Good morning! It is November 7, 2025, and that is The Morning Shift, your day by day roundup of the highest automotive headlines from all over the world, in a single place. That is the place you will discover crucial tales which are shaping the way in which Individuals drive and get round.
On this morning’s version, we’re wanting on the first morning of the FAA’s flight cuts and the 21% slash in Honda’s annual revenue forecast. We will even test in on China lifting the export ban on Nexperia chips and Trump saying much more overseas offers for Boeing.
FAA-mandated flight cuts are having broader impacts
The Federal Aviation Administration mandated a ten% discount in flights to alleviate the workload on unpaid and understaffed air site visitors controllers throughout the federal government shutdown. Regardless of starting on Friday at solely 4% and rising over the weekend, the chaos has began instantly as passengers rush to seek out different strategies of reaching their locations. From the Related Press:
Some passengers rapidly looked for options to flying. Hertz is reporting a pointy improve in one-way automotive leases. One-way reservations have spiked extra that 20% via the weekend, in contrast with the identical interval final yr.
“We be part of the airways in urging Congress to swiftly move a clear persevering with decision and restore certainty for vacationers,” wrote Hertz CEO Gil West. “Each day of delay creates pointless disruption.”
Greater than 815 flights have been referred to as off nationwide, in response to FlightAware. Delta Air Traces stated it will scratch roughly 170 flights Friday, and American Airways deliberate to chop 220 a day via Monday.
This was the inevitable results of any flight discount, but it surely’s a much better different to probably endangering industrial flights. If the Trump administration wished to keep away from the state of affairs solely, it might have approached the Democratic Social gathering with an inexpensive compromise to finish the federal authorities shutdown.
2nd Gear: Honda cuts revenue forecast by $980 Million, cites sagging gross sales in Asia and one-off EV prices
Honda is warning its traders that income will not be as excessive as initially anticipated. The Japanese automaker has lowered its annual revenue forecast by practically $1 billion. It largely blames stiff competitors throughout markets in Asia, one-time EV bills and a chip scarcity. From Reuters:
For the primary half of the present monetary yr, Honda’s vehicle enterprise posted an working loss, due largely to 224 billion yen price of one-time bills associated to electrical automobiles. The corporate now expects its world EV gross sales ratio to be 20% in 2030, down from a earlier goal of 30%.
It now expects to promote 925,000 automobiles in Asia – together with China – for the present monetary yr, down greater than 10% from a earlier goal of 1.09 million automobiles.
Competitors in Southeast Asia has intensified as a result of entry of Chinese language automakers, which prompted companies within the area to supply customers greater incentives or decrease costs, Govt Vice President Noriya Kaihara stated on Friday.
“We recognise {that a} basic overview is critical for Asia,” Kaihara stated. “Nevertheless, from this fiscal yr via the subsequent, there will be no notably new fashions.”
Issues aren’t all doom and gloom for Honda. The hit from Trump’s tariffs was lower than projected. The producer can be anticipating to renew regular operations at considered one of its two manufacturing services in Mexico later this month.
third Gear: China lifts export ban on Nexperia chips
The battle over Nexperia enormously influenced the continuing chip scarcity. The semiconductor maker is predicated within the Netherlands however is Chinese language-owned. The Dutch authorities seized management of Nexperia as a result of considerations over expertise switch between the 2 international locations, and China imposed a chip export ban in response. Either side are actually backing off and reversing their actions. From Bloomberg:
Not too long ago spun off by Continental AG, Aumovio makes merchandise akin to sensors, brakes and automatic driving methods. It operates a dozen manufacturing websites in China and provides main automakers together with BMW AG, Volkswagen AG and Stellantis NV.
Aumovio sends Nexperia chips from China to Hungary for additional distribution to its plant community. “It is going to take a while earlier than all procedures and processes will get again to regular,” [CEO Philipp von Hirschheydt] stated, including that there is nonetheless an opportunity for disruptions within the subsequent 4 to 6 weeks.
Nonetheless, “if all the things I do know in the present day is appropriate, we aren’t going to be affected,” he stated.
The chip provide scarcity will not reverse itself instantly, however there’s nonetheless an opportunity {that a} everlasting resolution won’t be discovered. Regardless, executives at European automakers are possible respiratory a sigh of reduction that the worldwide provide chain has taken a step again from the ledge.
4th Gear: Trump administration publicizes Boeing offers in Central Asia
The $96 billion take care of Qatar is not the one Boeing sale that was sealed by President Donald Trump. The federal authorities introduced airliner offers with three international locations in Central Asia, Kazakhstan, Tajikistan and Uzbekistan. The orders for widebody planes will permit flag carriers to function providers to extra far-flung locations. From Reuters:
The Commerce Division stated Kazakhstan flag service Air Astana plans to purchase as much as 15 Boeing 787-9 Dreamliners to develop and modernize its fleet.
The orders had been signed on the C5+1 Summit in Washington on the tenth anniversary of the diplomatic assembly of the leaders of 5 Central Asian republics and america.
Air Astana presently operates three Boeing 767 widebody jets connecting Kazakhstan with locations in Europe, Asia and the Center East. The brand new planes will allow enlargement into North America, Boeing stated.
Tajikistan’s nationwide service, Somon Air, plans to purchase as much as 14 Boeing planes, together with 4 787-9s and 10 737 MAX airplanes, Commerce stated, whereas Uzbekistan Airways transformed choices right into a agency order for eight 787 Dreamliners, upping the flag service’s complete orders to 22 for the widebody jets.
Trump’s stint as Boeing’s unofficial abroad deal mascot is not fairly over but. The American aviation large is hoping to seal a deal for over 500 plane in China. Nevertheless, the Asian energy has its personal fledgling industrial aviation producer and is not on the very best of phrases with the White Home in the mean time.
Reverse: Gertie gallops to the underside of the Tacoma Narrows
The unique Tacoma Narrows Bridge opened in July 1940 because the third-longest suspension bridge on the earth. The two,800-foot span solely held the spot within the file guide for 4 months earlier than it spectacularly collapsed simply 4 months afterward November 7.
Throughout development, the bridge garnered the nickname “Galloping Gertie” for a way the span moved up and down in excessive winds. The phenomenon persevered after the bridge opened, regardless of measures taken to mitigate the deck’s motion. On the day of the collapse, a windstorm rocked the street deck in waves as much as 28 ft excessive. The 42-mile-per-hour gusts twisted the bridge aside. The one fatality was a cocker spaniel named Tubby. Learn extra concerning the notorious collapse on the official web site of the Washington State Division of Transportation.
On The Radio: Frank Sinatra – ‘Come Fly With Me’
I am fairly positive there will likely be loads of airline prospects in want of some unique booze this weekend. When Frank Sinatra first sang “Come Fly With Me,” travelling with an airline was nonetheless an expensive expertise that was strictly regulated by the federal authorities. Right now, mismanagement by each vested curiosity has led us to the present chaotic state of affairs. In case you’re flying this weekend, good luck and make it a double.
