Industry Pulse Intelligence Brief – October 15, 2026

The latest edition of the Industry Pulse Intelligence Brief examines how, following the end of the US$7,500 federal tax credit, US electrification is splitting into two tracks rather than reversing. Legacy automakers including Stellantis, Ford and Honda are shifting towards hybrids, while Tesla takes more than half of a shrinking and increasingly concentrated BEV market.

Elsewhere, the EU will cap Chinese hybrid and PHEV imports at 350,000 a year, China’s passenger vehicle retail sales fall 28% in September as Beijing plans to trim export VAT rebates, and Hyundai Motor Group triples its India commitment to US$15.5bn.

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