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OICA'S TOP 5 NEWS

Francois Roudier
February 11, 2026
German Automotive Companies Turn Their Backs on Germany
Les Echos – Thibaut Madelin – February 10, 2026
A VDA survey shows 72% of German auto firms plan to delay, cancel or relocate investments from Germany, citing energy costs, bureaucracy and regulation. Investment momentum is shifting toward the U.S. and China, as industry leaders warn of structural competitiveness decline.
https://www.lesechos.fr/industrie-services/automobile/automobile-les-entreprises-allemandes-tournent-le-dos-a-lallemagne-2215091
Ford’s Quarterly Earnings Miss Forecasts, CEO Sees Stronger Year in 2026
Reuters – Nora Eckert, Nathan Gomes – February 10, 2026
Ford Motor Company reported a sharp profit drop and EV-related losses, hit by tariffs and supplier disruptions. CEO Jim Farley targets recovery in 2026 through cost cuts, a $30,000 EV platform and expanded global partnerships.
https://www.reuters.com/business/autos-transportation/fords-quarterly-earnings-miss-forecasts-ceo-sees-stronger-year-2026-2026-02-10/
Honda Net Profit Falls 42% on EV Struggles and Trump Tariffs
Nikkei – Yuichi Shiga – February 10, 2026
Honda Motor Co. posted a 42% profit decline as U.S. tariffs and EV costs drove losses in its car division. Strong motorcycle earnings partly offset weakness, while management reassesses EV plans and seeks partnerships.
https://asia.nikkei.com/business/automobiles/honda-net-profit-falls-42-on-ev-struggles-and-trump-tariffs
Solid-State Battery Race Accelerates as 2 Key Players Reach Big Milestones
Automotive News Europe – Lois Jones – February 10, 2026
Solid-state battery development advances with pilot production by QuantumScape and Factorial. Automakers including Toyota and Mercedes aim for limited launches from 2027, though scaling challenges persist. Broader commercialization is expected after 2030 as costs decline.
https://www.autonews.com/ev/ane-ev-solid-state-batteries-factorial-0210/
Auto Safety Bill Targeting Electric Doors Advances in US House
Bloomberg – Kara Carlson – February 10, 2026
The SAFE Exit Act would require manual backup releases for electronic door handles after fatal incidents. Lawmakers cite safety risks and investigations involving Tesla models, while urging U.S. standards to keep pace with stricter Chinese and EU rules.
https://www.bloomberg.com/news/articles/2026-02-10/auto-safety-bill-targeting-electric-doors-advances-in-us-house?srnd=phx-industries-transportation

Francois Roudier
February 10, 2026
BYD Joins Wave of Firms Challenging Trump’s Tariffs in US Court
Bloomberg News – February 10, 2026
BYD sued in U.S. court seeking refunds for Trump-era import tariffs, arguing they were unlawfully imposed. The case joins hundreds of similar claims ahead of a Supreme Court ruling, highlighting how tariffs continue to shape EV investment and market access.
https://www.bloomberg.com/news/articles/2026-02-10/byd-joins-wave-of-firms-challenging-trump-s-tariffs-in-us-court?srnd=phx-industries-transportation
Nissan Shifts Near-Term Focus to PHEVs and EREVs as EV Rollout Slows
Automotive News Europe – Luca Ciferri – February 9, 2026
Nissan is prioritizing plug-in hybrids and extended-range EVs to protect margins amid slower BEV demand. Under CEO Ivan Espinosa, the group is cutting costs, shrinking capacity and pacing EV investment while preserving long-term electrification goals.
https://www.autonews.com/nissan/ane-nissan-ev-shift-phev-erev-0209/
Huawei’s Yu Chengdong Discusses AITO’s Next Five-Year Plan, Targeting 2 Million Total Sales Within Two Years
IT Home – Gui Long – February 10, 2026
Huawei said its AITO smart-vehicle brand aims to double cumulative sales to 2 million units within two years. Rapid uptake of premium models underscores AITO’s fast rise in China’s competitive smart-EV market.
https://www.ithome.com/0/920/748.htm
NVIDIA’s ‘Reasoning AI’ Can Enable Autonomous Driving on Indian Roads: Jensen Huang
ETAuto – Mayank Dhingra – February 10, 2026
NVIDIA CEO Jensen Huang said new “reasoning AI” could unlock autonomous driving in complex markets like India. The Alpamayo model enables adaptive decision-making, with partners such as Mercedes-Benz already deploying NVIDIA’s Level 4 autonomy platforms.
https://auto.economictimes.indiatimes.com/news/auto-technology/nvidia-unveils-revolutionary-reasoning-ai-for-safe-autonomous-driving-in-india/128137630
American Dealers Split on Chinese Automakers — Nationalism vs. Profit
Automotive News – Jerry Hirsch – February 9, 2026
U.S. auto dealers are divided over selling Chinese vehicles, torn between political resistance and attractive profit potential. While industry bodies oppose entry, many dealers see low-cost, high-tech Chinese cars as inevitable competition via local production or regional imports.
https://www.autonews.com/events/nada-show/an-china-opportunity-threat-0209/

Francois Roudier
February 9, 2026
Stellantis Books €22 Billion Write-Down on EV Reset, Cancels Dividend
Automotive News Europe – ANE Staff – February 6, 2026
Stellantis took €22bn in charges after scaling back EV ambitions, canceling its dividend and posting heavy losses. The group is delaying EV programs, reviving combustion and hybrids, and issuing debt to stabilize finances amid weak European demand.
https://www.autonews.com/manufacturing/automakers/ane-stellantis-22-billion-writedown-0206/
Stellantis-Backed ACC Drops Plans for Italian, German Gigafactories, Union Says
Reuters – Rome – February 7, 2026
Battery venture ACC, backed by Stellantis, has abandoned gigafactory projects in Italy and Germany due to weaker EV demand. Production will be concentrated in France, highlighting Europe’s difficulties in building an independent battery industry.
https://www.reuters.com/business/stellantis-backed-acc-drops-plans-italian-german-gigafactories-union-says-2026-02-07/
Canada Eyes Joint Venture to Build Chinese EVs for Global Export
Bloomberg – Brian Platt – February 6, 2026
Canada is courting Chinese automakers for EV joint ventures to produce vehicles domestically for export. The shift aims to reduce U.S. dependence, protect jobs and leverage Canadian suppliers, amid a broader trade reset with China and pressure from U.S. tariffs.
https://www.bloomberg.com/news/articles/2026-02-06/canada-eyes-joint-venture-to-build-chinese-evs-for-global-export?srnd=phx-industries-transportation
Why General Motors Is Making a ‘Risky’ Bet on an Unproven Battery Technology
Financial Times – Christian Davies – February 9, 2026
General Motors is betting on lithium manganese-rich batteries to cut EV costs and revive demand. The technology promises better performance than LFP but remains unproven, as U.S. EV adoption slows and policy support weakens.
https://www.ft.com/content/178c1115-05ab-45ef-b18f-7dc3869db3ff
From Pilot to Scale: How WeRide, Uber Plan to Make Robotaxis Work in the Middle East
Gasgoo – February 6, 2026
WeRide and Uber plan to deploy 1,200 Robotaxis across Gulf cities by 2027. Strong regulation and government backing are turning the Middle East into a global launchpad for commercial autonomous mobility.
https://autonews.gasgoo.com/articles/news/from-pilot-to-scale-how-weride-uber-plan-to-make-robotaxis-work-in-the-middle-east-2019781786165309440
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