Login to download In this issue:

Data

• Global light vehicle sales forecast – June 2026 edition
• BMW: performance and production forecast to 2030
• Light vehicle industry overview – 2026 edition
• Traton: performance and production forecast to 2030

Strategy

• Stellantis makes the most out of its key brands
• BMW slashes margin and sales targets as China and Middle East bite
• Lucid cuts US headcount again in desperate bid for survival
• Pajero returns as Mitsubishi-Nissan partnership deepens
• JLR targets the US as its “priority growth engine”
• Renault picks India over China as its engineering lifeline
• Nissan closing in on first Brazil-made electric car
• Stellantis says ‘let’s dance’ to several partners at once

Markets

• EU surges, ME collapses: Japan’s car export map is changing
• Toyota closing the gap on GM in US market sales
• Automakers diverge on R&D amid deepening profit pain
• Canada seeks Chinese EV investment with greenfield pitch
• Nio CEO warns China car sales could drop by a fifth in 2026
• Japan car sales moderate in May after April surge
• Detroit’s affordability gap leaves US car market exposed
• Chinese shareholders put Mercedes’ US recovery at risk

Electric mobility

• Does GM’s bet on LMR signal a change in US battery tech?
• Tata turns to Chery to accelerate Avinya EV launch

Manufacturing

• Automakers eye defence contracts to fill factories and fix profits
• Will ‘Made in Europe’ encourage more Chinese investment?
• EU wakes up to the rise of Morocco’s automotive industry
• Toyota making subtle changes in production geography
• LV and HV production still trending up in South America
• Job cuts pile up as OEMs pushed to drastic change
• Auto supply chain questions linger despite Iran peace deal