join. Cost of membership is $1,000 per year. Membership fee is prorated to cover remaining meetings.

2021 LIC Remaining Meeting Dates 2nd Quarter: April 20th and May 18th 3rd Quarter: July 21st and August 17th 4th Quarter: October 13th and November 16th

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COUNCIL HIGHLIGHT

OESA Sales Executive Council: A Look Back and Ahead The Sales Executive Council (SEC) was OESA’s first formal peer group. It was formed in 1998 and originally called the Sales and Marketing Council. In 2015, the name changed to the Sales Executive Council to better define the focus and members of the group. This council also introduced the concept of OEM town hall meetings. During the early 90s, it was common for this council to host purchasing executives from various OEM’s. The town hall meetings evolved to include participation for all OESA member organizations.

Today, it is still common practice for the SEC to have OEM representatives present to council members. Meetings provide members with the opportunity to network with OEM purchasing leaders and each other, as well as discuss concerns that affect the commercial leaders of our industry.

Recent topics include automotive forecasts, OEM terms and conditions, negotiation strategies, cost model applications and mobility trends that impact the automotive supply chain.

Council membership is available to the most senior sales executive that is responsible for the U.S. and/or North American market.

For the June 3rd meeting, the council will welcome a purchasing director from at Stellantis who will share information on the new organization and sourcing opportunities. In addition, the meeting will feature insights from a recent survey on supplier productivity commitments.

If your organization would like to learn more about the council, please contact Steve Horaney at shoraney@oesa.mema.org or Drew Rhodes at drhodes@oesa.mema.org.

We hope to see you at our next discussion.

The remaining Sales Executive Council dates for 2021 are: • June 3, 2021 • September 2, 2021 • December 2, 2021 Click here to learn more about the SEC and all other OESA Peer Group councils.

OESA Executive Peer Group Councils are rated as one of the most valuable member benefits for automotive suppliers. OESA's councils bring together supplier executives with similar job functions and industry challenges. Quarterly council meetings provide a forum to address issues of common concern, share best practices, and hear from industry thought leaders and subject matter experts.

OESA News - 2021 Second Quarter

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OESA EVENTS

Making Sense of the New Administration Series: Transportation Reauthorization April 8 | 9:00 - 10:30 a.m.

The new virtual series, “Making Sense of the New Administration,” is a members-only, three-part event offers an in-depth look at the key Biden Administration policy decisions that will directly impact the supplier community. This is a must-attend event for suppliers to gain an understanding of the policies that suppliers must consider in their strategic initiatives. A recording of the first session on Electrification is available to event registrants in "Downloads" on oesa.org.

The second session, Transportation Reauthorization Bill will be held on Wednesday, April 8, 2021.

Congress is expected to consider legislation that will reauthorize surface transportation programs.

This legislation will include provisions that could mandate vehicle safety requirements, implement funding programs for electric vehicle manufacturing, extend consumer incentives for electric vehicles, address automated vehicle policy, and other programs that directly impact OE suppliers.

Catherine Boland, vice president, legislative affairs, and Leigh Merino, vice president, regulatory affairs, Motor & Equipment Manufacturers Association (MEMA), will discuss the timing, legislative process and what suppliers can expect in Surface Transportation Reauthorization debate. In addition, Jennifer Dukarski, shareholder, Butzel Long, will go into detail on issues of interest to suppliers that will be addressed in the legislation including emissions and vehicle safety. An opportunity to ask questions of the speakers will follow the presentations.

The final session in the series will take place on April 22, 2021, and cover the various aspects on Trade, including the latest on the USMCA and what is next for China and Europe.

Preparing Today for the Auto Industry of Tomorrow April 19 - April 21 | 9:00 - 11:30 a.m.

OESA is pleased to announce a new series, “Preparing Today for the Auto Industry of Tomorrow.” This three-day webinar will run from April 19-21, 2021 with morning sessions beginning at 9 a.m. It is designed to help suppliers understand and plan for the industry’s changing landscape.

• Monday April 19th: Experts from Baker Tilly and Gentex will discuss what the industry of the future looks like and the transformation and innovation necessary to stay ahead of the industry’s evolution. The day will close with a look at Amazon Alexa’s “voice in the vehicle” and a panel discussion with the day’s presenters.

• Tuesday April 20th: Join us for the 2021 OESA Automotive Raw Materials Summit. Learn ways to combat volatility and gain greater visibility into the supply chain, including a global commodities outlook, as well as insights on base metals, petrochemicals, and rare earth materials.

