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International Organization of Motor Vehicle Manufacturers

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OICA'S TOP 5 NEWS

Francois Roudier

March 10, 2026

Renault’s plan to become “the leading manufacturer in Europe”
Les Echos – Lionel Steinmann – March 10, 2026, at 7:14 a.m.
Renault’s “FutuREady” extends the “Renaulution” with a stronger focus on execution, 36 new models by 2030, priority on Europe, India and South America, and continued electrification. Earlier ambitions on margins, volumes and Alpine have been scaled back.
Internet link:
https://www.lesechos.fr/industrie-services/automobile/automobile-le-plan-de-renault-pour-devenir-le-constructeur-de-reference-en-europe-2219983

 

Tata attacks India market with $7,000 EV, backed by protectionist policies
Nikkei – TAKANORI OKABE, YUJI NITTA and TOMOYOSHI OSHIKIRI – March 10, 2026, 01:33 JST
Tata is using low-cost EVs, local sourcing and policy support to dominate India’s EV market, while high tariffs and investment barriers constrain Tesla and BYD. Similar protectionist trends in Vietnam and Indonesia are reshaping Asia’s market and weakening Japanese incumbents.
Internet link:
https://asia.nikkei.com/business/automobiles/electric-vehicles/tata-attacks-india-market-with-7-000-ev-backed-by-protectionist-policies

 

Mercedes Considers Sharing South Africa Plant with China’s GWM
Bloomberg – Prinesha Naidoo and Loni Prinsloo – March 9, 2026, at 3:03 PM GMT+1
Mercedes is considering sharing its South African plant with GWM as new U.S. tariffs threaten the site’s viability. A deal could cut overcapacity, preserve jobs and support GWM’s expansion, while Mercedes also studies using the factory as a battery-repurposing hub.
Internet link:
https://www.bloomberg.com/news/articles/2026-03-09/mercedes-considers-sharing-south-africa-plant-with-china-s-gwm?srnd=phx-industries-transportation

 

European freight truck makers brace for wave of low-cost Chinese rivals
Reuters – Nick Carey and Marie Mannes – March 10, 2026, 6:03 AM GMT+1
Chinese electric truck makers are entering Europe with lower prices, fast development cycles and expanding service networks. European manufacturers fear losing ground unless EU support boosts demand, as Chinese players leverage scale, battery advantages and increasingly competitive product performance.
Internet link:
https://www.reuters.com/business/autos-transportation/european-freight-truck-makers-brace-wave-low-cost-chinese-rivals-2026-03-10/

 

Why is Canada’s auto industry falling behind?
Automotive News Canada – Greg Layson – March 09, 2026, 10:31 AM EDT
BMO says Canada’s auto sector faces structural decline, with output far below 2019 levels due to trade barriers, weaker EV demand and poor model positioning. Without eased tariffs, major investment and competitive products, production is unlikely to return to pre-2020 levels.
Internet link: https://www.autonews.com/manufacturing/anc-auto-production/

 

Francois Roudier

March 9, 2026

China, India lead car exports worth billions of dollars to the Middle East
Reuters – March 6, 2026, 5:32 AM GMT+1
War-related disruption around the Strait of Hormuz threatens Asian vehicle shipments to the Middle East, a major export market. China is the most exposed, followed by India, South Korea and Japan, with Hyundai, Kia, Toyota and leading Chinese brands particularly vulnerable.
https://www.reuters.com/business/autos-transportation/china-india-lead-car-exports-worth-billions-dollars-middle-east-2026-03-06/

 

Nissan welcomes UK’s inclusion in EU’s ‘Made-in-Europe’ benefits
Automotive News Europe – Nick Gibbs – March 05, 2026, 11:43 AM EST
Nissan welcomed the EU’s decision to treat U.K.-built vehicles as equivalent to EU origin for certain incentives, protecting Sunderland-built EVs. It also urged Brussels to extend the same approach to fleet incentives and proposed small-car supercredits.
https://www.autonews.com/nissan/ane-nissan-eu-europe-content-warning-on-plant-survival-0305/

 

Hyundai and Kia slow down electric strategy in the US
Automobilwoche – Richard Truett – March 9, 2026, 5:27 AM
Hyundai and Kia are scaling back U.S. EV plans amid weak demand, high prices and tariff uncertainty. Hyundai will drop the regular Ioniq 6, while Kia is delaying several Korean-built EV launches; U.S.-built Georgia models remain unaffected.
https://www.automobilwoche.de/autohersteller/hyundai/amw-hyundai-kia-elektrostrategie-usa/

 

