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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News
Tesla Semi completes 5,000-mile winter trial with thyssenkrupp
The test covered nearly 5,000 miles in winter conditions.
thyssenkrupp Supply Chain Services has completed a three-week pilot of the Tesla Semi at one of its California logistics hubs, marking a new step in the company’s sustainability push. The test covered nearly 5,000 miles in winter conditions and focused on evaluating the electric Class 8 truck’s efficiency, transparency, and operational performance.
Tesla Semi offers efficiency gains and real-time logistics visibility
During the pilot, the Tesla Semi was used for active freight delivery, including routes over the Altamont Pass. thyssenkrupp evaluated the vehicle’s ability to reduce downtime, enhance delivery speed, and offer greater real-time supply chain visibility, the company noted in a press release.
Live diagnostics and performance monitoring allowed the logistics provider to track metrics such as speed, routes, and overall efficiency—data that supports smarter and more transparent logistics operations.
“The Tesla Semi aligns with our ongoing commitment to sustainability and operational excellence,” said Bob Denehy, Chief Commercial Officer at thyssenkrupp Supply Chain Services. “Its efficiency and diagnostic features, and low environmental impact make it a natural fit for our evolving logistics strategy.”
Pilot builds on long-term partnership with Tesla and green energy goals
A logistics partner to Tesla since 2015, thyssenkrupp Supply Chain Services was one of the first companies selected to test the Tesla Semi in a real-world setting. The trial reinforces the company’s push into renewable energy logistics and reflects its long-term goal of integrating alternative-fuel technologies across its operations.
Plans are now underway to begin adding electric Semis to its fleet as part of a wider emissions-reduction effort. The pilot is thus the latest example of how logistics providers are embracing next-generation transport technologies to meet environmental goals and enhance supply chain performance.
News
Tesla Semi shows strong results in ArcBest’s real-world freight trial
The truck handled varied terrain, including a 7,200-foot climb over Donner Pass.
ArcBest has successfully wrapped up a three-week pilot program testing a Class 8 Tesla Semi in over-the-road applications. The trial was conducted through ArcBest’s ABF Freight division, and it covered routes between Reno and Sacramento and regional operations around the Bay Area.
Tesla Semi pilot sees strong performance and positive driver feedback
The Tesla Semi logged 4,494 miles during the pilot, averaging 321 miles per day with an energy efficiency of 1.55 kWh per mile. The Tesla Semi handled varied terrain, including a 7,200-foot climb over Donner Pass, and delivered performance comparable to diesel counterparts.
Drivers who participated in the pilot also gave positive feedback to the Tesla Semi, citing the Class 8 all-electric truck’s comfort, safety, and visibility thanks to features like a center seating position and intuitive controls. Matt Godfrey, president of ABF Freight, shared his thoughts on the pilot in a press release.
“We’re not looking for a truck that performs well ‘for an EV.’ It must meet or exceed the performance and total cost of ownership targets of our most efficient diesel units. This pilot gives us great insight into the potential of EV semis in our operations,” he said.
ArcBest highlights need for more charging infrastructure
While the pilot met expectations, ArcBest noted that broader deployment of Class 8 all-electric trucks like the Tesla Semi will still depend on improvements in charging infrastructure. This way, longer-haul operations become more than feasible.
The pilot marks another step in ArcBest’s investment in sustainable logistics technologies. In addition to testing the Tesla Semi, the company operates a small fleet of EVs, including nine electric yard tractors, two electric forklifts, and two Class 6 electric straight trucks. Dennis Anderson, ArcBest chief innovation officer, noted that vehicles like the Tesla Semi are notable developments in the transportation sector.
“Freight transportation is a vital part of the global economy, and we know it also plays a significant role in overall greenhouse gas emissions. While the path to decarbonization presents complex challenges — such as infrastructure needs and alternative fuel development — it also opens the door to innovation. Vehicles like the Tesla Semi highlight the progress being made and expand the boundaries of what’s possible as we work toward a more sustainable future for freight,” he stated.
Investor's Corner
Tesla could save $2.5B by replacing 10% of staff with Optimus: Morgan Stanley
Jonas assigned each robot a net present value (NPV) of $200,000.
Tesla’s (NASDAQ:TSLA) near-term outlook may be clouded by political controversies and regulatory headwinds, but Morgan Stanley analyst Adam Jonas sees a glimmer of opportunity for the electric vehicle maker.
In a new note, the Morgan Stanley analyst estimated that Tesla could save $2.5 billion by replacing just 10% of its workforce with its Optimus robots, assigning each robot a net present value (NPV) of $200,000.
Morgan Stanley highlights Optimus’ savings potential
Jonas highlighted the potential savings on Tesla’s workforce of 125,665 employees in his note, suggesting that the utilization of Optimus robots could significantly reduce labor costs. The analyst’s note arrived shortly after Tesla reported Q2 2025 deliveries of 384,122 vehicles, which came close to Morgan Stanley’s estimate and slightly under the consensus of 385,086.
“Tesla has 125,665 employees worldwide (year-end 2024). On our calculations, a 10% substitution to humanoid at approximately ($200k NPV/humanoid) could be worth approximately $2.5bn,” Jonas wrote, as noted by Street Insider.
Jonas also issued some caution on Tesla Energy, whose battery storage deployments were flat year over year at 9.6 GWh. Morgan Stanley had expected Tesla Energy to post battery storage deployments of 14 GWh in the second quarter.
Musk’s political ambitions
The backdrop to Jonas’ note included Elon Musk’s involvement in U.S. politics. The Tesla CEO recently floated the idea of launching a new political party, following a poll on X that showed support for the idea. Though a widely circulated FEC filing was labeled false by Musk, the CEO does seem intent on establishing a third political party in the United States.
Jonas cautioned that Musk’s political efforts could divert attention and resources from Tesla’s core operations, adding near-term pressure on TSLA stock. “We believe investors should be prepared for further devotion of resources (financial, time/attention) in the direction of Mr. Musk’s political priorities which may add further near-term pressure to TSLA shares,” Jonas stated.
Tesla Semi completes 5,000-mile winter trial with thyssenkrupp
Tesla Semi shows strong results in ArcBest’s real-world freight trial
Tesla could save $2.5B by replacing 10% of staff with Optimus: Morgan Stanley
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