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OICA'S TOP 5 NEWS

Francois Roudier
June 16, 2026
Japan to consider EV battery collection mandate as waste volume grows
Japan is considering making automakers legally responsible for collecting used EV batteries as waste volumes rise sharply. The government will assess a stronger voluntary system or a mandate, while promoting battery condition checks, domestic reuse and critical-metal recycling.
https://www.reuters.com/business/autos-transportation/
Digital Infrastructure: Volkswagen Gets Its Own Cloud
Volkswagen is expanding a group-wide private cloud operated by T-Systems to strengthen data sovereignty, security and digital independence. The system will run in VW’s German data centers, improving control while preserving cooperation with international technology partners.
https://www.automobilwoche.de/autohersteller/volkswagen/amw-eigene-cloud-volkswagen-baut-private-infrastruktur/
US auto leaders make case for Canada, USMCA at CAR MBS
U.S. and Canadian auto leaders argued that Canada is essential to North American competitiveness and USMCA supply-chain integration. Speakers said the region should strengthen continental manufacturing to counter China, not weaken ties through tariffs or political disputes.
https://www.autonews.com/manufacturing/anc-canada-essential-north-american-auto-competitiveness-0615/
Tesla presented misleading ‘Full Self-Driving’ safety data to European regulators
Tesla used self-published safety data to support European approval of Full Self-Driving, but researchers say the comparisons are misleading. Dutch and Swedish regulators say they rely on independent audits, while safety groups call for verified evidence before wider approval.
https://www.reuters.com/world/tesla-presented-misleading-full-self-driving-safety-data-european-regulators-2026-06-15/
Hedge funds bet against European carmakers on Chinese competition fears
Hedge funds are increasing short positions against European automakers, seeing Chinese competition, weak demand and U.S. tariffs as structural threats. Stellantis, Volkswagen, BMW, Mercedes-Benz and Renault are under pressure as Chinese brands gain EU market share.
https://www.ft.com/content/a1a4f63d-c244-4195-9b3c-8b8954edf640?syn-25a6b1a6=1

Francois Roudier
June 15, 2026
Chinese automakers rush to secure European factory space as new EU rules loom
Chinese automakers are rushing to secure European factory capacity before new EU rules tighten approvals and local-content conditions. Brownfield deals with Nissan, Stellantis and others help avoid tariffs, fill underused plants and make Chinese manufacturing a lasting European presence.
https://www.autonews.com/manufacturing/automakers/ane-china-europe-factories-0612/
Mercedes-AMG sets sights on 200,000 global sales with broad product push, new engines
Mercedes-AMG targets 200,000 global sales by 2030, launching more than 27 models in 36 months. The strategy combines EVs, a new V-8, fewer engine variants and high-margin performance appeal, especially in the U.S.
https://www.autonews.com/mercedes-benz/an-mercedes-amg-growth-plans-0612/
Bilateral deals likely to be negotiated alongside USMCA, LeBlanc says
Canada expects USMCA’s future to hinge partly on bilateral side deals as renewal uncertainty grows. Ottawa and Mexico want an extension, while U.S. sectoral tariffs on autos, steel and aluminum continue to pressure integrated North American supply chains.
https://www.autonews.com/manufacturing/anc-canada-says-bilateral-trade-deals-and-usmca/
Markus Haupt (CEO of SEAT and Cupra) will become the new president of ANFAC on June 19
Markus Haupt, CEO of SEAT and Cupra, is expected to become ANFAC president on June 19. His appointment reflects SEAT-Cupra’s central role in Spain’s electrification plans and the need for experienced leadership during major industrial change.
https://www.latribunadeautomocion.es/2026/06/markus-haupt-ceo-de-seat-y-cupra-sera-el-nuevo-presidente-de-anfac-el-19-de-junio/
Why design is becoming the new horsepower in India’s auto market
Automotive design in India is becoming a strategic driver of brand identity, customer experience and showroom appeal. EVs, compact segments, connected interiors and local lifestyles are pushing Indian automakers toward more confident, distinctive and exportable design languages.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/the-revolution-of-automotive-design-in-indias-auto-market-beyond-functionality-and-aesthetics/131696494

Francois Roudier
June 12, 2026
Industrial Accelerator Act: Toyota and JLR warn plan threatens investment and jobs / Renault joins VW and Stellantis in push for ‘Made in Europe’ plan
Europe’s proposed “Made in Europe” auto rules are splitting automakers: Toyota and JLR warn of higher costs and supply-chain damage, while Renault joins VW and Stellantis seeking 70% local content and stronger support for EU-made EVs by 2030.
https://www.ft.com/content/33303858-3fb2-416d-85c8-e4b9cdb1bbad?syn-25a6b1a6=1
https://www.ft.com/content/2048cb8d-7a9e-4ceb-92df-891570e1211e?syn-25a6b1a6=1
China’s auto market posts slight YoY drop in May 2026 sales & output, but exports boast robust surge
China’s May vehicle output and sales fell slightly year-on-year, with domestic demand and oil-fueled vehicles sharply down. Exports surged 68.7%, while NEVs reached 56.9% of sales, reinforcing overseas growth as the main support for Chinese automakers.
https://autonews.gasgoo.com/articles/news/2065003626110763009
Trump policy whiplash could slam Japanese carmakers for $40 billion on tariffs, EVs, emissions
Japanese automakers face up to $40 billion in U.S. policy costs by March 2027, hit by tariffs, EV tax-credit repeal and emissions-rule reversals. Toyota, Honda and Nissan are most exposed through U.S. sales and North American production networks.
https://www.autonews.com/toyota/an-trump-policy-tariff-ev-impact-japan-carmakers-toyota-nissan-honda-mazda-subaru-0611/
Turkey halts BYD tax break, warns of clawback if it misses $1bn plan
Turkey suspended BYD’s import tax exemptions after limited progress on its planned $1 billion Manisa EV factory. The delay could trigger incentive clawbacks, while BYD prioritizes Hungary and reassesses Turkey amid uncertainty over EU local-content rules.
https://asia.nikkei.com/business/automobiles/electric-vehicles/turkey-halts-byd-tax-break-warns-of-clawback-if-it-misses-1bn-plan
China’s hydrogen push outstrips Japan’s in new fuel race
China is accelerating hydrogen fuel-cell support, targeting 100,000 vehicles by 2030 and expanding refueling infrastructure, mainly for heavy-duty uses. Japan’s earlier hydrogen lead has slowed because of high costs, weak infrastructure investment and limited FCV adoption.
https://asia.nikkei.com/spotlight/policy-asia/china-s-hydrogen-push-outstrips-japan-s-in-new-fuel-race
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