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OICA'S TOP 5 NEWS
Francois Roudier
January 19, 2026
German auto lobby warns Trump’s Greenland tariffs would have ‘enormous’ cost
Automotive News Europe – ANE Staff – January 18, 2026
Germany’s auto lobby warns proposed U.S. tariffs linked to Greenland would sharply raise costs for European carmakers, worsen existing tariff damage and jeopardize EU-U.S. trade talks, as Berlin urges a coordinated Brussels response.
https://www.autonews.com/manufacturing/automakers/ane-trump-greenland-tariff-car-industry-cost-0118/
Small cars in India could benefit from global CAFE standards, since automakers differ
Economic Times – Sharmistha Mukherjee & Twesh Mishra – January 19, 2026
India is reviewing global CAFE practices to shape CAFE 3 rules, weighing concessions for small cars. China, EU, Japan and the U.S. offer relief, but Indian automakers remain split over efficiency, safety and affordability.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/as-automakers-differ-global-cafe-sops-could-benefit-small-cars-in-india/126666121
Carney Drafts New Auto Plan to Favor Firms With Canadian Plants
Bloomberg – Brian Platt – January 17, 2026
Canada plans an auto strategy favoring domestic production, opening the door to Chinese assembly under conditions. The move responds to U.S. tariffs, plant closures and aims to reposition Canada as a competitive EV manufacturing hub.
https://www.bloomberg.com/news/articles/2026-01-17/carney-drafts-new-auto-plan-to-favor-firms-with-canadian-plants?srnd=phx-industries-transportation
Trump administration touts push to lower car prices, de-emphasize EVs
Reuters – David Shepardson – January 17, 2026
The Trump administration says rolling back EV and emissions rules will cut car prices, scrapping credits and easing standards. Critics warn tariffs and higher fuel use will offset savings, despite strong 2025 U.S. vehicle sales.
https://www.reuters.com/business/autos-transportation/trump-administration-touts-push-lower-car-prices-de-emphasize-evs-2026-01-17/
Chinese EVs spot on-ramp to US market with affordability
Nikkei – Azusa Kawakami – January 18, 2026
Despite tariffs, Chinese automakers see a path into the U.S. via local manufacturing and low-cost models. Analysts say affordability will drive entry, with decisions possible within 24–36 months as global expansion accelerates.
https://asia.nikkei.com/business/automobiles/chinese-evs-spot-on-ramp-to-us-market-with-affordability
Francois Roudier
January 16, 2026
US automakers seek policy, regulatory certainty as global competition heats up
Automotive News – Lindsay VanHulle – January 15, 2026
U.S. automakers with John Bozzella, Alliance for Automotive Innovation, warn that shifting regulations and tariffs undermine long-term investment. Industry leaders urge stable policy as EV demand cools, billions are written off, and competition intensifies, especially from China.
https://www.autonews.com/events/detroit-auto-show/an-detroit-auto-show-government-policy-0115/
“There is no natural demand for electric vehicles”: Stellantis sounds the alarm for the European automotive industry
Les Echos – Yann Duvert – January 15, 2026
Stellantis’ Europe chief warns EV demand is subsidy-driven, margins are collapsing and costs trail China by 30%. Without rapid EU regulatory change, Europe risks long-term erosion of plants, suppliers and skills.
https://www.lesechos.fr/industrie-services/automobile/il-ny-a-pas-de-demande-naturelle-pour-les-vehicules-electriques-stellantis-tire-la-sonnette-dalarme-pour-lautomobile-europeenne-2209926
China Warns of ‘Penalties’ Against Carmakers for Price War
Bloomberg – Linda Lew – January 16, 2026
China is threatening severe penalties as automakers defy warnings and keep cutting prices. Weak demand, subsidy rollbacks and overcapacity persist, with analysts saying consolidation—not regulation—will ultimately end the price war.
https://www.bloomberg.com/news/articles/2026-01-16/china-warns-of-penalties-against-carmakers-for-price-war?srnd=phx-industries-transportation
Ford in Talks to Use BYD Batteries Abroad, Triggering Backlash
Bloomberg – Keith Naughton – January 16, 2026
Ford is exploring BYD batteries for hybrids built outside the U.S., drawing political criticism. The talks highlight Ford’s pivot toward hybrids as EV demand cools and Chinese battery scale outpaces Western suppliers.
https://www.bloomberg.com/news/articles/2026-01-16/ford-in-talks-to-use-byd-batteries-for-overseas-factories?srnd=phx-industries-transportation
First ‘dark factory’ where robots build the entire car tipped to open in China or U.S. by 2030
Automotive News Europe – Lois Jones – January 15, 2026
Analysts say fully automated “dark factories” could emerge by 2030, led by China or the U.S., as AI and humanoid robots reshape carmaking. Human roles will shift toward engineering, maintenance and AI oversight.
https://www.autonews.com/technology/ane-fully-automated-car-plant-china-us-0115/
Francois Roudier
January 15, 2026
China CAAM new-car sales data shows competition stiffening at the top
Nikkei – Shizuka Tanabe & Tomoko Wakasugi – January 15, 2026
China’s auto sales rose 9.4% to 34.4m in 2025, driven by NEVs and exports, but BYD slowed as Leapmotor and Xiaomi surged. CAAM expects just 1% growth in 2026 amid subsidy cuts and price wars.
https://asia.nikkei.com/business/automobiles/china-new-car-sales-data-shows-competition-stiffening-at-the-top
Dongfeng’s 350Wh/kg Solid-State Battery Prototype Commences Extreme Cold-Weather Testing
IT Home – Qingyuan – January 15, 2026
Dongfeng began winter testing of a 350Wh/kg solid-state battery promising 1,000 km range and strong cold performance, targeting pilot production by 2027 and vehicle use as early as 2026.
https://www.ithome.com/0/913/364.htm
TÜV Rheinland: “We support Chinese manufacturers on their way into other markets”
Automobilwoche – Armin Wutzer – January 15, 2026
TÜV Rheinland posted record mobility revenue of about €870m in 2025, driven by Chinese automakers expanding abroad and demand for global homologation, while warning tougher China markets and calling for standardized ADAS and AV testing.
https://www.automobilwoche.de/autohandel/dienstleister/amw-tuv-rheinland-rekordjahr-2025-matthias-schubert/
Why BMW is using AI to navigate supply chain risk
Automotive News Europe – Frank Volk – January 13, 2026
BMW uses AI “agents” to manage its €90bn purchasing network, optimizing flexibility, cost and supplier risk in real time, potentially saving billions as geopolitics and rapid EV cycles make traditional planning obsolete.
https://www.autonews.com/bmw/ane-bmw-ai-supply-chain-risks-0113/
Why India’s ADAS journey must be engineered differently
ET Auto – Parthiv Shah – January 14, 2026
India must tailor ADAS to chaotic local traffic using local data, BharatNCAP ratings and real-world testing, enabling safer rollout of Level 1–3 autonomy on roads shared with two-wheelers, animals and mixed infrastructure.
https://auto.economictimes.indiatimes.com/news/auto-technology/transforming-indias-roads-the-future-of-advanced-driver-assistance-systems/126522805?utm_source=top_story&utm_medium=homepage
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