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OICA'S TOP 5 NEWS
Francois Roudier
July 15, 2026
Toyota’s Koji Sato, Japan’s new car czar, wants nation’s 7 automakers to compete less, collaborate more
Koji Sato is leading Japan’s seven automakers toward standardized commodity components, logistics and shared infrastructure. The initiative aims to improve supplier productivity and free investment for software, batteries and advanced technologies as Chinese competition intensifies.
https://www.autonews.com/toyota/an-toyota-sato-japan-industrywide-parts-standardization-0714/
China’s monthly car exports surge past 1mn for first time
China exported a record 1.06 million vehicles in June, putting 2026 shipments on course to exceed 10 million. BYD, Geely and Chery led growth as weak domestic demand pushed automakers abroad, increasing competitive and trade tensions.
https://www.ft.com/content/37324f66-7167-4083-a28e-6ffc505c4cda?syn-25a6b1a6=1
BMW races to catch up in a Chinese EV market that won’t slow down
BMW is relying on its China-focused Neue Klasse EVs to reverse falling sales, but analysts warn it is arriving late. Chinese consumers increasingly prioritize smart-driving technology, connectivity and local digital features over traditional premium engineering strengths.
https://www.reuters.com/business/finance/bmw-races-catch-up-chinese-ev-market-that-wont-slow-down-2026-07-14/
Dacia CEO on brand’s balancing act: Seeking growth, staying affordable while electrifying fast
Dacia is expanding into larger, higher-value vehicles while preserving affordability and limiting complexity. Upcoming European-built EVs include the next Spring and an electric Sandero, as the brand manages electrification costs, Chinese competition and uncertainty over EU local-content rules.
https://www.autonews.com/renault/dacia/ane-dacia-ceo-interview-0714/
Indian capital promotes EVs to tackle severe air pollution
Delhi launched a $1.57 billion EV policy offering incentives, tax exemptions and expanded charging infrastructure through 2030. The broader clean-air program also targets monitoring and coordination, since transport electrification alone cannot address industrial, construction and regional pollution sources.
https://asia.nikkei.com/business/automobiles/electric-vehicles/indian-capital-promotes-evs-to-tackle-severe-air-pollution
Francois Roudier
July 13, 2026
China EVs on Road Have Average Age of 1.8 Years
China’s EV fleet averages only 1.8 years old, reflecting rapid technology upgrades and weak residual values. Younger buyers replace vehicles quickly, mainly to access better smart-driving, software and in-car digital features.
https://www.bloomberg.com/news/articles/2026-07-12/china-evs-average-1-8-years-on-road-less-than-cell-phones
VW CEO Oliver Blume faces uphill battle after board rejects revival plan
Volkswagen CEO Oliver Blume faces strong board and labour resistance to restructuring plans, including possible job cuts and plant closures. VW will cut complexity, but profitability pressures, China weakness, tariffs and high German costs make deeper action difficult.
https://www.autonews.com/volkswagen/ane-vw-blume-labor-0711/
BAIC Group sold 181,000 new energy vehicles in the first half of 2026, a 22.6% increase
BAIC sold 795,000 vehicles in the first half, with strong growth in own brands, NEVs and exports. Arcfox, Xingjie, Beijing Off-Road and Foton drove momentum, while Beijing Benz and Beijing Hyundai supported joint-venture performance.
https://www.ithome.com/0/975/957.htm
Carmakers broadly win first round in UK lawsuits over diesel emissions
Automakers largely won the first stage of UK diesel-emissions litigation, with most defeat-device claims rejected. Some findings went against Mercedes and Stellantis brands, and appeals remain possible before a further trial on consequences and damages.
https://www.reuters.com/world/carmakers-broadly-win-first-round-huge-uk-lawsuits-over-diesel-emissions-2026-07-10/
Malaysia to start initial production of homegrown EV battery in July
Malaysia will start small-scale production of a graphene-enhanced lithium-ion EV battery, aiming to raise energy density, cut costs and build domestic high-tech capacity. The project supports Malaysia’s ambition to strengthen its regional EV supply-chain role.
https://asia.nikkei.com/business/automobiles/electric-vehicles/malaysia-to-start-initial-production-of-homegrown-ev-battery-in-july
Francois Roudier
July 10, 2026
Following a meeting of the supervisory board: Volkswagen plans to cut its model lineup in half
Volkswagen’s Vision 2030 plan targets major simplification, cutting models by up to 50% and product complexity by 75%. Capacity will be aligned to 9 million vehicles, with plant futures, job cuts and regionalization still unresolved.
https://www.automobilwoche.de/autohersteller/volkswagen/amw-aufsichtsratssitzung-bei-volkswagen-ohne-entscheidungen/
Senate committee to vote on bill to tighten US ban on Chinese vehicles
A U.S. Senate committee will vote on legislation codifying connected-vehicle rules that restrict Chinese-linked cars over security concerns. The bill would reinforce Washington’s effective ban on Chinese automakers entering the U.S. light-vehicle market.
https://www.reuters.com/world/senate-committee-vote-bill-tighten-us-ban-chinese-vehicles-2026-07-08/
US to Explore Allowing Driverless Cars Without Steering Wheels
NHTSA says it will consider removing steering-wheel requirements for fully driverless vehicles, following its move on brake pedals. The change would support purpose-built robotaxis from companies such as Tesla, Zoox and Waymo, while conventional vehicles remain unaffected.
https://www.autonews.com/technology/mobility/an-driverless-cars-steering-wheels-0709/
EPA Wants to Relax Air Pollution Standards for Buses, Trucks
The EPA proposed easing Biden-era heavy-truck emissions compliance rules by reducing warranty requirements and delaying useful-life extensions. Industry sees cost relief, while environmental groups warn weaker enforcement could undermine stricter NOx standards.
https://www.bloomberg.com/news/articles/2026-07-09/epa-proposes-to-relax-air-pollution-standards-for-buses-trucks
Tesla’s profit per vehicle drops 40%, within Toyota’s striking range
Tesla remained the most profitable major automaker per vehicle in fiscal 2025, but profit fell 40%, narrowing the gap with Toyota. Tariffs, weaker EV demand, Chinese competition and lower carbon-credit sales pressured margins across the sector.
https://asia.nikkei.com/business/automobiles/tesla-s-profit-per-vehicle-drops-40-within-toyota-s-striking-range
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