General Motors (GM) has shut down a manufacturing plant in Kansas and laid off the site’s roughly 2,000 workers after the automaker stated plans to do so last week. The news comes as the latest amidst strikes from the United Auto Workers (UAW) union targeting Ford, GM and Stellantis.
Following the UAW strikes at a GM assembly plant in Wentzville, Missouri last Friday, the automaker said on Wednesday that it doesn’t have work available for its Fairfax, Kansas workers, according to NBC News. GM has also said it won’t be able to offer unemployment benefits to the workers “due to the specific circumstances of this situation.”
“The fundamental reality is that the UAW’s demands can be described in one word — untenable,” wrote GM President Mark Reuss in an op-ed for Detroit Free Press on Wednesday. “As the past has clearly shown, nobody wins in a strike. We have delivered a record offer. That is a fact.”
Roughly 12,700 workers from GM, Ford and Stellantis walked off the job after previous union contracts expired last Thursday. The UAW strikes have targeted key manufacturing plants, asking workers to leave the premises without any notice to affect the automakers’ larger supply chains.
Jeep, Chrysler and Dodge owner Stellantis announced plans to lay off 68 workers at an Ohio facility, warning of another 300 layoffs in Indiana if the situation does not improve.
Additional layoffs are happening at a Stellantis machining plant in Perrysburg, Ohio, outside of Toledo, due to “storage constraints.” The company predicts a similar situation at a transmission and casting plant in Kokomo, Indiana.
Ford also laid off around 600 employees at a plant in Wayne, Michigan.
Tesla’s Elon Musk invites UAW to hold a union vote “at their convenience”
UAW President Shawn Fain has warned that the union will broaden strikes on Friday if the automakers don’t make “serious progress” on creating a new contract. Roughly 150,000 workers total are represented by the UAW.
Currently, the UAW is asking for pay increases of between 36 and 40 percent over a four-year period, a 32-hour work week, significant changes to the time it takes to earn top wages and more. The automakers have offered contracts featuring roughly 20 percent wage hikes over four years.
Strikes have so far hit GM’s full-size van and midsize truck plant in Wentzville, a Ford Bronco SUV and Ranger midsize truck plant in Wayne, Michigan, and a Stellantis plant in Toledo, Ohio, which produces the Jeep Wrangler and Gladiator.
According to Reuters, the three automakers remained in a negotiation stand-off with the UAW on Wednesday, ahead of the union’s plans to escalate strikes to other facilities. Analysts think that the next wave of strikes could target production facilities building more profitable pickups, such as the Chevy Silverado from GM and the Dodge Ram from Stellantis.
Ford reached a deal to prevent a mass walkout of Canadian workers on Tuesday after the union Unifor threatened a strike of its roughly 5,600 workers across three plants in the country.
The agreement has still yet to be ratified by Unifor, and Ford Canada said it wouldn’t disclose details about the deal. However, it reportedly included improved wages and pensions along with added support for transitioning to electric vehicles (EVs).
While EV manufacturer Tesla isn’t unionized and is not directly involved with the strikes, transitioning to EVs has been a main concern for the unions, as EV production requires fewer employees. As such, the UAW seeks to increase workers’ stability amidst the EV transition.
Tesla only builds EVs, so unlike the “Big 3,” the automaker won’t have to phase out gas car production. Some predict that the strikes could benefit the EV maker, while others argue that ripple effects from the strikes could turn out to be a negative across the auto industry.
You can watch UAW President Shawn Fain’s update below, posted on Tuesday, in which he warns of the upcoming Friday deadline.
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.
Elon Musk
Elon Musk is now a remote DOGE worker: White House Chief of Staff
The Tesla and SpaceX CEO Elon Musk is no longer working from the West Wing.

