The Splicer

Harnessing the News

Automotive and business brief

AI-generated summary · not individually reviewed · check the linked sources

Snapshot

  • IG Metall nationwide auto action day — today
  • Unifor–Stellantis Monday AM: CA expired — still no legal strike
  • Mirafiori: production stop today (Carrozzeria + Presse)

Top Developments

  1. IG Metall nationwide auto action day — today

    Mon 21 Sep: IG Metall protests at DE OEM & supplier sites. IndustriALL: ~280 actions / ~100 sites (Audi/BMW/Bosch focus). Demands: site investment, 35-hour week, local content. EU campaign → Strasbourg 24 Nov.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: IG Metall · IndustriALL

  2. Unifor–Stellantis Monday AM: CA expired — still no legal strike

    CA expired Sun 20 Sep 23:59 local. Mon AM: no new strike call/vote date. Unifor 16 Sep: still in conciliation; not legal strike at expiry. Impasse: Brampton–Roshel MOU; L1285 income security extended. Talks paused ~11 Sep.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Unifor Auto Talks 16 Sep · Unifor 11 Sep

  3. Mirafiori: production stop today (Carrozzeria + Presse)

    Today Mon 21 Sep further Mirafiori stop (Radiocor: 500 Carrozzeria; local press: + Presse). Hybrid demand vs engine-component supply. H1’26 ~36k vs ~15k H1’25. Unions want a second model.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Radiocor 18 Sep · Il Torinese 21 Sep

  4. EU–China hybrids: MOFCOM rejects VER; Klingbeil pushes PHEV tariffs

    FT: EU seeking ~15% voluntary hybrid cap or higher tariffs; China hybrids ~3.8k→~50k. MOFCOM 18 Sep: voluntary limits violate WTO — firmly opposed. Klingbeil urged EU PHEV tariffs + tighter local content.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: MOFCOM · Reuters · Klingbeil · AW (FT)

  5. VW FY2026 ORS cut — Monday status

    No Mon ad-hoc beyond Fri 18 Sep: ORS up to 1% (was 4.0–5.5%); ~€10bn specials incl. ~€6bn Porsche goodwill (Q3). Underlying ~4% ex specials. Q3 report 29 Oct.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: VW ad-hoc · Porsche SE EQS · Reuters

  6. Mercedes: new GLA SOP at Rastatt (EV + 48V hybrid flex)

    17 Sep: GLA series production at Rastatt; BEV running; 48V hybrids later this year on flexible line. Low-three-digit-million € Hall 4.1 (2027); MB.OS + digital twins.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Mercedes Media 17 Sep

  7. Volvo Ghent → multi-brand contract manufacturing

    17 Sep: Ghent becomes Volvo’s only EU contract-manufacturing plant (with Chengdu). Overcapacity acknowledged; ~€119m Belgian support. Second brand unnamed (Geely-group expected).

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Belga 17 Sep · newmobility

  8. Bosch Mobility: 13k cuts + call for EU ‘Made in EU’ rules

    16 Sep: Bosch Mobility works council demands EU local-production rules; Bosch cutting 13,000 automotive jobs by decade-end.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Reuters 16 Sep

  9. Rosenberger HVR®210 + INFAC/Vicor 48V zonal (HV/EE)

    Rosenberger Sep: HVR210 up to 1,200 V / 208 A; automation-ready for harness makers. Vicor 10 Sep: INFAC integrates 800V→48V DC-DC inside the battery pack — cuts HV cable length; enables 48V zonal distribution.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Rosenberger PDF · Vicor / INFAC

  10. BMW Debrecen 24h ops + Lear peer awards/automation

    BMW PressClub 17 Sep: Debrecen iX3 to 24-hour ops; trade notes third shift / strong EU demand. Lear @ MS Laguna 16 Sep: ~$2.9bn awards (>$500m E-Systems); WIP automation + BMW automated taping.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: BMW PressClub · BMWBlog · Lear @ MS Laguna

  11. BYD/peers scour EU plants ahead of local-content rules

    Reuters 17 Sep (Altavilla): Chinese OEMs racing to buy/refurbish EU plants. BYD wants full ownership; Spain/France most actionable; Italy plan B. Hungary early production; 2nd site by YE; long-term ~3 assembly + 1 battery.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Reuters 17 Sep

Watch Next

No dated follow-ups listed.

Earnings Calendar — Next 7–10 days

No dated events listed for this period.

Market data: TradingView, Yahoo Finance (delayed). Not investment advice.

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