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OICA'S TOP 5 NEWS
Francois Roudier
January 26, 2026
Renewal of CCFA leadership: Jean-André Barbosa takes over as president
Autoactu.com – Florence Lagarde – January 26, 2026
Jean-André Barbosa, Renault Group’s VP of Public Affairs, was appointed CCFA chairman for two years from January 20, 2026, succeeding Stellantis’ Jean-Luc Brossard. The rotation reflects balanced governance, as CCFA now focuses on coordination and strategy alongside the PFA.
https://www.autoactu.com/actualites/renouvellement-des-instances-du-ccfa-jean-andre-barbosa-prend-la-presidence
GM production move from China to U.S. eases Buick’s tariff problem
Automotive News – Lindsay VanHulle – January 23, 2026
GM will build Buick’s next compact crossover in Kansas from 2028, ending reliance on China-built Envision imports hit by tariffs. The move strengthens U.S. manufacturing, stabilizes Buick’s lineup and reflects a broader industry shift toward localizing production amid trade uncertainty.
https://www.autonews.com/manufacturing/an-automakers-weigh-us-investment-tariffs-0123/
Chery to Buy Nissan South Africa Plant, Marking Rapid Climb
Bloomberg – January 23, 2026
Chery agreed to acquire Nissan’s Rosslyn plant in South Africa, its largest African move yet, as Nissan restructures. The deal supports Chery’s fast regional growth and export ambitions under AfCFTA, highlighting Chinese brands’ rapid rise across African automotive markets.
https://www.bloomberg.com/news/articles/2026-01-23/chery-to-buy-nissan-s-south-africa-car-plant-as-local-sales-soar?srnd=phx-industries-transportation
Renault’s India comeback relies on new strategy, old nameplate
Reuters – January 23, 2026
Renault is relaunching the Duster SUV to revive its India business, shifting upmarket under CEO François Provost. With new SUVs and an EV planned, India is central to Renault’s growth strategy as it diversifies away from Europe and targets higher volumes.
https://www.reuters.com/world/india/renaults-india-comeback-relies-new-strategy-old-nameplate-2026-01-23/
Suzuki unloads Thai plant to Ford as sales suffer against Chinese rivals
Nikkei – January 24, 2026
Suzuki will sell its Rayong, Thailand plant to Ford, exiting local car production as Chinese brands erode Japanese dominance. Ford gains capacity for regional expansion, while the deal underscores Thailand’s shifting auto landscape amid intensifying Chinese competition.
https://asia.nikkei.com/business/automobiles/suzuki-unloads-thai-plant-to-ford-as-sales-suffer-against-chinese-rivals
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
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