Ford’s new battery business seeks to spin profits out of costly EV investments
Automotive News – Michael Martinez – March 06, 2026, 09:40 AM EST
Ford is repurposing underused battery plants into an energy storage business, helping limit EV write-downs. It plans major investment, future hiring and large-scale output, betting its manufacturing expertise can compete despite strong rivals and political scrutiny.
https://www.autonews.com/ford/an-ford-energy-storage-challenges-0306/

 

Hyundai’s US$4.87 billion bet puts Chennai at center of growth cycle
TIMESOFINDIA.COM – G Balachandar – March 9, 2026, at 08:07 AM IST
Hyundai is investing about $4.87 billion in India through FY30, centered on Chennai’s digitally advanced operations. The plan covers product development, EVs, localization and capacity, with Chennai remaining core to Hyundai’s growth despite production also starting in Pune.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/hyundais-45000-crore-bet-puts-chennai-at-centre-of-growth-cycle/129304465?utm_source=top_story&utm_medium=homepage

 

Francois Roudier

March 6, 2026

Ola Källenius (ACEA): “90 percent must not be hidden 100 percent.”
Reference: Automobilwoche – Hans Evert – March 5, 2026, 5:37 PM
Link:
https://www.automobilwoche.de/autohersteller/amw-kaellenius-hat-problem-mit-automotive-package/
ACEA president Ola Källenius warns the EU’s post-2035 combustion carve-out could still mean “100%” and risk market collapse. He wants CO₂ offsets reflecting the 250m-car fleet, says small e-fuel uptake matters, and urges stretching CO₂ averaging from three years to five.

 

India Automakers Delay Mideast Shipments as Iran War Snarls Exports
Reference: Bloomberg – Alisha Sachdev – March 5, 2026, at 10:24 AM GMT+1
Link:
https://www.bloomberg.com/news/articles/2026-03-05/india-automakers-delay-mideast-shipments-as-iran-war-snarls-exports?srnd=phx-industries-transportation
Indian OEMs are delaying exports to MENA as the U.S.-Israel conflict with Iran disrupts routes and adds war-risk costs. Emergency surcharges near $2,000 per container, higher insurance and shortages push potential rerouting around South Africa. Prolonged pauses could squeeze margins and sales.

 

BYD unveils faster-charging Blade Battery to revive China sales
Reference: Reuters – March 5, 2026, 12:53 PM GMT+1
Link:
https://www.reuters.com/world/asia-pacific/byd-launches-new-generation-blade-battery-with-rapid-charging-cold-environments-2026-03-05/
BYD unveiled a second-generation Blade Battery, claiming 20%–97% charging in under 12 minutes at −20°C and 777 km range; higher-density versions exceed 1,000 km for premium models. It plans 20,000 flash-charging stations by end-2026, launching 10+ models, though analysts doubt share recovery.

 

With 2,000 new engineers, Stellantis pushes for better quality to drive sales rebound
Reference: Automotive News – Vince Bond Jr. – March 05, 2026, 11:54 AM EST
Link:
https://www.autonews.com/stellantis/an-stellantis-quality-push-0305/
Stellantis CEO Antonio Filosa is betting on a quality “deep reset” to win back repeat buyers. The group has hired 2,000+ engineers, many on quality, and put Chief Quality Officer Sebastien Jacquet on the top leadership team. Push comes after uneven scorecards and launch/software issues.

 

Toyota group’s Denso makes bid to acquire chipmaker Rohm for up to $8bn
Reference: Nikkei – staff writers – March 6, 2026, 15:32 JST
Link:
https://asia.nikkei.com/business/business-deals/toyota-group-s-denso-makes-bid-to-acquire-chipmaker-rohm-for-up-to-8bn
Denso has proposed buying chipmaker Rohm in a deal that could reach about $8.2bn, with Rohm forming a special committee and a hostile bid possible. The move would consolidate Japan’s power-semiconductor sector amid Chinese competition, but could unsettle Denso’s Fuji Electric and Rohm’s Toshiba ties.

 

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About OICA

OICA represent the global auto industry that drives economic progress.

Through our autos, we connect people, products and services to enhance quality of life and sustainable automobility. We are committed to technological innovation in the areas of safety, environnement, fuel efficiency, and we seek global harmonization of safety and environmental standards to benefit all countries.

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Shailesh Chandra

President – SIAM

“As the global automotive industry transitions towards sustainable mobility and pursuits ‘Net Zero’, in alignment with the visions of Governments worldwide, the role of OICA becomes increasingly critical — to acknowledge the diversity of every region, as we collectively strive to make our vehicles more aspirational, safer, and environmentally friendly.”

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