Harnessing the News
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Americas
VW Mexico+SITIAVW ratified tentative CCT before 2 Oct 11:00 local: 13.16% global/24 mo (~3.8% 2026 / ~3.5% 2027), rehire path for 611; >6,400 vote TBD. Taos paro 5–9 Oct (~2,700).
Companies Volkswagen
Source: VW Mexico PR
Europe
IG Metall (4 Oct): talks start Wed 7 Oct (BW/NRW), then 8–9/12/14 Oct. 5% (12 mo) + job/site security. Peace ends 31 Oct; warning strikes from 1 Nov.
Source: IG Metall PR (4 Oct)
Asia
MOFCOM AD probe on EU p-nitrotoluene before Šefčovič–Wang (8–9 Oct). Brussels wants concrete results before leaders 15–16 Oct (hybrids, access, rare earths).
Source: China Daily
Americas
>6,400 workers; tariffs + weaker NA demand. Unifor still at Brampton/Roshel impasse (conciliation; no strike vote).
Companies Stellantis
Source: CBC News
Global
Valencia PowerCo 51%/Gotion 49%; Šurany Gotion 51%; Kenitra cathode Gotion 51%. ~€3.22bn combined; VW sells 5.3% Gotion stake. Approvals pending.
Companies Volkswagen, Gotion
Source: VW Group PR
Global
Pre-series done; series ~13 Oct; event 16 Oct. ~400–500 jobs; ~40k/yr. Spain dealers still China-built until series. EV/REEV mix unconfirmed.
Companies Leapmotor
Global
GM–LG JV retool for LMR (~33% denser than LFP at similar cost). Mods later 2026; done 2028; ~500 jobs.
Companies General Motors
Source: Ultium
Global
1 Oct: ~30k sq ft lifecycle battery R&D for hybrid/PHEV/H2/BEV; supports TBNA NC.
Companies Toyota
Source: Toyota PR
Europe
463,561 NEVs (+17%). BEVs 273k (+33%); overseas ~39%. 9M overseas +93% to 1.34m. Hungary ramp late-2026.
Companies BYD
Source: BYD/electrive
Global
Previously announced thermal site ends 30 Oct; ~100 remaining reassignment.
Companies Stellantis
Europe
EU cell capacity can cover eligible EV demand by 2030 if plants proceed; cathode/precursor gaps remain.