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Welcome in, today is Thursday, October eighth, and we begin with Automotive News reporting Nissan on pace for its weakest global sales year since two thousand three.
Nissan sold one point nine million vehicles worldwide in the first eight months of the year, and on that pace finishes below three million for the first time since two thousand three, Automotive News reports. Holding the three-million line would now take nearly two hundred sixty-seven thousand units a month from September through December, per that account, a twenty-nine percent jump from the August pace. China is cited as the principal drag. That follows our earlier report on August global sales falling seventeen point five percent. A volume shift that size reaches suppliers, dealers and rival planners as a capacity, allocation and pricing input. Industry reaction leans toward reading the decline as a structural loss of an early electric-vehicle lead rather than a China-specific downturn, with a more contrarian strand treating the trajectory as a question of long-run viability.
Also today, Honda. A supply-chain source tells Automotive News the redesigned CR-V has slipped three months, with start of production now set for April twenty twenty-seven, and that plans to build the next Civic sedan in Indiana have been canceled, ending that output in twenty twenty-eight. Honda has not confirmed either change, and we have not seen the account matched elsewhere. The same reporting has Honda prioritizing the current CR-V to address tight inventory. Supplier tooling and labor plans key off exactly those dates. Some in the trade read the pullback skeptically, pointing to reported upticks in sedan sales and to constrained output at a key rival, and a recurring note among enthusiasts is how few prototypes have been sighted this close to a stated production start.
Separately, the shape of Porsche's turnaround plan. Following our earlier coverage of chief executive Michael Leiters's strategy reveal, Automotive News reports the blueprint leans on closing product gaps and expanding bespoke offerings, with the two-door nine eleven kept central, and that Leiters has ruled out a United States factory as a tariff response. Automotive World frames the same shift as value over volume, maximizing unit economics rather than volume growth as the decline in China drags on global sales. Cost and timing details are not yet public. That leaves tariff exposure to pricing and mix rather than localized assembly, a reference point for premium brands weighing the same trade-off. Reaction leans toward reading the plan as lifting average transaction value through configuration rather than list prices, with a recurring concern that the accessible end of the range is what carried volume.
Now, autonomy. Waymo has begun fully driverless testing in Detroit, running without a human specialist at the wheel, according to Government Technology. That reporting has the Alphabet-owned fleet covering downtown and surrounding neighborhoods on its Chinese-built Zeekr Ojai vans alongside Jaguar I-Pace cars, with rides limited to employees and no stated timeline for public service. Detroit sits with Denver, Minneapolis, Chicago and Montreal among the first cold-weather markets it has taken on, which puts a winter operating case robotaxi operators have largely avoided into the home market of the legacy automakers. An analyst quoted in that account expects limited Detroit service by year end and a public app early in twenty twenty-seven. A recurring question in the reaction is enforcement: who is cited when a driverless vehicle runs a light.
Now, a few more headlines moving the trade today. Automotive News reports vehicle imports through the Port of Vancouver set a half-year record at two hundred sixty-four thousand units, tariff rerouting and rebounding Chinese volume redirecting flows we reported earlier.
Just Auto reports Posco Future M has signed a four and a half billion dollar LFP cathode supply deal with Samsung SDI.
Automotive World reports Honda and Nissan are both building next-generation platforms on Applied Intuition's vehicle operating system, with Honda saying it keeps software control.
Automotive News counts more than fifteen major Chinese brands at the Paris auto show, and reads that, with August share near twelve percent, as the scale of the challengers' push in Europe.
And finally, Toyota has Argentine approval for a one point three billion dollar electric vehicle and hybrid plant near Buenos Aires, Automotive News reports, with the Hilux EV a candidate as Chinese brands expand in Latin America.