---
title: Monday Morning Coffee Newsletter Jan 18–25, 2026
description: Get the latest updates on automotive and medtech trends, including Tesla's subscription shift, Volvo's new EV, circular battery initiatives, and biopharma's rapid expansion.
image: https://tkd2group.com/hubfs/AI-Generated%20Media/Images/The%20image%20features%20a%20sleek%20modern%20coffee%20shop%20interior%20bathed%20in%20warm%20morning%20light%20with%20large%20windows%20revealing%20a%20bustling%20street%20A%20barista%20is%20skillf.png
---

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 January 26, 2026

# Monday Morning Coffee Newsletter Jan 18–25, 2026

 By  [Kevin Corrigan](https://tkd2group.com/blog/author/kc)  ·   2 minute read

## If you have time for an espresso (must-read)

- **Tesla moves core driver-assist behind a subscription paywall.** Ars reports Tesla is discontinuing “Autopilot” as a package and putting lane-keeping behind a ~$99/month FSD subscription push.  [LINK](https://arstechnica.com/cars/2026/01/tesla-wants-recurring-revenue-discontinues-autopilot-in-favor-of-fsd/)
- **Volvo’s next mass-market EV platform is here.** Volvo unveiled the EX60 (about $60k) on its new SPA3 platform, with production slated to start April 2026.  [LINK](https://arstechnica.com/cars/2026/01/heres-volvos-new-ex60-60000-electric-midsize-suv/)
- **EV batteries: the circular-economy push gets formalized.** CATL and the Ellen MacArthur Foundation published a whitepaper laying out “circular EV batteries” direction and critical-minerals implications. [LINK]( https://www.manufacturingdive.com/topic/operations/)
- **Big biopharma manufacturing commitment escalates again.** Manufacturing Dive reports Genentech is more than doubling its North Carolina facility investment to **$2B**.  [LINK](https://www.manufacturingdive.com/topic/operations/)
- **At-home neuromodulation for depression clears a major hurdle.** MassDevice reports FDA approval for Neurolief’s prescription, physician-directed at-home neuromodulation therapy for MDD.  [LINK](https://www.massdevice.com/neurolief-fda-nod-home-neuromod-depression/)

## If you’re sipping a latte (additional reads)

- **Logistics consolidation:** Echo Global Logistics signs an agreement to acquire ITS Logistics—another signal that shippers want scale + tech under one roof.  [LINK](https://www.prnewswire.com/news-releases/echo-global-logistics-signs-definitive-agreement-to-acquire-its-logistics-302666952.html)
- **Auto retail/data ecosystem reshuffle:** TrueCar is taken private in a $227M deal led by Fair Holdings, refocusing on profitability and how consumers access “mobility.” [LINK](https://www.prnewswire.com/news-releases/fair-holdings-inc-led-by-truecar-founder-scott-painter-completes-227-million-take-private-acquisition-of-truecar-with-penfed-zurich-north-america-autonation-and-others-302667283.html)
- **Medtech manufacturing capacity update:** Jin Medical says its new Chuzhou facility buildout is in the final stage, projecting full-capacity production by end of April 2026. [LINK](https://www.prnewswire.com/news-releases/jin-medical-announces-the-official-commencement-date-of-chuzhou-facility-302667965.html)
- **Contract manufacturing signal (regulatory-ready):** Aztech Global says its Malaysia facility secured U.S. FDA registration—positioning it as a manufacturing partner for U.S.-market device owners.  [LINK](https://aztechglobal.com/investor-relations/SG-Aztech-US-FDA-Registered-for-MedTech-Manufacturing-22Jan26.pdf)
- **Policy watch (UK auto):** A Financial Times item highlights a report urging the UK to relax ZEV targets to support domestic automotive/battery production and investment. [LINK](https://www.ft.com/content/4d1d46ce-647f-4f4d-bd87-2783ef2ae761?)

## If you’ve got a venti anything (deeper dives)

- **The “software-defined car” business model is getting more aggressive.** Tesla’s move to repackage lane-keeping as a subscription isn’t just a pricing change—it pressures OEMs and suppliers to prove ongoing value (and compliance) post-sale. Expect more emphasis on feature entitlement, OTA validation, and audit-ready logs. [LINK](https://arstechnica.com/cars/2026/01/tesla-wants-recurring-revenue-discontinues-autopilot-in-favor-of-fsd/)
- **Circular batteries are turning into real procurement requirements.** The CATL/Ellen MacArthur direction-setting is a hint that automakers will increasingly ask suppliers for traceability, recoverability, and recycled-content pathways—not as ESG fluff, but as a cost/risk lever for critical minerals. That flows straight into materials qualification, reverse logistics, and remanufacturing playbooks.  [LINK](https://www.prnewswire.com/news-releases/catl-and-the-ellen-macarthur-foundation-set-direction-for-circular-ev-batteries-with-landmark-whitepaper-302669433.html)
- **Biopharma’s buildout keeps pulling industrial capacity along with it.** Genentech’s $2B North Carolina expansion underscores how fast U.S. biologics/advanced therapies manufacturing is scaling. For suppliers, the gating factors tend to be validation bandwidth, specialized equipment lead times, and “right-first-time” quality systems more than pure square footage. [LINK](https://www.manufacturingdive.com/topic/operations/)
- **Home-use neuromodulation will stress-test medtech scaling.** FDA approval/clearance is the start; now the hard part is manufacturing consistency (electrodes, electronics, firmware control), complaint handling, and post-market surveillance. Companies that can industrialize fast without quality drift will win the category.  [LINK](https://www.massdevice.com/neurolief-fda-nod-home-neuromod-depression/)

## What it means for customers

Across automotive and industrials, **recurring revenue + regulation** are converging: features are being monetized post-sale while governments/testers increasingly demand safer, more verifiable behavior. In manufacturing/medtech, the winners will be the teams that can scale capacity **with quality systems intact**—especially as battery circularity, biopharma mega-projects, and home-use devices raise the bar for traceability, validation, and process control.

