03/13/2026: OICA’s 5 major news items summarized
‘Made in EU’ proposal poses danger to UK auto industry, SMMT boss says Reuters News – March 12, 2026, 09:43 AM EDT https://www.autonews.com/manufacturing/automakers/ane-uk-eu-content-proposals-corporate-fleets-0312/ SMMT warns proposed EU local-content rules for EVs could shut UK-built cars out of the EU corporate fleet market, threatening exports. It also urged a review of Britain’s EV mandate, arguing affordable […]
03/11/2026: OICA’s 5 major news items summarized
Volkswagen faces tough test – cash stable, profits under pressure Automobilwoche – Micha Gebhardt – March 10, 2026, 2:14 PM https://www.automobilwoche.de/autohersteller/volkswagen/amw-analyse-volkswagen-finanzzahlen-2025/ Volkswagen’s results show resilience but heavy strain: sales held near €322 billion, profit halved to €8.9 billion, and margins remain too weak for its transformation. Cash flow discipline improved, core brands progressed unevenly, and […]
03/10/2026: OICA’s 5 major news items summarized
Renault’s plan to become “the leading manufacturer in Europe” Les Echos – Lionel Steinmann – March 10, 2026, at 7:14 a.m. Renault’s “FutuREady” extends the “Renaulution” with a stronger focus on execution, 36 new models by 2030, priority on Europe, India and South America, and continued electrification. Earlier ambitions on margins, volumes and Alpine have […]
03/09/2026: OICA’s 5 major news items summarized
China, India lead car exports worth billions of dollars to the Middle East Reuters – March 6, 2026, 5:32 AM GMT+1 War-related disruption around the Strait of Hormuz threatens Asian vehicle shipments to the Middle East, a major export market. China is the most exposed, followed by India, South Korea and Japan, with Hyundai, Kia, […]
03/06/2026: OICA’s 5 major news items summarized
Ola Källenius (ACEA): “90 percent must not be hidden 100 percent.” Reference: Automobilwoche – Hans Evert – March 5, 2026, 5:37 PM Link: https://www.automobilwoche.de/autohersteller/amw-kaellenius-hat-problem-mit-automotive-package/ ACEA president Ola Källenius warns the EU’s post-2035 combustion carve-out could still mean “100%” and risk market collapse. He wants CO₂ offsets reflecting the 250m-car fleet, says small e-fuel uptake matters, […]
03/05/2026: OICA’s 5 major news items summarized
What is in the EU’s buy-European law? Reference: Reuters – Kate Abnett and Philip Blenkinsop – March 4, 2026 1:18 PM GMT+1 Link: https://www.reuters.com/sustainability/boards-policy-regulation/what-is-eus-buy-european-law-2026-03-04/ Commission draft Industrial Accelerator Act would tie public subsidies and procurement to “made in Europe” and low-carbon criteria, including EVs: EU-assembled, then 70% EU components (battery excluded). It adds reciprocity checks, […]
03/04/2026: OICA’s 5 major news items summarized
Europe’s automakers brace for disruption as Iran conflict escalates Reference: Automotive News Europe — William Boston — March 03, 2026, 09:29 AM EST Link: https://www.reuters.com/business/autos-transportation/ European carmakers report normal production but warn Iran conflict is disrupting Asia–Europe shipping lanes, forcing reroutes and higher safety stocks or premium freight. One automaker relies on 2–3 weeks’ buffers; […]
03/03/2026: OICA’s 5 major news items summarized
How the conflict with Iran could affect the auto industry Reference: Automotive News — Michael Martinez — March 02, 2026, 05:26 PM EST Link: https://www.autonews.com/manufacturing/an-iran-conflict-shipping-concerns-0302/ Strikes on Iran lifted oil prices and effectively stopped Hormuz traffic, threatening shipments of LNG and key auto inputs (aluminum, steel feedstocks, plastics). Prolonged disruption could squeeze supply chains in […]
03/02/2026: OICA’s 5 major news items summarized
Geely Extends Lead Over BYD With Biggest Sales Gap Since 2022 Bloomberg – March 2, 2026 https://www.bloomberg.com/news/articles/2026-03-02/geely-extends-lead-over-byd-with-biggest-sales-gap-since-2022?srnd=phx-industries-transportation Geely outsold BYD by 76,000 vehicles in early 2026 as China’s EV demand cooled post-subsidy. BYD shipments fell 36%, though exports rose over 50%. Extended financing may support volumes but risks squeezing margins and diverting R&D investment. Nissan […]
02/27/2026: OICA’s 5 major news items summarized
Stellantis confirms full-year 2025 loss on impact of EV missteps Automotive News – Peter Sigal – February 26, 2026 https://www.autonews.com/stellantis/ane-stellantis-results-first-half-2025-0226/ Stellantis posted a €22.3 billion net loss in 2025 amid EV-related write-downs and canceled models. CEO Antonio Filosa is scaling back electrification investments, with €6.5 billion in cash payments expected through 2026, while forecasting modest […]