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OICA'S TOP 5 NEWS
Francois Roudier
April 9, 2026
Hyundai Reroutes Ships with Hormuz Blockage Disrupting Supplies
Bloomberg – Gabrielle Coppola – April 8, 2026, at 6:51 PM GMT+2
Hyundai is rerouting ships via the Cape of Good Hope to avoid Hormuz disruptions, lengthening lead times. The group is raising local sourcing, maintaining higher inventories, and using greater operational flexibility to protect production amid war, tariffs and volatile demand.
Link: https://www.bloomberg.com/news/articles/2026-04-08/hyundai-reroutes-ships-with-hormuz-blockage-disrupting-supplies?srnd=phx-industries-transportation
“Investments go where conditions are most competitive”: Why Canada’s auto industry is struggling
Les Echos – Timothé Boudet – April 7, 2026, 12:50 p.m.
Canada’s auto industry is losing ground as production falls and North American momentum shifts toward the U.S. and especially Mexico. Subsidies have not matched U.S. scale, while lower costs and trade advantages are drawing investment south, raising concern over jobs and assembly capacity.
Link: https://www.lesechos.fr/industrie-services/automobile/assemblage-automobile-le-canada-en-quete-de-competitivite-face-a-ses-voisins-2225028
A turnaround? Tesla shows signs of recovery in Europe
Automobilwoche – Hans Evert – April 9, 2026, 5:46 a.m. CEST
Tesla’s first-quarter registrations rebounded strongly in Europe, especially in Germany and France, after a weak 2025. Global shipments rose modestly but missed expectations, while production outpaced deliveries, creating backlog. The recovery offers some support for Grünheide’s role as Tesla’s European hub.
Link: https://www.automobilwoche.de/autohersteller/amw-tesla-zeigt-anzeichen-von-erholung-in-europa/
Freshness is king: BYD reigns with 200 vehicle software updates a year
Nikkei staff writers – April 9, 2026, 06:49 JST
BYD is using rapid over-the-air software updates to strengthen competitiveness, with 200 releases in 2025 across key brands. OTA is extending vehicle lifecycles and reshaping post-sale value, while rivals accelerate their own update strategies despite continued difficulty monetizing software features.
Link: https://asia.nikkei.com/business/automobiles/electric-vehicles/freshness-is-king-byd-reigns-with-200-vehicle-software-updates-a-year
Why Tesla and other EV makers push driver-assistance subscriptions — even as consumers push back
Automotive News – Laurence Iliff – April 08, 2026, 07:00 AM EDT
Automakers are pushing driver-assistance subscriptions to generate recurring software revenue, but consumers resist paying monthly for features they expect as standard or one-time purchases. Tesla, Rivian and Lucid are testing the model, even as criticism grows over limited autonomy and reduced standard equipment.
Link: https://www.autonews.com/tesla/an-automakers-push-autonomy-subscriptions-0408/
Francois Roudier
April 8, 2026
Oil Plunges, Stocks Jump on US-Iran Ceasefire Plan: Markets Wrap
Bloomberg – Anand Krishnamoorthy – April 8, 2026, at 6:51 AM GMT+2
Oil recorded its sharpest fall in nearly six years and equities surged after a US-Iran two-week ceasefire eased fears over Hormuz and inflation. Markets welcomed lower energy prices and possible Fed cuts, though investors warned the relief rally could fade if the truce fails.
https://www.bloomberg.com/news/articles/2026-04-07/stock-market-today-dow-s-p-live-updates?srnd=homepage-europe
Germany’s new registrations in March: Electric cars outpace gasoline-powered cars
Automobilwoche – Stefan Wimmelbücker – Ulrich Winzen, April 7, 2026, 5:10 p.m. CEST
Germany’s March registrations rose 16 percent, with battery-electric cars jumping 66 percent and overtaking gasoline models for second place behind hybrids. Yet first-quarter volumes stayed well below 2019, underlining a fragile recovery despite stronger Tesla sales and modest gains in production and exports.
https://www.automobilwoche.de/automarktdaten/amw-automarkt-deutschland-marz-2026/
US carmakers accuse EU of blocking supersized pick-up trucks from roads
Financial Times – Christian Davies and Kana Inagaki, Andy Bounds and Aime Williams – April 8, 2026, 6:00 a.m. CEST
US automakers say tighter EU Individual Vehicle Approval rules would effectively keep large American pick-ups off European roads, creating a non-tariff barrier despite a wider tariff deal. Brussels says reforms aim to close safety loopholes, while critics warn oversized trucks endanger pedestrians and cyclists.
