The United Auto Workers (UAW) union has reportedly made progress in contract negotiations with the “Big Three” automakers of Michigan, though there is still some progress to be made, according to the organization’s president.
UAW strikes entered their fourth week on Friday, and the union held off on escalating worker walkouts for a third week in a row as new and unexpected concessions were made by General Motors (GM) this week, according to a report from Reuters. Crucially, the union expects that the concessions could put pressure on Ford and Stellantis to follow suit after GM allowed workers at its future battery plants to be covered by new contracts with the union.
“Our strike is working, but we’re not there yet,” UAW President Shawn Fain said during a live stream update.
Friday was the first deadline in two weeks in which the UAW didn’t order additional workers to walk out of facilities operated by the automakers after the union threatened to target a GM plant in Arlington, Texas that builds the Cadillac Escalade. Instead, Fain said that GM unexpectedly approved contracts covering three joint-venture battery plants being built with LG Energy Solutions.
“GM has agreed to lay the foundation for a just transition [to EVs],” Fain added.
GM did not confirm the statements, saying instead that negotiations were ongoing. LG declined to comment on the situation.
“We will continue to work towards finding solutions to address outstanding issues,” GM said in a company statement.
This is the first time in history that the UAW has lodged strikes against all three automakers simultaneously, and contracts have remained at a standstill, with battery plants being a key prospect of the talks. Ford CEO Jim Farley recently said the UAW was holding the automaker “hostage” with battery plants that didn’t yet exist, and the company even ceased construction on one new electric vehicle (EV) battery facility.
“This defines the transition to EVs,” said Harley Shaiken, a UC Berkeley labor professor. “Clearly, GM’s concession on the master agreement will positively be matched by Ford and Stellantis.”
Electrification has also been a focal point of the discussions, as many expect the transition to result in fewer available jobs than those currently utilized for internal combustion engine (ICE) production. Along with demanding a 40-percent wage increase over a four-year period (and several other demands), the UAW has highlighted the need for added job security amidst the transition.
Despite the progress, Ford said on Friday that it would be laying off an additional 495 employees at facilities in Ohio and Michigan, citing the impacts of the UAW’s strikes, according to a report from Automotive News. The layoffs add to around 7,900 Ford workers who are striking, along with another 1,800 who have lost their jobs because of a lack of available work due to ripple effects from the strikes.
On Tuesday, Ford increased its contract offers from just 20 percent in previous weeks to what it called an “unprecedented” set of pay raises amounting to a roughly 26 percent wage increase. With the addition of other parts of the contract, namely the cost-of-living adjustments (COLA), the automaker’s wage increases could offer workers close to a 30-percent wage increase, according to people familiar with the contract proposal.
The UAW held a rally in Chicago on Saturday, which you can watch via YouTube below. You can also learn more about recent concessions at the UAW website here.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
News
Tesla Sweden faces new pressure in Sweden as Assa Abloy joins union action
The sympathy strike will block Assa Abloy’s 330 employees across six Swedish facilities from servicing or maintaining locks and gates used at Tesla Sweden’s sites.
The labor standoff between Tesla and Sweden’s IF Metall union has widened again, this time pulling in Assa Abloy Industrial, a manufacturer of industrial doors and locks.
IF Metall announced a new sympathy strike halting all Assa Abloy services for Tesla, set to take effect November 4, according to Dagens Arbete (DA). The move is aimed at further pressuring Tesla into signing a collective agreement after nearly two years of ongoing labor conflict.
New strike targets Tesla’s industrial operations
The sympathy strike will block Assa Abloy’s 330 employees across six Swedish facilities from servicing or maintaining locks and gates used at Tesla Sweden’s sites. IF Metall hopes the measure will disrupt Tesla’s daily operations and highlight the growing solidarity among Swedish companies.
Assa Abloy becomes the latest in a line of firms drawn into the dispute, with the Swedish Mediation Institute now logging fourteen conflict notices since September. The escalation shows that unions and partner industries are aligning to support of IF Metall’s campaign to secure a collective bargaining deal, something Tesla has consistently resisted.
IF Metall says Tesla must understand Sweden’s labor model
IF Metall chair Marie Nilsson recently reiterated her call for Tesla Sweden to reconsider its stance on organized labor, noting that Sweden’s union system differs sharply from the more adversarial model in the United States.
“I can certainly understand that Elon Musk and Tesla are skeptical of the trade union movement,” Nilsson said. “They have experience with American unions that operate in a completely different environment and that have to be militant in a different way.”
