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OICA'S TOP 5 NEWS

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

Francois Roudier
June 1, 2026
Peugeot Revival Takes Hold on EV Demand Surge in France, Germany
Peugeot is recovering as EV demand rises sharply in France and Germany, with electric models exceeding half of recent retail orders. Stellantis is prioritizing Peugeot, planning new models, Chinese cooperation with Dongfeng, and major investment in Mulhouse.
https://www.bloomberg.com/news/articles/2026-05-30/peugeot-revival-takes-hold-on-ev-demand-surge-in-france-germany
China’s GAC lost $1,200 per vehicle in 2025 as Honda tie-up deadline nears
GAC faces heavy losses amid China’s EV price war, with own-brand sales falling and its Aion EV brand weakened. The pressure complicates upcoming Honda joint-venture talks, while GAC seeks recovery through Toyota, Huawei and CATL partnerships.
https://asia.nikkei.com/business/automobiles/china-s-gac-lost-1-200-per-vehicle-in-2025-as-honda-tie-up-deadline-nears
How Vinfast’s billion-dollar bet on a US factory backfired
VinFast’s $4 billion North Carolina EV factory plan has effectively stalled, with no buildings erected and the permit expired. The state is suing to recover land and costs, while VinFast shifts focus to India and Indonesia amid financial strain.
https://asia.nikkei.com/business/business-deals/how-vinfast-s-billion-dollar-bet-on-a-us-factory-backfired
Trump administration wants to raise North American auto content to 82%, with half from US
The Trump administration wants stricter USMCA auto rules, requiring 82% North American content and 50% U.S. value for tariff benefits. The proposal, presented to Mexico without Canada, could reshape regional supply chains and raise doubts over trilateral trade.
https://www.reuters.com/business/autos-transportation/trump-administration-wants-raise-north-american-auto-content-82-with-half-us-2026-05-29/
Why European automakers are inviting Chinese competitors into their plants
European automakers are opening underused factories to Chinese rivals to offset overcapacity and access EV, battery and software expertise. Chinese brands gain local production to avoid tariffs, while European groups protect jobs and factory revenue despite strategic risks.
https://www.autonews.com/manufacturing/automakers/ane-chinese-production-vw-stellantis-plants-0526/

Francois Roudier
May 22, 2026
Stellantis Plots $70 Billion Turnaround Leaning on US Gains
Stellantis plans a €60 billion investment through 2030, focusing on Jeep, Ram, Peugeot and Fiat, launching 60 models and targeting €190 billion revenue, 7% margin and stronger North American growth while cutting European overcapacity.
https://www.bloomberg.com/news/articles/2026-05-21/chrysler-alfa-lose-as-stellantis-shifts-spending-to-key-brands
Japanese auto exports to Middle East plunge in April as war disrupts shipping
Japanese vehicle exports to the Middle East fell more than 90% in April as war disrupted shipping through the Strait of Hormuz, exposing automakers’ logistics vulnerability and possibly accelerating India’s role as a production and export hub.
https://www.reuters.com/business/autos-transportation/japanese-auto-exports-middle-east-plunge-april-war-disrupts-shipping-2026-05-21/
Nissan weighs importing at least 3,000 vehicles a year from China to Canada
Nissan may import Chinese-made models into Canada to use Dongfeng joint-venture capacity and test demand for low-cost vehicles, helped by Canada’s China-made EV quota, though political, regulatory and brand-awareness risks remain.
https://www.autonews.com/nissan/an-nissan-imports-china-to-canada-0521/
Mazda bets on flagship CX-5 SUV, boosting sales amid rise of Chinese rivals
Mazda is relying on its redesigned CX-5 SUV to revive sales as Chinese rivals gain ground. The company is scaling back EV ambitions, delaying its in-house EV and focusing on gasoline, mild-hybrid and future full-hybrid models.
https://asia.nikkei.com/business/automobiles/mazda-bets-on-flagship-cx-5-suv-boosting-sales-amid-rise-of-chinese-rivals
SAIC Group Announces Delivery of Its 100-Millionth Vehicle Globally by the End of the Month
SAIC will deliver its 100-millionth vehicle globally, becoming the first Chinese auto group to pass that milestone. The company highlights its industrial history, overseas expansion, 7 million international deliveries and “Glocal Strategy” across 170 markets.
https://www.ithome.com/0/953/819.htm
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