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OICA'S TOP 5 NEWS
Francois Roudier
April 8, 2026
Oil Plunges, Stocks Jump on US-Iran Ceasefire Plan: Markets Wrap
Bloomberg – Anand Krishnamoorthy – April 8, 2026, at 6:51 AM GMT+2
Oil recorded its sharpest fall in nearly six years and equities surged after a US-Iran two-week ceasefire eased fears over Hormuz and inflation. Markets welcomed lower energy prices and possible Fed cuts, though investors warned the relief rally could fade if the truce fails.
https://www.bloomberg.com/news/articles/2026-04-07/stock-market-today-dow-s-p-live-updates?srnd=homepage-europe
Germany’s new registrations in March: Electric cars outpace gasoline-powered cars
Automobilwoche – Stefan Wimmelbücker – Ulrich Winzen, April 7, 2026, 5:10 p.m. CEST
Germany’s March registrations rose 16 percent, with battery-electric cars jumping 66 percent and overtaking gasoline models for second place behind hybrids. Yet first-quarter volumes stayed well below 2019, underlining a fragile recovery despite stronger Tesla sales and modest gains in production and exports.
https://www.automobilwoche.de/automarktdaten/amw-automarkt-deutschland-marz-2026/
US carmakers accuse EU of blocking supersized pick-up trucks from roads
Financial Times – Christian Davies and Kana Inagaki, Andy Bounds and Aime Williams – April 8, 2026, 6:00 a.m. CEST
US automakers say tighter EU Individual Vehicle Approval rules would effectively keep large American pick-ups off European roads, creating a non-tariff barrier despite a wider tariff deal. Brussels says reforms aim to close safety loopholes, while critics warn oversized trucks endanger pedestrians and cyclists.
https://www.ft.com/content/3eb796fd-bcdb-4a9f-89b7-f7d5e692a3cd?syn-25a6b1a6=1
US rejects aluminum tariff relief request from Ford
Reuters – April 8, 2026, 4:15 AM GMT+2
The Trump administration has not granted Ford or other automakers temporary relief from aluminum tariffs despite supply disruptions at Novelis’ Oswego plant. Ford is especially exposed through the F-150, while imported replacement aluminum from Europe and South Korea now faces a 50 percent duty.
https://www.reuters.com/business/autos-transportation/us-rebuffs-aluminum-tariff-relief-request-ford-wsj-reports-2026-04-08/
How automakers determine when to use lithium iron phosphate vs. nickel-based batteries
Automotive News Europe – Lois Jones – April 07, 2026, 05:18 AM EDT
Automakers increasingly choose between nickel-based batteries for range and performance, and cheaper LFP chemistries for mass-market EVs as cost pressures intensify. IDTechEx sees rapid materials-market growth through 2036, but supply risks for lithium, nickel and cobalt remain a major constraint.
https://www.autonews.com/ev/batteries/ane-ev-battery-chemistry-race-nickel-lithium-0407/
Francois Roudier
April 7, 2026
“An impossible timeline”: Brussels accused of being unrealistic about local content requirements for electric car batteries
Les Echos – Paris, Lionel Steinmann – April 7, 2026, at 6:45 a.m.
Brussels’ battery local-content plan aims to cut Chinese dependence and boost European production, but automakers warn the timetable is unrealistic, costs could rise, and Chinese suppliers may benefit most because Europe’s battery capacity cannot expand fast enough.
https://www.lesechos.fr/industrie-services/automobile/un-calendrier-impossible-a-tenir-bruxelles-accuse-detre-irrealiste-sur-le-contenu-local-pour-les-batteries-des-voitures-electriques-2224941
Maersk logistics: “We will almost certainly see further disruptions to global supply chains”
Automobilwoche – Hans Evert – April 7, 2026, 4:46 a.m. CEST
Maersk says crises such as the Iran war are making disruption the new normal, forcing rerouting, repricing and greater resilience. With Gulf ports and airspace constrained, logistics groups are reshaping transport networks as automakers shift from cost-efficient to more flexible supply chains.
https://www.automobilwoche.de/krise/amw-dhl-maersk-werden-weitere-stoerungen-der-lieferkette-sehen/
Hyundai’s body-on-frame truck gambit marks new frontier for surging Korean brand in the USA
Automotive News – Lindsay VanHulle – Richard Truett – April 06, 2026, 07:00 AM EDT
Hyundai plans a U.S.-built body-on-frame midsize pickup by 2029 to enter America’s profitable truck and off-road market. The move targets a major lineup gap, but Hyundai faces entrenched competition, strong buyer loyalty, and mixed precedent from other Asian brands.
