Connect with us

News

UAW expands GM and Ford strikes, but not Stellantis

Credit: UAW

Published

on

On Friday, the United Auto Workers (UAW) union entered its 15th day on strike, accompanied by additional walkouts of General Motors (GM) Ford plants. Stellantis, the parent company of Chrysler, Dodge Ram and Jeep, managed to avoid heightened strikes after reportedly making some progress on contract negotiations.

After the UAW said last week that it would escalate strikes if progress wasn’t made on new contracts, the union officially ordered workers to walk off the job at two assembly plants on Friday: one run by Ford in Chicago, Illinois and another run by Stellantis in Lansing, Michigan, Reuters reports. Stellantis avoided the escalated strikes after UAW President Shawn Fain said the automaker made some last-minute concessions.

The news brings the total number of striking workers up to about 25,000, with the historic strike now in its third week. This is the first time in history that auto strikes have targeted all three of the automakers at once, with the UAW strategically striking at key facilities to disrupt supply chains and force negotiation.

The additional walkouts also mark the second Friday on which additional UAW workers vacated their work sites, with employees walking out of 38 more GM and Stellantis facilities on September 22.

Following the updated walkouts on Friday night, Ford CEO Jim Farley and GM CEO Mary Barra laid into the UAW.

“It’s clear that there is no real intent to get to an agreement,” Barra said.

Advertisement
-

Yahoo Finance reported on Friday that Farley said the UAW was holding an agreement “hostage” over battery plants, adding that the union’s demands “could have a devastating impact on our business.”

Farley recently also stated that the union’s demands would bankrupt Ford if enacted. Tesla CEO Elon Musk reiterated a similar point this week, saying a 32-hour work week combined with a 40-percent wage hike would be a “sure way” to make the three automakers go bankrupt.

“I need to be clear about one thing, because the UAW is scaring our workers by repeating something that is factually not true, none of our workers today are going to lose their jobs due to our battery plants during this contract period or even beyond this contract,” Farley said. “In fact, for the foreseeable future, we will have to hire more workers as some workers retire in order to keep up with the demand of our incredible new vehicles.”

The union responded that neither Farley nor Barra showed up to bargaining this week.

“We want to get agreements,” Fain said on Friday outside the Lansing GM plant. “We have been there every day 24/7 since the middle of July, we have been there every day. It’s ironic that some of these CEOs make these statements and literally the CEO of Ford has been in probably three meetings over the course of these nine or 10 weeks.”

President Biden backs UAW’s demand for a 40-percent pay raise

Advertisement
-

Ford Supply Chain Officer Liz Door said that if strikes continued, we could see as many as 300,000 to 500,000 employees laid off across the auto industry, especially in auto supply positions. Farley said that the 125,000 jobs held by Ford suppliers would also be put “at risk” without a deal.

In a separate report, Reuters also noted that the UAW dropped charges previously filed against GM and Stellantis with the National Labor Relations Board (NLRB), which alleged unfair labor practices at the two companies and claimed that the companies weren’t bargaining in good faith.

The UAW represents about 150,000 workers at the three auto companies, and the current strikes make up about 17 percent of the total figure. The UAW is demanding the following in updated union contracts:

  • 40-percent wage hikes over four years
  • 32-hour work weeks
  • Eliminating tiered wage systems requiring several years to reach top wages
  • Restoring traditional pension plans
  • Restoring wage cost-of-living-adjustments (COLA)
  • Improved vacation, retirement and family leave

The automakers have offered wage increases of about 20 percent in contracts over the four years, though negotiations reportedly remain far apart.

Some expect the situation to positively affect non-unionized electric vehicle (EV) maker Tesla, though others point out that the strikes are likely to make wages — and subsequently car prices — increase alongside those of the three legacy automakers. Among the topics regularly discussed during negotiations is the fact that EVs have fewer parts than gas cars and thus will require fewer workers in the future.

Trump claims electric vehicle shift will kill jobs, so UAW talks don’t matter

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.

Advertisement
-

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.

Advertisement
Comments

Elon Musk

Tesla reveals Optimus Academy, where robots teach themselves

Tesla has begun building production quality Optimus robots in Fremont and revealed its training plan.

Published

on

By

Concept rendering of Tesla Optimus in mass production

Tesla has started building Optimus on the high volume line it set up inside its Fremont factory, and the company says the robots coming off it are the first that meet the bar for a real product. “The bots coming off this line are the first production-quality bots that we have manufactured,” Tesla wrote in its third quarter shareholder letter, adding that it has “proven that the current manufacturing process for Optimus is suitable for a commercial product.”

The line sits in space that built the Model S and Model X until this spring. Tesla cleared the old vehicle line in 46 days, as Teslarati reported in July, to make room for robot production sized for one million units a year. On Wednesday’s earnings call, Elon Musk said most of the equipment for that capacity is already in Fremont, with output set to climb toward roughly 20,000 robots a week as the line ramps.

