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OICA'S TOP 5 NEWS
Francois Roudier
September 10, 2026
The Italian ANFIA calls for 80% EU tariff on Chinese cars and parts
ANFIA proposes 80% tariffs on Chinese vehicles and parts above a duty-free quota equivalent to 8% of annual European registrations. It warns that Chinese competition and European restructuring threaten Italian suppliers, while questioning Chinese manufacturers’ commitment to local sourcing.
https://www.reuters.com/business/retail-consumer/italian-lobby-group-calls-80-eu-tariff-chinese-cars-parts-2026-09-09/
U.S. new-vehicle inventories fall to 2.91 million, but stocks of quick-selling hybrids grow
U.S. inventories fell to 2.91 million vehicles, representing 73 days’ supply. Hybrids remained the fastest-selling powertrain despite expanding stocks, while affordable models became scarcer. EV days’ supply fell to 72, compared with 64 for hybrids and 114 for diesel.
https://www.autonews.com/retail/an-retail-inventory-september-0909/
Spanish unions, politicians sound alarm on possible end of VW’s Seat brand
Volkswagen is reassessing Seat’s future beyond 2030, including a possible phase-out. Spanish unions and politicians fear job losses and a weaker affordable-car offering, warning that Cupra may not fully replace Seat. Announced models will proceed; no final decision has been made.
https://www.autonews.com/volkswagen/seat/ane-vw-no-growth-seat-reaction-0909/
CATL tightens supplier scrutiny in push for carbon-neutral EV batteries
CATL will require suppliers bidding for projects to disclose carbon-footprint data from 2027, potentially rewarding stronger environmental performance with preferential orders. It targets supply-chain net zero by 2035, while permitting problems in Hungary underline the regulatory challenges facing its international expansion.
https://asia.nikkei.com/business/automobiles/electric-vehicles/catl-tightens-supplier-scrutiny-in-push-for-carbon-neutral-ev-batteries
Oil shock revives interest in clean hydrogen
Air Liquide says the Iran conflict’s energy-price shock is renewing interest in clean hydrogen for energy security and decarbonization. High production costs remain a barrier, while China’s concentration of planned capacity prompts calls for faster European investment and diversified supply chains.
https://www.ft.com/content/4c61ab58-e410-4f7f-b314-83b66deb3c84?syn-25a6b1a6=1
Francois Roudier
September 9, 2026
Ford Rebuked by Trump Cabinet Member Over Chinese Auto Ties
U.S. Transportation Secretary Sean Duffy criticized Ford’s ties with CATL and Geely over Chinese influence. Ford defended its American manufacturing footprint and ownership of its Michigan battery plant, highlighting tensions between reducing reliance on China and accessing competitive EV technology.
https://www.bloomberg.com/news/articles/2026-09-08/duffy-lashes-out-at-ford-over-ties-to-chinese-auto-companies
At Renault Group, even ‘China speed’ has a limit, CEO says
Renault targets two-year development cycles using AI, digital twins and modular platforms, while derivatives such as the Dacia Spring can arrive faster. CEO François Provost insists extensive testing remains essential and launches will be delayed whenever quality is uncertain.
https://www.autonews.com/renault/ane-renault-china-speed-0708/
Volkswagen explores partnership with JSW Group in key India market
Volkswagen is exploring a partnership with JSW to expand its Indian lineup, local sourcing and manufacturing capacity. Shared platforms and joint governance could improve scale and decision-making as the group struggles with roughly 2% market share and broader competitive pressures.
https://www.reuters.com/world/india/volkswagen-india-explores-partnership-with-jsw-group-boost-localisation-2026-09-09/
China Turns Screws on Automakers to Pay Suppliers Faster
China is tightening supplier-payment rules with a 60-day ceiling, cash-payment priority and automatic acceptance of uninspected parts after three days. Twice-yearly reporting and public scorecards aim to improve compliance and protect suppliers strained by the automotive price war.
https://www.bloomberg.com/news/articles/2026-09-08/china-turns-screws-on-automakers-to-pay-suppliers-faster
How much AI can a car actually handle? Suppliers and automakers are finding out
Automakers and suppliers are adapting vehicle computers for AI while controlling costs, energy consumption and heat. Modular hardware and shared onboard-cloud processing offer flexibility, but keeping safety-critical functions isolated while delivering a seamless user experience remains challenging.
https://www.autonews.com/technology/mobility/an-ai-car-technology-0908/
Francois Roudier
September 8, 2026
UK’s Jaguar Land Rover to cut nearly 10% of workforce under turnaround plan
JLR will cut about 4,000 jobs over two years, targeting £1.7 billion in savings and a 300,000-vehicle break-even point. Despite restructuring, it plans five launches and £15–18 billion of investment in electrification, digital technology and manufacturing.
https://www.reuters.com/business/world-at-work/jaguar-land-rover-cut-4000-jobs-globally-over-next-two-years-2026-09-07/
Renault Unveils New Made-in-Europe €17,900 Dacia Spring EV
Renault will launch a redesigned €17,900 Dacia Spring built in Slovenia, qualifying for European incentives. Developed in 16 months, it offers up to 250 km range and supports Dacia’s plan for four new EVs by 2030.
https://www.bloomberg.com/news/articles/2026-09-08/renault-unveils-new-made-in-europe-17-900-dacia-spring-ev?srnd=phx-industries
Audi introduces new compact EV in bid to boost European sales
Audi unveiled the compact A2 e-tron to strengthen European sales against Chinese rivals. Built in Ingolstadt, it offers up to 646 km range and 12.8 kWh/100 km efficiency, while uncertainty remains over Neckarsulm’s long-term future.
https://www.reuters.com/business/autos-transportation/audi-introduces-new-compact-ev-bid-boost-european-sales-2026-09-07/
Japanese Carmakers Brace for Profit Hit After Yen Strengthens
A stronger yen is increasing earnings pressure on Japanese automakers, especially Toyota, whose forecast assumes 160 yen per dollar. Localized production provides some protection, but currency volatility adds to existing challenges from tariffs, energy prices and supply-chain disruption.
https://www.bloomberg.com/news/articles/2026-09-08/japanese-carmakers-brace-for-profit-hit-after-yen-strengthens
Munich cements role as Chinese carmakers’ R&D hub in Europe
Munich is becoming a major European R&D center for Chinese automakers including XPeng, Nio, Avatr and Xiaomi. Local teams adapt software and vehicles to European needs, benefiting from engineering talent and potentially increased recruitment as German automakers cut jobs.
https://asia.nikkei.com/business/automobiles/electric-vehicles/munich-cements-role-as-chinese-carmakers-r-d-hub-in-europe
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