Good morning! It’s Monday, October 12, 2026, and that is The Morning Shift, your every day roundup of the highest automotive headlines from world wide, in a single place. This is the place you will discover crucial tales which might be shaping the way in which Americans drive and get round.
In this morning’s version, Tesla is dropping the “Full Self-Driving” branding from its automobiles in Europe for being deceptive, Volkswagen Group deliveries proceed their freefall as gross sales dwindle, China and the EU strike a deal on imported Chinese hybrids and UAW President Shawn Fain is getting 4 extra years as the pinnacle of the union.
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1st Gear: Tesla caves to EU regulators, drops FSD title
If you are the kind of one who can breathe with their mouth closed, you then assuredly know that Tesla’s Full Self-Driving branding for its Level 2 superior driver help software program is deceptive and provides common shoppers way more confidence within the system than they need to in any other case have. European regulators agree with that stance, because it seems, and so to assist safe approval for the system within the EU, Tesla is dropping the title.
The system will probably be referred to as Tesla Assisted Driving in Europe, and it has already began exhibiting up on European web sites. Of course, as a result of we dwell within the land of the free, the U.S. web site nonetheless calls the system Full Self-Driving (Supervised). From Bloomberg:
Tesla’s driver-assistance branding has lengthy been a degree of competition with regulators, security advocates and even some Tesla clients, who say the title gives the look of full autonomy though drivers should nonetheless be alert and able to take management of their automobiles. Chief Executive Officer Elon Musk has additionally been faulted by critics for pushing overly aggressive or unfounded claims about Tesla automobiles’ capabilities.
[…]
FSD is a major monetary driver for Tesla’s automotive enterprise, which usually costs drivers $99 a month for the system. It’s additionally key to Musk’s efforts to refashion the carmaker as a tech-forward firm pioneering autonomous automobiles and robotics.
Tesla is now searching for to deliver the FSD system to Europe, which has been sluggish to embrace the expertise. When Dutch regulators in April accredited FSD, they emphasised that it was a extra restrictive model than what’s used within the US and mentioned in an announcement that “a vehicle with FSD Supervised is not self-driving.”
The firm continues to hunt approval in different nations throughout the continent.
Last 12 months, the California Department of Motor Vehicles truly threatened to droop Tesla’s gross sales within the state over the identical kind of deceptive advertising EU regulators are alleging. It by no means truly got here to that, because the state backed down as soon as the corporate took “corrective action” corresponding to dropping the Autopilot title and specifying when FSD will need to have driver supervision.
From the place I’m sitting, a reputation like Tesla Assisted Driving is a much better descriptor of what the system truly does than Full Self-Driving, however I’m hardly a security regulator.
2nd Gear: VW deliveries are a nightmare wrapped in a catastrophe
One day there will probably be some constructive information to report about Volkswagen, however immediately isn’t that day. The Group’s car deliveries fell within the third quarter because it continues to undergo from a disastrous market in China. Year-over-year, gross sales have been down 14% to 1.89 million automobiles, which is lower than excellent. That’s higher than China, although, the place they have been down 39% within the quarter to 405,800 automobiles.
It is not simply China. Volkswagen noticed deliveries drop throughout all of its areas besides Central and Eastern Europe, with Western Europe deliveries dropping 2.8% and North American deliveries dropping 5.8%. From The Wall Street Journal:
“The Volkswagen Group was unable to escape the significant decline in the Chinese total market, particularly in the combustion-engine vehicle business,” it mentioned.
[…]
Globally, deliveries of the group’s all-electric automobiles fell 4.7% on 12 months to 240,200, with Europe the one area exhibiting progress.
“In our home market, we are seeing a significantly accelerated trend towards all-electric vehicles,” mentioned Martin Sander, member of the group’s prolonged government committee for gross sales. “The main reasons for this are the currently high fuel prices and the wider range of entry-level models.”
We’re nonetheless a methods away from VW and CEO Oliver Blume’s grand restructuring plan taking maintain and doubtlessly righting the ship. Until then, it appears to be like just like the automaker must proceed to tackle water.
third Gear: Europe strikes a cope with China on hybrids which might be consuming their gross sales
China and the European Union have reached a deal that’s meant to chop Chinese exports of hybrids to the bloc by greater than half. Over 4 years, the “shared understanding” would “moderate” the export of hybrids and plug-in hybrids to the EU and minimize the import of a number of million vehicles.
We first reported on the EU’s pleas to China a couple of month in the past, and now it appears China is coming by for the bloc. Still, aren’t many particulars on how the association could be applied. From Reuters:
The understanding got here after discussions between [European Trade Commissioner Maros] Sefcovic and Chinese officers together with Commerce Minister Wang Wentao over three months, and comes after years of disputes between Beijing and Brussels over hovering Chinese exports, corresponding to vehicles.
EU leaders will focus on the result firstly of their summit in Brussels subsequent Thursday to find out whether or not the settlement marks the beginning of a rebalancing of the bloc’s commerce deficit with China that has swelled to greater than €1 billion ($1.12 billion) a day.
