News
Ford layoffs increased at two plants due to ongoing UAW strikes
Workers represented by the United Auto Workers (UAW) have been striking against the Big Three (Ford, General Motors (GM) and Stellantis) for over a month now, and layoffs due to supply chain disruptions have also been ongoing. In the latest round of layoffs, announced this week, Ford has let go of an additional 364 workers across two states, citing a reduction in parts demand as a result of the strikes.
Ford said on Friday it would lay off 354 workers at its Sharonville, Ohio Transmission Plant and 10 employees at its Rawsonville Components Plant in Ypsilanti, Michigan, according to a report from the Detroit Free Press.
The layoffs are due to Ford needing to reduce part production at the plants, which would typically ship components to the automaker’s Kentucky Truck Plant. The UAW’s strikes earlier this month targeted the Kentucky factory, resulting in a walkout of around 9,000 workers. According to Ford, the Sharonville and Rawsonville plants have already faced layoffs, bringing their total number of laid-off workers to 660 and 45, respectively.
“Our production system is highly interconnected, which means the UAW’s targeted strike strategy has knock-on effects for facilities that are not directly targeted for a work stoppage,” said Ford spokesperson Dan Barbossa.
The news comes after the strikes have sent ripple effects across the industry, with this being just the latest resulting layoffs. GM and Ford laid off around 500 workers across four production facilities earlier this month, and last month, GM was forced to shut down a Kansas facility employing roughly 2,000 people.
The strikes, now in their sixth week, include a total of 16,600 workers across three Ford factories in Michigan, Illinois and Kentucky, along with roughly 3,100 layoffs at 10 sites related to the labor effort.
The news also comes after Bill Ford, Executive Chair and great-grandson of founder Henry Ford, made a public call to end contract negotiations earlier this week.
Currently, over 34,000 members of the UAW are striking against the three automakers. The UAW represents nearly 150,000 workers across the three companies, and further strikes could be on the table if more progress isn’t made on contracts.
On Friday, UAW President Shawn Fain warned of even further walkouts, as detailed in a report from Reuters, despite recent progress made in contract offers with the Big Three.
The automakers have agreed to a 23-percent wage increase over the contract’s four-year period, though Fain told union members that “there is more to be won.” GM and Ford have also said their cost-of-living adjustments (COLA) have increased overall compensation in the offers to over 30 percent.
“We’re striking the Big Three like we’ve never struck before,” Fain told members. “These extremely profitable companies have more to give.”
Still, even Fain said that strikes were nearing the end as some members urged the union to hold a vote on current offers. The UAW president responded, encouraging the members not to give in to “fear, uncertainty, doubt and division” on the negotiations. However, he also said the union was “eager to conclude these negotiations.”
“Right before a deal is when there’s the most aggressive push for that last mile,” Fain added.
Watch UAW President Shawn Fain’s update on the negotiations below, as shared on YouTube on Friday.
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Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk
Tesla Giga Berlin growth could stall if not “free from external influences”: Elon Musk
The comments were delivered in a pre-recorded video discussion.
Tesla CEO Elon Musk has reportedly warned that future expansion of Gigafactory Berlin could be jeopardized if the site does not remain “free from external influences.”
Musk’s comments were delivered in a pre-recorded video discussion with employees and came at a sensitive moment for the facility, where union representation has been a recurring issue.
According to reports from Handelsblatt and Der Spiegel, citing participants at the event, Musk suggested that if Giga Berlin is no longer “free from external influences,” further expansion would become unlikely. He did not, however, hint that the plant would shut down.
While Musk did not name IG Metall directly, his remarks were widely interpreted as referencing the union, which is currently the largest faction on the works council but does not hold a majority, as noted in an electrive report.
The video conversation was conducted between Musk in Austin and Grünheide plant manager André Thierig, then played back to the workforce in Germany. Works council elections are scheduled for early March, heightening the tension between management and organized labor.
The CEO has previously voiced concerns that stronger union influence could limit Tesla’s operational flexibility and long-term strategy in Germany.
Despite the warning on expansion, Musk praised the Giga Berlin site during the same address, describing it as one of the most advanced factories worldwide and highlighting its cleanliness and team culture.
The discussion also reportedly touched on battery cell production. According to attendees cited in German media, Musk indicated that Tesla has begun ramping cell production at the site. That would mark a notable shift from earlier expectations that large-scale cell manufacturing in Brandenburg would not begin until 2027.
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
Tesla Powerwall distribution expands in Australia
