Happy Monday! It’s September 28, 2026, and that is The Morning Shift — your each day roundup of the highest automotive headlines from world wide, in a single place. This is the place you will discover crucial tales which are shaping the best way Americans drive and get round.
In this morning’s version, we’re trying on the EU pushing again its Tesla FSD vote, in addition to a brand new golden period for minivans. We’ll additionally have a look at Chinese automobile gross sales in Europe, and analyst predictions for Ford and GM.
If you would like a recap of the newest auto information despatched to your inbox every weekday, you may join Jalopnik’s free Morning Shift publication right here.
1st Gear: The EU pushed its FSD approval vote again to December
Tesla has been desperately making an attempt to get its FSD software program accepted in Europe, since CEO Elon Musk declared that automobiles have been boring and the way forward for the corporate was in robotics and autonomy — placing the automobile firm in a little bit of a tricky spot in markets the place its autonomy nonetheless is not accepted. Tesla had hoped to get FSD accepted in Europe subsequent month, however now it is trying like issues may take till the tip of the yr. From Automotive News:
STOCKHOLM — An anticipated European Union vote on permitting Tesla’s supervised Full Self-Driving system throughout the bloc has been delayed from October, with the subsequent obvious alternative for a call not earlier than December, based on an EU agenda.
The EU’s Technical Committee on Motor Vehicles (TCMV), which brings collectively representatives of EU member states and the European Commission, is because of focus on the request at its Oct. 6 assembly. The agenda lists a “continuation of discussions” on a Dutch request for an Article 39 authorization, with 25 minutes allotted to the dialogue, somewhat than a vote.
Tesla’s information round FSD in Europe has been wonky, so it is doable that this transformation from a vote to a dialogue is supposed to permit extra time for extra dependable information to return in. Or, it is doable that is completely a scheduling factor and we should not learn an excessive amount of into it.
2nd Gear: The age of the minivan is upon us
Minivans are again, child! Sales have been climbing yr after yr, however now the financial system and the excessive value of gasoline are pushing Americans out of our hulking seven-seat SUVs — and into the plush practicality of the minivan. From Bloomberg:
The much-maligned minivan is having a renaissance, as costs for each gasoline and swanky SUVs are close to historic highs. For new dad and mom of their 20s and 30s, who have been shuttled to high school on the top of the game utility increase, vans are novel. They carry little of the suburban stigma that tanked gross sales after their 2000 peak. Meanwhile, empty nesters are embracing van life for its inexpensive practicality. Minivans supply roughly the identical utility and facilities as an SUV at about three-fifths the worth: They’re about $31,400 cheaper on common.
I’m personally pro-vans, having street tripped in them on a number of events and liked it every time. They’re sensible, they’re comfy, they provide all types of inside facilities. What scares me, although, is the opposite purpose I like vans: I can sleep in them. Are we in such a precarious financial spot that persons are basing their automobile purchases on the potential for homelessness?
third Gear: Europeans love Chinese automobiles
Chinese automobiles are pouring into Europe, and clients are loving it. UBS, an funding financial institution, is much less into the entire concept — in all probability as a result of it does not stand to make any cash on the brand new gross sales. For clients, although, it appears issues will get higher earlier than they worsen. From Automotive News:
Chinese automobile exports to Europe are operating at almost double the speed of registrations, with logistics bottlenecks masking the true scale of shipments, funding financial institution UBS mentioned.
The inflow will probably translate into greater registrations later this yr, growing strain on European policymakers to deal with the price hole between imported Chinese electrified automobiles and automobiles in-built Europe.
UBS estimates the present tempo would translate to about 20 % annual market share for Chinese manufacturers, in contrast with almost 10 % by way of August.
“We think there is still a lack of urgency on the EU side,” UBS analyst Patrick Hummel mentioned throughout a media briefing on Sept. 25. “The issue is more pressing than many people involved in the policymaking process understand.”
“The issue” is “pressing” — the “issue” being inexpensive automobiles that clients need to purchase. Yeah, massive drawback, I can see why you’d need to nip that within the bud as quick as doable.
4th Gear: Analysts assume 2026 will finish tough for Ford and GM
The warfare on Iran has hiked the price of gasoline, and that is hitting automakers and not using a broad slate of EVs and hybrids hardest — automakers like GM and Ford, which analysts are saying can be this yr’s massive losers within the automotive realm. From Reuters:
Sept 24 (Reuters) – General Motors and Ford Motor have misplaced extra market share within the United States than another automakers to this point this yr as patrons prioritize gasoline effectivity amid excessive gasoline costs, an trade forecast exhibits.
Ford’s automobile gross sales are anticipated to drop 8.8% by way of the primary three quarters of the yr, based on a forecast launched Thursday from Cox Automotive. That would knock Ford’s market share down almost a full proportion level, to 12.5%.
GM’s US automobile gross sales tempo is also trailing the broader trade, anticipated to decline 6.2% year-to-date by way of September 30, Cox tasks. The agency estimates GM will end the quarter with a 16.7% market share, down from 17.4% a yr earlier.
And that is all earlier than Chinese automakers begin constructing automobiles within the States with the total blessing of President Trump. Somehow I cannot think about that’ll assist issues for the U.S. stalwarts.
Reverse: Remember when sports activities betting was unhealthy?
Now you’ve got acquired LeBron doing advertisements for DraftKings and Polymarket. How occasions change.
The Fuel Up
Do we expect Trump is into costs ending in a 47? He’s massive on working that quantity in all over the place he can.
On The Radio: Fergie – London Bridge (osno1 remix)
I simply noticed “Primetime” final evening, and the “London Bridge” needledrop — the unique, not the Laura Les remix featured right here — actually units the stage for the way nostalgic the film feels. The post-9/11 period could not have been good, but it surely positive was my childhood. Also simply an unbelievable movie, extremely advocate.
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