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OICA'S TOP 5 NEWS
Francois Roudier
January 23, 2026
Europe’s LPG market expands despite looming 2030 phase-out
Automotive News – Nick Gibbs – January 22, 2026
Europe’s LPG vehicle sales rose nearly 10% in 2025, led overwhelmingly by Renault and Dacia, as bi-fuel cars help cut CO₂ cheaply. Favorable taxes sustain demand, but tighter EU rules from 2030 will effectively end LPG’s long-term role.
https://www.autonews.com/renault/ane-lpg-market-grows-dacia-eu-emissions-ban-0122/
Geely sets 2030 sales target of 6.5 million vehicles, eyes top five global automaker spot
Reuters – January 22, 2026
Geely targets over 6.5 million global vehicle sales by 2030, with overseas markets contributing one-third, aiming for top-five automaker status. The plan relies on new EV platforms, faster development cycles and partnerships, including with Renault, as Chinese brands expand globally.
https://www.reuters.com/business/autos-transportation/chinas-geely-targets-global-sales-over-65-million-vehicles-by-2030-2026-01-22/
Stellantis CEO Filosa has tough brand decisions ahead
Automotive News Europe – Vince Bond Jr. – January 22, 2026
CEO Antonio Filosa faces hard choices over Stellantis’ 14 brands, especially in the U.S., where Fiat and Alfa Romeo struggle. He has avoided commitments, signaling upcoming Capital Markets Day guidance will clarify each brand’s geographic and strategic role.
https://www.autonews.com/stellantis/an-stellantis-filosa-decisions-0122/
Ford and GM get US permission to set up banking units
Financial Times – January 22, 2026
U.S. regulators approved Ford and GM to establish insured banks, enabling cheaper funding for auto loans. The move supports affordability but raises concerns over looser credit standards as delinquencies rise, reflecting a more permissive regulatory climate under Trump.
https://www.ft.com/content/a2a6bbf6-f841-466f-b8f5-c190bd9ed923
Tesla finally launches robotaxi rides without safety monitors, years after CEO Elon Musk’s 2020 target
Automotive News – Laurence Iliff – January 22, 2026
Tesla launched limited robotaxi rides without safety monitors in Austin, marking a symbolic autonomy milestone years behind initial promises. Only a few vehicles are involved, far fewer than rivals like Waymo, but investors welcomed the long-awaited step.
https://www.autonews.com/tesla/an-tesla-launches-first-robotaxi-rides-without-monitor-0122/
Francois Roudier
January 22, 2026
Toyota, other Japan automakers to share chip data as supply risks grow
Nikkei – January 22, 2026
Japanese automakers and chip suppliers will share detailed semiconductor data via a secure, blockchain-based system to boost supply-chain resilience after shortages and geopolitics. Led by JAMA, it will cover most chips used by Toyota and peers.
https://asia.nikkei.com/spotlight/supply-chain/toyota-other-japan-automakers-to-share-chip-data-as-supply-risks-grow
VW’s Core brand group undergoes radical restructuring
Automobilwoche – Burkhard Riering – January 21, 2026
Volkswagen is centralizing production, procurement and development across its Core brands, cutting management layers and board roles to speed decisions and save billions. A new executive board takes control, with full restructuring due by July.
https://www.automobilwoche.de/autohersteller/amw-vw-umbau-vorstand-markengruppe-core/
Carmakers spurn Brussels’ ‘made in Europe’ bid
Financial Times – January 22, 2026
European carmakers are resisting EU plans to tie subsidies to high local content, warning rigid “made in Europe” rules could hurt competitiveness. While suppliers back the push, automakers seek flexibility amid globalized production and high European costs.
https://www.ft.com/content/2c7addc6-4d07-4480-b552-3ff3429fbe4c
Ontario’s Premier Rallies Auto Sector to Reject Carney’s China EV Deal
Bloomberg – Melissa Shin – January 21, 2026
Ontario’s Doug Ford and automakers oppose Canada’s truce allowing limited Chinese EV imports, warning it threatens domestic jobs and North American integration. Critics fear local assembly would add little value and strain relations with the U.S.
https://www.bloomberg.com/news/articles/2026-01-21/ontario-s-ford-rallies-auto-sector-to-reject-carney-s-china-ev-deal?srnd=phx-industries-transportation
Surging Sales but Still Losing Money: Is BAIC BluePark’s Path to Profitability Just a Matter of Scale?
Gasgoo – Yara – January 21, 2026
BAIC BluePark cut losses sharply as sales jumped 84%, betting scale, brand expansion and Huawei-backed tech will deliver profits. Heavy R&D, high fixed costs and brutal NEV price wars leave timing critical as consolidation accelerates.
https://autonews.gasgoo.com/articles/news/surging-sales-but-still-losing-money-is-baic-blueparks-path-to-profitability-just-a-matter-of-scale-2013869436845273089
Francois Roudier
January 20, 2026
The stakes in the latest automotive industry negotiations on products made in Europe
Les Echos – Yann Duvert – January 19, 2026
Brussels weighs minimum EU content rules to counter Chinese imports. France and suppliers push for up to 75% local content, while premium German brands warn of rigidity. Disputes persist over calculation methods and the need for matching industrial incentives.
https://www.lesechos.fr/industrie-services/automobile/mode-de-calcul-niveau-minimum-composants-critiques-les-enjeux-des-dernieres-negociations-de-lindustrie-automobile-sur-le-made-in-europe-2210416
New subsidy for electric cars in Germany: What you need to know
Automobilwoche – Christoph Baeuchle – January 19, 2026
Germany launches a new, income-based subsidy up to €6,000 per car, covering BEVs, plug-in hybrids and range extenders. €3bn is earmarked for private buyers only, with no local-content rules and a 36-month holding requirement.
https://www.automobilwoche.de/autohandel/amw-neue-forderung-fur-elektrifizierte-autos-aufgelegt/
Mercedes Starts SUV Production in Hungary
Bloomberg – William Wilkes – January 19, 2026
Mercedes begins building the electric GLB in Hungary, shifting production from Germany and Mexico to cut costs. With margins under pressure and China competition rising, the move signals a broader relocation of mid-range models outside Germany.
https://www.bloomberg.com/news/articles/2026-01-19/mercedes-starts-suv-production-in-hungary
Huawei aims to have driver assistance system in over 80 models this year
Nikkei – Itsuro Fujino – January 20, 2026
Huawei plans to deploy its Qiankun ADAS in over 80 vehicle models in 2026, targeting 3 million cumulative sales. Adoption is spreading across Chinese automakers, including state groups, with a lower-cost version aimed at mass-market cars.
https://asia.nikkei.com/business/china-tech/huawei-aims-to-have-driver-assistance-system-in-over-80-models-this-year
Mazda reportedly delays EV plans by 2 years to 2029 as market softens
Automotive News – Hans Greimel – January 19, 2026
Mazda is said to delay its first in-house EV to 2029, pivoting toward hybrids amid weak EV demand, policy uncertainty and lost U.S. incentives. The move mirrors broader industry pullbacks as automakers reassess electrification timelines.
https://www.autonews.com/mazda/an-mazda-delays-ev-launch-2-years-to-2029-focus-on-hybrids-0119/
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