Nilsson emphasized that Swedish unions function cooperatively and that signing a collective agreement locally does not commit Tesla to similar deals elsewhere. “Let’s give us a chance,” she added. “It is the practical system we have here to regulate the conditions.”
News
Elon Musk: Tesla autonomous driving might spread faster than any tech
The CEO noted that “hardware foundations have been laid for such a long time.”
Elon Musk has shared one of his most optimistic forecasts for Tesla’s self-driving rollout yet. As per the CEO, Tesla’s self-driving system could see the fastest technological adoption in history, thanks to the fleet’s capability to gain autonomous capabilities through a software update.
The CEO shared his forecast in a post on social media platform X.
Tesla’s aims to scale autonomy
Musk’s comment came as a response to industry watcher Sawyer Merritt, who posted a comparison between the geofence of Tesla’s Robotaxi network and Waymo’s service area. As can be seen in the graphic, Tesla’s Austin geofence has gotten noticeably larger compared to Waymo’s service area.
In his response, Musk stated that “Tesla autonomous driving might spread faster than any technology ever.” He also stated that “hardware foundations have been laid for such a long time,” as a software update could unlock full autonomy “for millions of pre-existing cars in a short period of time.”
Musk’s comment bodes well for Tesla’s Robotaxi ambitions, which seem to be finally in reach with the deployment of Unsupervised FSD in vehicle factories, as well as Austin and the Bay Area. For now, however, Tesla’s Austin Robotaxis and Bay Area ride-hailing vehicles are still operated with a safety monitor in the driver’s seat.
Tesla’s latest Austin expansion
Tesla recently expanded its Austin Robotaxi service area this week to 243 square miles, its largest yet and nearly triple the coverage from two months ago. The move outpaces Waymo’s local service footprint, which remains at around 90 square miles.
The expansion marks Tesla’s second major Austin update since August and emphasizes its push to dominate the autonomous ride-hailing landscape. With both Tesla and Waymo racing to prove scale and reliability, Musk’s confidence suggests the real contest may be about who can move fastest once the tech flips on across Tesla’s fleet. Once that happens, Tesla would effectively be able to win the self-driving race.
News
Tesla sends clear message to Waymo with latest Austin Robotaxi move
It is the first expansion Tesla has made in Austin since the one on August 26. The company still operates in the Bay Area of California as well, referring to that program specifically as a “ride-hailing service.”
Tesla has sent a clear message to Waymo with its latest move to its Robotaxi program in Austin, Texas.
Tesla and Waymo are the two true leaders in autonomous ride-hailing to an extent. Tesla has what many believe is a lot of potential due to its prowess with the Supervised Full Self-Driving suite. It is also operating a driverless Robotaxi service in Austin with a “Safety Monitor” that sits in the passenger’s seat.
Tesla explains why Robotaxis now have safety monitors in the driver’s seat
The two companies have been competing heavily in the market since they both launched driverless ride-hailing services in Austin this year: Waymo’s in March and Tesla’s in June.
One of the main drivers in the competition between the two is service area size, or the geofence in which the cars will operate without a driver. In August, the two were tied with a service area of about 90 square miles (233.099 sq. km).
Tesla then expanded to about 170 square miles (440.298 sq. km) on August 26, dwarfing Waymo’s service area and expanding to freeways. Tesla’s freeway operation of the Robotaxi suite requires the Safety Monitor to be in the driver’s seat for safety reasons.
On Tuesday evening, Tesla made another move that sent a clear message to Waymo, as it expanded once again, this time to 243 square miles (629.367 sq. km).
This is according to Robotracker:
Here’s a comparison of Tesla’s geofence in Austin vs. Waymo’s
Tesla’s now spans 243 square miles, almost three times the size of Waymo’s at 89 square miles https://t.co/OCAHQDQhzb pic.twitter.com/wq5bHQXCp4
— TESLARATI (@Teslarati) October 29, 2025
It is the first expansion Tesla has made in Austin since the one on August 26. The company still operates in the Bay Area of California as well, referring to that program specifically as a “ride-hailing service.”
Yesterday, it expanded that service to the San Jose Mineta International Airport, something it has been working on for several months.
Waymo has its own set of distinct advantages over Tesla as well, as it operates in more cities and states than the EV maker. Waymo currently has its autonomous vehicle services in Phoenix, Arizona, San Francisco, Los Angeles, Austin, and Atlanta, Georgia.
Tesla plans to have half of the U.S. population with access to the Robotaxi platform by the end of the year.
Tesla Sweden faces new pressure in Sweden as Assa Abloy joins union action
Elon Musk: Tesla autonomous driving might spread faster than any tech
Tesla sends clear message to Waymo with latest Austin Robotaxi move
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