Musk described the ramp as a classic S curve. “The growth of Optimus is an S curve, but the initial curve is a shallow slope,” he said. The team is now refining the robot’s AI, electromechanical design, reliability and service life, and Musk expects that work to be finished by the end of next year, when Tesla plans to start delivering Optimus to outside companies for dangerous, repetitive and around the clock jobs.

The most interesting part of the call was how Tesla plans to teach the robots. Its cars send real driving data back to the AI team from millions of vehicles, but Optimus has no fleet like that yet. “A big difference with Optimus versus the cars is we don’t have this vast fleet of cars from which we can gather training data,” Musk said. Tesla’s answer is an Optimus Academy, where 10,000 to 20,000 robots will practice a wide range of tasks and feed what they learn into the next version of the model. Every unit off the Fremont line becomes a source of that training data.

Smarter hardware is on the way too. Tesla plans to put its AI5 chip into Optimus next year, and Musk said a new Optimus video should arrive within one or two months showing the robot completing tasks driven by AI rather than preprogrammed motions. He took aim at rival humanoid demos that only run scripted routines, saying those would not hold up in the real world.

Advertisement
-

The supply chain is lining up behind the program. In September, Tesla certified Tuopu, Joyson and Sanhua as mass production partners for Optimus components. A far larger Optimus factory is also rising at Giga Texas, where drone footage from Joe Tegtmeyer showed the steel frame nearing completion, and Musk has pegged that plant’s long term target at 10 million robots a year.

Tesla executives also said Optimus production costs are trending toward the expected manufacturing cost of Cybercab, a sign the robot is being engineered for volume from the start. The hands remain the toughest piece of the design, a point Musk also made at the X Takeover event earlier this month, as Teslarati covered at the time, and that is where much of the current engineering effort is focused.

Continue Reading

Elon Musk

The Starship moon landing number NASA and Elon Musk can’t agree on

Musk disputes NASA estimate of 22 Starship launches for Moon landing, predicting 6 to 8.

Published

on

By

Concept rendering of SpaceX Starship landing on the moon via Grok

Elon Musk is disputing a new NASA safety panel estimate of how many Starship launches it will take to put astronauts on the Moon, saying the real number will be less than half the panel’s figure.

On Thursday, NASA’s Aerospace Safety Advisory Panel held its quarterly public meeting. Panel member Charlie Precourt, a former NASA astronaut, flagged the fueling process for SpaceX’s lunar lander as a major risk for Artemis IV, the mission planned to land a crew on the Moon in 2028. “We need to keep our eyes on numerous required fuelings for the lander,” Precourt said, according to Ars Technica. “I think the last estimate is around 22 flights.”

Ars Technica’s Eric Berger posted the comment on X, and Musk replied. “That’s way too high,” Musk wrote. “Actual number will be more like 6 to 8.”

The disagreement comes down to a basic problem with sending a ship as large as Starship to the Moon. Starship burns nearly all of its propellant just reaching Earth orbit, so it cannot continue on to the Moon without stopping for a refill. SpaceX’s answer is a gas station in space. First, a Starship that works as a storage tank, called a depot, is launched into orbit. Then a series of tanker Starships launch one at a time, dock with the depot and pump their leftover propellant into it. Once the depot is full, the lunar lander version of Starship launches, docks, fills up and heads for the Moon.

Every tanker trip is its own full rocket launch, which is why the count matters. More launches mean more time, more cost and more chances for something to go wrong before astronauts ever leave Earth. Berger estimated that even if SpaceX reaches twice weekly Starship launches by the end of 2027, filling a depot at the panel’s number would still take roughly three months.

Advertisement
-

How many tankers are needed depends mostly on how much propellant each one can carry to orbit and how much is lost along the way. Starship’s fuel and oxygen are stored at extremely cold temperatures, and some of it slowly boils off while waiting in orbit. More is lost in each transfer. NASA appears to be working from what Starship can lift today, while Musk’s range assumes a more capable rocket.

Musk has pushed back on higher counts before. In 2021, after a government document suggested 16 launches, he called that “extremely unlikely” and said eight tankers would be the most required.

Much of the answer depends on hardware SpaceX has not finished flying. As Teslarati noted earlier this year, the company plans to carry out the refueling process with its upgraded V3 Starship, and Precourt described Artemis IV as carrying “a large number of firsts.” He also praised NASA Administrator Jared Isaacman’s team for working to clear obstacles for both SpaceX and Blue Origin, whose Blue Moon lander does not rely on orbital refueling for its first mission.

Continue Reading

Elon Musk

Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas

Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.

Published

on

By

Elon Musk stands in profile against a clear blue sky, with a bright overhead sun shining above a vast landscape of Tesla solar panels stretching to the horizon, and a smaller Texas flag flying on a pole to his right.

Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.

The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.

The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.

Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing

Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.

Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.

The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.

Continue Reading