Harnessing the News
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Europe
Board approved Future Plan 2030 (3 Sep): ~9m vehicles, ~9% margin by 2030; ~€135bn CapEx/R&D 2027–31. Models −~50%, complexity −~75% by 2035. EU capacity excess >500k; Emden/Zwickau/Hanover/Neckarsulm lack 2031–34 allocation; footprint concept due end-Jun 2027. Further ~50k cuts. Source: restructuring cost ~€16bn (VW no comment).
Companies Volkswagen
Source: VW PR · Reuters · Reuters €16bn
Europe
Halt 2–4 Sep (Teksid shortage vs weak 500 demand per FIOM). After 4-week summer stop. Mid-month: Sep idle days to six; Uilm seeks bridge model to 2030.
Companies Stellantis, Teksid
Source: Reuters · Torino Cronaca
Europe
Mid-Oct target 7,500/wk (now <6,500). Three mandatory Sep extra shifts (assembly; Drive/Battery/Cell out). Only EU vehicle plant.
Companies Tesla
Source: ecomento · elektroauto-news
Europe
Jul PR: +550 temps since Oct’25, half night shift, Sep pace-up; +300 permanent by 2027. 600k EVs at Douai+Maubeuge. Multi-brand (Renault/Alpine/Nissan/Mitsubishi). Local: >350 temps recruiting.
Companies Renault, Nissan
Global
1 Sep: Winchester→Aptiv Interconnect; Intercable→Aptiv High-Voltage Technologies; Connection Systems unchanged.
Companies Aptiv
Asia
Duty-free to 8% of EU registrations; 80% above; includes components. Chinese-brand share >9% H1’26. Warns IT→DE exports −40–50% by 2028; criticizes IAA FTA loopholes.
Source: Reuters
Europe
Rapporteurs want Commission list for third-country equivalence. Steel/EVs: procurement + 90% aid need EU content; waiver if cost +>40% (vs 25%).
Source: EUROMETAL · EC annexes
Americas
White House undecided on refined copper tariffs (10 Sep). Floated path 15% Jan’27→30% ’28. LME ~$14,000/t mid-Sep.
Global
Sales $2.444bn; Adj. EBITDA $272m (11.1%). FY sales guide $9.4–9.6bn. $0.13 dividend payable 18 Sep.
Companies Versigent
Source: SEC EX-99.1
Global
VW modular connectors: mfg time to 18% of prior in one example. Next2OEM ~10%→~90% automation when designed for it. BMW Neue Klasse: −600m wire, harness −~30% weight.
Companies BMW, Volkswagen
Source: AMS reinvented · AMS robot-ready
Global
Jefferies 10 Sep: US = domestic-only; RoW partners (Leapmotor, Dongfeng) for EU capacity/distribution.
Companies Stellantis, Leapmotor, Dongfeng
Source: Reuters · Stellantis Dongfeng
Global
Announced 4 Aug; coverage 1 Sep. Plastic fluid quick-connects + electrical/fluid assemblies; TE office Dornbirn.
Companies TE Connectivity
Source: HENN PR · Charged EVs