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OICA'S TOP 5 NEWS
Francois Roudier
September 4, 2026
VW Approves Plan to Cut 50,000 More Jobs in Broad Overhaul
Volkswagen’s board unanimously approved Future Plan 2030, authorizing major cost and capacity reductions. The plan assumes up to 50,000 additional job cuts and could halve the model range by 2035. Compulsory layoffs remain excluded through 2030, while 2027–2031 investment and R&D spending will fall 16%, to €135 billion.
Automakers urge US Congress to quickly pass law banning Chinese cars
The Alliance for Automotive Innovation is pressing Congress to permanently prohibit Chinese vehicles, connected software and hardware from the US market, citing industrial and national-security risks. Bipartisan legislation would codify existing restrictions, although an ownership provision could also affect Mercedes-Benz because of its Chinese shareholders.
UK electric car sales jump 30% in August to lead market
UK new-car registrations rose 17.5% in August to 93,977, while battery-electric sales increased about 30% to 27,876. BEVs became the largest powertrain category with nearly 30% market share, narrowly ahead of hybrids. Industry advocates warned against weakening Britain’s Zero Emission Vehicle mandate targets.
Toyota Weighs Hydrogen Power for Trucks That Ship Auto Parts
Toyota is considering hydrogen-powered trucks for parts transport and broader factory logistics, viewing hydrogen as both a decarbonization tool and an energy-security measure. With passenger fuel-cell adoption far below Japanese targets, Toyota is increasingly focusing on commercial and industrial uses while seeking greater cooperation among domestic automakers.
Trump’s Canada tariffs likely to hit Toyota and Honda profits
Toyota and Honda face significant exposure to a planned 50% US tariff on Canadian vehicles, trucks and parts from January 2027. Analysts estimate substantial profit impacts, particularly for Honda. Possible responses include expanding US output, redirecting Canadian production or raising prices, but policy uncertainty complicates major investments.
Francois Roudier
September 3, 2026
Following a meeting with Elon Musk, France has authorized “road tests” of Tesla’s supervised autonomous driving system
Le Figaro – Maxime Dubernet de Boscq – September 3, 2026, at 7:01 a.m.
France will test Tesla’s supervised FSD system on public roads using two vehicles, weeks after questioning its safety. The trials do not authorize public use: drivers must remain attentive. Wider deployment still depends on further technical assessment and a possible European certification decision.
Uber, Wayve Unleash Supervised Robotaxis on London’s Winding Streets
Reuters – Olivia Solon and Natalie Lung – September 3, 2026, at 1:00 AM GMT+2
Wayve and Uber have launched London’s first commercial public robotaxi service with 15 supervised Ford Mustang Mach-Es. Riders can accept or decline the option at standard fares. Safety drivers remain onboard, and fully driverless operations await vehicle certification, passenger permits and Transport for London approval.
Ford expands China export strategy with electric van shipments to Europe
Automotive News – Yang Jian – September 02, 2026, 03:54 AM EDT
Ford will export about 1,000 China-built Transit City electric vans to Europe, with deliveries due before year-end. Developed with Jiangling Motors, the model supports Ford’s “In China, For the World” strategy, combining lower production costs, a 158-mile WLTP range and 1.6-ton payload.
Geely Chief Engineer Boards Vehicle to Challenge Battery Thermal Runaway
Gasgoo – September 2, 2026, 20:25 BJT
Geely Galaxy subjected its new TT electric sedan to an extreme battery-safety demonstration, deliberately triggering single-cell thermal runaway with its chief engineer inside. Conducted at 40°C and 96% charge, the 24-hour test reportedly produced no fire, explosion, propagation, visible smoke or cabin heat.
Uber to Cut 10% of Jobs, or 3,300 Roles, to Slash Bureaucracy
Reuters – Natalie Lung – September 2, 2026, at 4:26 PM GMT+2
Uber will eliminate about 3,300 roles, or 10% of its workforce, while cutting management layers and consolidating small teams. The restructuring could save $1.5–$2 billion annually, though major robotaxi investments may limit near-term margin gains. Fully remote work will also become exceptional.
Francois Roudier
September 2, 2026
Honda tells suppliers to cut costs in $9 billion push to fend off China, documents show
Honda aims to cut $9.4 billion in costs by 2030, asking suppliers for reductions of around 30% in key components and greater use of standardized and Chinese-sourced parts. The restructuring responds to Chinese competition, EV-related losses exceeding $12 billion, tariffs and rising technology costs.
Honda, Nissan reconcile with software, electronics tech deal for next-gen vehicles from 2029
Honda and Nissan will jointly develop standardized electronics, operating systems and vehicle-control software for software-defined vehicles from fiscal 2029. The collaboration will spread investment and engineering costs while helping both manufacturers catch up with Tesla and Chinese rivals following the collapse of their proposed merger.
Carney says U.S. wants Canadian industries, such as auto, ‘wiped out’ or made subsidiaries
Canadian Prime Minister Mark Carney accused U.S. negotiators of seeking terms that would subordinate or gradually eliminate key Canadian industries, particularly automotive manufacturing. Canada has rejected the demands as trade tensions escalate, with retaliatory tariffs approaching and Washington threatening to double automotive duties to 50%.
https://www.autonews.com/manufacturing/anc-carney-says-us-wants-auto-ndustry-wiped-out-cp-0901/
China makes cars so quickly that regulators are getting worried
Chinese automakers could use AI to cut new-model development to around 18 months, but regulators are tightening safety oversight through inspections and tougher testing requirements. Beijing fears extreme development speed could undermine quality, although intense competition means manufacturers remain under pressure to launch vehicles and technologies rapidly.
China warns its EV makers against launching price wars abroad
Beijing is urging Chinese automakers not to export their domestic price war as rapidly growing overseas sales trigger political and trade concerns. New guidelines call for market-based pricing, regulatory compliance and stronger localization as BYD, Geely and other manufacturers increasingly depend on exports to offset weaker Chinese demand.
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