Recent sabre rattling on the Korean peninsula got me thinking about what would happen to the world economy if the Korean War started up again (the first one never technically ended). In 1950 many countries poured resources into the Korean War because of it's location with respect to other places of interest to the world powers, not because it was of any economic value to anybody. Both Koreans were practically starving to death when the war started. Since then South Korea has become a world economic power and for the auto industry not only is it a major car maker now, it supplies a lot of car parts to other car makers. And for the world EV market, it supplies an outsized share of the non-Tesla EV and hybrid batteries. Daimler recently made a deal to buy something like 2 GWh/yr of batteries from South Korea. A lot of Korea's industry is in Seoul which almost certainly would be devastated in the first days of a war with the North. The North Koreans have lots of artillery pointed at Seoul and their initial barrage would probably do significant damage to the city's industrial heart. Even if North Korea was easily defeated, the damage to South Korea would probably knock a fairly good chunk of their battery production offline for a year or two. If it happened in the next couple of years it would be happening just as the Model 3 hit production. Tesla has announced they will be getting tires from Hankook, probably made in South Korea, but changing tire suppliers would be a minor blip in production. Tesla has teamed up with the South Korean company Mando for some parts for the Model 3, but I believe the factories where most of the parts are coming from are in the US. A war in South Korea probably wouldn't disrupt the battery supply for US hybrids. I believe most of the Korean batteries for US made hybrids come from a factory in Michigan. But the Bolt would almost certainly go out of production for the duration of the war. So many car parts come from so many places, only the car makers know which parts in their cars come from South Korea, but we do know that a fairly large share of the world's battery production for EVs is within range of missiles from North Korea and at least some is within North Korean artillery range (in Seoul or near there).