
Zurich transit authority launches CHF 140m electric-bus tender after repeated supplier reliability issues
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Atlantic Trade Realignment Is Reshaping EV Supply Chains and Bypassing the United States
Chinese EV makers and their suppliers are deliberately localizing production across Europe, Latin America and parts of Africa, knitting shorter, Atlantic-centered supply corridors that cut logistics costs and expand regional manufacturing. That reorientation compounds China’s upstream scale advantages and poses a policy challenge for the U.S., which risks losing leverage in clean-technology standards and high-value production unless it coordinates industrial policy, skills investment and targeted incentives.

Uber Moves to Commercial Robotaxi Operations in Hong Kong, Madrid, Houston and Zurich
Uber plans to begin customer-facing autonomous ride-hail services in four cities — Hong Kong, Madrid, Houston and Zurich — marking a shift from pilots to sustained commercial operations while layering in OEM integrations and third‑party financing deals. The company’s broader push comes as it tightens capital oversight after a quarterly earnings miss and a new finance leadership appointment meant to reconcile near‑term profitability pressures with heavy AV investment commitments.
Germany's Pressurized, Idle Hydrogen Line Forces a Strategic Reset Toward Electrification
A newly built, pressurized hydrogen pipeline segment in Germany stands unused because neither supply nor demand materialized, creating a large, regulated capital liability. Policymakers now face a binary choice: subsidize speculative molecule markets and raise consumer bills, or recast the asset as a contingency while redirecting investment toward grid upgrades and electrification.

Denza Z9 stretches EV range past 1,000 km, challenging long‑haul assumptions
BYD’s Denza Z9 gains much larger battery options that claim north of 1,000 km CLTC on the biggest pack and roughly 900 km on the mid pack, while leaked images of new high‑power chargers show integrated buffer batteries and service‑station style hardware designed for rapid turnover. The combined vehicle and charger developments aim to reduce range anxiety and enable more practical long‑distance BEV use, though real‑world speeds, vehicle compatibility and site economics will shape rollout pace.

Volkswagen Group China Starts Series Production of Local Zonal Electronic Architecture
Volkswagen Group China has begun mass production of its locally developed zonal electronic architecture for software-defined vehicles, debuting on the VW ID. UNYX 07 at the Anhui plant. The design’s hardware simplification and local development could both lower unit costs for domestic and export models and accelerate supplier and logistics demands, creating opportunities and new operational risks.

H55 clears regulatory hurdle for aviation propulsion batteries with EASA-witnessed test campaign — Switzerland
Swiss firm H55 completed an EASA-supervised propulsion battery test campaign that demonstrates containment of worst-case lithium battery failures, a major certification obstacle for electric aircraft. The campaign used series-conforming hardware and regulator-witnessed results to create a repeatable compliance pathway that can accelerate adoption, underwriting, and cross-border recognition including transfer of results to the FAA.

European EV Demand Outpaces Expectations as BMW and Mercedes Scale Production
New order surges for BMW’s iX3 and Mercedes’ all-electric GLC have forced both manufacturers to expand manufacturing shifts and push production timelines forward. European sales data show battery-electric vehicles overtook petrol in December 2025 and posted double-digit growth year-over-year, signaling accelerating market momentum.

German auto suppliers signal retreat from domestic investment, warn of hollowed industry
A mid‑January survey of 124 German auto suppliers shows about 72% plan to cut or reduce investment in Germany—through relocation, postponement or cancellation—while many report recent or ongoing job cuts. The findings coincide with large OEMs (including Volkswagen and Stellantis) lobbying Brussels for targeted industrial support, and recent announcements such as Aumovio’s c.4,000 German job cuts underscore the immediacy of the risk to clusters and midstream battery capabilities.