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OICA'S TOP 5 NEWS
Francois Roudier
February 16, 2026
Honda, Toyota Voice Concerns Over EU’s ‘Made in Europe’ Plan
Nikkei – Clement Ngu – February 14, 2026
Honda Motor Co. and Toyota Motor Europe warn EU local-content rules could restrict access to funding and contracts, reduce competition and risk breaching WTO obligations unless UK-made vehicles are recognized as European.
https://asia.nikkei.com/business/automobiles/honda-toyota-voice-concerns-over-eu-s-made-in-europe-plan2
JSW MG Plans $441 Million Expansion to Triple India Capacity
Bloomberg – Alisha Sachdev – February 16, 2026
JSW MG Motor India will invest $441m to triple Halol plant capacity to 300,000 units, targeting EV and plug-in hybrid growth in India’s NEV market, with localization to boost margins.
https://www.bloomberg.com/news/articles/2026-02-16/jsw-mg-plans-441-million-expansion-to-triple-india-capacity?srnd=phx-industries-transportation
Stellantis Resurrects Diesel Cars Across Europe Amid EV Retreat
Reuters – Gilles Guillaume – February 13, 2026
Stellantis is reintroducing diesel versions of several models as EV demand weakens and emissions targets ease, offering a lower-cost alternative where Chinese EV competitors are less active.
https://www.reuters.com/business/autos-transportation/stellantis-resurrects-diesel-cars-across-europe-amid-ev-retreat-2026-02-13/
US Carmakers Spooked by Chinese Rivals Gaining Foothold in America
Financial Times – Christian Davies et al. – February 16, 2026
U.S. automakers fear Chinese OEM entry if Washington allows local production, potentially intensifying low-cost competition. Partnerships with Chinese firms are increasingly considered to access technology and remain globally competitive.
https://www.ft.com/content/6192e7c1-2b0c-4a63-b66d-a23e6ba8c9e6
Cable Theft at German Charging Stations: Operators Sound the Alarm
Automobilwoche – Michael Knauer – February 16, 2026
Rising cable theft at German charging stations causes costly outages and repairs, undermining EV infrastructure reliability. Operators are testing security measures, while some call for charging networks to be treated as critical infrastructure.
https://www.automobilwoche.de/technologie/ladetechnik/amw-ladekabel-diebstahl-steigt-deutlich-an/
Francois Roudier
February 13, 2026
Trump EPA Kills Landmark Emissions Finding Used for Vehicle Regulations
Automotive News – Molly Boigon – February 12, 2026
The repeal of the EPA’s 2009 Endangerment Finding removes the legal basis for U.S. vehicle GHG regulations, creating planning uncertainty for automakers like Ford Motor Company and General Motors despite easing compliance burdens.
https://www.autonews.com/regulation-safety/an-endangerment-finding-repeal-0212/
China Softens Stance on EV Makers Negotiating with EU Individually
Reuters – February 12, 2026
China now allows EV makers to negotiate EU tariff exemptions individually via minimum-price commitments. The shift follows Volkswagen’s China-built Cupra Tavascan reprieve and may shape future EU–China trade dynamics on subsidized EV imports.
https://www.reuters.com/business/autos-transportation/china-softens-stance-ev-makers-negotiating-with-eu-individually-2026-02-12/
Seeking Mexico Foothold, China’s BYD and Geely Bid to Buy Car Plant
Reuters – Emily Green – February 12, 2026
BYD and Geely are bidding for a Nissan–Mercedes plant in Mexico to localize production amid tariffs, supporting global expansion while raising U.S. trade concerns over Chinese industrial overcapacity.
https://www.reuters.com/business/autos-transportation/seeking-mexico-foothold-chinas-byd-geely-bid-buy-car-plant-2026-02-12/
Honda-Nissan Partnership Tripped Up Over Self-Driving Tech, US Production
Nikkei – Ryosuke Hanada et al. – February 13, 2026
Honda Motor Co. and Nissan face delays in cooperation due to differences on autonomy strategies and production setups, despite plans to share hybrid engines and software platforms in North America.
https://asia.nikkei.com/business/automobiles/honda-nissan-partnership-tripped-up-over-self-driving-tech-us-production
India: Why German Manufacturers Are Only Cautiously Optimistic
Automobilwoche – Hans Evert – February 12, 2026
Despite the EU–India FTA, German automakers face quotas, phased tariff cuts and EV import restrictions. Premium brands see CKD opportunities, but India’s price-sensitive mass market still demands localized, low-cost models.
https://www.automobilwoche.de/autohersteller/amw-indien-warum-die-hersteller-nur-bedingt-optimistisch-sind/
Francois Roudier
February 12, 2026
Mercedes 2025 Earnings More Than Halve in Year Rocked by Tariffs, China Woes
Reuters – Rachel More – February 12, 2026
Mercedes-Benz saw 2025 EBIT plunge 57% to €5.8bn amid China competition, tariffs and currency headwinds. Revenue fell 9%. Management targets 8%–10% medium-term margins through cost discipline and new models despite a volatile market.
https://www.reuters.com/world/china/mercedes-reports-2025-earnings-plunge-year-rocked-by-tariffs-china-woes-2026-02-12/
China’s January Auto Sales Fall at Fastest Pace in Nearly Two Years
Nikkei – February 11, 2026
China’s auto sales dropped 19.5% in January, with NEVs down 22.9%, reflecting weak demand, fading subsidies and regulatory pressure. BYD sales fell 30%, though exports surged, partially offsetting domestic slowdown.
https://asia.nikkei.com/business/automobiles/china-s-january-auto-sales-fall-at-fastest-pace-in-nearly-two-years
China Bans Below-Cost Car Sales to End Prolonged Price War
Bloomberg News – February 12, 2026
China outlawed below-cost vehicle sales to curb its destructive price war, broadening cost definitions and banning coercive rebate schemes. Regulators also tightened oversight of digital sales platforms and software subscriptions, seeking industry stabilization.
https://www.bloomberg.com/news/articles/2026-02-12/china-bans-below-cost-car-sales-to-end-prolonged-price-war?srnd=phx-industries-transportation
Dutch Court Orders Nexperia Investigation, Upholds Decisions Including Chinese CEO Suspension
Reuters – February 11, 2026
A Dutch court ordered a probe into Nexperia and upheld its Chinese CEO’s suspension, citing governance concerns and supply-chain stability. The ruling reinforces European oversight of a strategically vital chip supplier to automakers.
https://www.autonews.com/manufacturing/suppliers/ane-nexperia-probe-ordered-by-dutch-court-0211/
Foreign Cars Flow to Russia Through China, Skirting Ukraine War Sanctions
Reuters – February 12, 2026
Despite sanctions, foreign-brand cars continue reaching Russia via China through gray-market and “zero-mileage used” channels. Joint-venture production and re-export loopholes complicate enforcement, highlighting limits of sanctions on global auto trade.
https://www.reuters.com/business/autos-transportation/foreign-cars-flow-russia-through-china-skirting-ukraine-war-sanctions-2026-02-12/
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