Global vehicle production faces sharpest decline in 5 years Tariff exposure crushes margins, aluminium shortages halt F-150 lines, and BEV strategies unravel. Industry faces steepest production decline in five years as 78 million unit forecast reveals manufacturers misjudged policy, supply and demand dynamics. Ilkhan Ozsevim
Porsche and VW dial back EV ambitions as market shifts and costs mount Facing cooling demand and mounting platform delays, Porsche and the wider Volkswagen Group are scaling back their electric vehicle rollout plans. With €5 billion in write-downs, postponed launches, and a return to ICE and hybrid models, the road to electrification is no longer a straight line. Ian Henry
Carmakers and regulators rethink EV timelines as ICE makes a comeback in Europe Electric vehicle momentum is slowing across Europe as automakers delay EV launches, extend hybrid and ICE models, and push for regulatory flexibility. The EU is under pressure to revise zero-emission targets and support its own supply base. Ian Henry
