It’s October 20, 2026, and that is The Morning Shift — your every day roundup of the highest automotive headlines from around the globe, in a single place. This is the place you may discover crucial tales which might be shaping the way in which Americans drive and get round.
In this morning’s version we’re a dream of robotic auto manufacturing, and European EV starvation. We’ll additionally have a look at Waymo’s plans for world domination, and but additional remembers from Ford.
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1st Gear: Honda and Toyota are going all-in on robotic meeting line staff
Honda and Toyota don’t need folks to construct your vehicles. That’s comprehensible, since automobile factories aren’t the most secure workplaces on file. With all that heavy equipment transferring round, it is good to reduce hurt to folks when you possibly can. Rather than persevering with within the decades-long pattern of making robots to do particular duties, although, the automakers need humanoid robots to do all the pieces. From Automotive News:
Toyota and Honda are trialing humanoid robots on all the pieces from wire harness set up to closing inspection at factories in Japan, because the nation’s carmakers race to compete with the wave of next-generation, synthetic intelligence-powered robotics from the U.S. and China.
Honda is seeking to design future autos for meeting in crops staffed by humanoid staff.
Japan’s two largest auto producers previewed their droid applied sciences on the Japan Mobility Show, held Oct. 13-16 along side the nation’s largest electronics commerce honest.
“Plants staffed by humanoid workers” could be very humorous to me, as a result of human beings are additionally humanoid staff. Without specialised {hardware}, I’ve to say I’m a bit of confused about what the automakers really need to do right here. Do bipedal robots have the dexterity to work with manufacturing processes as delicate as harness wiring? Is this all simply to keep away from paying human beings?
2nd Gear: Europeans cannot get sufficient EVs
It looks as if this comes up nearly on daily basis, however Europeans merely can’t get their fingers on sufficient EVs to sate their wants. Sales are up on the continent as soon as once more, and EVs now make up a few third of vehicles bought within the bloc. Good for them. From Reuters:
Battery-electric car (BEV) registrations in Europe rose 70.3% in September, as excessive oil costs, subsidies and the supply of extra reasonably priced fashions continued to guide the expansion.
Around a third of vehicles bought throughout 17 key European markets in September had been BEVs, knowledge from E-Mobility Europe, New Automotive and Fier Automotive confirmed on Monday, amid a deal made by France and Germany to melt proposed EU automobile emissions guidelines.
* BEV registrations reached 300,202 autos in September, giving totally electrical vehicles a 32.6% market share
* 1.98 million BEVs have been registered throughout Europe up to now this 12 months, up 38.1% from the identical interval in 2025
High oil costs are actually transferring the needle right here, however the entry of cheaper Chinese manufacturers (and cheaper fashions from European automakers making an attempt to compete) deserves credit score too. If you will get a automobile that is cheaper to run and cheaper to purchase, why would not you?
third Gear: Waymo needs 20,000 robotaxis on the roads
Waymo vehicles have contaminated the West Coast of the United States, and now the all-white AVs are lurking round New York corners — nonetheless human-operated, for now, however solely for now. That’s not sufficient for Waymo, although, and the corporate needs to double its fleet by the tip of subsequent 12 months. The 12 months after that, it needs to double it once more, after which some. From Reuters:
Alphabet’s tab self-driving unit Waymo plans to increase its fleet five-fold to twenty,000 by the tip of subsequent 12 months utilizing $5 billion it raised earlier this month, Semafor reported on Monday, citing folks acquainted with the matter.
The autonomous ride-hailing service supplier, which at the moment has 4,000 vehicles, needs to increase it to 8,000 by the tip of the 12 months and develop it to twenty,000 by the tip of subsequent 12 months, Semafor reported
So will we assume that this implies 20,000 cab and rideshare drivers will probably be out of labor? I’d be curious to see the numbers, how robotaxis have an effect on employment within the driving sector. I’d even be curious to see whether or not the power to summon a automobile constructed completely round your personal preferences — your local weather temperature, your music, your minimum-friction life — contributes to social atomization and isolation. I’ll take the subway or the bus as a substitute.
4th Gear: Time for one more Ford recall
It’s a day ending in Y, and Ford is recalling over 100,000 vehicles. The problem this time comes from the tachometer, which may “get stuck or move erratically” based on NHTSA. From Reuters:
Ford is recalling 102,159 F-Series vehicles within the US over defective tools, the National Highway Traffic Safety Administration (NHTSA) stated on Tuesday.
Here are particulars:
* The analog tachometer, which exhibits engine pace in revolutions per minute, and speedometer might get caught or transfer erratically and present inaccurate readings, NHTSA stated
* The recall covers sure 2025-2026 F-250 SD, F-350 SD, F-450 SD, F-550 SD, F-600, and 2026 F-150 and F-750 SD vehicles
Getting caught and transferring erratically are reverse issues, so I’d like to see the precise underlying problem right here. Besides “being built by Ford,” I suppose, which could be very shortly showing to turn out to be recall-worthy in and of itself.
Reverse: Those damned Reds
I do not know the way, however I’m fairly positive that is why these Hellraiser films I watched the opposite day had been so dangerous. I noticed the fourth and fifth entries within the sequence, with out having seen the unique.
The Fuel Up
This is actual worth motion since final week! Better nonetheless, costs are transferring downward. Demand for fuel all the time drops round this time of 12 months, and costs settle accordingly, however we’re actually not out of the battle on Iran woods but.
On The Radio: Okay/DA – ‘FIRESTARTER’
New Okay/DA comeback! The entire EP drops tomorrow, and whereas I do not like ‘FIRESTARTER’ as a lot as a number of the stuff off ‘ALL OUT,’ I’ll nonetheless respect something these ladies launch. No, I don’t and won’t play “League of Legends.”
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