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Ford executive calls for end to ‘acrimonious’ UAW contract talks

Credit: Ford

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The United Auto Workers (UAW) union has now been striking against Ford, General Motors (GM) and Stellantis for one month, and this week, one Ford executive has called for the labor effort to end before doing any more damage to the economy.

Ford Motor Executive Chair Bill Ford warned that continuing strikes could harm the automaker’s ability to compete with companies like Tesla and Toyota, delivering remarks on Monday from the automaker’s Dearborn, Michigan Rouge Complex (via Automotive News). Ford, who is also the great-grandson of Founder Henry Ford, said the auto industry was “at a crossroads” in the current round of negotiations.

“Choosing the right path is not just about Ford’s future and our ability to compete,” Ford said in the remarks. “This is about the future of the American automobile industry. Toyota, Honda, Tesla and others are loving this strike because they know the longer it goes on, the better it is for them. They will win, and all of us will lose.”

The historic Rouge Complex is symbolic, and Ford called the site “the crown jewel of a company that still believes building in America matters.”

“We can stop this now,” Ford added. “We need to come together to bring an end to this acrimonious round of talks.”

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The news comes after Ford workers unexpectedly walked off the job at its most profitable factory, the Kentucky Truck plant in Louisville, last week. The additional walkouts doubled the number of employees on strike to 16,600, totaling more than the 9,400 and 8,000 on strike against GM and Stellantis, respectively.

UAW could try to unionize Tesla and other automakers next

UAW President Shawn Fain followed up by saying that the union wouldn’t be sharing routine deadlines for additional strikes anymore, adding that the automaker had “stopped being interested in reaching a fair deal.”

“They thought they figured out the so-called rules of the game, so we changed the rules,” Fain added.

The news also comes after Kumar Galhotra, the automaker’s president of internal combustion engine (ICE) division Ford Blue, said last week that the company had “reached its limit” with contract offers.

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After sharing what Ford called “unprecedented” pay raises in a recent offer, the UAW said progress was still needed for contracts to cover workers at future electric vehicle (EV) battery plants. As of last week, the Big Three automakers had reportedly offered to increase wages by 20-23 percent. GM concessions on battery plants from the prior week prevented further UAW walkouts at the company’s factories.

During his remarks on Monday, Ford pointed out that he has been a part of every set of UAW contract negotiations since 1982, even calling himself the most “pro-union leader in the industry.” He also said he had avoided speaking publicly about the ongoing strikes but felt his perspective was critical. His advice for the over 40 years of experience was to avoid taking things personally.

“You get on an emotional roller coaster — both sides do,” Ford explained. “You just have to leave all that aside. It doesn’t matter if we’re angry at some rhetoric or not. What should matter is, for the sake of everyone, we’ve got to get back to work. And how do we find that deal? We’ve got to get to that deal and take all the personalities and rhetoric out of it.”

“What I also keep reminding everybody is when this ends, we have to all work together again, and not just work together, we have to become a family again and continue on,” Ford said. “And we will.”

You can watch the full remarks from Ford Motors Executive Chair Bill Ford below.

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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.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk

Tesla reveals it is using AI to make factories more sustainable: here’s how

Tesla is using AI in its Gigafactory Nevada factory to improve HVAC efficiency.

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Credit: Tesla

Tesla has revealed in its Extended Impact Report for 2024 that it is using Artificial Intelligence (AI) to enable its factories to be more sustainable. One example it used was its achievement of managing “the majority of the HVAC infrastructure at Gigafactory Nevada is now AI-controlled” last year.

In a commitment to becoming more efficient and making its production as eco-friendly as possible, Tesla has been working for years to find solutions to reduce energy consumption in its factories.

For example, in 2023, Tesla implemented optimization controls in the plastics and paint shops located at Gigafactory Texas, which increased the efficiency of natural gas consumption. Tesla plans to phase out natural gas use across its factories eventually, but for now, it prioritizes work to reduce emissions from that energy source specifically.

It also uses Hygrometric Control Logic for Air Handling Units at Giafactory Berlin, resulting in 17,000 MWh in energy savings each year. At Gigafactory Nevada, Tesla saves 9.5 GWh of energy through the use of N-Methylpyrrolidone refineries when extracting critical raw material.

Perhaps the most interesting way Tesla is conserving energy is through the use of AI at Gigafactory Nevada, as it describes its use of AI to reduce energy demand:

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“In 2023, AI Control for HVAC was expanded from Nevada and Texas to now include our Berlin-Brandenburg and Fremont factories. AI Control policy enables HVAC systems within each factory to work together to process sensor data, model factory dynamics, and apply control actions that safely minimize the energy required to support production. In 2024, this system achieved two milestones: the majority of HVAC infrastructure at Gigafactory Nevada is now AI-controlled, reducing fan and thermal energy demand; and the AI algorithm was extended to manage entire chiller plants, creating a closed-loop control system that optimizes both chilled water consumption and the energy required for its generation, all while maintaining factory conditions.”

