Stellantis in talks to build Leapmotor EVs at idled Brampton, Ontario plant Stellantis is reportedly in talks over options for building EVs in Canada with Chinese partner, Zhejiang Leapmotor Technology Co., according to people familiar with the matter. The development follows on changes in Canadian industrial policy as a result of imposition of tariffs and other pressures from the Trump administration on OEMs to move auto jobs from Canada to the ...

News  Updated at: 2026/04/03

GM’s joint venture in China seeks to build vehicles in Mexico General Motors and its Chinese joint venture, SAIC-GM-Wuling, are reported to be in advanced talks to manufacture vehicles in Mexico. The move comes amid shifting trade policies, as Mexico raised tariffs on Chinese imports to 50% in January. The joint venture already ships approximately 130,000 Chinese-built Chevrolet Aveo, Groove, and Tornado vans annually to Mexico, but adding loca...

News  Updated at: 2026/04/03

a year earlier. GM says it expects a similar decline for the U.S. auto industry as a whole since the current market has been feeling the effects of winter storms (as well as affordability and gasoline price concerns) and is being compared to an exceptionally high selling rate in March 2025, before tariffs and ahead of EV credit discontinuation, when sales came in at a seasonally adjusted annual rate (SAAR) of more than 18 million units. Among br...

News  Updated at: 2026/04/03

f federal EV tax credits, and weakening consumer sentiment continued to weigh on demand. Severe winter weather also had an impact. In addition, the year-over-year decline in March 2026 also reflects a tough comparison to March 2025, when sales were boosted by pre-buying ahead of the introduction of tariffs on imported vehicles. Looking ahead, another source of uncertainty has emerged: the Iran conflict, which has pushed up oil and gasoline prices...

News  Updated at: 2026/04/02

brid (HEVs), plug-in hybrid (PHEVs), and fully electric vehicles (BEVs), aiming to stimulate economic activity and promote the adoption of green technology. Effective April 1, import duties on PHEVs will drop from 35% to 7%, while BEVs will be fully exempt from import taxes. The policy also removes tariffs on EV components, such as motors, charging stations, lithium batteries, and other energy storage devices, making electrified vehicles and infr...

News  Updated at: 2026/04/01

Mexico expects to renegotiate tariffs on auto parts On March 25, it was reported that President of Mexico, Claudia Sheinbaum, stated that Mexico expects to renegotiate tariffs on auto parts, aluminum, and steel with the United States through a newly established working group. Speaking at the 82nd annual assembly of CAINTRA, Sheinbaum indicated that discussions on the trade agreement are progressing positively, and that the creation of a formal re...

News  Updated at: 2026/04/01

Flint Assembly employs about 4,200 hourly workers, who will be mandated into overtime hours to cover the additional day of production. GM also builds the Silverado 2500/3500HD, as well as the Silverado 1500 light-duty pickup, at Oshawa Car Assembly Plant in Ontario, Canada, though since automotive tariffs were introduced a year ago, GM has been maximizing production at U.S. plants to avoid the additional duties. In this case, the GM spokesman sa...

News  Updated at: 2026/03/31

nomy. On one hand, regional conflicts erupted in multiple regions, posing challenges to global energy supplies and maritime supply chains. On the other hand, protectionism gained momentum, with tariff barriers proliferating worldwide, further straining the global economy. Although the “reciprocal tariffs” introduced by the US in April 2025 targeting global trading partners were ultimately struck down by the Supreme Court in early 2026 after m...

News  Updated at: 2026/03/30

Bozzella, president and CEO of the Alliance for Automotive Innovation, and Mike Stanton, president and CEO of the National Automobile Dealers Association. Taking place on April 1, from 11:55 a.m. to 12:35 p.m. at the Javits Center's Crystal Palace, topics will include global competition, trade and tariffs, the trajectory of EVs and new technologies, and the regulatory and retail environment in the U.S. (New York International Auto Show release o...

News  Updated at: 2026/03/28

e‑regulated lead‑acid batteries. “The closure of our Tijuana facility and the transition of production to Springfield, Missouri will enable us to optimize our cost structure, maximize near-term advanced manufacturing production tax benefits, and mitigate future risks associated with potential tariffs,” said Shawn O’Connell, President and Chief Executive Officer at EnerSys.  (Enersys release on March 25, 2026)...

