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Stellantis and GM furlough more workers as UAW strike expands

Credit: GM (Photo by Brandon Wade for General Motors)

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General Motors (GM) and Stellantis have announced plans to furlough hundreds more workers, just after the United Auto Workers (UAW) expanded strikes against both automakers this week.

According to a report from Reuters, Stellantis will temporarily lay off 525 more workers in Michigan, while GM will furlough 139 employees in Ohio.

The news comes after UAW-represented workers walked off the job at GM’s most profitable assembly plant, and after a walkout at Stellantis’s most profitable truck factory. It also comes after GM reported its Q3 financial results earlier in the day on Tuesday.

The Stellantis furlough takes place at two stamping facilities that supply the company’s truck assembly plant, bringing the total number of furloughed employees to 2,045. GM said that its workers were being furloughed as a result of the UAW’s targeting of its truck assembly plant, bringing the automaker’s total number of furloughed workers to 2,460.

On Tuesday morning, 5,000 UAW members walked off the job at GM’s Arlington Assembly plant in Texas, which makes some of the automaker’s most profitable vehicles, including the Chevy Tahoe, the Chevy Suburban, the GMC Yukon and the Cadillac Escalade.

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The UAW expanded strikes on Monday to include 6,800 workers walking out at the largest and most profitable Stellantis truck plant in Sterling Heights, Michigan. The plant produces the profitable Ram 1500 and other trucks. Just a couple of weeks ago, 8,700 workers also walked out at Ford’s profitable Kentucky Truck Plant.

It also comes on the same morning that GM has reported its Q3 financial results, beating Wall Street expectations amidst the ongoing strike. CNBC estimates that the strike amounts to around $200 million in lost vehicle production per week, and GM CFO Paul Jacobson says the strikes have cost the automaker around $800 million in pre-tax earnings.

“Another record quarter, another record year. As we’ve said for months: record profits equal record contracts.” UAW President Shawn Fain said in a blog post on Tuesday. “It’s time GM workers, and the whole working class, get their fair share.”

GM reported $44.13 billion in Q3 revenue, with net income attributable to stockholders of $3.06 billion and an EBIT-adjusted $3.6 billion. The automaker also reported earning $2.28 per share during the quarter, beating average analyst estimates of $1.88 per share, according to LSEG (formerly Refinitiv) data.

As a result of damage from the strikes, GM said it was pulling previously shared earnings guidance, with which it estimated $12 to $14 billion in adjusted earnings, with net income attributable to stockholders forecast to reach between $9.3 billion and $10.7 billion.

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GM also pulled its near-term electric vehicle (EV) targets, predicting the company would sell 400,000 EVs in North America between 2022 and mid-2024 and would produce as many as 100,000 EVs on the continent during the latter half of 2023. Jacobson reported that the automaker has retained its target of low-digit profit margins on EVs and one million in annual production capacity by 2025.

Ford is set to report its Q3 earnings on Thursday, while Stellantis will do the same next Tuesday. The result could similarly give the UAW negotiating leverage if financial results are positive, or it could risk shareholder confidence if they aren’t.

GM to slow down EV efforts amid UAW’s ongoing strike

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.

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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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Tesla FSD fleet is nearing 7 billion total miles, including 2.5 billion city miles

As can be seen on Tesla’s official FSD webpage, vehicles equipped with the system have now navigated over 6.99 billion miles.

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Tesla’s Full Self-Driving (Supervised) fleet is closing in on almost 7 billion total miles driven, as per data posted by the company on its official FSD webpage. 

These figures hint at the massive scale of data fueling Tesla’s rapid FSD improvements, which have been quite notable as of late.

FSD mileage milestones

As can be seen on Tesla’s official FSD webpage, vehicles equipped with the system have now navigated over 6.99 billion miles. Tesla owner and avid FSD tester Whole Mars Catalog also shared a screenshot indicating that from the nearly 7 billion miles traveled by the FSD fleet, more than 2.5 billion miles were driven inside cities. 

