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UAW reduces wage demands ahead of strike deadline

UAW Local 5960 member Kimberly Fuhr inspects a Chevrolet Bolt EV during vehicle production on Thursday, May 6, 2021, at the General Motors Orion Assembly Plant in Orion Township, Michigan. (Photo by Steve Fecht for Chevrolet)

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The United Auto Workers (UAW) union has lowered its wage demands ahead of a potential strike and after the union rejected contract offers from Ford, General Motors (GM) and Stellantis last week.

After rejecting offers from the so-called “Big 3” on Friday, the UAW has lowered its pay raise demands to within the middle of the 30-percent range, according to a person who is familiar in a report from Automotive News on Monday. The UAW’s latest wage demand includes a drop to as low as 36 percent, which would be paid out over the next four years.

The news comes after UAW President Shawn Fain has kept to wage demands of over 40 percent for over a month. It also comes just days before a Thursday deadline for the previous union contracts, with the UAW threatening a major strike if demands are not met.

Last week, wage increases of 14.5 percent, 10 percent and 9 percent over four years were offered by Stellantis, GM and Ford, respectively. Since then, however, Ford has proposed a 16-percent wage increase over the four years. The automaker has also proposed decreasing the time it takes new workers to earn top wages to five years, down from six in its previous contract.

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GM was expected to put forth another counteroffer over the weekend, while Stellantis said it planned to do the same on Monday. It isn’t clear at the time of writing what changes these offers include.

“We are on a good path and remain committed to reaching a tentative agreement without a work stoppage that would negatively impact our employees and our customers,” wrote Tobin Williams, Stellantis North America’s senior vice president of human resources, in an email to workers.

UAW approves strikes against Ford, GM, and Stellantis amid EV reservations

 

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As Automotive News points out, the decrease also shows that Fain and the UAW may be willing to compromise, as the situation remains open-ended. However, if the contract deadline passes, a strike that may benefit electric vehicle (EV) market leader Tesla could be imminent.

The current union contracts expire at 11:59 p.m. ET on Thursday.

In an update on Monday, Fain said that the UAW is “ready to negotiate in Detroit 24/7, just as we have been for the past seven weeks since we gave them our members demands.”

“Despite receiving no response for over a month, when the CEOs are ready to make a serious offer we’ll be there, day or night. It’s unfortunate the companies have waited until the last moments to get focused on the needs of 150,000 autoworkers, our families and our communities.”

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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.

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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Elon Musk

Elon Musk’s Boring Co. Tunnel Vision Challenge ends with a surprise for Louisiana, Maryland and Dallas

The Boring Company stunned three cities today, awarding New Orleans, Baltimore, and Dallas free underground Loop tunnels.

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Elon Musk’s The Boring Company (TBC) announced today that it is building free underground Loop tunnels in three American cities: New Orleans, Louisiana; Baltimore, Maryland; and Dallas, Texas. The company had promised one winner when it launched the Tunnel Vision Challenge in January. After receiving 487 submissions, it selected three, committing to fund and construct all of them pending a feasibility review, entirely at its own expense. For a company that has faced years of skepticism over the gap between its promises and its delivered projects, choosing to expand its commitment rather than narrow it is a notable shift in both scale and accountability.

All three projects will now enter a rigorous, fully funded diligence phase that includes meetings with elected officials, regulators, community and business leaders, geotechnical borings, and a complete investigation of subsurface utilities and infrastructure. TBC confirmed that all costs associated with this diligence process are 100% funded by the company. If all three projects pass feasibility, all three get built. If only one clears the bar, that one gets built. The company’s willingness to fund the due diligence regardless of outcome removes one of the most common early-stage barriers that kills promising infrastructure proposals before they leave a spreadsheet.

Beyond the three winners, TBC announced it will continue working with two additional entrants it found compelling enough to pursue independently: the Hendersonville Utility Tunnel in Hendersonville, Tennessee, and the Morgan’s Wonderland Tunnel in San Antonio, Texas, which would notably serve one of the nation’s premier theme parks built specifically for guests with special needs.

