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November 2026
Ukrainian harness gap widens beyond BMW: Handelsblatt now ties the shortages to Russian strikes on Kromberg & Schubert's Ukrainian plants and says Škoda's Enyaq and Elroq output was hit… · IG Metall districts formally request 24-hour warning strikes; the national board decides today (Thu 12 Nov), and plant-level member votes could start as early as Friday · VW drops its 'Gamechanger' manufacturing concept for Wolfsburg, including large-scale casting, citing financial constraints; the works council calls it a 'flagrant breach' of the Decemb…
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BMW shortages: Reuters now has a BMW spokesperson naming Leipzig, Regensburg and Oxford on the record, and Handelsblatt reports, citing industry sources, that the missing parts are wire… · IG Metall pushes its escalation decision to Thursday: regional bargaining commissions meet today, and the national board decides on 12 Nov on full-day strikes at selected companies · Chip CEOs at electronica: Nexperia is 'totally oversubscribed' and ST sees 'many bottlenecks' as foundries and packaging houses move capacity from mature automotive chips to AI
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IG Metall: Monday's Düsseldorf round also failed, Baden-Württemberg has paused talks, and the union decides on Wednesday whether to escalate, possibly to 24-hour strikes · China formally extends its suspension of the October 2025 rare-earth, lithium-battery and graphite controls to 10 January 2027, so there is no cliff on 11 November · BMW confirms parts shortages from outside suppliers have cancelled shifts at several plants; company sources name Regensburg, Leipzig and Oxford
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Furukawa Electric H1: its automotive wiring segment grows sales 13% and operating profit 25%; group raises full-year profit guidance on data-centre demand · China's suspension of its October 2025 rare-earth and battery-material controls legally expires tomorrow (10 Nov), with no extension notice published; Washington pressed Beijing on 6 No… · UK expected to cut its 2030 zero-emission vehicle target from 80% to about 60% and extend flexibilities to 2034; decision due after a Downing Street meeting on Wednesday
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IG Metall: Monday’s Düsseldorf round is the decision point after Friday’s talks also failed · Stellantis will idle all of Pomigliano next week for missing materials, on top of Mirafiori’s fourth Fiat 500 stoppage · VW Wolfsburg extends the Christmas shutdown and cuts extra night shifts as Golf, Tiguan and Tayron orders soften
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Samvardhana Motherson Q2 FY27: record revenue ₹38,280 crore (+27%), driven by acquisitions and wire harness; harness segment revenue ₹14,382 crore vs ₹8,550 crore a year ago; booked bus… · Aumovio warns chip and PCB inflation will 'explode' in 2027 and expects a gross material-cost hit of at least €1bn; it will seek full recovery from OEMs, and earlier in the year than us… · Bosch to cut another 750 jobs at Abstatt (Vehicle Motion development) by end-2029, citing Chinese competition and engineering moving to China; planned German mobility cuts since 2024 no…
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Dräxlmaier to close its Zrenjanin (Serbia) wire-harness plant by end-March 2027, affecting about 1,100 jobs after failing to win a replacement project · Magna plans to close its Waldshut-Tiengen electronics plant (camera/radar, ADAS) by spring / end-Q1 2027, cutting 255 jobs — a third south-German site exit after Rosenberg and Dorfproze… · Versigent’s first stand-alone EDS quarter: Q3 sales $2.45bn (+7.2%, ~+1% adjusted), adj. EBITDA $275m (11.2% margin, +40 bps); raises FY sales and FCF midpoints; EMEA adjusted sales −8%
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BMW cuts its 2026 automotive margin outlook for the second time, to between −0.5% and +0.5%, as it books restructuring for an accelerated realignment; Q3 automotive EBIT falls 40% and C… · Aptiv’s first full quarter after the EDS spin: Q3 beats, but it flags about $700m of semiconductor (mostly memory) inflation for 2027 and a $250–300m revenue headwind from two German lu… · Continental (now mainly tyres and ContiTech) raises its 2026 margin guidance to 13.4–14.0% after a 14.9% Q3 margin, while flagging heavier raw-material costs in Q4 and a weaker global p…
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