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OICA'S TOP 5 NEWS

Francois Roudier
June 8, 2026
China Puts EVs on a Diet as Battery Boom Adds Bulk
China is tightening EV energy-consumption standards as heavier batteries, wider bodies and comfort features strain parking and infrastructure. From January 2027, new EV models failing efficiency requirements will be barred from production, sale or registration.
https://www.bloomberg.com/news/articles/2026-06-07/china-puts-evs-on-a-diet-as-battery-boom-adds-bulk-cctv-reports
Electric cars: France and six other countries oppose Germany and Italy
France, Denmark, Luxembourg, the Netherlands, Portugal, Spain and Sweden oppose further weakening of EU 2035 electrification targets. They accept the Commission’s 90% tailpipe-emission compromise but reject broader flexibility for PHEVs and alternative fuels.
https://www.lesechos.fr/industrie-services/automobile/voitures-electriques-la-france-et-six-autres-pays-sopposent-a-lallemagne-et-a-litalie-2235397
90% of Spain’s main road network now has a 100-kW electric vehicle charger within 60 kilometers
Spain says 90% of its main highway network now has a 100-kW charger within 60 kilometers. A 2026–2027 roadmap and €200 million Moves Corredores program aim to close remaining gaps and support rising EV adoption.
https://www.latribunadeautomocion.es/2026/06/el-90-de-la-red-principal-en-espana-ya-tiene-un-cargador-de-coche-electrico-de-100-kw-a-menos-de-60-kilometros/
Trump meets with auto industry over right-to-repair debate
Donald Trump met automakers, dealers and industry groups over right-to-repair legislation. The debate centers on access to vehicle diagnostic and repair data, with independent shops seeking stronger rights while automakers and dealers warn about security, counterfeit parts and insurer influence.
https://www.reuters.com/legal/legalindustry/trump-meets-with-auto-industry-over-right-to-repair-debate-2026-06-04/
Digital twins poised for huge growth to meet software-defined vehicle challenges
Digital twins are becoming central to software-defined vehicles, linking design, manufacturing, supply chains and lifecycle management. The market could grow from $1.7 billion in 2025 to $19.9 billion by 2035, but data quality, integration and cybersecurity remain challenges.
https://www.autonews.com/technology/ane-ane-digital-twin-suppliers-0608/

Francois Roudier
June 5, 2026
China Speeds Past Japan in Australian Car Imports on EV Bonanza
China has overtaken Japan as Australia’s top source of imported passenger cars, led by BYD and EV demand. China-made imports exceeded 100,000 units in January-April, while EVs and hybrids reached nearly half of May sales.
https://www.bloomberg.com/news/articles/2026-06-05/china-speeds-past-japan-in-australian-car-imports-on-ev-bonanza
China’s May Sales Review: Auto Giants Find Growth Beyond the Home Market
China’s major automakers are shifting growth toward exports, NEVs and self-owned brands. Chery, BYD, SAIC, Geely and GAC posted strong overseas gains, while domestic groups increasingly compete globally through technology, brand-building and cost discipline rather than volume alone.
https://autonews.gasgoo.com/articles/news/may-sales-review-chinas-auto-giants-find-growth-beyond-the-home-market-2062472892812709889
Indian government targets 500 flex-fuel stations by year-end, 5,000 by 2027
India plans 500 flex-fuel stations by end-2026 and nearly 5,000 by December 2027, supporting higher ethanol blends such as E85. Maruti Suzuki unveiled an E20-to-E100 WagonR, backing India’s multi-pathway approach to reducing fuel imports and emissions.
https://auto.economictimes.indiatimes.com/news/industry/govt-targets-500-flex-fuel-stations-by-year-end-5000-by-2027-hardeep-singh-puri/131508077
Tariffs: How the Trump administration is trying to avoid refunds following its legal defeat
The U.S. government is resisting broad refunds after reciprocal tariffs were ruled unlawful, arguing closed customs files cannot be reopened without court orders. Around $85 billion is being reimbursed, but small importers risk losing claims as liquidation deadlines pass.
https://www.lesechos.fr/industrie-services/automobile/droits-de-douane-comment-ladministration-trump-tente-desquiver-les-remboursements-apres-sa-defaite-judiciaire-2235157
Europe’s automotive industry and military defense: Where the opportunities – and risks – lie
Europe’s underused auto plants may support defense production as EU rearmament spending rises, with opportunities in drones, logistics and dual-use technologies. However, fragmented defense markets, political uncertainty and small-series procurement limit the fit with high-volume automotive production.
https://www.autonews.com/manufacturing/automakers/ane-automakers-defense-risks-opportunities-0604/

Francois Roudier
June 4, 2026
Nissan in Talks to Make Cars by China’s Chery at UK Plant
Nissan is negotiating a non-binding factory-sharing deal with Chery to build vehicles at Sunderland from 2027, keeping ownership and jobs while using spare capacity. The move reflects Chinese brands’ European expansion and Nissan’s restructuring pressures.
https://www.bloomberg.com/news/articles/2026-06-03/nissan-in-talks-to-make-cars-by-china-s-chery-at-its-uk-plant
India’s Tata taps Chery for premium EV push, leveraging Chinese tech
Tata Motors will use Chery’s Freelander platform for its premium Avinya EVs, after shelving plans with JLR technology. Production will start in Tamil Nadu, with kits initially shipped from China, helping Tata defend its EV lead in India.
https://www.reuters.com/world/china/indias-tata-taps-chinas-chery-premium-ev-push-sources-say-2026-06-03/
Ford has no regrets about quitting sedans, even as it considers bringing them back
Ford remains confident in its SUV, pickup and utility-focused strategy, targeting an 8% margin by 2029. It may selectively return to sedans only if costs are disciplined and models fit existing vehicle families.
https://www.autonews.com/ford/an-tftt-ford-andrew-frick-affordability-sedans-tariffs-0603/
Why European premium brands are pulling out of China’s PHEV market
European premium brands are retreating from China’s PHEV market after tax changes and stronger local rivals made their models uncompetitive. Chinese brands offer longer-range PHEVs and EREVs, forcing Europeans to choose between local partnerships or focusing on ICE and BEVs.
https://www.autonews.com/manufacturing/automakers/ane-china-europe-phevs-0603/
Mitsubishi Motors, Nissan to launch EV-to-grid power trading services
Mitsubishi Motors and Nissan plan vehicle-to-grid services in Japan around 2030, allowing EV owners to sell surplus electricity back to the grid. Challenges remain over regulation, battery degradation and depreciation, with early uptake expected among businesses.
https://asia.nikkei.com/business/automobiles/electric-vehicles/mitsubishi-motors-nissan-to-launch-ev-to-grid-power-trading-services
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