Good morning! It is Friday, October 17, 2025, and that is The Morning Shift, your every day roundup of the highest automotive headlines from world wide, in a single place. That is the place you may discover crucial tales which can be shaping the way in which People drive and get round.
On this morning’s version, North American automotive import tariff prices cross $10 billion for automakers, Stellantis is now coping with the identical aluminum scarcity Ford is, manufacturing is totally up and operating as soon as once more at Jaguar-Land Rover, and Ford is ending the week with a few recollects that cowl practically 625,000 automobiles.
1st Gear: Invoice on auto imports from Canada and Mexico crosses $10 billion
Certain, the U.S. authorities is striking offers with different international locations to convey down tariff prices put in place by President Donald Trump, however automakers are nonetheless paying by means of the nostril — even relating to North America. To this point this 12 months, automakers have forked over $10.6 billion in tariffs which have been imported to the U.S. from Canada and Mexico, in keeping with evaluation by the Anderson Financial Group. It ought to be famous that the evaluation consists of U.S. Census Bureau knowledge by means of July, after which estimates the prices of tariffs from August by means of October.
So far, these corporations have elected to tackle the brunt of those prices, moderately than passing them on to new-car consumers, nevertheless it’s very possible this development won’t proceed as tariff prices pile up and income erode. Hell, we simply informed you that the typical new automotive value crossed $50,000 for the primary time. If that is not a bleak signal of issues to return, I do not know what’s.
Much more worrying is the concept that the tariff invoice these OEMs are going through is probably going even increased than the group’s estimates. From Automotive Information:
The determine consists of solely automobiles and components imported from Canada and Mexico and doesn’t embrace merchandise shipped from different nations. It additionally doesn’t embrace 50 % tariffs on metal, aluminum and a listing of spinoff merchandise made up of these metals, together with some auto components and manufacturing gear.
The U.S. collected $6.45 billion in duties on Canadian and Mexican automobiles and components from January by means of July, in keeping with the newest U.S. Census knowledge. AEG initiatives corporations to have paid about $1.4 billion per 30 days in tariffs on these merchandise from August by means of October.
The U.S. started gathering the overwhelming majority of annual tariff income from Canadian and Mexican auto imports in April, when the Trump administration applied a 25 % obligation on automobiles and a variety of components.
There are exceptions for automobiles and components that adjust to the United States-Mexico-Canada Settlement’s guidelines for preferential therapy. USMCA-compliant automobiles are topic to a 25 % obligation solely on the worth of their non-U.S. content material, whereas USMCA-compliant components can enter the U.S. duty-free.
Imports from different international locations fluctuate. Within the EU and Japan, automobiles are topic to a 15% obligation. South Korea has reached an identical take care of the U.S., nevertheless it has but to be applied. The take care of the UK implies that the primary 100,000 automobiles imported are topic to a ten% tariff. All different international locations stay at 25%.
Issues are about to get very worrisome and really costly, my associates.
2nd Gear: Stellantis is coping with the identical aluminum scarcity as Ford
Ford is not the one automaker being deeply impacted by an aluminum scarcity brought on by a hearth at a New York provider. Now, Stellantis and its suppliers are going through manufacturing disruptions. Warren Truck, the place the automaker builds the Grand Wagonner full-size SUV, is being idled for 3 weeks because of a components scarcity stemming from the September 16 Novelis aluminum manufacturing unit hearth. United Auto Employees union officers confirmed the information. From Automotive Information:
“Resulting from a components scarcity, Warren Truck Meeting Plant can be idled starting the week of Oct. 13 for 3 weeks,” spokeswoman Ann Marie Lucky mentioned in an e mail to Crain’s Detroit Enterprise, an affiliate of Automotive Information. “The plant is anticipated to renew manufacturing the week of Nov. 3.”
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At Stellantis, the automaker is prioritizing its profit-rich Ram 1500, constructed at Sterling Heights Meeting Plant, in keeping with Stellantis provider officers. The pickup has vital aluminum content material, although it’s not as uncovered because the F-150.
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[P]roduction of the top-selling Ford F-150, which sports activities an aluminum physique, has been minimize by greater than half at Dearborn Truck Meeting because the automaker grapples with a scarcity of the metallic stemming from the Novelis hearth.
Ford indicated to suppliers that it plans to construct round 530 pickup vans per day in Dearborn till Oct. 27, down 55% from typical ranges, in keeping with an evaluation of provider releases, which Ford points to dictate the circulation of just-in-time components to its meeting vegetation.