https://www.autonews.com/hyundai/an-hyundai-body-on-frame-trucks-bold-plans-0406/
US ends probe into Tesla remote driving feature after software updates
Reuters – David Shepardson and Akash Sriram – April 6, 2026, 11:30 AM GMT+2
NHTSA closed its probe into Tesla’s Actually Smart Summon after finding about 100 low-speed crashes without injuries or fatalities. Software updates addressed obstacle detection and visibility issues, though broader U.S. scrutiny of Tesla’s Full Self-Driving system continues.
https://www.reuters.com/business/autos-transportation/us-auto-safety-regulator-closes-probe-into-teslas-driver-assistance-feature-2026-04-06/
BYD added to Brazil’s labor ‘dirty list’ after construction site scandal
Nikkei – JAMES HAND-CUKIERMAN – April 7, 2026, 13:45 JST
Brazil added BYD Auto do Brasil to its labor “dirty list” over alleged slavery-like conditions at a Bahia factory site. The decision may hurt financing access and reputation in a key growth market, despite BYD’s cooperation and contractor dismissal.
https://asia.nikkei.com/business/automobiles/electric-vehicles/byd-added-to-brazil-s-labor-dirty-list-after-construction-site-scandal
Francois Roudier
March 30, 2026
BYD profits battered by China’s brutal EV price war
Financial Times — Edward White in Shanghai, Tina Hu in Beijing and Kana Inagaki in London — March 27, 2026, 16:21
BYD’s profit fell for the first time in four years as China’s EV price war intensified. Revenue growth missed forecasts, cash flow weakened, debt rose, and market share dropped sharply. Exports helped, but investors now question whether overseas expansion can restore sustainable profitability.
https://www.ft.com/content/f251bd25-ef1d-41b8-8e4a-a8a0a742750c?syn-25a6b1a6=1
Toyota Sales Dip, While Japan’s Automakers Brace for Iran Impact
Bloomberg — Nicholas Takahashi — March 30, 2026, at 6:30 AM GMT+2
Toyota’s February global sales fell 2.3%, with China weakened by EV competition and Japan by soft demand. The bigger risk is Iran-related supply disruption: Japanese automakers rely heavily on Middle East aluminum, while shipping rerouting and recalls add further pressure.
https://www.bloomberg.com/news/articles/2026-03-30/toyota-sales-dip-while-japan-s-automakers-brace-for-iran-impact?srnd=phx-industries-transportation
Geely combines European engineering operations to speed global vehicle launches
Automotive News Europe — Frank Volk — March 29, 2026, 05:23 PM EDT
Geely merged its European engineering hubs into Geely Technology Europe to speed global launches and strengthen Europe’s role in software-defined vehicles and EV platforms. The group wants China-to-overseas launch delays below six months and plans to double Europe-led vehicle projects by 2027.
https://www.autonews.com/geely/ane-geely-combined-engineering-hubs-germany-sweden-0329/
Indian Government eyes flexible-fuel vehicles’ faster rollout
TIMESOFINDIA.COM — Dipak K Dash — March 30, 2026, at 08:24 AM IST
India is pushing faster rollout of flexible-fuel vehicles as energy-security concerns rise. Automakers have prototypes ready, but want cheaper ethanol fuel, compensation for lower mileage, more ethanol stations, and tax treatment closer to EVs before large-scale adoption can succeed.
https://auto.economictimes.indiatimes.com/news/industry/govt-accelerates-rollout-of-flexible-fuel-vehicles-amid-energy-supply-concerns/129890315
Top China EV academician: solid-state batteries may need 5–10 years to reach 1% market share
CarNewsChina.com — Adrian Leung — March 30, 2026, 4:22 AM CEST
Ouyang Minggao said solid-state batteries may take five to ten years to reach even 1% market share. Vehicle installations could begin around 2027, but commercialization remains limited by technical hurdles, safety concerns, cost, and the challenge of scaling industrial production.
https://carnewschina.com/2026/03/30/top-china-ev-academician-solid-state-batteries-may-need-5-10-years-to-reach-1-market-share/
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