The challenge also coincides with TBC’s most active construction period to date. The company recently began drilling on the Music City Loop near the Tennessee State Capitol in Nashville, and in February it broke ground on a Loop in Dubai. Musk has long argued that the fundamental problem with urban infrastructure is cost and bureaucratic inertia, not engineering. “The key to solving traffic is making going 3D either up or down,” he said in 2018, a conviction now reflected in a company structure built to absorb the financial risk that typically stalls public projects for years.

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Music City Loop could highlight The Boring Company’s real disruption

The Tunnel Vision Challenge’s most underappreciated element may be what it produced beyond three winners. Submissions came from individuals, companies, and governments across states including Alaska, Arkansas, Colorado, Kansas, Louisiana, Maryland, New York, and Texas, as well as from international entrants. Musk captured the underlying logic years ago when he said, “Traffic is driving me nuts. I’m going to build a tunnel boring machine and just start digging.” Today, three American cities are counting on exactly that.

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Tesla launches first ‘true’ East Coast V4 Supercharger: here’s what that means

What truly distinguishes this installation from the hundreds of “V4” stalls already scattered across the network? Most existing V4 dispensers, rolled out since 2023, feature welcome upgrades like longer cables, built-in touchscreen displays, integrated credit-card readers for non-Tesla users, and improved ergonomics.

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Credit: Tesla Charging | X

Tesla has launched its first “true” V4 Supercharger on the East Coast, and while that may be sort of confusing, here’s what we mean by that.

Tesla has opened its first true V4 Supercharging station on the East Coast in Kissimmee, Florida, just south of Orlando.

The eight-stall site, powered by an advanced 1.2 MW V4 power cabinet, is capable of delivering up to 500 kW, making it one of only four fully operational 500 kW-capable V4 stations in the United States.

Pricing is dynamic and competitive, as Tesla owners pay $0.40 per kWh during peak hours (8 a.m. to midnight), dropping to an attractive $0.20/kWh off-peak (midnight to 8 a.m.).

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Non-Tesla EVs, which can now plug directly into the NACS ports thanks to the open standard, are charged a premium—$0.56/kWh peak and $0.28/kWh off-peak—reflecting Tesla’s strategy to monetize network access while rewarding its own customers.

What’s Makes This a “True” V4 Supercharger

What truly distinguishes this installation from the hundreds of “V4” stalls already scattered across the network? Most existing V4 dispensers, rolled out since 2023, feature welcome upgrades like longer cables, built-in touchscreen displays, integrated credit-card readers for non-Tesla users, and improved ergonomics.

Tesla confirms significant detail regarding V4 Supercharger

However, nearly all of these have been paired with legacy V3 power cabinets. These hybrid setups, sometimes informally called V3.5, deliver charging curves virtually identical to standard V3 stations, typically topping out at 250-325 kW depending on the vehicle and site conditions.

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In contrast, Kissimmee’s true V4 architecture incorporates next-generation 1.2 MW power cabinets. These support battery voltages up to 1,000 V (double the 500 V of V3 systems) and can push up to 500 kW per stall.

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One compact cabinet efficiently powers all eight stalls, slashing the physical footprint and reportedly keeping deployment costs under $40,000 per stall, far cheaper than earlier designs.

Right now, the primary beneficiary is the Cybertruck, which can achieve dramatically faster charging at low states of charge.

Everyday models like the Model 3 and Model Y see little immediate difference in peak speeds, but the hardware lays the groundwork for future vehicles with higher-voltage batteries.

Tesla launches faster Cybertruck charging at all V4 Superchargers

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This milestone signals Tesla’s accelerating push toward a high-power, future-proof Supercharger network.

As true V4 sites multiply, charging times will shrink, grid efficiency will improve, and the entire EV ecosystem, Tesla and non-Tesla alike, will benefit from the infrastructure lead Tesla continues to expand. For drivers in central Florida, the Kissimmee station is more than just another charging stop; it’s a glimpse of the faster, smarter charging era that’s finally arriving.