Tesla utilizes AI Control “primarily on systems that heat or cool critical factory production spaces and equipment.” AI Control communicates with the preexisting standard control logic of each system, and any issues can be resolved by quickly reverting back to standard control. There were none in 2024.

Tesla says that it is utilizing AI to drive impact at its factories, and it has proven to be a valuable tool in reducing energy consumption at one of its facilities.

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Elon Musk

Tesla analysts believe Musk and Trump feud will pass

Tesla CEO Elon Musk and U.S. President Donald Trump’s feud shall pass, several bulls say.

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The White House, Public domain, via Wikimedia Commons
President Donald J. Trump purchases a Tesla on the South Lawn, Tuesday, March 11, 2025. (Official White House Photo by Molly Riley)

Tesla analysts are breaking down the current feud between CEO Elon Musk and U.S. President Donald Trump, as the two continue to disagree on the “Big Beautiful Bill” and its impact on the country’s national debt.

Musk, who headed the Department of Government Efficiency (DOGE) under the Trump Administration, left his post in May. Soon thereafter, he and President Trump entered a very public and verbal disagreement, where things turned sour. They reconciled to an extent, and things seemed to be in the past.

However, the second disagreement between the two started on Monday, as Musk continued to push back on the “Big Beautiful Bill” that the Trump administration is attempting to sign into law. It would, by Musk’s estimation, increase spending and reverse the work DOGE did to trim the deficit.

President Trump has hinted that DOGE could be “the monster” that “eats Elon,” threatening to end the subsidies that SpaceX and Tesla receive. Musk has not been opposed to ending government subsidies for companies, including his own, as long as they are all abolished.

How Tesla could benefit from the ‘Big Beautiful Bill’ that axes EV subsidies

Despite this contentious back-and-forth between the two, analysts are sharing their opinions now, and a few of the more bullish Tesla observers are convinced that this feud will pass, Trump and Musk will resolve their differences as they have before, and things will return to normal.

ARK Invest’s Cathie Wood said this morning that the feud between Musk and Trump is another example of “this too shall pass:”

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Additionally, Wedbush’s Dan Ives, in a note to investors this morning, said that the situation “will settle:”

“We believe this situation will settle and at the end of the day Musk needs Trump and Trump needs Musk given the AI Arms Race going on between the US and China. The jabs between Musk and Trump will continue as the Budget rolls through Congress but Tesla investors want Musk to focus on driving Tesla and stop this political angle…which has turned into a life of its own in a roller coaster ride since the November elections.”

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Tesla shares are down about 5 percent at 3:10 p.m. on the East Coast.

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Tesla scrambles after Musk sidekick exit, CEO takes over sales

Tesla CEO Elon Musk is reportedly overseeing sales in North America and Europe, Bloomberg reports.

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Credit: Tesla

Tesla scrambled its executives around following the exit of CEO Elon Musk’s sidekick last week, Omead Afshar. Afshar was relieved of his duties as Head of Sales for both North America and Europe.

Bloomberg is reporting that Musk is now overseeing both regions for sales, according to sources familiar with the matter. Afshar left the company last week, likely due to slow sales in both markets, ending a seven-year term with the electric automaker.

Tesla’s Omead Afshar, known as Elon Musk’s right-hand man, leaves company: reports

Afshar was promoted to the role late last year as Musk was becoming more involved in the road to the White House with President Donald Trump.

Afshar, whose LinkedIn account stated he was working within the “Office of the CEO,” was known as Musk’s right-hand man for years.

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Additionally, Tom Zhu, currently the Senior Vice President of Automotive at Tesla, will oversee sales in Asia, according to the report.

It is a scramble by Tesla to get the company’s proven executives over the pain points the automaker has found halfway through the year. Sales are looking to be close to the 1.8 million vehicles the company delivered in both of the past two years.

Tesla is pivoting to pay more attention to the struggling automotive sales that it has felt over the past six months. Although it is still performing well and is the best-selling EV maker by a long way, it is struggling to find growth despite redesigning its vehicles and launching new tech and improvements within them.

The company is also looking to focus more on its deployment of autonomous tech, especially as it recently launched its Robotaxi platform in Austin just over a week ago.

Tesla officially launches Robotaxi service with no driver

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However, while this is the long-term catalyst for Tesla, sales still need some work, and it appears the company’s strategy is to put its biggest guns on its biggest problems.

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