IN TODAY’S REPORT

⚡ROUNDUP

Key headlines shaping the auto industry this week

📊 Sales & Deliveries

  1. BYD Group quarterly sales decline for the first time since 2020 as its main competitor rises 96% (Link)

  2. NIO sales increased 41% in 3rd quarter (Link)

  3. Maruti Suzuki production in September 2025 (Link)

  4. Maruti Suzuki sales in September 2025 (Link)

  5. XPeng sales up 149% in Q3 (Link)

  6. Zeekr Group announces September 2025 delivery update (Link)

  7. Tesla’s decline in China continues despite “throwing everything at it” (Link)

  8. BYD sales decline amid intense competition in China’s EV market (Link)

⚙️ Jobs, Labor & Corporate Moves

  1. ZF cuts 7,600 jobs in Division E (Link)

  2. VW is firing hundreds for unexplained absences (Link)

  3. Stellantis and Mistral AI expand collaboration to accelerate enterprise-wide AI adoption (Link)

  4. Stellantis-UAW Belvidere midsize truck deal (Link)

  5. JLR’s $2B government boost restarts production in days (Link)

  6. BMW Group’s newest, most innovative production site officially opens in Debrecen (Link)

🔋 Batteries, Minerals & Energy

  1. Lithium miners’ shares slide after CATL mine reserves approved (Link)

  2. U.S. government takes stake in Canadian lithium miner and its Nevada mining project (Link)

  3. US to take stake in Lithium Americas to boost Nevada project (Link)

  4. QuantumScape is building a foundation of partners to commercialize solid-state battery production (Link)

🚗 New Models & Reveals

  1. Porsche Cayenne interior revealed (Link)

  2. Porsche Cayenne EV’s dramatic interior reveal (Link)

  3. Porsche Cayenne electric “flow display” previewed (Link)

  4. New Porsche flagship SUV to be petrol-powered (Link)

  5. Volvo Cars to produce XC60 in South Carolina for US market next-gen hybrid (Link)

📱 Tech & Software

  1. Apple wanted to crush Waze, but the strategy isn’t working as planned (Link)

  2. Huawei Qiankun ADS sets 2027 target for large-scale L3 autonomous driving rollout (Link)

  3. Rivian software update 2025.34 (Link)

  4. Apple CarPlay Ultra not in Ford’s (Link)

  5. Google announces two new Android Auto features (Link)

  6. Ford boss names one feature every car needs (Link)

⚡ EV Policy, Regulation & Infrastructure

  1. India issues guidance for over 72,000 new public EV chargers & battery swap stations (Link)

  2. Tariffs push prices up, auto sales down in 2026 (Link)

  3. Ford & GM jump on loophole to use $7,500 EV tax credit through end of 2025 (Link)

🚨 Recalls & Safety

  1. Jeep recalls 123,000 Wagoneer and Grand Wagoneer SUVs over trim pieces flying off at speed (Link)

  2. Tesla Cybertruck barred in EU by US Forces customs (Link)

  3. Not even US military members can drive the Cybertruck in Germany (Link)

🌍 Partnerships & Supplier News

  1. Forvia and Appning to equip Great Wall Motors’ global export portfolio with vehicle apps (Link)

💼BRIEFING

Top insights and analysis that is moving the needle in the automotive industry

Germany’s Industry Crisis Deepens as Bosch Cuts 13,000 Workers (Link)

✅ Bosch to cut 13,000 jobs by 2030 amid weak EV demand, high costs, and competition—signaling a deeper industrial slowdown.
✅ VW also paring back production, reflecting wider German auto strain.
🔍 Europe’s suppliers are accelerating restructuring, pivoting toward profitable niches (e.g., chips/EV tech) while trimming overhead.