https://www.ft.com/content/3eb796fd-bcdb-4a9f-89b7-f7d5e692a3cd?syn-25a6b1a6=1
US rejects aluminum tariff relief request from Ford
Reuters – April 8, 2026, 4:15 AM GMT+2
The Trump administration has not granted Ford or other automakers temporary relief from aluminum tariffs despite supply disruptions at Novelis’ Oswego plant. Ford is especially exposed through the F-150, while imported replacement aluminum from Europe and South Korea now faces a 50 percent duty.
https://www.reuters.com/business/autos-transportation/us-rebuffs-aluminum-tariff-relief-request-ford-wsj-reports-2026-04-08/
How automakers determine when to use lithium iron phosphate vs. nickel-based batteries
Automotive News Europe – Lois Jones – April 07, 2026, 05:18 AM EDT
Automakers increasingly choose between nickel-based batteries for range and performance, and cheaper LFP chemistries for mass-market EVs as cost pressures intensify. IDTechEx sees rapid materials-market growth through 2036, but supply risks for lithium, nickel and cobalt remain a major constraint.
https://www.autonews.com/ev/batteries/ane-ev-battery-chemistry-race-nickel-lithium-0407/
Francois Roudier
April 7, 2026
“An impossible timeline”: Brussels accused of being unrealistic about local content requirements for electric car batteries
Les Echos – Paris, Lionel Steinmann – April 7, 2026, at 6:45 a.m.
Brussels’ battery local-content plan aims to cut Chinese dependence and boost European production, but automakers warn the timetable is unrealistic, costs could rise, and Chinese suppliers may benefit most because Europe’s battery capacity cannot expand fast enough.
https://www.lesechos.fr/industrie-services/automobile/un-calendrier-impossible-a-tenir-bruxelles-accuse-detre-irrealiste-sur-le-contenu-local-pour-les-batteries-des-voitures-electriques-2224941
Maersk logistics: “We will almost certainly see further disruptions to global supply chains”
Automobilwoche – Hans Evert – April 7, 2026, 4:46 a.m. CEST
Maersk says crises such as the Iran war are making disruption the new normal, forcing rerouting, repricing and greater resilience. With Gulf ports and airspace constrained, logistics groups are reshaping transport networks as automakers shift from cost-efficient to more flexible supply chains.
https://www.automobilwoche.de/krise/amw-dhl-maersk-werden-weitere-stoerungen-der-lieferkette-sehen/
Hyundai’s body-on-frame truck gambit marks new frontier for surging Korean brand in the USA
Automotive News – Lindsay VanHulle – Richard Truett – April 06, 2026, 07:00 AM EDT
Hyundai plans a U.S.-built body-on-frame midsize pickup by 2029 to enter America’s profitable truck and off-road market. The move targets a major lineup gap, but Hyundai faces entrenched competition, strong buyer loyalty, and mixed precedent from other Asian brands.
https://www.autonews.com/hyundai/an-hyundai-body-on-frame-trucks-bold-plans-0406/
US ends probe into Tesla remote driving feature after software updates
Reuters – David Shepardson and Akash Sriram – April 6, 2026, 11:30 AM GMT+2
NHTSA closed its probe into Tesla’s Actually Smart Summon after finding about 100 low-speed crashes without injuries or fatalities. Software updates addressed obstacle detection and visibility issues, though broader U.S. scrutiny of Tesla’s Full Self-Driving system continues.
https://www.reuters.com/business/autos-transportation/us-auto-safety-regulator-closes-probe-into-teslas-driver-assistance-feature-2026-04-06/
BYD added to Brazil’s labor ‘dirty list’ after construction site scandal
Nikkei – JAMES HAND-CUKIERMAN – April 7, 2026, 13:45 JST
Brazil added BYD Auto do Brasil to its labor “dirty list” over alleged slavery-like conditions at a Bahia factory site. The decision may hurt financing access and reputation in a key growth market, despite BYD’s cooperation and contractor dismissal.
https://asia.nikkei.com/business/automobiles/electric-vehicles/byd-added-to-brazil-s-labor-dirty-list-after-construction-site-scandal
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