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OICA'S TOP 5 NEWS

Francois Roudier
October 27, 2026
2026 WICV: Intelligent Connected Vehicles Enter the “Era of Regulations”
China is accelerating ICV standards across vehicles, communications and infrastructure. With Level 2 systems in 70% of new cars, it targets 140 standards by 2030 and 200 by 2035, strengthening lifecycle governance and influence over global automated-driving
rules.
https://auto.gasgoo.com/news/202610/27I70475985C601.shtml?utm_source=chatgpt.com
US, Canada working on deal to ease steel, auto tariffs
The U.S. and Canada are discussing limited relief from Section 232 tariffs on steel and autos, potentially before November 3. A deal could lower cross-border costs for integrated supply chains, though early measures may cover only selected tariffs.
https://www.reuters.com/world/us-canada-working-deal-ease-steel-auto-tariffs-sources-say-2026-10-26/
Volkswagen considers using Chinese software for Europe
Volkswagen may use its Xpeng-developed China Electronic Architecture in future European mass-market models, potentially reducing Rivian’s role. The proposal reflects Cariad’s difficulties and Volkswagen’s search for faster, scalable software across Volkswagen,
Škoda and Cupra.
https://www.reuters.com/business/autos-transportation/volkswagen-considers-using-chinese-software-europe-report-says-2026-10-26/
Japan’s Subaru to go EV-only in Europe by 2028
Subaru plans to become EV-only in Europe by 2028, ending gasoline sales as Euro 7 and tighter CO₂ rules raise compliance costs. Europe represents under 3% of Subaru’s volume, making continued investment in low-volume combustion models difficult.
https://asia.nikkei.com/business/automobiles/japan-s-subaru-to-go-ev-only-in-europe-by-2028
How Rimac beat Chinese, bigger suppliers to become BMW battery partner
Rimac secured BMW battery business by committing early to dedicated production capacity. It now builds 48,000 systems annually for the i7 and is developing two more BMW programs, demonstrating a young European supplier can compete with larger Chinese rivals.
https://www.autonews.com/manufacturing/automakers/ane-rimac-bmw-battery-win-tops-chinese-1026/

Francois Roudier
October 26, 2026
Audi defends decision to stand by Trump on $4 billion US factory in Georgia
Audi defended its planned $4 billion Georgia plant, which could produce 200,000 SUVs and create 4,500 jobs while reducing tariff exposure. German labor representatives support U.S. expansion but demand safeguards for domestic employment and value creation.
https://www.reuters.com/business/autos-transportation/trump-set-announce-plan-by-audi-build-us-factory-georgia-source-says-2026-10-24/
Chinese Carmakers Overtake Japan in Europe for First Time
Chinese brands reached 12.7% of Europe’s market in September, surpassing Japanese manufacturers at 11.9%. Electrified vehicles, UK growth and weaker Chinese domestic demand are driving expansion, while local European production could reduce tariff exposure.
https://www.bloomberg.com/news/articles/2026-10-26/chinese-carmakers-overtake-japan-europe-byd-chery-toyota-nissan
Policy U-turn could stall Britain’s take-up of electric vehicles
The UK is considering weakening its 2030 EV mandate despite rising sales, high owner satisfaction and lower running costs. Critics warn a reduced target would increase emissions, fuel expenses and policy uncertainty while benefiting manufacturers slow to electrify.
https://www.theguardian.com/environment/2026/oct/25/policy-u-turn-uk-electric-vehicles
EU weighs mirroring Donald Trump in securing critical minerals
EU lawmakers propose a Critical Raw Materials Centre able to invest in mining, processing and recycling, build stockpiles and monitor supplies. The €2 billion initiative aims to reduce dependence on China but requires additional financing and member-state approval.
https://www.ft.com/content/cfb2e934-0000-42e6-93a4-4dffa56f11a8?syn-25a6b1a6=1
Pressed by Chinese EVs in Southeast Asia, Mitsubishi Motors makes risky pivot
Mitsubishi is shifting attention from Southeast Asia toward Japan, the U.S. and Oceania as Chinese competition grows. Its strategy relies on partner-built vehicles, but limited market share, smaller dealer networks and shareholder uncertainty make the transition
risky.
https://asia.nikkei.com/business/automobiles/pressed-by-chinese-evs-in-southeast-asia-mitsubishi-motors-makes-risky-pivot

Francois Roudier
October 2, 2026
(With the upcoming OICA General Assembly and Paris Motor Show, the next “5 News” will take a two-week hiatus)
US auto sales September: hybrids, light trucks propel Toyota, Honda, Hyundai, Kia to September sales gains; GM slips in Q3; Stellantis flat
U.S. light-vehicle sales rose only 1.1% in Q3, with hybrids, affordable cars and crossovers driving gains for Toyota, Honda, Hyundai and Kia. GM declined, Jeep weakened, and high prices pushed retail demand toward smaller, efficient vehicles while fleets supported
volume.
https://www.autonews.com/retail/sales/an-sept-q3-2026-us-sales-1001/
India PV wholesales in September surged 21% to 460,000 units. Maruti, Tata Motors, and M&M posted double-digit growth.
India’s passenger-vehicle wholesales rose 21% in September to about 460,000 units, led by double-digit growth at Maruti, Tata and Mahindra. Tax changes, new models and festive demand supported sales, though inflation, higher fuel prices and financing costs
threaten affordability.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/pv-wholesales-surge-21-to-4-6-lakh-units-in-september-maruti-tata-motors-mm-post-double-digit-growth/134619524
China ends tax break on lithium-ion EV batteries after 11 years
China is phasing out tax support for lithium-ion EV batteries, adding a 2% consumption tax and removing export rebates. Purchase-tax benefits for NEVs are also shrinking, increasing cost pressure and favoring stronger manufacturers as weak demand accelerates
industry consolidation.
https://asia.nikkei.com/spotlight/electric-cars-in-china/china-ends-tax-break-on-lithium-ion-ev-batteries-after-11-years
“Hub for E-Mobility”: BMW Begins Battery Production in Irlbach-Straßkirchen
BMW has begun mass-producing Gen6 batteries at Irlbach-Straßkirchen, supporting Neue Klasse EVs with higher energy density, longer range and faster charging. The highly automated plant will employ up to 1,600 people and become a central supplier to BMW’s German
factories.
https://www.automobilwoche.de/autohersteller/bmw/amw-drehscheibe-fuer-e-mobilitaet-bmw-startet-batterieproduktion/
Tesla EV Deliveries Set to Drop on Weak US Demand, Aging Lineup
Analysts expect Tesla’s third-quarter deliveries to fall about 7% to roughly 464,000 vehicles, reflecting weak U.S. demand, tougher Chinese competition and an aging lineup. Europe remains stronger, while investors increasingly focus on Tesla’s costly AI, autonomous-driving
and robotics ambitions.
https://www.bloomberg.com/news/articles/2026-10-01/tesla-ev-deliveries-set-to-drop-on-weak-us-demand-aging-lineup
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François Roudier & Jan Bakker at IAA Transportation 2026
Hear from Jan Bakker, Partner at Deloitte, and François Roudier, Secretary General at OICA (Organisation Internationale des Constructeurs Automobiles), as they discuss the uncertainties, opportunities, and strategic decisions that will define the road to 2030.
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