A Q&A session with speakers from Baker Tilly, Bank of America and Argus Media will follow.

• Wednesday April 21st: Baker Tilly will present on supplier transformation in action and IHS Markit will share insights on the car of the future. Speakers will take questions from the audience after the formal presentations.

Register for all OESA events at www.oesa.org. For registration assistance, contact OESA at info@oesa.org.

14 │ OESA News - 2021 Second Quarter

WELCOME NEW OESA MEMBERS Diversitak

Hitachi Automotive Systems Americas, Inc.

15400 Woodrow Wilson Detroit, MI 48238 www.diversitak.com

34500 Grand River Ave. Farmington Hills, MI 48335 www.hitachi-automotive.us

Member Representative: Jeven Joseff, CEO

Member Representative: Paul Carroll, President & CEO Alternate Representative: Rob Sharpe, Sr. Vice President Sales & Marketing

JX Nippon Oil & Energy USA, Inc.

KSR International

Member Representative: Jacob Stroth, Account Manager Alternate Representative: James Long, General Manager Development Manager

Member Representative: David Lydy, Sr. Vice President Global Sales Alternate Representative: Martin White, Sales Manager North America

LG Energy Solutions Michigan, Inc.

OCHESLER Mexico SA DE CV

20 N. Martingale Rd. #325 Schaumburg, IL 60173 www.eneos.us

26261 Evergreen Rd. Ste 415 Southfield, MI 48076-4451 www.ksrint.com

1857 Technology Drive Troy, MI 48083 www.lgensol.com

Member Representative: Denise Grey, President Alternate Representative: Beverly McColl, Executive Assistant

Carretera Estatal 431, km 2+200 Interior 58 Parque Tecnologico Innovacion Queretaro El Marques, Queretaro, 76246, Mex www.oechsler.com Member Representative: Jose Oviedo, Sales Manager North America Alternate Representative: Eduardo Pliego, General Manager Operations

For membership information, contact:

Steve Horaney Vice President, Membership and Sales 248.430.5969

shoraney@oesa.org

Erin Schrieber Manager, Membership Recruitment and Development 248.430.5970

eschrieber@oesa.org

Adam Slaman Manager, Sponsorship Sales and Membership Development 248.430.5958

aslaman@oesa.org

Tune In! Tune in to "Automotive Insiders" for the latest in automotive and supplier industry news. Learn how companies are thriving in the new mobility landscape.​ Click here to listen to the latest OESA News - 2021 Second Quarter

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OESA EVENTS Upcoming OESA Events: April 8

Making Sense of the New Administration - Trasportation Reauthorization

April 16

SOLD OUT: Master Class Workshop Spring Session: Let EQ be Your Superpower

April 19 - 21 Preparing Today for the Automotive Industry of Tomorrow

Upcoming Council Meetings:

April 7

Automotive Public Relations Council (APRC)

April 13

Advanced Technology Council (ATC)

April 14

Young Leadership Alumni

April 15

Tooling Council (TC)

April 20

Legal Issues Council - 2nd Quarter Segment 1 (LIC)

April 21

Communication Executives Council (CEC)

April 27

Young Leadership 9 Council (YLC9)

April 28

Operations & Plant Manager Council (OPMC)

April 29

Human Resources Council - 2nd Quarter Segment 1 (HRC)

OESA App: Get The Latest in Events and Councils Stay up-to-date on the latest OESA events, council meetings and industry information with the OESA mobile app.

It is available in the App Store & Google Play Store. Log in to the app with your OESA username and password.

CLICK HERE for more details.

Upcoming 2021 OESA Town Hall Meetings

Mark your calendar for the Members-Only OEM Town Hall Meetings:

Jul. 27

Toyota Town Hall

Aug. 11

Stellantis Town Hall (formerly FCA)

Sept. 9

Honda Town Hall

Dec. 2

Ford Town Hall

16 │ OESA News - 2021 Second Quarter

Original Equipment Suppliers Association 25925 Telegraph Rd., Ste. 350 │Southfield, MI 48033-2553 248.952.6401 │oesa.org │info@oesa.org Connect with us on OESA News is provided by the OESA Communications Team.

April Buford Senior Director, Communications

Jeff Laskowski Senior Manager, Communications

Abby Napier Communications Specialist

Lexi Putman Member Services Representative

248.430.5964 abuford@oesa.org

248.430.5951 jlaskowski@oesa.org

248.430.5957 anapier@oesa.org

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