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OICA'S TOP 5 NEWS
Francois Roudier
September 11, 2026
China Sets 70% EV Goal for New Car Sales in Five-Year Plan
China’s five-year plan targets EVs and hybrids at 70% of new-car sales and electric vehicles at 40% of new commercial-vehicle sales by 2030. It also promotes autonomous driving, consolidation, stronger safety standards and battery recycling amid weak domestic demand.
https://www.bloomberg.com/news/articles/2026-09-11/china-sets-70-ev-goal-for-new-car-sales-in-five-year-plan
Stellantis CEO highlights diverging US and global strategies
Stellantis is separating its U.S. strategy from other markets as trade rules and consumer preferences diverge. It relies on domestic engineering in America while partnering with Leapmotor and Dongfeng elsewhere, with no plans to use those partnerships for U.S. models.
https://www.reuters.com/business/autos-transportation/stellantis-ceo-highlights-diverging-us-global-strategies-2026-09-10/
Europe’s auto workforce shrinks faster than new electrification, software jobs can provide relief
Europe’s automotive job losses are outpacing new EV and software roles. CLEPA reports 104,000 supplier cuts announced in 2024–2025, while technical skills shortages persist. VDA urges regulatory flexibility; ACEA calls for lower costs, simpler rules and workforce training.
https://www.autonews.com/manufacturing/automakers/ane-europe-auto-job-losses-alarming-0908/
India Auto Inc navigates vessel crunch by rewiring supply chain plans
Indian automakers are booking vessels earlier and adjusting inventories and production schedules amid West Asia shipping disruptions. SIAM warned of supply-chain and component risks. Conditions are improving, but vessel waits of up to one month continue affecting production and deliveries.
https://auto.economictimes.indiatimes.com/news/industry/india-auto-inc-navigates-vessel-crunch-by-rewiring-supply-chain-plans/134041890
Hungary’s new government turns up pressure on China’s BYD, CATL
Hungary is reviewing subsidies for Chinese investments and tightening environmental and labor enforcement. BYD faces scrutiny over construction conditions, while CATL has been fined for environmental violations. The government seeks stricter safeguards and diversified partnerships while maintaining economic ties with China.
https://asia.nikkei.com/business/automobiles/electric-vehicles/hungary-s-new-government-turns-up-pressure-on-china-s-byd-catl
Francois Roudier
September 10, 2026
The Italian ANFIA calls for 80% EU tariff on Chinese cars and parts
ANFIA proposes 80% tariffs on Chinese vehicles and parts above a duty-free quota equivalent to 8% of annual European registrations. It warns that Chinese competition and European restructuring threaten Italian suppliers, while questioning Chinese manufacturers’ commitment to local sourcing.
https://www.reuters.com/business/retail-consumer/italian-lobby-group-calls-80-eu-tariff-chinese-cars-parts-2026-09-09/
U.S. new-vehicle inventories fall to 2.91 million, but stocks of quick-selling hybrids grow
U.S. inventories fell to 2.91 million vehicles, representing 73 days’ supply. Hybrids remained the fastest-selling powertrain despite expanding stocks, while affordable models became scarcer. EV days’ supply fell to 72, compared with 64 for hybrids and 114 for diesel.
https://www.autonews.com/retail/an-retail-inventory-september-0909/
Spanish unions, politicians sound alarm on possible end of VW’s Seat brand
Volkswagen is reassessing Seat’s future beyond 2030, including a possible phase-out. Spanish unions and politicians fear job losses and a weaker affordable-car offering, warning that Cupra may not fully replace Seat. Announced models will proceed; no final decision has been made.
https://www.autonews.com/volkswagen/seat/ane-vw-no-growth-seat-reaction-0909/
CATL tightens supplier scrutiny in push for carbon-neutral EV batteries
CATL will require suppliers bidding for projects to disclose carbon-footprint data from 2027, potentially rewarding stronger environmental performance with preferential orders. It targets supply-chain net zero by 2035, while permitting problems in Hungary underline the regulatory challenges facing its international expansion.
https://asia.nikkei.com/business/automobiles/electric-vehicles/catl-tightens-supplier-scrutiny-in-push-for-carbon-neutral-ev-batteries
Oil shock revives interest in clean hydrogen
Air Liquide says the Iran conflict’s energy-price shock is renewing interest in clean hydrogen for energy security and decarbonization. High production costs remain a barrier, while China’s concentration of planned capacity prompts calls for faster European investment and diversified supply chains.
https://www.ft.com/content/4c61ab58-e410-4f7f-b314-83b66deb3c84?syn-25a6b1a6=1
Francois Roudier
September 9, 2026
Ford Rebuked by Trump Cabinet Member Over Chinese Auto Ties
U.S. Transportation Secretary Sean Duffy criticized Ford’s ties with CATL and Geely over Chinese influence. Ford defended its American manufacturing footprint and ownership of its Michigan battery plant, highlighting tensions between reducing reliance on China and accessing competitive EV technology.
https://www.bloomberg.com/news/articles/2026-09-08/duffy-lashes-out-at-ford-over-ties-to-chinese-auto-companies
At Renault Group, even ‘China speed’ has a limit, CEO says
Renault targets two-year development cycles using AI, digital twins and modular platforms, while derivatives such as the Dacia Spring can arrive faster. CEO François Provost insists extensive testing remains essential and launches will be delayed whenever quality is uncertain.
https://www.autonews.com/renault/ane-renault-china-speed-0708/
Volkswagen explores partnership with JSW Group in key India market
Volkswagen is exploring a partnership with JSW to expand its Indian lineup, local sourcing and manufacturing capacity. Shared platforms and joint governance could improve scale and decision-making as the group struggles with roughly 2% market share and broader competitive pressures.
https://www.reuters.com/world/india/volkswagen-india-explores-partnership-with-jsw-group-boost-localisation-2026-09-09/
China Turns Screws on Automakers to Pay Suppliers Faster
China is tightening supplier-payment rules with a 60-day ceiling, cash-payment priority and automatic acceptance of uninspected parts after three days. Twice-yearly reporting and public scorecards aim to improve compliance and protect suppliers strained by the automotive price war.
https://www.bloomberg.com/news/articles/2026-09-08/china-turns-screws-on-automakers-to-pay-suppliers-faster
How much AI can a car actually handle? Suppliers and automakers are finding out
Automakers and suppliers are adapting vehicle computers for AI while controlling costs, energy consumption and heat. Modular hardware and shared onboard-cloud processing offer flexibility, but keeping safety-critical functions isolated while delivering a seamless user experience remains challenging.
https://www.autonews.com/technology/mobility/an-ai-car-technology-0908/
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