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Elon Musk

Tesla reveals various improvements to the Semi in new piece with Jay Leno

Tesla Chief Designer Franz von Holzhausen and Semi Program Director Dan Priestley joined Leno in a 47-minute segment revealing all of the various things it did to make the Semi even better as it heads toward volume production this year.

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Credit: Jay Leno's Garage | YouTube

Tesla has revealed the various improvements it has made to the Semi with its redesign, which was unveiled late last year, on a new episode of Jay Leno’s Garage.

Tesla Chief Designer Franz von Holzhausen and Semi Program Director Dan Priestley joined Leno in a 47-minute segment revealing all of the various things it did to make the Semi even better as it heads toward volume production this year.

Last year, Tesla revealed it had updated the Semi design to fit the bill of its aesthetic, which, on its other vehicles, includes things like lightbars and a sleeker and more aerodynamic design. The changes were not all to appease the eye, but the drivers who will use the Semi on a daily basis to haul goods regionally as the program gets off the ground running.

Weight Reduction

Priestley revealed almost immediately that Tesla was able to cut out about 1,000 pounds of weight from the Semi compared to the previous version.

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This does several things, all of which are positive to the mission of a Class 8 truck, which is to haul goods and obtain more efficient travel to cut down on logistics costs.

Initially, this can increase payload capacity, which is often the biggest value driver for fleets that frequently hit gross vehicle weight limits. Tesla’s early Pilot Program members, like PepsiCo. and Frito-Lay, are large-scale companies. They will benefit from a decreased overall weight.

Lighter vehicles also require less energy to accelerate, climb hills, and maintain highway speeds. This new design has that advantage, and as Leno said in his first drive with the Semi as he hauled another unit behind, “I don’t feel like I’m pulling anything.”

Drag Coefficient

Franz said one of the goals of the Semi was to get the drag coefficient down below that of a Bugatti Veyron. This would increase efficiency tremendously, a major need with a large truck like a Semi.

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Drag coefficient is extremely valuable when it comes to electric vehicles, because the displacement of air is incredibly important for range ratings.

Franz said aerodynamic efficiency has been improved by 7 percent compared to the last model. He says the coefficient is around 0.4.

New Features and Improvements

Priestley shed some additional light on the Semi and some of the improvements the company has made under the hood.

These include:

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  • Fully Electric Steering Assist
  • Cybertruck actuators are being used for more strength
  • Tesla included a 48-volt architecture
  • Semi will utilize 4680 battery cells, which are designed to last 1 million miles

These changes come after Tesla rolled out the Semi to various companies for its Pilot Program, which yielded tremendous results. Due to the years it has been working with those companies, it knew what things it had to change and what it had to improve upon before selling the Semi openly.

Fleet Data

The fleet data Tesla has gathered from the Pilot Program has been one of the most widely discussed parts of the Semi program.

Franz and Priestley said that there are currently a few hundred Semi units in the real world, and Tesla has gathered 13.5 million miles. One of those units has traveled over 440,000 miles in the years it has been on the road.

Tesla Semi’s latest adoptee will likely encourage more of the same

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Pilot Program members have reported an uptime of 95 percent, and Tesla’s maintenance and Service teams have kept things running:

“80% of breakdowns if you have one, are returned back to the customer in less than 24 hours, and half are back in less than 1 hour.”

Demand

Priestley says demand for the Semi has never been higher, and due to the recent political climate and the impact things have had on gas prices, Tesla has never received more inquiries for the Semi than it has recently.

Many companies will be surprised to hear that the Semi Pilot Program has been an overwhelming success. As Tesla begins to build out the infrastructure for the vehicle, it will only benefit the all-electric Class 8 trucks that keep things moving.

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CEO Elon Musk said Tesla plans to start high-volume production this year. The company also plans to start deliveries this year.

 

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