Asia
Ad-hoc 18 Sep ~17:17 CEST: revenue ~€315bn; ORS up to 1% vs 4.0–5.5%. ~€10bn specials incl. ~€6bn non-cash Porsche-segment goodwill (Q3); restructuring + China impairments. Underlying ORS ~4% ex specials. Q3 report 29 Oct.
Companies Volkswagen, Porsche
Source: VW Group ad-hoc · Reuters
Americas
CA expires 20 Sep 23:59 local. Unifor 16 Sep: still in Ontario conciliation; not legal strike/lockout at expiry. Impasse: Brampton sale MOU with Roshel; income security extended. Talks paused ~11 Sep; Windsor/Etobicoke unresolved.
Companies Stellantis
Source: Unifor Auto Talks 16 Sep · Unifor 11 Sep · CP/CityNews 17 Sep
Asia
FT 17 Sep: EU seeking ~15% EU-market voluntary hybrid limit or higher tariffs. China MOFCOM 18 Sep: voluntary limits violate WTO; firmly opposed. Hybrid imports from China surged while BEVs already face CVDs.
Source: Reuters 18 Sep · CnEVPost
Europe
SB approved 3 Sep: ~50k further workforce cut; EU capacity >500k excess; Emden/Zwickau/Hanover/Neckarsulm allocation not secured 2031–34 (review by Jun 2027). Reuters 10 Sep source: ~€16bn restructuring cost estimate (VW declined comment).
Companies Volkswagen
Source: VW Group PR 3 Sep · Reuters 10 Sep
Europe
Spanish govt mid-Sep vows to defend SEAT; SEAT SA: no decision. Expansión 11 Sep: Martorell 470k vehicles last year — SEAT ~47.8%, Cupra ~36.5%, Audi A1 ~15.3%. Brand ≠ plant; model fill is the real risk.
Companies SEAT/Cupra, Audi
Source: Spain in English 14 Sep · Expansión 11 Sep
Europe
Reuters 17 Sep: BYD adviser Altavilla — Chinese OEMs racing to buy/refurbish EU plants. BYD wants full ownership; Spain/France most actionable; 2nd site by YE; long-term ~3 assembly + 1 battery. Hungary in early production; Italy plan B.
Companies BYD
Source: Reuters 17 Sep
Global
SWS 17 Sep: AI image analysis, physical AI robots (Skild AI), multi-AI agents (ExaWizards) under 2030 VISION — unmanned + human–robot lines for local-for-local resilience.
Companies Sumitomo Wiring Systems
Source: SWS PR PDF 17 Sep
Global
AMS 9 Sep: Design-for-Automation + pre-assembly. Next2OEM ~90% vs ~10% typical. TE: end-to-end harness automation is multi-year challenge. Neue Klasse: ~600m less wiring, ~30% harness weight.
Companies TE Connectivity
Source: AMS 9 Sep
Global
1 Sep: Winchester → Aptiv Interconnect; Intercable AS → Aptiv High-Voltage Technologies; Connection Systems unchanged.
Companies Aptiv
Source: Aptiv 1 Sep
Europe
BMW PressClub photo 17 Sep: Debrecen accelerating iX3 with 24-hour ops. Trade: third shift on strong demand; launch plant for first series Neue Klasse; 2nd NK model expected autumn.
Companies BMW
Source: BMW PressClub 17 Sep · BMWBlog
Europe
ClubAlfa 19 Sep: further stop Mon 21 Sep on Carrozzeria + Presse (500 Hybrid). Company cites engine-component shortages; unions seek another model.
Companies Stellantis
Source: ClubAlfa 19 Sep