Automakers aren't selling as many cars as they used to, and the EV transition is a lot rockier and slower than expected. Factory space in North America and around the world is empty and unused. Companies especially challenged are Ford, GM, Stellantis, Nissan, and EV makers such as Tesla and Rivian.

That could mean billion dollar losses, job cuts and potential supply chain chaos. Automakers, industry analysts and even governments are adjusting expectations and preparing for an uncertain future..