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Data

• Global light vehicle sales forecast – July 2026 edition
• Nissan: performance and production forecast to 2030

Financials

• Trouble in China puts BMW on the back foot
• Ford offsets volume decline with higher profits per unit
• GM beats Q2 expectations as EBIT rises 30%
• Hyundai notes “soft” US demand, decline in Europe sales
• Mercedes car margin collapses, core performance tightens
• Geographic mix and competition squeeze Renault’s margins
• Headline improvements mask weak Q2 for Stellantis
• Tesla’s cash flow turns negative, first time since 2024
• Has Volkswagen Group reached a growth ceiling?
• Paccar holds steady despite flat global truck sales
• Traton raises 2026 guidance, reports strong order book
• Volvo Q2 profits rise as truck orders surge 33%

Strategy

• Jeep prepares three new models for European market push
• Geely aims to go global as Chinese market contracts
• Honda’s future hangs in the balance
• Leapmotor enters Mexico in first North America move
• Can Volkswagen restructure sufficiently to survive?
• Akio Toyoda warns a “sense of crisis” is brewing at Toyota
• Rivian narrows its losses in Q2, clears R2 demand hurdle
• Tesla enlists start-ups to fix troubled 4680 battery line

Markets

• Is Polestar’s global strategy unravelling?
• EVs and BYD fuel Brazil’s car sales hot streak
• China decline offsets German OEMs’ Q2 sales growth
• India Q1 car sales hit record high, up 25.9% year-on-year
• Tesla sales consensus uptick masks weak US, China risk
• Fuel shortages kindle a spark in Russia’s EV market

E-mobility

• When will General Motors turn to hybrids?
• China’s export boom skips India’s growing EV market—for now
• Europe’s truckmakers insist battery swap not needed

Manufacturing

• Can China save Canadian auto manufacturing?
• China’s OEMs may build 2026’s best and worst sellers
• BYD nears decision on second European plant site
• Chery takes the reins at former Nissan plant in South Africa
• Continental finalises tyre-only pivot with ContiTech sale
• Ford Q2 sales dented by F-Series supply issues
• VDA warns that Europe’s auto industry crisis has no off-ramp
• Ford and Unifor strike tentative deal amid tariff heat
• US declines to renew USMCA, keeps annual review clause