News  Updated at: 2026/03/27

ion hub for the Chevrolet Trax and Trailblazer, and Buick Encore and Envista in GM’s export strategy to the U.S. Operating the Bupyeong and Changwon plants at or near their 500,000-unit annual capacity to lower per-unit production costs remains an important factor for GM in offsetting U.S. import tariffs. The Korean plants remain focused on internal combustion engines and mild hybrid small SUVs for the near-term, while hoped-for electrified pla...

News  Updated at: 2026/03/26

ed with Chinese autonomous-driving company Momenta. The overall goal of the initiative is to bring the technology level of its products to that offered by domestic rivals and improve the software-powered driving experience. While the joint venture desires to expand exports from China, current U.S. tariffs and new Mexican duties will make it difficult to increase them to North America in the near future. (multiple sources on March 22, 2026)...

News  Updated at: 2026/03/26

. (Niterra) has revised upward its full-year consolidated earnings forecast for the fiscal year ending March 31, 2026. Its revenue is now projected to rise 5.2% from its initial forecast to JPY 724 billion, while operating profit is expected to rise 5.4% to JPY 137 billion. The impact of additional tariffs in the United States was mitigated, and the weaker yen also contributed. The company had factored in the impact of rising raw material prices ...

News  Updated at: 2026/03/25

n energy division, which produces Megapack utility-scale battery storage systems, has been growing rapidly, and solar energy supply is seen as a critical component for scaling of the business to support vehicle electrification and data centers for AI. Solar manufacturing equipment was excluded from tariffs by the Biden administration in 2024, with the exemption extended by the Trump administration. (Reuters and multiple sources on March 20, 2026)...

News  Updated at: 2026/03/25

Industry (VDA) issued a statement welcoming the free trade agreement between the EU and Australia. It opens significant opportunities for the European automotive industry. In 2025, Germany exported automotive goods worth EUR 2.3 billion to Australia. The anticipated elimination of Australian import tariffs, currently at 5%, on most automotive product groups will provide a crucial boost to bilateral trade. However, adjusting Australia’s luxury c...

News  Updated at: 2026/03/24

ply from May 1, 2026, between the EU and Mercosur countries that ratified and notified the EU by the end of March - Argentina, Brazil, and Uruguay have done so. Paraguay has recently ratified the agreement and is expected to send its notification soon. Provisional application ensures the removal of tariffs on certain products as of day one. EU businesses, consumers, and farmers can thus start reaping the benefits of the deal immediately, while se...

News  Updated at: 2026/03/24

d in fiscal year that ends in March 2027 (FY2026), projecting a 1.0% increase in demand for automobiles compared to the FY2025 forecast, reaching 93,000 tons. The total car production volume in Japan is forecast to decrease due to factors such as slowing demand resulting from the pass-through of US tariffs, a shift to local production, and competition from overseas products. On the other hand, it predicts that the increasing use of electric wires...

News  Updated at: 2026/03/24

s for Mexico and Argentina. The reported 50,000-unit allocation to Mexico could significantly influence the local EV market, where electrified vehicle sales reached around 100,000 units in 2025 (according to EMA: Electromovilidad Asociación). The development comes amid Mexico’s decision to raise tariffs on vehicles from non-FTA countries, particularly China, from 20% to 50%. However, trade agreements between Brazil and Mexico may mitigate the ...

News  Updated at: 2026/03/23

in 2025. This gap is projected to widen further over the next few years, expanding to 2.3 million units by 2030. This raises two obvious questions: where are these imports coming from, and why have exports stalled? The answer up until 2025 is almost exclusively China—despite the EU raising import tariffs on Chinese Battery Electric Vehicles (BEVs) to 17.8-45.3% (depending on OEM) from November 2024. In fact, the tariffs have not stemmed the inf...

News  Updated at: 2026/03/23

BYD rejects U.S. claims of tariff circumvention via Thailand facility Reported on March 15, 2026, China’s BYD rejected U.S. accusations that its Rayong facility is being used to circumvent tariffs by routing exports through Thailand. The response comes as the Office of the United States Trade Representative (USTR) investigates global “excess capacity” under Section 301, including concerns over final vehicle assembly shifting to Southeast As...

News  Updated at: 2026/03/18