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![Daimler Truck](https://www.daimlertruck.com/_assets/055a696e49fa76c6e6549e622d95030d/Images/daimlertruck.svg "Daimler Truck")Daimler Truck

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![Tesla](https://na1.hubspot-logos.com/22a6bca1-84a0-4d14-883d-051bbb2de0ad "Tesla")Tesla

![Cirrus Aircraft](https://na1.hubspot-logos.com/739052e9-e343-4d03-b0ba-78f6986db914 "Cirrus Aircraft")Cirrus Aircraft

![Stellantis](https://www.stellantis.com/content/dam/stellantis-corporate/assets/stell-logo-blue.svg "Stellantis")Stellantis

![FOX](https://na1.hubspot-logos.com/f941d2c4-2a46-483c-8eca-18d3c8aa83f8 "FOX")FOX

![Caterpillar](https://s7d2.scene7.com/is/image/Caterpillar/CM20220222-5c3c2-280a8?fmt=png-alpha "Caterpillar")Caterpillar

![Honda](https://na1.hubspot-logos.com/b9736599-67fc-464d-9ff1-a3955f2b1b84 "Honda")Honda

![Jedco](https://na1.hubspot-logos.com/1d1e5ecd-0138-4373-9f71-cf748b125791 "Jedco")Jedco

![Edelbrock](https://na1.hubspot-logos.com/50c4ee68-c771-4083-8e69-7dde2787cd7a "Edelbrock")Edelbrock

![BorgWarner](https://na1.hubspot-logos.com/275e43be-9964-402c-b614-9e247db53fa2 "BorgWarner")BorgWarner

![VerdeGo Aero](https://na1.hubspot-logos.com/f7307866-b7e7-4615-ba91-cc661260236b "VerdeGo Aero")VerdeGo Aero

![Oshkosh Corporation](https://na1.hubspot-logos.com/f4079bf8-ec8e-4b59-aed3-0686d96a5830 "Oshkosh Corporation")Oshkosh Corporation

![Lucid Motors](https://na1.hubspot-logos.com/b8b7a10b-405a-43ed-bff1-5833cfd46902 "Lucid Motors")Lucid Motors

![Ricardo](https://na1.hubspot-logos.com/fb60aa1f-3e5b-4b04-9ab9-7d1d64520a1d "Ricardo")Ricardo

![Micro Metals](https://transform.octanecdn.com/width/300/https://octanecdn.com/aldermansites/aldermansites_376837011.png "Micro Metals")Micro Metals

![GW Cast](https://na1.hubspot-logos.com/6efcd08e-ae24-4940-9b04-38303a23a904 "GW Cast")GW Cast

![Pyper Tool](https://na1.hubspot-logos.com/63086869-2262-470d-a56d-91f84bf264f4 "Pyper Tool")Pyper Tool

![Ramco](https://na1.hubspot-logos.com/2dd6e78b-cc30-472e-b36a-31975cf0afeb "Ramco")Ramco

![Thierica Display Products](https://na1.hubspot-logos.com/3f593cf2-102d-4863-8b79-579676207458 "Thierica Display Products")Thierica Display Products

![Symmco](https://na1.hubspot-logos.com/05316e67-4e80-477a-8810-3f584675acc3 "Symmco")Symmco

![Metro Bolt](https://na1.hubspot-logos.com/ea0a8aa0-efb6-4e38-a108-9f7bd9d68330 "Metro Bolt")Metro Bolt

![EFI Automotive](https://na1.hubspot-logos.com/98508534-c3c0-4bfe-8b1f-d3f5235b751c "EFI Automotive")EFI Automotive

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![Sterling Technologies](https://na1.hubspot-logos.com/9f8adce0-3006-4443-8ae6-23db91a1d2f2 "Sterling Technologies")Sterling Technologies

![Staub Manufacturing Solutions](https://na1.hubspot-logos.com/e8af29af-0040-45f4-bfd9-b2018f641759 "Staub Manufacturing Solutions")Staub Manufacturing Solutions

![Nichols Portland](https://na1.hubspot-logos.com/5a0aa7cb-1558-4754-8dbd-fb74784e4965 "Nichols Portland")Nichols Portland

![Knoedler](https://na1.hubspot-logos.com/cbc14678-c474-42b8-bcbd-dabd89dbb36b "Knoedler")Knoedler

![Rockman Advanced Composites](https://na1.hubspot-logos.com/4a3aa949-f088-426d-b7e1-398812509b47 "Rockman Advanced Composites")Rockman Advanced Composites

![Modal Motors](https://na1.hubspot-logos.com/154115e1-6f84-4c88-b4c2-aea72ad6b492 "Modal Motors")Modal Motors

![Genesee Group](https://na1.hubspot-logos.com/1b45bc9c-c971-4fc4-9804-6b40ad8cb306 "Genesee Group")Genesee Group

![Witol](https://na1.hubspot-logos.com/6fd1535b-c305-48cc-8783-2748d1e806b9 "Witol")Witol

![SIEGENIA](https://na1.hubspot-logos.com/b48b5bba-7451-4c55-8a00-e4e03738975a "SIEGENIA")SIEGENIA

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43311 Joy Rd, PMB 427, Canton, MI 48187, USA

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