Sefcovic mentioned he believed the 2 sides had achieved a excellent outcome.
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Chinese Commerce Minister Wang instructed Sefcovic that China was not the basis trigger of the EU’s issues, however a companion in fixing them, in accordance with the Chinese ministry.
The two sides additionally reached understandings on decreasing Chinese import duties on some €4 billion of EU exports, together with automobile components, olive oil and footwear, and on smoothing China’s granting of export licences for uncommon earths and everlasting magnets, Sefcovic mentioned.
EU governments are alarmed by the sharp rise in automobile imports from China as their very own carmakers lay off employees, notably at Volkswagen the place 100,000 job are going. Imports of plug-in hybrids into the EU elevated 86% within the 12 months to September, with a 20% decline in costs. More than half of those automobiles at the moment are from China, whereas for 2025, China’s share of plug-in hybrid electrical car imports was 30% in worth phrases.
China and the EU’s dispute over low-cost Chinese EV exports, leading to EU tariffs in 2024, has clouded bilateral ties, and has since broadened to incorporate Chinese measures towards EU brandy, pork and dairy, in addition to Chinese restrictions on exports of uncommon earths and significant minerals.
Paris and Berlin are among the many hardest hit by Beijing’s measures, with France accounting for 90% of EU brandy exports to China and Germany closely uncovered in dairy.
China and the EU mentioned in a joint assertion that they might proceed to debate value undertakings as a substitute for tariffs. That being mentioned, even with tariffs, Chinese EV exports have began to extend once more this 12 months.
4th Gear: Four extra years of Fain
The United Auto Workers rank and file have made their voices heard, and so they’ve determined to re-elect President Shawn Fain and his allies to a different 4 years of management in what turned out to be a somewhat simple election for the 57-year-old. I am unable to say I’m shocked. I imply, the man did ship them a contract with Ford, General Motors and Stellantis again in 2023. From The Wall Street Journal:
While official outcomes weren’t accessible, tallies posted by Fain’s marketing campaign confirmed his garnering about 68% of the vote as of Friday afternoon. A UAW spokesman mentioned official outcomes would come later.
UAW Vice President Mike Booth, who ran on a ticket opposing Fain, instructed The Wall Street Journal that there is no such thing as a doubt in regards to the end result.
Fain confronted 5 challengers, together with a UAW vice chairman with whom he had feuded. Fain’s allies defeated high UAW officers whom Fain seen as impediments to his agenda for vice-presidential slots and different key roles.
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Fain had clashed with one other UAW vice chairman, Rich Boyer, who unsuccessfully challenged Fain for the highest job. He additionally feuded with the one that indicators the checks for union bills, Secretary-Treasurer Margaret Mock. Boyer and Mock did not instantly return a request for remark.
Fain, a former Chrysler plant electrician from Kokomo, Ind., had been a nearly unknown staffer on the union’s Detroit headquarters when he narrowly gained the highest job in a runoff election in 2023. He was a part of a swiftly organized “reform” slate meant to steer the union previous a corruption scandal that despatched two former UAW presidents to federal jail.
It was the primary time the storied union allowed its members, somewhat than a cadre of insiders, to straight vote on its president and high leaders.
Fain will now flip his consideration to 2028 contract talks with the Big Three automakers. UAW priorities will embody searching for to revive advantages corresponding to conventional pensions and profitable protections towards synthetic intelligence and automation that exchange manufacturing facility jobs.
Reverse: Don’t fly experimental beginner plane
It’s all the time a tragedy when somebody as gifted and good as John Denver dies out of the blue, however it’s much more terrible once they die in a dumb, silly means. John, my man, what have been you doing in that factor? I imply, have you ever guys seen the contraption Denver was piloting? It’s wild he ever thought that was a good suggestion. It’s a rattling disgrace, and if you wish to be taught extra, head over to History.com.
The Fuel Up
I’ve bought some excellent news for you fantastic people to start out your weeks off: gasoline costs are down ever-so-slightly from the place they have been over the weekend, however it’s not like they’ve come a great distance off of the file highs we have been seeing. That’s evidenced by the truth that WTI Crude Oil futures and Brent Crude costs have been sitting at $94 and $107, respectively, on the time of publication.
Here’s the place nationwide common costs stand proper now, in accordance with AAA:
This all shakes out to the common value of a gallon of standard gasoline staying nearly the identical in a single day, in accordance with AAA. While Regular did technically drop a fraction of a cent, the common value remained $4.36. Diesel, for its half, was truly down a whole cent to $6.27.
On the radio: Jenna Maroney – Tennis Night in America
Last evening, I used to be fortunate to make up for coming residence from my two-week Greek trip by seeing the “30 Rock” twentieth Anniversary present at Radio City. It was… wonderful, and you will have to take my phrase for it as a result of the present wasn’t recorded. An actual spotlight was — indubitably — Jane Krakowski’s musical medley of all of the songs she carried out on the present. Of course, “Tennis Night in America” is amongst my favorites, however it actually is simply so onerous to decide on.
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