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OICA'S TOP 5 NEWS
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
Francois Roudier
July 10, 2026
Following a meeting of the supervisory board: Volkswagen plans to cut its model lineup in half
Volkswagen’s Vision 2030 plan targets major simplification, cutting models by up to 50% and product complexity by 75%. Capacity will be aligned to 9 million vehicles, with plant futures, job cuts and regionalization still unresolved.
https://www.automobilwoche.de/autohersteller/volkswagen/amw-aufsichtsratssitzung-bei-volkswagen-ohne-entscheidungen/
Senate committee to vote on bill to tighten US ban on Chinese vehicles
A U.S. Senate committee will vote on legislation codifying connected-vehicle rules that restrict Chinese-linked cars over security concerns. The bill would reinforce Washington’s effective ban on Chinese automakers entering the U.S. light-vehicle market.
https://www.reuters.com/world/senate-committee-vote-bill-tighten-us-ban-chinese-vehicles-2026-07-08/
US to Explore Allowing Driverless Cars Without Steering Wheels
NHTSA says it will consider removing steering-wheel requirements for fully driverless vehicles, following its move on brake pedals. The change would support purpose-built robotaxis from companies such as Tesla, Zoox and Waymo, while conventional vehicles remain unaffected.
https://www.autonews.com/technology/mobility/an-driverless-cars-steering-wheels-0709/
EPA Wants to Relax Air Pollution Standards for Buses, Trucks
The EPA proposed easing Biden-era heavy-truck emissions compliance rules by reducing warranty requirements and delaying useful-life extensions. Industry sees cost relief, while environmental groups warn weaker enforcement could undermine stricter NOx standards.
https://www.bloomberg.com/news/articles/2026-07-09/epa-proposes-to-relax-air-pollution-standards-for-buses-trucks
Tesla’s profit per vehicle drops 40%, within Toyota’s striking range
Tesla remained the most profitable major automaker per vehicle in fiscal 2025, but profit fell 40%, narrowing the gap with Toyota. Tariffs, weaker EV demand, Chinese competition and lower carbon-credit sales pressured margins across the sector.
https://asia.nikkei.com/business/automobiles/tesla-s-profit-per-vehicle-drops-40-within-toyota-s-striking-range
Francois Roudier
July 9, 2026
Tata Group targets doubling automotive revenue to $100 billion in five years
Tata Group aims to double automotive revenue to $100 billion within five years, led by JLR, commercial vehicles, passenger vehicles and AutoComp. It targets stronger EV leadership, new products, localized batteries and major investments, while managing execution, supply-chain and cybersecurity risks.
https://auto.economictimes.indiatimes.com/news/industry/tata-group-targets-doubling-automotive-revenue-to-100-billion-in-five-years/132275411?utm_source=top_story&utm_medium=homepage
Europe’s Car Industry Faces Dramatic Crisis, VDA Says
VDA President Hildegard Müller says Europe’s auto industry faces a dramatic competitiveness crisis, requiring restructuring, job cuts and possible plant closures. She cites Chinese competition, high energy and labor costs, bureaucracy and the need to preserve jobs through realistic industrial adaptation.
https://www.bloomberg.com/news/articles/2026-07-08/europe-s-car-industry-faces-dramatic-crisis-german-lobby-says
Mitsubishi Motors to push off-road vehicles in Japan via boutique showrooms
Mitsubishi will revive the Pajero and focus on high-value off-road and electrified vehicles, supported by boutique Japanese showrooms from 2027. The strategy targets wealthier lifestyle customers and stronger domestic sales as Southeast Asian profits weaken.
https://asia.nikkei.com/business/automobiles/mitsubishi-motors-to-push-off-road-vehicles-in-japan-via-boutique-showrooms
USMCA review puts North American auto industry, investment in limbo
USMCA remains in force after missing the July 1 renewal deadline, but annual reviews create long-term uncertainty for North American automakers and suppliers. Canadian groups warn unresolved U.S. tariffs are weakening competitiveness, investment planning and integrated supply chains.
https://www.autonews.com/manufacturing/anc-usmca-annual-reviews-auto-industry-uncertainty/
Companies must address self-driving car interference with emergency vehicles, U.S. says
NHTSA warned autonomous-vehicle companies to fix repeated failures around emergency scenes, including blocking responders or misreading lights, cones, smoke and fire. The agency says safe interaction with first responders is essential before wider driverless deployment.
https://www.reuters.com/world/us/companies-must-address-self-driving-car-interference-with-emergency-vehicles-us-2026-07-08/
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