In this issue:
Data
- Global light vehicle sales to rise 1.7% in 2025
Results
- Lucid claims it’s winning business from ex-Tesla customers
- Tesla substantially undershoots already-lowered expectations
- VW Q1 2025 profit hit by non-recurring expense
- Trump policy changes hit Volvo’s US truck operations
Markets
- Brazil: when will the Chinese become dominant?
- Domestic or global focus for India’s vehicle companies?
- Chinese brands to dominate global stage by 2030
- Import tariffs could cost Detroit automakers up to US$42bn
- Trump’s trade war intensifies with China under fire
- India comes under pressure to cut vehicle import tariffs
- Japan and Korea respond cautiously to Trump’s tariffs
- Trade war puts auto credit ratings on shaky ground
- Will protectionism restrict automotive innovation in the US?
- Trump will provide a “runway” to mitigate auto tariff impact
- Has US-China trade in cars come to an end?
Strategy
- Job cuts: suppliers need non-automotive business to survive
- Where next for SEAT and Cupra without Wayne Griffiths?
- SEAT champions flexibility in the wake of industry turmoil
- German OEMs position for a complicated global market
- Car ownership remains at the heart of new mobility, for now
Models
- Fiat’s Grande Panda: finally a global model?
Autonomous mobility
- Robotaxis make headlines; would autonomous buses make money?
- Making Wayves: Embodied AI underpins AV 2.0
- Gatik lifts the bar on autonomous safety validation
Software-defined vehicle
- Mobileye lowers ADAS cost and complexity through integration
- China and US take divergent paths on ADAS safety
- What does the EU Data Act mean for automotive?
- Is the automotive industry on the cusp of a cyber war?
- Scout Motors: software-defined SUVs still need tactility
- Computational optics gains ground as light replaces chrome
Electric mobility
- Electric HDVs depend on EU charge network and grid expansion
Hydrogen mobility
- Hyundai and Plus supercharge hydrogen freight with autonomy
Manufacturing
- Canada, Mexico at the centre of Trump’s crossfire hurricane
- Stellantis halts plants in Canada, Mexico; lays off US staff
- Hungary: leading Europe’s EV battery investment rush
- China’s OEMs increase their production dominance
Materials
- Steelmaking grows more sustainable: spotlight on Tata Steel
Supply chain
- Trade disruption challenges procurement strategies
