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OICA'S TOP 5 NEWS
Francois Roudier
September 24, 2026
How Chinese cars are taking over Britain’s roads
Chinese brands account for 16% of UK new-car sales, up from 7.8% a year earlier. Expanding dealerships, affordable electrified models and attractive financing support growth, while dealers warn that intensifying competition could undermine profitability and accelerate consolidation.
https://www.ft.com/content/3ab2c236-eae3-4756-bc59-0852ae57d6a0?syn-25a6b1a6=1
VW rearranges German production as EV demand improves
Stronger EV demand is prompting Volkswagen to add shifts at Emden and cancel planned increases at Wolfsburg. Four affordable Spanish-built models have attracted over 100,000 preorders, but lower EV margins and uncertain long-term factory plans remain challenges.
https://www.autonews.com/volkswagen/ane-vw-german-production-shuffle-evs-0923/
South Africa races to keep auto exports competitive in EV era
Automakers warn South Africa could lose future EV production despite new investment incentives. With 67% of output exported, infrastructure weaknesses, rising costs and policy uncertainty threaten competitiveness. Executives seek reliable electricity, improved logistics, stronger suppliers and support for domestic EV demand.
https://www.reuters.com/world/africa/south-africa-races-keep-auto-exports-competitive-ev-era-2026-09-24/
BMW Hydrogen Division Head Hochreiter: “We’re not working on a niche model”
BMW plans to launch the iX5 Hydrogen in 2028, using Toyota cooperation and shared EV components to reduce costs. It positions fuel cells as complementary to battery-electric vehicles, but commercial viability depends on scale, reliability and adequate refueling infrastructure.
https://www.automobilwoche.de/autohersteller/bmw/amw-technologie-wasserstoff-interview-josef-hochreiter-bmw-ix5-hydrogen/
How ‘affordability’ makes Gen Z Americans open to Chinese EVs, chips
A Cox Automotive survey found 69% of U.S. Gen Z drivers would consider Chinese cars. The article links this openness to affordability pressures affecting vehicles and semiconductors, while highlighting unresolved concerns over subsidies, national security and access to cheaper Chinese products.
https://asia.nikkei.com/spotlight/comment/how-affordability-makes-gen-z-americans-open-to-chinese-evs-chips
Francois Roudier
September 23, 2026
China Urges EU to Keep Auto Markets Open, Avoid Protectionism
China urged the EU to keep automotive markets open during talks with VDA and ACEA leaders. Beijing favors negotiated solutions as Germany considers stronger industrial safeguards, including possible hybrid tariffs, ahead of an October deadline for progress on trade disputes.
https://www.bloomberg.com/news/articles/2026-09-22/china-urges-eu-to-keep-auto-markets-open-avoid-protectionism
What is in Brussels’ ‘Made in EU’ law and why is Britain worried?
The EU’s proposed Industrial Accelerator Act would require EU assembly and 70% European component content, excluding batteries, for publicly procured EVs. Britain seeks trusted-partner status, while SMMT warns exclusion could disrupt shared supply chains and investment. Final rules remain under negotiation.
https://www.reuters.com/world/uk/what-is-brussels-made-eu-law-why-is-britain-worried-2026-09-22/
Tariffs drive Canadian sales of U.S.-made vehicles to new lows
U.S.-built vehicles’ share of Canadian sales fell to 28.4% in the first half, from 35.4% a year earlier, as automakers changed sourcing to avoid tariffs. Industry groups seek renewed negotiations, warning that trade disruption raises costs and weakens regional competitiveness.
https://www.autonews.com/retail/anc-tariffs-canadian-sales-us-origin-decline-0922/
Pakistan’s auto policy likely to reignite WTO dispute with Japan
Pakistan’s proposed auto policy would require exports equivalent to 12% of locally manufactured vehicle value by 2031, with penalties for noncompliance. Japan questions these conditions’ WTO compatibility, while Pakistan maintains compliance. Industry representatives warn that high production costs constrain exports.
https://asia.nikkei.com/business/automobiles/pakistan-s-auto-policy-likely-to-reignite-wto-dispute-with-japan
Hydrogen hopes: Inside the powertrain strategy of the world’s largest heavy-truck manufacturers
Truckmakers are investing in hydrogen fuel cells and combustion engines for long-haul freight despite high costs, limited demand and inadequate refueling infrastructure. Manufacturers seek government support, while some suppliers expect returns only in the late 2030s or beyond.
https://www.autonews.com/manufacturing/an-oems-suppliers-bullish-on-hydrogen-0921/
Francois Roudier
September 22, 2026
Indian first-time car buyers make a comeback as lower taxes boosts small-vehicle demand
Indian automakers credit lower taxes with reviving first-time demand. Such buyers accounted for 54% of Maruti’s April–August sales, up from 42%, as improved affordability supported small cars and compact SUVs and broadened access to new vehicles.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/first-time-car-buyers-make-a-comeback-as-lower-gst-boosts-small-vehicle-demand/134400519
U.S. EV market faces long slog as automakers shift to gas engines, hybrids after Trump rolls back policies
U.S. EV registrations fell 31% in July as automakers shifted investment toward gasoline and hybrids. EV market share dropped to 6.2%, versus 16.4% for hybrids, although comparisons reflect last year’s buying rush before tax credits expired.
https://www.autonews.com/ev/an-ev-registrations-july-show-soft-market-0921/
Nissan expands China-built vehicle exports to Southeast Asia and Gulf markets
Nissan is expanding China-built vehicle exports, sending N7 EVs to Southeast Asia and Frontier Pro pickups to Southeast Asia, Latin America and the Gulf. Chinese engineering and manufacturing support the strategy, alongside planned overseas aftersales and parts networks.
https://autonews.gasgoo.com/articles/news/2101910672345853952
Ex-Tesla Executive Leads Hyundai Efforts to Fix Self-Driving Flop
Hyundai is reorganizing its driving-software teams under former Tesla executive Minwoo Park, targeting Nvidia-based driver assistance in 2028 and its Atria system in 2029. The strategy combines large-scale fleet data collection, organizational reform and safety-focused deployment.
https://www.bloomberg.com/news/articles/2026-09-21/ex-tesla-hire-leads-hyundai-efforts-to-fix-self-driving-flop
France’s radio stations are joining forces so listeners can continue to tune in while driving
French broadcasters want mandatory FM and DAB+ receivers in new cars to preserve free radio access. They warn against reliance on paid options or streaming platforms, citing radio’s emergency role and the roughly one-third of listening that occurs in vehicles.
https://www.autoactu.com/actualites/les-radios-s-unissent-pour-pouvoir-continuer-a-etre-ecoutees-dans-les-voitures
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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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