On a side note,

ZF Cuts 7,600 Jobs in “Division E” as Part of Major Restructuring (Link)

✅ ZF will reduce 7,600 roles in its powertrain Division E by 2030, aiming to avoid forced layoffs via severance & retraining.
✅ Move targets €500M+ cost savings as EV transition proceeds slower than hoped.
🔍 Another sign of suppliers right-sizing for a prolonged, uneven EV adoption curve.

BYD slips, XPeng surges, Tesla stumbles — China’s EV race is shifting fast
A pivotal Q3 for the world’s most competitive EV market. (BYD, XPeng, Tesla)

🔻 BYD's First Sales Decline Since 2020

  • Q3 sales: −2% YoY, Sept: −5–6% YoY.

  • FY target lowered to ~4.6M units.

  • Strategy pivot: more exports, less China reliance.

📈 XPeng on Fire

  • Q3 deliveries: 116,007 (+149% YoY).

  • Driven by Mona M03 & refreshed lineup.

  • Outgrowing the pack on value + newness.

⚠️ Tesla’s China Troubles Deepen

  • Q3 deliveries: −8% YoY, YTD: −6.4%.

  • Even with incentives, growth is slipping.

Lithium geopolitics are heating up — China locks down supply, U.S. goes direct
Big moves in lithium last week show just how high the stakes are for the EV future. (CATL, Lithium Americas)

🇨🇳 CATL Reserve Approval Sparks Miner Selloff

  • CATL's giant lithium reserve just got approved.

  • Signal to market: lithium supply rising, prices may fall.

  • Global lithium miner stocks dropped—especially in Australia & U.S.

  • Vertically integrated giants like CATL now have major leverage over the supply chain.

🇺🇸 U.S. Government Takes 5% Stake in Thacker Pass

  • DOE will acquire equity in Lithium Americas + GM JV (via no-cost warrants).

  • Part of a broader $2.26B loan package.

  • Aims to reduce dependency on China and build domestic lithium capacity.

  • A shift in EV industrial policy: from tax credits → to equity ownership.

Porsche Cayenne EV Interior Revealed With High-Tech Flow Display (Link)

✅ The upcoming Porsche Cayenne EV will debut a dramatic “Flow Display” that integrates a curved OLED cluster, central screen, and optional passenger display.
✅ Unlike some rivals, Porsche is retaining physical buttons for critical functions like climate and drive mode.
✅ Additional features include augmented reality HUD capabilities and advanced connectivity tools.
✅ Porsche is positioning the Cayenne EV as a flagship blend of performance and luxury tech.

QuantumScape Expands Solid-State Battery Partnerships With Corning (Link)

✅ QuantumScape announced a new partnership with Corning, focused on scaling ceramic separator manufacturing for solid-state cells.
✅ This follows alliances with VW’s PowerCo and other ecosystem players aimed at commercialization.
✅ The company is moving from lab-scale breakthroughs toward industrial-scale production readiness.
✅ Investors see this as a critical step in validating the commercialization timeline for solid-state tech.

🔍 The deal shows that ecosystem-building, not just R&D, will decide who commercializes solid-state batteries first, as scale and supply chain readiness become make-or-break factors.

Jeep Recalls 123,000 Wagoneer and Grand Wagoneer SUVs (Link)

✅ Jeep is recalling 123,396 Wagoneer and Grand Wagoneer SUVs from model years 2022–2024 due to a trim piece defect.
✅ The issue involves rear quarter window trim, which may detach at high speeds because of improper primer application.
✅ No accidents or injuries have been reported, but the defect poses a safety hazard for following vehicles.
✅ The recall adds to a growing list of fit-and-finish quality issues facing Stellantis brands.

🔍 It highlights how quality control in non-critical parts can still escalate into costly safety recalls, raising questions about production oversight and supplier checks. And in the context of software Defined Vehicles, a loose trim is something you can’t SW update your way out of.

📈MARKET SNAPSHOT

This week’s key movers in the automotive stock market

🐦AUTO BUZZ

Top posts, tweets, and videos from the automotive industry

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