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OICA'S TOP 5 NEWS
Francois Roudier
June 19, 2026
CAR MBS 2026, a key conference for the U.S. automotive industry
CAR MBS 2026 highlighted a U.S. auto industry under pressure from tariffs, weak demand, EV uncertainty and Chinese competition. Speakers stressed USMCA certainty and North American integration, arguing Detroit must regain a global perspective to stay competitive.
https://www.autoactu.com/actualites/car-mbs-2026-une-conference-centrale-pour-l-industrie-automobile-aux-etats-unis
With 1.5 million vehicles delivered, can Leapmotor redefine Chinese automakers’ global trajectory?
Leapmotor is positioning itself as a global Chinese NEV model through rapid growth and its Stellantis partnership. With 1.5 million cumulative deliveries, 40+ markets, nearly 1,000 outlets and local assembly in Europe and Asia, it is moving beyond exports.
https://autonews.gasgoo.com/articles/ev/with-15-million-vehicles-delivered-can-leapmotor-redefine-chinese-automakers-global-trajectory-2067622066793414656
China automakers leap forward in internal combustion engine tech
Chinese automakers are narrowing Japan’s hybrid-engine lead, with Chery, Geely and Changan improving thermal efficiency and plug-in hybrid performance. Efficient ICE technology remains strategic for exports, as China combines engines, electrification and smart vehicle systems.
https://asia.nikkei.com/business/automobiles/china-automakers-leap-forward-in-internal-combustion-engine-tech
Production in Europe: Dacia Announces Second Generation of the Spring
Dacia will build the second-generation Spring in Europe instead of China, while keeping its low-cost, essential EV formula. The move supports Renault’s localization strategy and reinforces Dacia’s role in affordable electric mobility.
https://www.automobilwoche.de/autohersteller/renault/dacia/amw-produktion-in-europa-dacia-kuendigt-zweite-spring-generation-an/
Sweden may oppose Tesla’s supervised self-driving tech in Europe over speeding concerns
Sweden may oppose EU-wide approval of Tesla’s Full Self-Driving system unless its speeding feature is removed. Nordic regulators warn that automated systems exceeding legal limits would undermine safety benefits and traffic-law compliance.
https://www.reuters.com/business/autos-transportation/sweden-may-oppose-teslas-supervised-self-driving-tech-europe-over-speeding-2026-06-18/
Francois Roudier
June 17, 2026
EU lawmakers approve U.S. trade deal ahead of Trump deadline
The European Parliament approved the EU-U.S. trade deal, moving it close to implementation before Trump’s July 4 deadline. The agreement caps U.S. tariffs on EU products at 15%, bringing predictability but leaving autos under pressure.
https://www.autonews.com/manufacturing/automakers/ane-eu-lawmakers-us-trade-deal-approval-0616/
Shock at BMW: Auto Maker Drastically Cuts 2026 Forecast
BMW sharply cut its 2026 outlook, lowering its automotive margin forecast to 1%–3%. China’s market deterioration, weaker ICE demand, intense competition and geopolitical pressures are weighing on earnings, creating an early challenge for incoming CEO Milan Nedeljkovic.
https://www.automobilwoche.de/autohersteller/bmw/amw-bmw-kuerzt-prognose-fuer-2026-drastisch/
Tata Motors Chairman confident of delivering industry-leading growth in FY27 despite global uncertainties
Tata Motors expects industry-leading growth in FY27, supported by new launches, multi-powertrain offerings and closer collaboration with JLR. The group aims to strengthen EV leadership, manufacturing efficiency and resilience while continuing investment in zero-emission mobility.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/tata-motors-aims-for-industry-leading-growth-by-fy27-amid-global-challenges/131773159?utm_source=top_story&utm_medium=homepage
Mood darkens among German auto suppliers as investment, hiring fall, survey shows
German auto suppliers are becoming more pessimistic, with many postponing, relocating or cancelling domestic investment. A VDA survey shows job cuts rising in Germany, while Asia, other EU countries and North America benefit from shifting industrial activity.
https://www.reuters.com/business/mood-darkens-among-german-auto-suppliers-investment-hiring-fall-survey-shows-2026-06-17/
US senators ask for review of Tesla’s ‘Full Self-Driving’ safety data
Two U.S. senators asked NHTSA to review Tesla’s Full Self-Driving safety claims after Reuters found its crash comparisons misleading. They want stronger reporting rules and access to underlying data to verify public claims about automated-driving safety.
https://www.reuters.com/legal/litigation/us-senators-ask-review-teslas-full-self-driving-safety-data-citing-reuters-2026-06-16/
Francois Roudier
June 16, 2026
Japan to consider EV battery collection mandate as waste volume grows
Japan is considering making automakers legally responsible for collecting used EV batteries as waste volumes rise sharply. The government will assess a stronger voluntary system or a mandate, while promoting battery condition checks, domestic reuse and critical-metal recycling.
https://www.reuters.com/business/autos-transportation/
Digital Infrastructure: Volkswagen Gets Its Own Cloud
Volkswagen is expanding a group-wide private cloud operated by T-Systems to strengthen data sovereignty, security and digital independence. The system will run in VW’s German data centers, improving control while preserving cooperation with international technology partners.
https://www.automobilwoche.de/autohersteller/volkswagen/amw-eigene-cloud-volkswagen-baut-private-infrastruktur/
US auto leaders make case for Canada, USMCA at CAR MBS
U.S. and Canadian auto leaders argued that Canada is essential to North American competitiveness and USMCA supply-chain integration. Speakers said the region should strengthen continental manufacturing to counter China, not weaken ties through tariffs or political disputes.
https://www.autonews.com/manufacturing/anc-canada-essential-north-american-auto-competitiveness-0615/
Tesla presented misleading ‘Full Self-Driving’ safety data to European regulators
Tesla used self-published safety data to support European approval of Full Self-Driving, but researchers say the comparisons are misleading. Dutch and Swedish regulators say they rely on independent audits, while safety groups call for verified evidence before wider approval.
https://www.reuters.com/world/tesla-presented-misleading-full-self-driving-safety-data-european-regulators-2026-06-15/
Hedge funds bet against European carmakers on Chinese competition fears
Hedge funds are increasing short positions against European automakers, seeing Chinese competition, weak demand and U.S. tariffs as structural threats. Stellantis, Volkswagen, BMW, Mercedes-Benz and Renault are under pressure as Chinese brands gain EU market share.
https://www.ft.com/content/a1a4f63d-c244-4195-9b3c-8b8954edf640?syn-25a6b1a6=1
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