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OICA'S TOP 5 NEWS

Francois Roudier
September 15, 2026
2026 IAA Transportation: China, Fleet Goals, and More: The Biggest Challenges Facing the Trucking Industry
Truck makers face electrification, charging shortages, automation, software transition and rising Chinese competition. With diesel still above 92% of EU registrations, meeting 2030 CO₂ targets will require much faster zero-emission adoption and major infrastructure investment.
https://www.automobilwoche.de/autohersteller/amw-china-flottenziele-und-co-die-groessten-herausforderungen-der-truck-branche/
2026 IAA Transportation: Renault Announces a New Push into the Commercial Vehicle Market with the Trafic E-Tech Van
Renault will launch five commercial vehicles by 2028, led by the electric Trafic E-Tech. With over 470 km claimed range, 800-volt charging, software-defined architecture and predictive maintenance, Renault targets lower ownership costs and reduced fleet downtime.
https://www.autoactu.com/actualites/renault-annonce-une-nouvelle-offensive-dans-les-utilitaires-grace-au-trafic-van-e-tech
2026 IAA Transportation: ZF CEO Miedreich Pushes for Subsidies for Hybrid Trucks
ZF CEO Mathias Miedreich wants European support for hybrid trucks, arguing PHEVs could cut CO₂ by up to 47% while reducing charging dependence. ZF also aims to expand its €8 billion commercial-vehicle business by another €1 billion.
https://www.automobilwoche.de/automobilzulieferer/zf/amw-zf-draengt-auf-foerderung-fur-hybrid-lkw/
FAW to become GAC’s No. 2 shareholder in China auto sector shake-up
FAW and GAC are exploring a transaction making FAW GAC’s second-largest shareholder, as Beijing encourages consolidation to reduce overcapacity and price competition. The proposed restructuring reflects growing pressure on state-owned automakers amid weaker joint-venture sales and electrification challenges.
https://asia.nikkei.com/business/business-deals/faw-to-become-gac-s-no.-2-shareholder-in-china-auto-sector-shake-up
Land Rover-Stellantis alliance to reportedly produce Defender pickup in U.S.
JLR reportedly plans a U.S.-built Defender pickup manufactured by Stellantis, potentially avoiding the 25% import tariff on pickups. The project could become the first product of their proposed alliance as JLR seeks major U.S. expansion and reduced tariff exposure.
https://www.autonews.com/jaguar-land-rover/an-land-rover-defender-stellantis-0914/

Francois Roudier
September 14, 2026
Negotiations on emissions under the Automotive Package “are at a standstill” in the European Parliament
EU talks on the Automotive Package are stalled over 2035 emissions targets. The center-right backs a 90% reduction with technology neutrality, while other groups seek stricter or weaker rules. “Made in Europe” content and Chinese competition remain major parallel disputes.
https://www.latribunadeautomocion.es/2026/09/susana-solis-eurodiputada-del-pp-las-negociaciones-del-paquete-de-automocion-estan-estancadas-en-el-parlamento/
President Donald Trump leaves door open to Chinese carmakers ahead of summit with Xi Jinping
Donald Trump again signaled openness to Chinese automakers producing in the U.S. if they employ American workers, despite strong political and industry opposition. Existing tariffs and connected-vehicle restrictions still effectively exclude Chinese cars from the market.
https://asia.nikkei.com/politics/international-relations/us-china-tensions/trump-leaves-door-open-to-chinese-carmakers-ahead-of-summit-with-xi
Why Toyota CEO Kenta Kon is laser-focused on bringing down breakeven volume
Toyota CEO Kenta Kon is targeting lower breakeven volumes through kaizen, parts simplification and reduced vehicle complexity rather than plant closures or mass layoffs. The strategy aims to restore margins, improve supplier economics and preserve investment capacity for future technologies.
https://asia.nikkei.com/business/automobiles/toyota-brings-back-physical-buttons-for-lexus-with-a-low-key-twist
Hyundai Motor to roll out in-house driver-assist system in 2029
Hyundai delayed its proprietary driver-assistance system to 2029 and will work with Nvidia on an interim advanced system from 2028. The group plans to use data from millions of vehicles to catch Tesla and Chinese rivals.
https://www.reuters.com/business/autos-transportation/hyundai-motor-roll-out-in-house-driver-assist-system-2029-2026-09-13/
Toyota brings back physical buttons for Lexus, with a low-key twist
Lexus is reintroducing tactile controls through hidden illuminated switches in the redesigned ES. The move reflects growing safety and usability concerns over touchscreen-heavy interiors, as consumers and regulators increasingly favor physical controls for frequently used functions.
https://asia.nikkei.com/business/automobiles/toyota-brings-back-physical-buttons-for-lexus-with-a-low-key-twist

Francois Roudier
September 11, 2026
China Sets 70% EV Goal for New Car Sales in Five-Year Plan
China’s five-year plan targets EVs and hybrids at 70% of new-car sales and electric vehicles at 40% of new commercial-vehicle sales by 2030. It also promotes autonomous driving, consolidation, stronger safety standards and battery recycling amid weak domestic demand.
https://www.bloomberg.com/news/articles/2026-09-11/china-sets-70-ev-goal-for-new-car-sales-in-five-year-plan
Stellantis CEO highlights diverging US and global strategies
Stellantis is separating its U.S. strategy from other markets as trade rules and consumer preferences diverge. It relies on domestic engineering in America while partnering with Leapmotor and Dongfeng elsewhere, with no plans to use those partnerships for U.S. models.
https://www.reuters.com/business/autos-transportation/stellantis-ceo-highlights-diverging-us-global-strategies-2026-09-10/
Europe’s auto workforce shrinks faster than new electrification, software jobs can provide relief
Europe’s automotive job losses are outpacing new EV and software roles. CLEPA reports 104,000 supplier cuts announced in 2024–2025, while technical skills shortages persist. VDA urges regulatory flexibility; ACEA calls for lower costs, simpler rules and workforce training.
https://www.autonews.com/manufacturing/automakers/ane-europe-auto-job-losses-alarming-0908/
India Auto Inc navigates vessel crunch by rewiring supply chain plans
Indian automakers are booking vessels earlier and adjusting inventories and production schedules amid West Asia shipping disruptions. SIAM warned of supply-chain and component risks. Conditions are improving, but vessel waits of up to one month continue affecting production and deliveries.
https://auto.economictimes.indiatimes.com/news/industry/india-auto-inc-navigates-vessel-crunch-by-rewiring-supply-chain-plans/134041890
Hungary’s new government turns up pressure on China’s BYD, CATL
Hungary is reviewing subsidies for Chinese investments and tightening environmental and labor enforcement. BYD faces scrutiny over construction conditions, while CATL has been fined for environmental violations. The government seeks stricter safeguards and diversified partnerships while maintaining economic ties with China.
https://asia.nikkei.com/business/automobiles/electric-vehicles/hungary-s-new-government-turns-up-pressure-on-china-s-byd-catl
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