The United Automotive Workers (UAW) has been threatening strikes at major plants run by multinational automaker Stellantis, and recent statements made by dealerships are echoing some of the union’s attacks on the company and CEO Carlos Tavares.
Many dealers joined the UAW in claiming that Tavares was mismanaging the U.S. arm of the Dodge-Chrysler parent company, causing increased inventory, job cuts, and broken promises to reopen an Illinois factory, as detailed in a report from Automotive News. Dealer groups claim that “reckless short-term decision-making to secure record profits in 2023” made them “anemic and diminished,”as market share has continued to decrease for the vehicle makers.
We’re done waiting around for Stellantis to do the right thing. We’re taking action. And we intend to fight like hell to make this company keep their promise. pic.twitter.com/1fNnWmZ8ed
— UAW (@UAW) September 17, 2024
Florida, Michigan, and Ohio dealership owner Ralph Mahalak Jr. says Stellantis needs to establish higher incentive programs to help drive inventory down, echoing details included in at least two letters sent by the Stellantis National Dealer Council to Tavares since May. He also highlights how unprecedented the situation is for the automotive industry.
“We’ve never seen this before,” Mahalak said in a statement to Automotive News. “We don’t understand what’s going on. And how did we get in this predicament? How can, basically, Carlos Tavares have the shareholders mad at them, suppliers mad at them, the dealers mad at them?”
He also says that high interest rates have only exacerbated issues with inventory, noting that this time feels less stable than ever for his business. As Stellantis and much of the industry has attempted to transition to electric vehicles (EVs), the high costs and low early returns on the new tech have increased business concerns for dealers like Mahalak.
“I’ve never felt less in control of my business than I do today,” Mahalak adds. “I felt more in control of my business during the financial crisis. I felt more in control of my business during the microchip car shortage deal a few years ago, during COVID.”
Steven Wolf, owner of Helfman Dodge-Chrysler-Jeep-Ram-Fiat and Helfman Maserati of Houston, also echoed some of Mahalak’s arguments that incentive programs could help mend inventory woes.
“We’ve got to get through our current problem of too much inventory before we can start looking at ordering again,” Wolf said. “We’ve got to get the sales rate up until we can eat through this overage inventory, and then we can blow out a bunch of cars in 60 or 90 days, and we can get back to ordering normal again.”
The dealer council has also highlighted continued production needs, despite currently high levels of inventory, as a key part of increasing the automaker’s U.S. market share.
“It’s time to turn production back on and start selling our way back to a respectable market share,” the council said in a letter to Tavares dated September 10.
Following the initial letter, Tavares met with council leaders in Detroit, later hosting a follow-up phone call on September 12 after the council’s second letter.
In recent weeks, the UAW has been threatening multiple strikes at U.S. plants operated by Stellantis, due to allegations of labor issues and the failure of the company to hold up contract promises of reopening the retired factory in Belvidere, Illinois. Last Monday, the union officially submitted a federal filing claiming unfair labor practices at Stellantis, due to the alleged breach of a contract agreed upon following the 2023 strikes.
UAW President Shawn Fain said in a livestream last week that Stellantis was “violating its commitment to America,” with its recent mismanagement.
“[Fain] continues to willfully damage the reputation of the company with his public attacks, which is helpful to no one, including his members,” Stellantis said in a statement responding to the UAW President. “We would all be better served if these issues were addressed across the table with productive, respectful, and forward-looking dialogue. A strike does not benefit anyone.”
Stellantis rejects request to buy back Chrysler & Dodge brands
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Elon Musk
Tesla CEO Elon Musk announces major update with texting and driving on FSD
“Depending on context of surrounding traffic, yes,” Musk said in regards to FSD v14.2.1 allowing texting and driving.
Tesla CEO Elon Musk has announced a major update with texting and driving capabilities on Full Self-Driving v14.2.1, the company’s latest version of the FSD suite.
Tesla Full Self-Driving, even in its most mature and capable versions, is still a Level 2 autonomous driving suite, meaning it requires attention from the vehicle operator.
You cannot sleep, and you should not take attention away from driving; ultimately, you are still solely responsible for what happens with the car.
The vehicles utilize a cabin-facing camera to enable attention monitoring, and if you take your eyes off the road for too long, you will be admonished and advised to pay attention. After five strikes, FSD and Autopilot will be disabled.
However, Musk announced at the Annual Shareholder Meeting in early November that the company would look at the statistics, but it aimed to allow people to text and drive “within the next month or two.”
He said:
“I am confident that, within the next month or two, we’re gonna look at the safety statistics, but we will allow you to text and drive.”
“I am confident that, within the next month or two, we’re gonna look at the safety statistics, but we will allow you to text and drive.”
Does anyone think v14.3 will enable this? pic.twitter.com/N2yn0SK70M
— TESLARATI (@Teslarati) November 23, 2025
Today, Musk confirmed that the current version of Full Self-Driving, which is FSD v14.2.1, does allow for texting and driving “depending on context of surrounding traffic.”
Depending on context of surrounding traffic, yes
— Elon Musk (@elonmusk) December 4, 2025
There are some legitimate questions with this capability, especially as laws in all 50 U.S. states specifically prohibit texting and driving. It will be interesting to see the legality of it, because if a police officer sees you texting, they won’t know that you’re on Full Self-Driving, and you’ll likely be pulled over.
Some states prohibit drivers from even holding a phone when the car is in motion.
It is certainly a move toward unsupervised Full Self-Driving operation, but it is worth noting that Musk’s words state it will only allow the vehicle operator to do it depending on the context of surrounding traffic.
He did not outline any specific conditions that FSD would allow a driver to text and drive.
News
Tesla Semi just got a huge vote of confidence from 300-truck fleet
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
The Tesla Semi is moving closer to broader fleet adoption, with Keller Logistics Group wrapping up a key pre-production planning session with the electric vehicle maker’s team this week.
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
Keller’s pre-production Tesla Semi sessions
Keller Logistics Group, a family-owned carrier with over 300 tractors and 1,000 trailers operating in the Midwest and Southeast, completed the session to assess the Tesla Semi’s fit for its operations. The company’s routes typically span 500-600 miles per day, positioning it as an ideal tester for the Semi’s day cab configuration in standard logistics scenarios.
Details remain under mutual NDA, but the meeting reportedly focused on matching the truck to yard, shuttle and regional applications while scrutinizing economics like infrastructure, maintenance and incentives.
What Keller’s executives are saying
CEO Bryan Keller described the approach as methodical. “For us, staying ahead isn’t a headline, it’s a habit. From electrification and yard automation to digital visibility and warehouse technology, our teams are continually pressure-testing what’s next. The Tesla Semi discussion is one more way we evaluate new tools against our standards for safety, uptime, and customer ROI. We don’t chase trends, we pressure-test what works,” Keller said.
Benjamin Pierce, Chief Strategy Officer, echoed these sentiments. “Electrification and next-generation powertrains are part of a much broader transformation. Whether it’s proprietary yard systems like YardLink™, solar and renewable logistics solutions, or real-time vehicle intelligence, Keller’s approach stays the same, test it, prove it, and deploy it only when it strengthens service and total cost for our customers,” Pierce said.
News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.