European autos at a turning point

Europe's auto sector is under pressure from every direction at once — China's competitive rise, shifting US trade policy, and funding conditions that are pulling residual values and collateral performance apart. Credit risk isn't building gradually anymore. It's concentrating, fast, across OEMs, suppliers, banks and capital markets. The question now isn't where the industry is headed — it's who absorbs the pressure, and how.

Moody's brings together investors, banks, arrangers, OEMs and suppliers to get specific about where risk is concentrating and what the next four years of capital allocation will demand:

• Europe's automakers and parts suppliers navigating China's rise and US trade policy — how competitive pressure and shifting tariffs are reshaping pricing, market share and capital allocation decisions.
• How banks, captives and capital markets are adapting as residual values shift and collateral performance diverges across the sector.
• What investors should be watching through 2030 — Moody's read on the credit signals that matter most as the industry moves through this transition.

Held inside a venue built on automotive reinvention, this isn't just a conversation about where the industry is headed. It's about what breaks first, what holds, and what that means for credit.