The United Automotive Workers (UAW) union has threatened to escalate labor efforts into an organized strike against Stellantis, claiming that the multinational company has failed to keep to promises of re-opening an Illinois factory. Now, one UAW official has said the Stellantis CEO “needs to go,” following his recent visit to Detroit, Michigan.
Last week, the UAW officially threatened to launch a strike at Stellantis, citing the company’s delays to plans of re-opening a Belvidere, Illinois factory, which were enshrined in union contracts in November. Following the threat, Stellantis released an official statement claiming that such a strike would be illegal, as reported last week by Detroit publication WXYZ.
Musk responds to UAW labor charges following call with Trump
“To ensure the Company’s future competitiveness and sustainability, which are necessary to preserve U.S. manufacturing jobs, it is critical that the business case for all investments is aligned with market conditions and our ability to accommodate a wide range of consumer demands,” Stellantis wrote in the statement. “Therefore, the Company confirms it has notified the UAW that plans for Belvidere will be delayed, but firmly stands by its commitment. As always, the Company is committed to engaging with the Union on a productive, respectful and forward-looking dialogue.”
The Company has not violated the commitments made in the Investment Letter included in the 2023 UAW Collective Bargaining Agreement and strongly objects to the Union’s accusations. In fact, the UAW agreed to language that expressly allows the Company to modify product investments and employment levels. Therefore, the Union cannot legally strike over a violation of this letter at this time.”
The statements came during a visit from Stellantis CEO Carlos Tavares to Detroit, Michigan last week, said to be focused on helping to improve profitability for the company’s North American arm. According to one source in the original report, “North American operations are basically funding the rest of the group.”
On Friday, UAW Stellantis Director Kevin Gotinsky called for Tavares to step down in a statement to Automotive News, following a rally at the company’s Sterling Heights, Michigan factory.
“I think he either needs to go or get someone close by him to work side by side with him to manage the company, because I don’t think he knows what he’s doing,” Gotinsky said, adding that he didn’t believe such a strike would be illegal, as Stellantis claimed.
In a recent video, UAW President Shawn Fain also made similar statements to Gotinsky’s call for Tavares’ resignation:
“It’s time for a change, and that starts with the man at the top,” Fain said.
A memo sent to Stellantis employees that was obtained by Automotive News also said that employment levels and product investment plans were “contingent upon plant performance, changes in market conditions, and consumer demand continuing to generate sustainable and profitable volumes for all of the U.S. manufacturing facilities described above.”
RELATED:
Stellantis joins Ford in reaching tentative UAW agreement: report
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Investor's Corner
Tesla (TSLA) Q3 2025 earnings results
Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q3 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, October 22, 2025.
Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products.
Tesla’s Q3 2025 results
As could be seen in Tesla’s Q3 2025 Update Letter, the company posted GAAP EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total revenues of $28.095 billion.
In comparison, FactSet consensus expects Tesla to post earnings per share of around $0.56, down 22% from Q3 2024’s $0.72 per share. Tesla’s revenue is forecasted to rise 5.4% to $26.54 billion, as noted in an Investor.com report.
On the other hand, Sharp consensus, which tracks analyst revision trends, predicts Tesla to post earnings of $0.57 per share and revenue totaling $28.31 billion.
Other key results
Tesla highlighted the following Q3 results in its Update Letter.
As per the company,
Tesla’s Q3 2025 Update Letter
News
Tesla’s new Safety Report shows Autopilot is nine times safer than humans
Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.
Tesla’s new Safety Report for Q3 shows Autopilot technology contributed to accident frequency that was nine times lower than the national average.
Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.
This is a stark contrast from the most recent data made available by the National Highway Traffic Safety Administration (NHTSA) and Federal Highway Administration (FHWA), which shows there is an automobile crash approximately every 702,000 miles.
Autopilot & FSD Supervised safety data
In Q3 2025, we recorded 1 crash for every 6.36 million miles driven in which drivers were using Autopilot technology
By comparison, the most recent data available from NHTSA & FHWA (from 2023) shows that in the United States there was an… pic.twitter.com/8isNe7X4vg
— Tesla (@Tesla) October 22, 2025
The figure for Q3 2025 is slightly lower than the one that Tesla released in Q3 2024, which eclipsed 7 million miles between accidents for drivers using Autopilot technology.
Over the past seven quarters, Q1 has been Tesla’s strongest showing with the Vehicle Safety Report, with Q4 being the weakest. This is usually attributed to weather and driving conditions deteriorating toward the end of the year.
Q1 2024 was Tesla’s best performance so far, with one crash every 7.63 million miles.
Autopilot and Full Self-Driving have been a major focus of Tesla over the past few years, and recent versions have improved on what has already proven to be an extremely safe way to travel, as long as it is used correctly.
Tesla’s Full Self-Driving (Supervised) suite is a suitable way to allow the vehicle to navigate through any traffic setting and has been widely effective for day-to-day travel. With the data Tesla gets from its use across its vehicle fleet, it gets more refined and more accurate with every passing mile.
The company has teased the potential for completely unsupervised Full Self-Driving releases in the future, but Tesla has to solve autonomy before it can offer anything like that to the public.
News
Tesla looks to enter a new continent, new job posting shows
Tesla is present on five of the seven continents: North America, Europe, Asia, South America, and Australia. In South America, Tesla currently operates only in one country, Chile, but is looking to expand to more areas.
Tesla is looking to enter Africa for the first time, launching operations on a new continent and expanding its vehicle business operations.
Tesla is present on five of the seven continents: North America, Europe, Asia, South America, and Australia. In South America, Tesla currently operates only in one country, Chile, but is looking to expand to more areas.
Although the company has not launched anything in Africa, a new job posting indicates that Tesla is looking to launch there for the first time.
According to a new posting on Tesla’s Careers website, it is looking for a full-time Country Sales & Delivery Leader in Casablanca, Morocco:
“The Country Sales & Delivery Leader is responsible for driving the sales and delivery strategy and daily operations across the country. They will hire and develop the best people leaders and ensure the development of the highest performing teams. The Field Sales & Delivery Leader will take accountability for achieving ambitious sales and delivery targets and ensure the business performs on key success criteria, including but not excluded to market growth, customer satisfaction, operational excellence, and employee deployment and retention. In addition to driving business performance across sales & delivery, the Field Sales & Delivery is expected to act as an ambassador for Tesla in the market, as well as provide critical perspective and guidance on decisions impacting outcomes within their market to increase Tesla’s market share.”
NEWS: Tesla is officially launching in Africa.
The company has a new job listing for a full-time Country Sales & Delivery Leader in Casablanca, Morocco.
“The Country Sales & Delivery Leader is responsible for driving the sales and delivery strategy and daily operations across… pic.twitter.com/mm6pgBAu5s
— Sawyer Merritt (@SawyerMerritt) October 22, 2025
Back in July, Tesla officially registered its presence in the Moroccan market with the $2.75 million initial capital investment, according to The Habari Network.
The move marked a formal attempt at market entry for the EV maker, and it could signal even more opportunities through its other business operations, like energy.
Morocco is looked at as one of the countries in Africa that is most prone to transition toward EVs, as its government has focused on renewable energy and strategic investments in transportation.
It also has local production advantages, as Renault operates a plant in Morocco.
Tesla (TSLA) Q3 2025 earnings results
Tesla’s new Safety Report shows Autopilot is nine times safer than humans
Tesla looks to enter a new continent, new job posting shows
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