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OICA'S TOP 5 NEWS

Francois Roudier
July 17, 2026
Automotive brands, with 3,197 million, have reached a record level of investment in Spain since records began
Spain’s automakers invested a record €3.2 billion in 2025 despite profits falling 56%. Revenue and domestic sales rose, but production, employment and the trade surplus declined, prompting ANFAC to seek competitiveness-focused EU decarbonization rules.
https://www.latribunadeautomocion.es/2026/07/las-marcas-con-3-197-millones-alcanzan-un-record-de-inversion-en-espana-desde-que-hay-registros/
Volvo Receives Up to 119 million Euros in Aid to Boost the Competitiveness of Its Ghent Plant
Volvo’s Ghent plant could receive up to €119 million in Belgian and Flemish support for investment, innovation and decarbonization. The program aims to preserve jobs, strengthen EV production and potentially accommodate other Geely Group brands.
https://www.autoactu.com/actualites/volvo-obtient-jusqu-a-119-millions-d-euros-d-aides-pour-renforcer-la-competitivite-de-son-usine-de-gand
Toyota Tsusho ships auto parts to Mexico and Canada, cutting out US tariff
Toyota Tsusho is shipping Japanese auto parts directly to Canada and Mexico, bypassing U.S. routes and tariffs. The consolidated service could cut logistics costs by 24% and 61%, respectively, while supporting smaller suppliers.
https://asia.nikkei.com/spotlight/supply-chain/toyota-tsusho-ships-auto-parts-to-mexico-and-canada-cutting-out-us-tariff
India’s New draft CAFE III norms reward E20 and biofuel vehicles with emission benefits
India’s draft CAFE III rules offer emissions benefits for ethanol, biofuels, hybrids and EVs while relaxing fleet targets. Automakers can use super-credits, pool or trade credits, although the regulator’s proposed role in selling them remains controversial.
https://auto.economictimes.indiatimes.com/news/industry/india-introduces-cafe-iii-norms-incentives-for-e20-and-biofuel-vehicles/132437818?utm_source=top_story&utm_medium=homepage
China’s ‘insane’ car market flooded with hundreds of new models
China introduced around 650 new or updated vehicles in six months as automakers compress development cycles and compete like smartphone brands. The pace encourages innovation but raises investment costs and intensifies price pressure amid sharply weaker domestic sales.
https://www.autonews.com/china/ane-china-car-market-flooded-new-models-0716/

Francois Roudier
July 16, 2026
Germany’s auto industry, once a global juggernaut, scales back ambitions
Germany’s auto industry is entering structural contraction as Volkswagen and suppliers cut jobs, capacity and complexity. Weak demand, high costs, tariffs and Chinese competition are pushing manufacturers toward smaller workforces, fewer models and more production closer to overseas markets.
https://www.autonews.com/manufacturing/automakers/ane-germany-shrinking-industry-0715/
South Korea’s auto exports set new record by growing 5.8 pct in June
South Korea’s June auto exports reached a record $6.79 billion, driven by strong EV and hybrid demand. Production and domestic sales also rose, though labour relations, Chinese competition and AI-led manufacturing changes remain important uncertainties.
https://en.yna.co.kr/view/AEN20260715005200320?section=k-biz/index
See GM’s future product plan: Diverse lineup counters EV pullback, affordability concerns
GM is balancing affordable gasoline models, future hybrids and a reduced EV pipeline as U.S. demand remains uncertain. Profitable pickups and SUVs will fund longer-term electrification, while new sedans and hybrid options broaden the portfolio.
https://www.autonews.com/car-concepts/future-product/an-general-motors-future-product-0715/
Hainan reaffirms 2030 gasoline vehicle sales ban in latest green development blueprint
Hainan reaffirmed plans to end sales of new gasoline vehicles by 2030, targeting NEVs at 45% of its fleet. The province will also expand charging, hydrogen trucks, clean logistics and alternative shipping fuels.
https://autonews.gasgoo.com/articles/news/2076619095725101057
How Ford is making its vehicles tougher to steal with an app that keeps the engine from starting
Ford is expanding an app-based theft-prevention system combining real-time alerts, remote engine-start blocking and police-supported vehicle tracking. Available on several Ford and Lincoln models, the subscription service aims to improve recovery rates.
https://www.autonews.com/ford/anc-ford-security-theft-prevention-0713/

Francois Roudier
July 15, 2026
Toyota’s Koji Sato, Japan’s new car czar, wants nation’s 7 automakers to compete less, collaborate more
Koji Sato is leading Japan’s seven automakers toward standardized commodity components, logistics and shared infrastructure. The initiative aims to improve supplier productivity and free investment for software, batteries and advanced technologies as Chinese competition intensifies.
https://www.autonews.com/toyota/an-toyota-sato-japan-industrywide-parts-standardization-0714/
China’s monthly car exports surge past 1mn for first time
China exported a record 1.06 million vehicles in June, putting 2026 shipments on course to exceed 10 million. BYD, Geely and Chery led growth as weak domestic demand pushed automakers abroad, increasing competitive and trade tensions.
https://www.ft.com/content/37324f66-7167-4083-a28e-6ffc505c4cda?syn-25a6b1a6=1
BMW races to catch up in a Chinese EV market that won’t slow down
BMW is relying on its China-focused Neue Klasse EVs to reverse falling sales, but analysts warn it is arriving late. Chinese consumers increasingly prioritize smart-driving technology, connectivity and local digital features over traditional premium engineering strengths.
https://www.reuters.com/business/finance/bmw-races-catch-up-chinese-ev-market-that-wont-slow-down-2026-07-14/
Dacia CEO on brand’s balancing act: Seeking growth, staying affordable while electrifying fast
Dacia is expanding into larger, higher-value vehicles while preserving affordability and limiting complexity. Upcoming European-built EVs include the next Spring and an electric Sandero, as the brand manages electrification costs, Chinese competition and uncertainty over EU local-content rules.
https://www.autonews.com/renault/dacia/ane-dacia-ceo-interview-0714/
Indian capital promotes EVs to tackle severe air pollution
Delhi launched a $1.57 billion EV policy offering incentives, tax exemptions and expanded charging infrastructure through 2030. The broader clean-air program also targets monitoring and coordination, since transport electrification alone cannot address industrial, construction and regional pollution sources.
https://asia.nikkei.com/business/automobiles/electric-vehicles/indian-capital-promotes-evs-to-tackle-severe-air-pollution
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