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OICA'S TOP 5 NEWS
Francois Roudier
July 16, 2026
Germany’s auto industry, once a global juggernaut, scales back ambitions
Germany’s auto industry is entering structural contraction as Volkswagen and suppliers cut jobs, capacity and complexity. Weak demand, high costs, tariffs and Chinese competition are pushing manufacturers toward smaller workforces, fewer models and more production closer to overseas markets.
https://www.autonews.com/manufacturing/automakers/ane-germany-shrinking-industry-0715/
South Korea’s auto exports set new record by growing 5.8 pct in June
South Korea’s June auto exports reached a record $6.79 billion, driven by strong EV and hybrid demand. Production and domestic sales also rose, though labour relations, Chinese competition and AI-led manufacturing changes remain important uncertainties.
https://en.yna.co.kr/view/AEN20260715005200320?section=k-biz/index
See GM’s future product plan: Diverse lineup counters EV pullback, affordability concerns
GM is balancing affordable gasoline models, future hybrids and a reduced EV pipeline as U.S. demand remains uncertain. Profitable pickups and SUVs will fund longer-term electrification, while new sedans and hybrid options broaden the portfolio.
https://www.autonews.com/car-concepts/future-product/an-general-motors-future-product-0715/
Hainan reaffirms 2030 gasoline vehicle sales ban in latest green development blueprint
Hainan reaffirmed plans to end sales of new gasoline vehicles by 2030, targeting NEVs at 45% of its fleet. The province will also expand charging, hydrogen trucks, clean logistics and alternative shipping fuels.
https://autonews.gasgoo.com/articles/news/2076619095725101057
How Ford is making its vehicles tougher to steal with an app that keeps the engine from starting
Ford is expanding an app-based theft-prevention system combining real-time alerts, remote engine-start blocking and police-supported vehicle tracking. Available on several Ford and Lincoln models, the subscription service aims to improve recovery rates.
https://www.autonews.com/ford/anc-ford-security-theft-prevention-0713/
Francois Roudier
July 15, 2026
Toyota’s Koji Sato, Japan’s new car czar, wants nation’s 7 automakers to compete less, collaborate more
Koji Sato is leading Japan’s seven automakers toward standardized commodity components, logistics and shared infrastructure. The initiative aims to improve supplier productivity and free investment for software, batteries and advanced technologies as Chinese competition intensifies.
https://www.autonews.com/toyota/an-toyota-sato-japan-industrywide-parts-standardization-0714/
China’s monthly car exports surge past 1mn for first time
China exported a record 1.06 million vehicles in June, putting 2026 shipments on course to exceed 10 million. BYD, Geely and Chery led growth as weak domestic demand pushed automakers abroad, increasing competitive and trade tensions.
https://www.ft.com/content/37324f66-7167-4083-a28e-6ffc505c4cda?syn-25a6b1a6=1
BMW races to catch up in a Chinese EV market that won’t slow down
BMW is relying on its China-focused Neue Klasse EVs to reverse falling sales, but analysts warn it is arriving late. Chinese consumers increasingly prioritize smart-driving technology, connectivity and local digital features over traditional premium engineering strengths.
https://www.reuters.com/business/finance/bmw-races-catch-up-chinese-ev-market-that-wont-slow-down-2026-07-14/
Dacia CEO on brand’s balancing act: Seeking growth, staying affordable while electrifying fast
Dacia is expanding into larger, higher-value vehicles while preserving affordability and limiting complexity. Upcoming European-built EVs include the next Spring and an electric Sandero, as the brand manages electrification costs, Chinese competition and uncertainty over EU local-content rules.
https://www.autonews.com/renault/dacia/ane-dacia-ceo-interview-0714/
Indian capital promotes EVs to tackle severe air pollution
Delhi launched a $1.57 billion EV policy offering incentives, tax exemptions and expanded charging infrastructure through 2030. The broader clean-air program also targets monitoring and coordination, since transport electrification alone cannot address industrial, construction and regional pollution sources.
https://asia.nikkei.com/business/automobiles/electric-vehicles/indian-capital-promotes-evs-to-tackle-severe-air-pollution
Francois Roudier
July 13, 2026
China EVs on Road Have Average Age of 1.8 Years
China’s EV fleet averages only 1.8 years old, reflecting rapid technology upgrades and weak residual values. Younger buyers replace vehicles quickly, mainly to access better smart-driving, software and in-car digital features.
https://www.bloomberg.com/news/articles/2026-07-12/china-evs-average-1-8-years-on-road-less-than-cell-phones
VW CEO Oliver Blume faces uphill battle after board rejects revival plan
Volkswagen CEO Oliver Blume faces strong board and labour resistance to restructuring plans, including possible job cuts and plant closures. VW will cut complexity, but profitability pressures, China weakness, tariffs and high German costs make deeper action difficult.
https://www.autonews.com/volkswagen/ane-vw-blume-labor-0711/
BAIC Group sold 181,000 new energy vehicles in the first half of 2026, a 22.6% increase
BAIC sold 795,000 vehicles in the first half, with strong growth in own brands, NEVs and exports. Arcfox, Xingjie, Beijing Off-Road and Foton drove momentum, while Beijing Benz and Beijing Hyundai supported joint-venture performance.
https://www.ithome.com/0/975/957.htm
Carmakers broadly win first round in UK lawsuits over diesel emissions
Automakers largely won the first stage of UK diesel-emissions litigation, with most defeat-device claims rejected. Some findings went against Mercedes and Stellantis brands, and appeals remain possible before a further trial on consequences and damages.
https://www.reuters.com/world/carmakers-broadly-win-first-round-huge-uk-lawsuits-over-diesel-emissions-2026-07-10/
Malaysia to start initial production of homegrown EV battery in July
Malaysia will start small-scale production of a graphene-enhanced lithium-ion EV battery, aiming to raise energy density, cut costs and build domestic high-tech capacity. The project supports Malaysia’s ambition to strengthen its regional EV supply-chain role.
https://asia.nikkei.com/business/automobiles/electric-vehicles/malaysia-to-start-initial-production-of-homegrown-ev-battery-in-july
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