Aluminum Shortage Continues to Disrupt Ford F-150 Production in 2026

Ford’s F-150 production remains constrained by an aluminum shortage that began in late 2025, with the automaker now projecting $2 billion in commodity spending by 2026—double its original estimate—due to rising metal costs. [Wall Street Journal]

Audi Warns of Tariff Burden Amid Job Cuts

Audi CFO Jürgen Rittersberger stated on a recent earnings call that the company is “still evaluating a potential impact” of proposed tariff increases on European auto exports under the Trump administration. Rittersberger noted the tariffs “would be a significant burden on our performance.” Audi is also pursuing a workforce reduction of 7,500 jobs by 2029. [Automotive News]

Chinese Automakers Eye Canadian Market Expansion

Geely, Chery, and BYD are preparing for launches in Canada, with Geely’s sub-brand Jaecoo recently deploying two SUVs in Toronto—likely for testing or exhibition purposes. [Automotive News]

Volvo Reports 10% Sales Decline in Early 2026

Volvo sold 10% fewer cars from February through April 2026 compared to the same period in 2025, according to Reuters.

Brembo Advances Brake-by-Wire Production

Brembo has entered full production of a brake-by-wire system for an unnamed automaker’s model line, though supplier confidentiality prevents disclosure of the customer. [Automotive News]

Volkswagen Celebrates 25 Years of Golf R with Extreme Aero at Nürburgring

Volkswagen will debut a Golf R with extreme aerodynamics, developed in collaboration with Max Kruse Racing, at next year’s 24 Hours of Nürburgring. The event marks 25 years since the Golf R brand’s inception with the Mk 4 Golf R32 in 2002.

Red Bull’s $6.8M Hypercar Enters Production

Red Bull has begun series production of the RB17 hypercar, designed by Adrian Newey. Each unit costs nearly $6.8 million. [Autocar]

BMW Hits 2 Millionth Battery EV Milestone

BMW produced its 2 millionth battery electric vehicle, an i5 M60, at its Dingolfing, Germany plant.

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