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OICA'S TOP 5 NEWS

Francois Roudier
September 29, 2026
Volkswagen: New Battery Deal with Chinese Partners — to Become More Independent
Volkswagen is expanding its Gotion partnership through battery and materials joint ventures in Spain, Slovakia and Morocco. The strategy strengthens European LFP production and lowers investment needs, while supporting affordable EVs and future sodium-ion and solid-state technologies.
https://www.automobilwoche.de/technologie/batterie/amw-batterie-deal-mit-chinesen-warum-volkswagen-das-buendnis-mit-gotion-vertieft/
US says GM tech costs to drop by $20 billion through 2031 due to new emissions rules
New U.S. fuel-economy rules could cut GM’s technology costs by $20.4 billion through 2031 and save the industry $60.6 billion overall. The weaker standards reduce pressure to add costly efficiency technologies or accelerate EV sales.
https://www.reuters.com/business/autos-transportation/us-says-gm-tech-costs-will-decline-by-204-billion-through-2031-because-lower-2026-09-28/
Looming ‘Made in EU’ bill threatens Toyota and other Japanese EV makers
The EU’s proposed Industrial Accelerator Act could disadvantage Japanese automakers whose EVs are mostly imported. Vehicles assembled outside the bloc could lose subsidies and tax advantages unless they meet 70% EU-content requirements, increasing pressure to localize production.
https://asia.nikkei.com/business/automobiles/electric-vehicles/looming-made-in-eu-bill-threatens-toyota-and-other-japanese-ev-makers
Reports indicate that Xpeng has earned more than 1 billion yuan in cumulative revenue from carbon credit trading
Xpeng has reportedly earned over 1 billion yuan from carbon-credit agreements with Porsche and other international automakers. Growing overseas EV sales generate credits that can be sold to higher-emitting manufacturers, adding a new revenue stream alongside vehicles and technical services.
https://www.ithome.com/1/008/234.htm
2026 Paris show: Which brands and models will make a splash?
The Paris auto show will feature around 30 automakers, with strong European participation and an expanding Chinese presence. Affordable EVs will dominate launches, while BYD, Chery, Changan, Xpeng and Geely brands highlight China’s growing influence in Europe.
https://www.autonews.com/events/paris-auto-show/ane-2026-paris-auto-show-preview-0925/

Francois Roudier
September 28, 2026
Europe’s Chinese car challenge is bigger than policymakers realize, UBS says
UBS says Chinese vehicle exports to Europe are running nearly twice as fast as registrations, implying significant inventory still in the pipeline. Current shipments could equate to roughly 20% market share, increasing pressure on European automakers and policymakers.
https://www.autonews.com/retail/ane-china-exports-europe-outpace-official-data-0927/
EU urges Britain to increase tariffs on Chinese cars to avoid ‘Made in Europe’ exclusion, report says
The EU is pressing Britain to align more closely with its China trade policy if the UK wants favorable “Made in Europe” treatment. Higher Chinese-car tariffs or customs-union alignment could help protect UK access to European industrial support.
https://www.autonews.com/regulation-safety/ane-uk-eu-chinese-tariffs-0925/
Trump Set to Roll Back Biden-Era Auto Fuel Economy Standards
The Trump administration plans weaker U.S. fuel-economy rules, potentially reducing the 2031 light-vehicle target from about 50 mpg to 34.5 mpg. Automakers welcome lower compliance costs, while critics warn motorists could face higher fuel spending.
https://www.bloomberg.com/news/articles/2026-09-26/trump-set-to-roll-back-biden-era-auto-fuel-economy-standards
Geely to acquire 30% of competitor Nio’s battery swapping unit
Geely will acquire 30% of Nio Power and integrate battery-swapping and charging networks with Nio. The partnership combines infrastructure, technology and compatible vehicle development, reflecting deeper consolidation in China’s highly competitive EV market.
https://asia.nikkei.com/business/automobiles/electric-vehicles/geely-to-acquire-30-of-competitor-nio-s-battery-swapping-unit
While Struggling in Brazil, Fiat Titano’s Sister Model Sees 222% Growth in Mexico
Mexico’s vehicle market grew 2.3% in August, with Geely more than doubling sales and the Ram 1200 pickup surging 222%. Nissan remained market leader, while pickups gained prominence and several established Nissan models weakened sharply.
https://motor1.uol.com.br/news/809611/vendas-mexico-agosto-carros-2026/
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François ROUDIER Secretary General Office +33 1 43 59 00 13 Mobile +33 6 8285 9858 / WhatsApp Website https://oica.net |

Francois Roudier
September 28, 2026
Europe’s Chinese car challenge is bigger than policymakers realize, UBS says
UBS says Chinese vehicle exports to Europe are running nearly twice as fast as registrations, implying significant inventory still in the pipeline. Current shipments could equate to roughly 20% market share, increasing pressure on European automakers and policymakers.
https://www.autonews.com/retail/ane-china-exports-europe-outpace-official-data-0927/
EU urges Britain to increase tariffs on Chinese cars to avoid ‘Made in Europe’ exclusion, report says
The EU is pressing Britain to align more closely with its China trade policy if the UK wants favorable “Made in Europe” treatment. Higher Chinese-car tariffs or customs-union alignment could help protect UK access to European industrial support.
https://www.autonews.com/regulation-safety/ane-uk-eu-chinese-tariffs-0925/
Trump Set to Roll Back Biden-Era Auto Fuel Economy Standards
The Trump administration plans weaker U.S. fuel-economy rules, potentially reducing the 2031 light-vehicle target from about 50 mpg to 34.5 mpg. Automakers welcome lower compliance costs, while critics warn motorists could face higher fuel spending.
https://www.bloomberg.com/news/articles/2026-09-26/trump-set-to-roll-back-biden-era-auto-fuel-economy-standards
Geely to acquire 30% of competitor Nio’s battery swapping unit
Geely will acquire 30% of Nio Power and integrate battery-swapping and charging networks with Nio. The partnership combines infrastructure, technology and compatible vehicle development, reflecting deeper consolidation in China’s highly competitive EV market.
https://asia.nikkei.com/business/automobiles/electric-vehicles/geely-to-acquire-30-of-competitor-nio-s-battery-swapping-unit
While Struggling in Brazil, Fiat Titano’s Sister Model Sees 222% Growth in Mexico
Mexico’s vehicle market grew 2.3% in August, with Geely more than doubling sales and the Ram 1200 pickup surging 222%. Nissan remained market leader, while pickups gained prominence and several established Nissan models weakened sharply.
https://motor1.uol.com.br/news/809611/vendas-mexico-agosto-carros-2026/
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François Roudier & Jan Bakker at IAA Transportation 2026
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