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OICA'S TOP 5 NEWS
Francois Roudier
June 4, 2026
Nissan in Talks to Make Cars by China’s Chery at UK Plant
Nissan is negotiating a non-binding factory-sharing deal with Chery to build vehicles at Sunderland from 2027, keeping ownership and jobs while using spare capacity. The move reflects Chinese brands’ European expansion and Nissan’s restructuring pressures.
https://www.bloomberg.com/news/articles/2026-06-03/nissan-in-talks-to-make-cars-by-china-s-chery-at-its-uk-plant
India’s Tata taps Chery for premium EV push, leveraging Chinese tech
Tata Motors will use Chery’s Freelander platform for its premium Avinya EVs, after shelving plans with JLR technology. Production will start in Tamil Nadu, with kits initially shipped from China, helping Tata defend its EV lead in India.
https://www.reuters.com/world/china/indias-tata-taps-chinas-chery-premium-ev-push-sources-say-2026-06-03/
Ford has no regrets about quitting sedans, even as it considers bringing them back
Ford remains confident in its SUV, pickup and utility-focused strategy, targeting an 8% margin by 2029. It may selectively return to sedans only if costs are disciplined and models fit existing vehicle families.
https://www.autonews.com/ford/an-tftt-ford-andrew-frick-affordability-sedans-tariffs-0603/
Why European premium brands are pulling out of China’s PHEV market
European premium brands are retreating from China’s PHEV market after tax changes and stronger local rivals made their models uncompetitive. Chinese brands offer longer-range PHEVs and EREVs, forcing Europeans to choose between local partnerships or focusing on ICE and BEVs.
https://www.autonews.com/manufacturing/automakers/ane-china-europe-phevs-0603/
Mitsubishi Motors, Nissan to launch EV-to-grid power trading services
Mitsubishi Motors and Nissan plan vehicle-to-grid services in Japan around 2030, allowing EV owners to sell surplus electricity back to the grid. Challenges remain over regulation, battery degradation and depreciation, with early uptake expected among businesses.
https://asia.nikkei.com/business/automobiles/electric-vehicles/mitsubishi-motors-nissan-to-launch-ev-to-grid-power-trading-services
Francois Roudier
June 3, 2026
GAC enters UK NEV market as European push gathers pace
GAC launched UK operations with an AION showroom in London, positioning Britain as a key European market. It showcased the AION V, introduced an eight-year ownership package and aims for one million annual overseas sales by 2030.
https://autonews.gasgoo.com/articles/news/gac-enters-uk-nev-market-as-european-push-gathers-pace-2061729351752814593
US Pushing for 50% American Content Rule for Autos, Canadian Prime Minister Says
The White House is pushing for vehicles in the USMCA region to include at least 50% U.S.-made content. Canada says its vehicles mostly comply, while Mexico faces greater pressure. Canada seeks USMCA renewal alongside tariff discussions.
https://www.bloomberg.com/news/articles/2026-06-02/us-pushing-for-50-american-content-rule-for-autos-carney-says-mpwrjjpx
Hybrids power Honda, Hyundai, Kia as Toyota US sales slip and Subaru, Mazda rebound in May
May U.S. auto sales showed resilience, with Honda, Hyundai and Kia lifted by strong crossover and hybrid demand. Toyota slipped again despite higher electrified sales, while Mazda and Subaru returned to growth amid ongoing affordability and tariff concerns.
https://www.autonews.com/retail/sales/an-may-us-auto-sales-0602/
Hitachi, Ricoh to build low-cost modular EV battery plants
Nine Japanese suppliers created Swiftfab Energy Systems to offer modular battery-production lines in container-sized units. The approach could cut factory costs by about 70% and halve lead times, helping Japan compete with dominant Chinese battery-equipment players.
https://asia.nikkei.com/business/automobiles/electric-vehicles/hitachi-ricoh-to-build-low-cost-modular-ev-battery-plants
US start-up plans to drill for lithium under VW and BMW battery factories
Atana Elements plans lithium exploration beneath major battery sites in Germany and Poland, using geological data and AI to identify brine resources. The early-stage project aims to reduce Europe’s dependence on China for critical battery materials.
https://www.ft.com/content/f3d28b04-8013-4fe4-8d86-731f5ad7630f?syn-25a6b1a6=1
Francois Roudier
June 2, 2026
U.S. auto industry risks global isolation as tariffs, policy shifts favor domestic markets
U.S. auto policy is shifting toward tariffs, domestic manufacturing and slower EV adoption. Analysts warn this “Fortress America” approach may protect the local market short term but weaken global competitiveness, making the USMCA review crucial.
https://www.autonews.com/manufacturing/an-tariffs-isolate-usa-global-trade-0601/
Automakers prepare for Chinese hardware, software restrictions as U.S. government gives Volvo authorization
Automakers are adapting supply chains before U.S. bans on Chinese connected-car software from 2027 and hardware from 2030. Volvo received special authorization, but suppliers and OEMs face broader compliance challenges over Chinese-linked technology.
https://www.autonews.com/china/an-automaker-china-imports-challenges-0601/
China’s SAIC to Make MG Cars at First European Factory in Spain
SAIC’s MG brand has selected Spain for its first European factory, aiming to reduce EU tariff exposure and strengthen its EV presence. The Galicia project could produce 120,000 vehicles annually and create more than 2,000 jobs.
https://www.bloomberg.com/news/articles/2026-06-01/china-s-saic-to-make-mg-cars-at-first-european-factory-in-spain?srnd=phx-industries-transportation
UK Factory Growth Spurt Set to Be Short-Lived, PMI Shows
UK manufacturing grew in May at its fastest pace in four years, but S&P warned the rebound may be temporary, driven by companies bringing purchases forward amid expected cost increases, supply delays and inflationary pressures.
https://www.bloomberg.com/news/articles/2026-06-01/growth-spurt-for-uk-factories-set-to-be-short-lived-pmi-shows?srnd=phx-industries-transportation
Indian market stays resilient in May despite fuel price hike; Maruti, Mahindra and Tata lead the pack
India’s passenger vehicle market stayed resilient in May despite fuel-price pressure. Maruti led with record sales and strong CNG demand, while Tata gained on EV bookings and Mahindra faced supply constraints. Analysts remain cautious on costs and geopolitics.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/maruti-tata-and-mahindra-dominate-passenger-vehicle-sales-in-may-2026-despite-fuel-price-hikes/131445542?utm_source=top_story&utm_medium=homepage
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