Novelis, which counts Ford as its high buyer, is just not anticipated to reopen its scorching mill plant till the primary quarter of subsequent 12 months on the earliest. Staring down what analysts say could possibly be a $1 billion revenue hit, Ford is scrambling to supply aluminum elsewhere to feed its pickup revenue machine.
A 3rd automaker — Toyota — can be being impacted by the scarcity. Nonetheless, the affect is not completely clear for the time being. A spokesperson for the Japanese automaker mentioned working by means of the disruption is not any totally different than tariffs or some other type of sudden headwind.
third Gear: JLR manufacturing is totally up-and-running
I’ve bought some large information for all my Jaguar-Land Rover Stans out right here: all manufacturing strains are formally up and operating greater than six weeks after an enormous cyberattack knocked out world operations. On October 16, manufacturing strains at its Halewood plant, which builds the Vary Rover Evoque and Discovery Sport, restarted for the primary time because the September 1 assault. A $670 million renovation plan to supply JLR’s upcoming EVs on the plant has additionally restarted.
The information comes following restarts of Defender and Discovery strains in Nitra, Slovakia, in addition to Vary Rover and Vary Rover Sport strains at Solihull. Each began up final week. Preliminary manufacturing output is anticipated to be restricted, as JLR has referred to the method as a “managed, phased restart.” From Autocar:
Operations on the Wolverhampton engine plant, Birmingham battery centre and Solihull physique and paint store are actually all again up and operating, as are stamping operations in Fort Bromwich, Halewood and Solihull.
A press release concerning the restart at Halewood learn: “That is one other essential second for JLR, for our suppliers and our individuals.
“We’re all super-proud of the resilience of our individuals and their vitality to get again to doing what they do greatest – constructing world-class British luxurious automobiles for our world purchasers.”
The cyber assault on 1 September introduced all factories to a halt and incapacitated JLR, forcing it to close down its inner laptop programs in an effort to guard knowledge from being stolen.
This resulted in manufacturing shutdowns in any respect of its world vegetation, created points with components ordering and stifled retailers.
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“It has been a difficult quarter for JLR,” outgoing CEO Adrian Mardell mentioned in an announcement. Nonetheless, he mentioned that gross sales in July and August had been “in keeping with our expectations” earlier than the cyber assault.
The cyberattack price JLR an estimated $2 billion in income in addition to an estimated $67 million per week, however the UK authorities assured a $2 billion mortgage to assist shore up suppliers who have been hit by the shutdown.
Over the past quarter that ended on September 30, JLR’s gross sales dropped by 21,138 automobiles to 66,165. That is, uh, not nice. Time will inform how the beleaguered automaker bounces again.
4th Gear: Ford ends the week robust, recollects 625,000 automobiles
It has been a bit bit since we have talked about a Ford recall, so I figured that there could be no higher option to kick off the weekend than by protecting two of them! The Blue Oval is recalling nearly 625,000 automobiles within the U.S. in two separate recollects: one is for a seatbelt situation, and one is for a rear-view digital camera show drawback, in keeping with the Nationwide Freeway Site visitors Security Administration. From Reuters:
The seatbelt recall impacts 332,778 Ford Mustang automobiles, whereas the digital camera show situation recall covers 291,901 F-250, F-350 and F-450 tremendous obligation vans, in keeping with NHTSA notices.
The U.S. auto regulator mentioned that Ford sellers will replace the picture processing module software program for gratis to house owners for the items being recalled to treatment the digital camera show defect.
For the items going through points with seatbelts, automobile sellers will test the seatbelt components and make replacements if wanted, and likewise take away close by carpet sections that contact the cables, NHTSA mentioned.
In line with NHTSA’s web site, these are the 119th and a hundred and twentieth recollects Ford has issued this 12 months. No different automaker has greater than 39. Ford is actually going additional.
Reverse: Did you are feeling that?
Historical past.com
There’s a wonderful ESPN documentary about this known as “The Day the Sequence Stopped,” and I can’t suggest it sufficient. Nonetheless, if you do not have 50 minutes to spare as we speak, you may at all times simply try Historical past.com.
On the radio: Ace Frehley – New York Groove
RIP Ace Frehley. I feel you’ll have actually loved Zohran Mamdani’s New York Metropolis mayoral debate efficiency final evening. It is simply in regards to the proudest I have been to be a New Yorker in fairly some time.