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OICA'S TOP 5 NEWS
Francois Roudier
June 26, 2026
Kia Defies Global Auto Slowdown as War Lifts EV, Hybrid Demand
Kia is outperforming the global slowdown as war-driven fuel prices boost EV demand in Europe and hybrids in the U.S. CEO Song Ho-sung expects momentum to continue, while Kia expands hybrids and targets PBV growth with modular commercial vans.
https://www.bloomberg.com/news/articles/2026-06-26/kia-defies-global-auto-slowdown-as-war-lifts-ev-hybrid-demand?srnd=phx-industries-transportation
Polestar dealers ‘devastated’ as Trump administration forces brand out of U.S. over Chinese tech
Polestar says U.S. rules on Chinese-linked connected-vehicle technology will bar sales after the current model year. Dealers are left mainly servicing existing customers, while the Geely-owned brand shifts growth toward Europe and future local production.
https://www.autonews.com/volvo/an-polestar-banned-from-selling-in-us-0625/
Chinese carmakers ‘knocking at US gate’ from Mexico and Canada
Chinese automakers are intensifying USMCA tensions as Mexico and Canada welcome imports and potential investment while the U.S. blocks Chinese vehicles. Washington fears North American partners could become a back door into its protected auto market.
https://www.ft.com/content/01f7110f-6fcd-4827-b67e-dd43055f7156?syn-25a6b1a6=1
Stellantis, Nissan in Talks to Buy Assets From Troubled Marelli
Stellantis and Nissan are discussing purchases of selected Marelli assets during the supplier’s Chapter 11 restructuring. Stellantis is eyeing suspensions and global operations, while Nissan is interested in cockpit assets, with future orders crucial to Marelli’s survival.
https://www.bloomberg.com/news/articles/2026-06-25/stellantis-nissan-in-talks-to-buy-assets-from-troubled-marelli?srnd=phx-industries-transportation
US proposes to drop brake pedal requirements for self-driving vehicles
NHTSA proposed dropping manual brake-pedal requirements for fully self-driving vehicles without human controls, while keeping braking performance standards. The move aims to modernize U.S. rules and ease deployment of purpose-built autonomous vehicles.
https://www.reuters.com/business/autos-transportation/us-proposes-drop-brake-pedal-requirements-self-driving-vehicles-2026-06-25/
Francois Roudier
June 25, 2026
New global rules clear the road for driverless vehicles
UNECE’s WP.29 adopted the first global framework for fully driverless ADS vehicles, supported by OICA. The regulation harmonizes safety approval, testing, monitoring and data requirements, helping avoid fragmented national rules and strengthen trust in automated driving.
https://unece.org/sustainable-development/press/unece-adopts-first-ever-global-rules-allowing-fully-autonomous
Automakers could halt car sales in California without delay in vehicle tracking law
Automakers warn California vehicle sales could be disrupted unless deadlines are delayed for a connected-car law protecting domestic violence survivors. They support remote-access termination but say in-vehicle location-disabling requirements need more engineering and testing.
https://www.reuters.com/business/autos-transportation/automakers-could-halt-car-sales-california-without-delay-vehicle-tracking-law-2026-06-23/
Honda, Nissan, Mitsubishi eye standardizing next-gen part to cut costs
Honda, Nissan and Mitsubishi are close to standardizing next-generation ECUs to reduce costs and improve software-defined vehicle competitiveness. The cooperation could extend to operating systems, hybrids and EVs, with first vehicles expected around 2029 or 2030.
https://asia.nikkei.com/business/automobiles/honda-nissan-mitsubishi-eye-standardizing-next-gen-part-to-cut-costs
Hyundai workers in South Korea vote to strike over fears of robots replacing them
Hyundai workers in South Korea voted to authorize a strike over concerns that humanoid robots could threaten jobs. The union wants a formal role in automation decisions, while management says robots will handle repetitive and hazardous tasks.
https://www.ft.com/content/e5f2892a-d3b1-4779-88db-8d3b034b078a?syn-25a6b1a6=1
Germany’s Transportation Minister: “We are against mandatory quotas”
German Transport Minister Patrick Schnieder called for faster European charging infrastructure and more flexibility in EU CO₂ rules. He rejected mandatory fleet quotas, urging realistic transition periods, achievable targets and marketable solutions for the automotive industry.
https://www.automobilwoche.de/autohersteller/amw-schnieder-wir-sind-gegen-verbindliche-quoten/
Francois Roudier
June 24, 2026
Chinese electric vehicle exports reach new highs
Chinese automakers are accelerating overseas expansion as domestic sales slump. Exports could reach 10 million vehicles in 2026, possibly 12 million, with monthly shipments near one million as brands seek better margins and global growth.
https://www.lesechos.fr/industrie-services/automobile/les-exportations-chinoises-de-voitures-electriques-atteignent-de-nouveaux-sommets-2238755
Nissan shelves development of electric Qashqai in cost-cutting drive
Nissan has halted development of an electric Qashqai as it cuts costs amid volatile EV demand and Chinese competition. The decision clouds Sunderland’s EV roadmap, though Nissan says it remains committed to electrification and may pursue hybrids and Chery production.
https://www.reuters.com/business/autos-transportation/nissan-shelves-development-electric-qashqai-cost-cutting-drive-2026-06-23/
Toyota to slash even more output abroad as Iran war crimps demand
Toyota will cut overseas output by about 100,000 vehicles through February 2027 as the Iran war and higher fuel prices weaken demand in China, the Middle East and elsewhere. Cuts affect ICE and EV models, complicating its 10-million vehicle target.
https://asia.nikkei.com/business/automobiles/toyota-to-slash-even-more-output-abroad-as-iran-war-crimps-demand
The auto industry is competing with AI for memory chips — and losing
Automakers are losing priority for DRAM memory chips as AI data centers absorb supply and raise prices. Shortages threaten software-defined vehicles, ADAS and infotainment features, forcing carmakers to secure costly contracts or reduce DRAM-heavy technologies.
https://www.autonews.com/technology/mobility/an-dram-shortage-memory-0623/
CATL Chairman Zeng Sees EVs Becoming AI Token Factories
CATL Chairman Robin Zeng says parked EVs could eventually support AI computing by using idle batteries and chips. The idea remains speculative, but it reflects the search for new value as EV growth slows and vehicle-to-grid technology advances.
https://www.bloomberg.com/news/articles/2026-06-23/catl-chairman-zeng-sees-evs-becoming-ai-token-factories
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