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OICA'S TOP 5 NEWS

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.

Francois Roudier
March 5, 2026
What is in the EU’s buy-European law?
Reference: Reuters – Kate Abnett and Philip Blenkinsop – March 4, 2026 1:18 PM GMT+1
Link: https://www.reuters.com/sustainability/boards-policy-regulation/what-is-eus-buy-european-law-2026-03-04/
Commission draft Industrial Accelerator Act would tie public subsidies and procurement to “made in Europe” and low-carbon criteria, including EVs: EU-assembled, then 70% EU components (battery excluded). It adds reciprocity checks, cost/supply exceptions, and conditions on big foreign investments. Major revisions likely.
China sets course for smarter, greener auto industry in new five-year agenda
Reference: Gasgoo – March 5, 2026 11:33 BJT
Link: https://autonews.gasgoo.com/articles/news/china-sets-course-for-smarter-greener-auto-industry-in-new-five-year-agenda-2029399994115653633
Li Qiang’s NPC work report makes autos, intelligent manufacturing and new energy pillars for 2026–2030 planning, citing 2025 GDP +5%, robots +28%, chips +10.9%, and NEV output >16m with 20m+ chargers. Priorities include “AI+”, bonds for trade-ins and upgrades, and greener targets.
U.S. new-car market loses traction again in February
Reference: Automotive News – David Phillips – March 04, 2026, 11:10 AM EST
Link: https://www.autonews.com/retail/sales/an-febus-auto-sales-0303/
U.S. February new-vehicle sales fell 3.8% to ~1.18m; retail -5.6% while fleet +4.5%. Weather, affordability and lost federal EV tax credits cooled demand; EV share ~5.6%. GlobalData cut 2026 forecast to 16.1m as incentives and prices stay high.
Honda to import China-made EVs to bolster Japanese lineup
Reference: Nikkei – SHOYA OKINAGA – March 5, 2026, 00:39 JST
Link: https://asia.nikkei.com/business/automobiles/electric-vehicles/honda-to-import-china-made-evs-to-bolster-japanese-lineup
Honda plans to sell a China-built EV in Japan from spring, adapting its China-only e:N SUV and reviving the “Insight” name. The ~500 km-range model would widen Honda’s sparse domestic EV lineup and lift China plant utilization amid price wars and sliding China sales.
Call for clean tech has Indian automakers fishing for talent
Reference: ET Bureau – Prachi Verma & Sharmistha Mukherjee – March 5, 2026, 08:20 AM IST
Link: https://auto.economictimes.indiatimes.com/news/auto-technology/call-for-clean-tech-has-automakers-fishing-for-talent/129064119?utm_source=top_story&utm_medium=homepage
India’s carmakers say they need 100k–200k engineers skilled in hybrids and alternative fuels (EV, LNG, hydrogen, CNG) as launches accelerate. Demand spans R&D and embedded software to batteries; pay premiums run 15–25%. Firms upskill, hire from electronics/startups, and redeploy EV specialists into hybrids.
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