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As of September 9, 2025, the US has formally reduced tariffs on Japanese automobiles and parts from 27.5% to 15%, following a July agreement. Japan pledged $550 billion in US investments and agreed to increase imports of American agricultural products, including rice. Some tariff issues on pharmaceuticals and semiconductors remain unresolved, with ongoing administrative talks.
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Global bond issuance is reaching new heights, with over $27 billion in deals last week, driven by emerging markets and Japanese companies. US companies also sold nearly $43.3 billion in bonds, nearing record volumes, amid strong corporate fundamentals and low yields. Latin America plans to refinance and issue new bonds, reflecting a robust debt market.
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Toyota recalls over 590,000 vehicles due to instrument panel failures risking crashes. Hyundai recalls 568,000 SUVs for seat belt issues. Nissan issues a recall for 1,661 vehicles over a torque transfer defect, potentially causing loss of propulsion. These recalls highlight ongoing safety concerns in the auto industry.
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Recent recalls involve Nissan, BMW, and Kia due to fire hazards linked to battery and engine starter defects. Nissan advises against using fast-charging on certain LEAF models, while BMW and Kia address issues with engine starters and HVAC wiring, respectively. Repairs are free, with notifications underway.
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Toyota reported strong August sales in China, aiming for its first annual growth in four years, driven by locally produced new-energy vehicles and hybrids. Meanwhile, China will require export licenses for EVs from next year to curb low-quality exports and promote technological competition.
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Nissan plans to relaunch the Xterra in 2028 as a hybrid SUV, filling capacity at its Mississippi plant. The model may include an Infiniti version and will help scale production, according to Nissan Americas chairman Christian Meunier. The move aims to strengthen Nissan's US manufacturing footprint.
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Toyota is recalling nearly 394,000 2022-2025 Tundras and Sequoia hybrids due to a software malfunction affecting the camera display. Dealerships will update the software free of charge, with owner notifications starting November 16. The recall aims to address the display malfunction caused by a software bug.
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Recent developments highlight a slowdown in US EV sales and industry shifts. GM adjusts plans due to policy changes, Tesla's new models face criticism, and Chinese automakers expand globally. The industry is navigating policy impacts, market competition, and profitability challenges as EV adoption evolves.
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A global semiconductor shortage, worsened by geopolitical tensions and export bans, threatens vehicle production across Europe and Japan. Major automakers warn of imminent factory shutdowns as supply chains are disrupted, with key chips from China and the Netherlands affected.
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Automakers report mixed results in 2025, with Stellantis rebounding in North America, Toyota maintaining growth despite market challenges, and Chinese EV dominance expanding. Industry faces geopolitical risks and shifting consumer preferences, impacting future strategies.
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Ford CEO Jim Farley warns of China's EV dominance and US industry risks. Meanwhile, Japan denies plans for $10bn US investment amid US-Japan trade talks. Trump promotes Japanese car investments and military measures during regional tour, highlighting shifting global auto and trade dynamics.
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Toyota has announced plans to invest over $10 billion in U.S. plants, following a previous ambiguous statement by former President Trump. The automaker did not specify how the funds will be allocated, but confirmed details will be revealed later. Meanwhile, Nissan is restructuring its headquarters amid financial struggles, with recent property sales and leasing agreements aimed at modernization.
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A Dutch automotive supplier has resumed shipping semiconductors from China after the Dutch government lifted controls amid diplomatic negotiations. The move follows a seizure of Nexperia by the Netherlands over security concerns, with China retaliating by halting exports. Industry warns of potential supply disruptions if tensions persist.
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The Netherlands has suspended its plan to take control of Chinese-owned Nexperia after diplomatic talks with China. The move aimed to prevent supply chain disruptions in the global chip industry, which is affected by geopolitical tensions. The decision follows recent negotiations and China's lifting of export bans.