City miles are particularly valuable for complex urban scenarios like unprotected turns, pedestrian interactions, and traffic lights. This is also the difference-maker for FSD, as only complex solutions, such as Waymo’s self-driving taxis, operate similarly on inner-city streets. And even then, incidents such as the San Francisco blackouts have proven challenging for sensor-rich vehicles like Waymos. 

Tesla’s data edge

Tesla has a number of advantages in the autonomous vehicle sector, one of which is the size of its fleet and the number of vehicles training FSD on real-world roads. Tesla’s nearly 7 billion FSD miles then allow the company to roll out updates that make its vehicles behave like they are being driven by experienced drivers, even if they are operating on their own. 

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So notable are Tesla’s improvements to FSD that NVIDIA Director of Robotics Jim Fan, after experiencing FSD v14, noted that the system is the first AI that passes what he described as a “Physical Turing Test.” 

“Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies,” Fan wrote in a post on X. 

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Tesla starts showing how FSD will change lives in Europe

Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.

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Credit: Grok Imagine

Tesla has launched Europe’s first public shuttle service using Full Self-Driving (Supervised) in the rural Eifelkreis Bitburg-Prüm region of Germany, demonstrating how the technology can restore independence and mobility for people who struggle with limited transport options. 

Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.

Officials see real impact on rural residents

Arzfeld Mayor Johannes Kuhl and District Administrator Andreas Kruppert personally tested the Tesla shuttle service. This allowed them to see just how well FSD navigated winding lanes and rural roads confidently. Kruppert said, “Autonomous driving sounds like science fiction to many, but we simply see here that it works totally well in rural regions too.” Kuhl, for his part, also noted that FSD “feels like a very experienced driver.”

The pilot complements the area’s “Citizen Bus” program, which provides on-demand rides for elderly residents who can no longer drive themselves. Tesla Europe shared a video of a demonstration of the service, highlighting how FSD gives people their freedom back, even in places where public transport is not as prevalent.

What the Ministry for Economic Affairs and Transport says

Rhineland-Palatinate’s Minister Daniela Schmitt supported the project, praising the collaboration that made this “first of its kind in Europe” possible. As per the ministry, the rural rollout for the service shows FSD’s potential beyond major cities, and it delivers tangible benefits like grocery runs, doctor visits, and social connections for isolated residents. 

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“Reliable and flexible mobility is especially vital in rural areas. With the launch of a shuttle service using self-driving vehicles (FSD supervised) by Tesla in the Eifelkreis Bitburg-Prüm, an innovative pilot project is now getting underway that complements local community bus services. It is the first project of its kind in Europe. 

“The result is a real gain for rural mobility: greater accessibility, more flexibility and tangible benefits for everyday life. A strong signal for innovation, cooperation and future-oriented mobility beyond urban centers,” the ministry wrote in a LinkedIn post

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Tesla China quietly posts Robotaxi-related job listing

Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.

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Credit: Tesla

Tesla has posted a new job listing in Shanghai explicitly tied to its Robotaxi program, fueling speculation that the company is preparing to launch its dedicated autonomous ride-hailing service in China. 

As noted in the listing, Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.

Robotaxi-specific role

The listing, which was shared on social media platform X by industry watcher @tslaming, suggested that Tesla China is looking to fill the role urgently. The job listing itself specifically mentions that the person hired for the role will be working on the Low Voltage Hardware team, which would design the circuit boards that would serve as the nervous system of the Robotaxi. 

Key tasks for the role, as indicated in the job listing, include collaboration with PCB layout, firmware, mechanical, program management, and validation teams, among other responsibilities. The role is based in Shanghai.

China Robotaxi launch

China represents a massive potential market for robotaxis, with its dense urban centers and supportive policies in select cities. Tesla has limited permission to roll out FSD in the country, though despite this, its vehicles have been hailed as among the best in the market when it comes to autonomous features. So far, at least, it appears that China supports Tesla’s FSD and Robotaxi rollout.

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This was hinted at in November, when Tesla brought the Cybercab to the 8th China International Import Expo (CIIE) in Shanghai, marking the first time that the autonomous two-seater was brought to the Asia-Pacific region. The vehicle, despite not having a release date in China, received a significant amount of interest among the event’s attendees. 

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