In a conversation with the New York Post, White House Chief of Staff Susie Wiles stated that Tesla and SpaceX CEO Elon Musk is no longer working from the West Wing.
As per the Chief of Staff, Musk is still working for DOGE—as a remote worker, at least.
Remote Musk
In her conversation with the publication, Wiles stated that she still talks with Musk. And while the CEO is now working remotely, his contributions still have the same net effect.
“Instead of meeting with him in person, I’m talking to him on the phone, but it’s the same net effect,” Wiles stated, adding that “it really doesn’t matter much” that the CEO “hasn’t been here physically.” She also noted that Musk’s team will not be leaving.
“He’s not out of it altogether. He’s just not physically present as much as he was. The people that are doing this work are here doing good things and paying attention to the details. He’ll be stepping back a little, but he’s certainly not abandoning it. And his people are definitely not,” Wiles stated.
Back to Tesla
Musk has been a frequent presence in the White House during the Trump administration’s first 100 days in office. But during the Q1 2025 Tesla earnings call, Musk stated that he would be spending substantially less time with DOGE and substantially more time with Tesla. Musk did emphasize, however, that DOGE’s work is extremely valuable and critical.
“I think I’ll continue to spend a day or two per week on government matters for as long as the President would like me to do so and as long as it is useful. But starting next month, I’ll be allocating probably more of my time to Tesla and now that the major work of establishing the Department of Government Efficiency is done,” Musk stated.
Elon Musk
Tariff reprieve might be ‘Tesla-friendly,’ but it’s also an encouragement to others
Tesla stands to benefit from the tariff reprieve, but it has some work cut out for it as well.

After Secretary of Commerce Howard Lutnick made adjustments to the automotive tariff program that was initially announced, many quickly pointed to the reprieve as “Tesla-friendly.”
While that may be the case right now, it was also a nudge of encouragement to other companies, Tesla included, to source parts from the U.S. in an effort to strengthen domestic manufacturing. Many companies are close, and it will only take a handful of improvements to save themselves from tariffs on their cars as well.
Yesterday, Sec. Lutnick confirmed that cars manufactured with at least 85 percent of domestic content will face zero tariffs. Additionally, U.S. automakers would receive credit up to 15 percent of the value of vehicles to offset the cost of imported parts.
Big Tesla win? Sec Lutnick says cars with 85% domestic content will face zero tariffs
“This is ‘finish your cars in America and you win’,” Lutnick said.
Many were quick to point out that only three vehicles currently qualify for this zero-tariff threshold: all three are Teslas.
However, according to Kelley Blue Book’s most recent study that revealed who makes the most American cars, there are a lot of vehicles that are extremely close to also qualifying for these tariff reductions.
Tesla has three vehicles that are within five percent, while Ford, Honda, Jeep, Chevrolet, GMC, and Volkswagen have many within just ten percent of the threshold.
Tesla completely dominates Kogod School’s 2024 Made in America Auto Index
It is within reach for many.
Right now, it is easy to see why some people might think this is a benefit for Tesla and Tesla only.
But it’s not, because Tesla has its Cybertruck, Model S, and Model X just a few percentage points outside of that 85 percent cutoff. They, too, will feel the effects of the broader strategy that the Trump administration is using to prioritize domestic manufacturing and employment. More building in America means more jobs for Americans.

Credit: Tesla
However, other companies that are very close to the 85 percent cutoff are only a few components away from also saving themselves the hassle of the tariffs.
Ford has the following vehicles within just five percent of the 85 percent threshold:
- Ford Mustang GT automatic (80%)
- Ford Mustang GT 5.0 (80%)
- Ford Mustang GT Coupe Premium (80%)
Honda has several within ten percent:
- Honda Passport All-Wheel-Drive (76.5%)
- Honda Passport Trailsport (76.5)
Jeep has two cars:
- Jeep Wrangler Rubicon (76%)
- Jeep Wrangler Sahara (76%)
Volkswagen has one with the ID.4 AWD 82-kWh (75.5%). GMC has two at 75.5% with the Canyon AT4 Crew Cab 4WD and the Canyon Denali Crew Cab 4WD.
Chevrolet has several:
- Chevrolet Colorado 2.7-liter (75.5%)
- Chevrolet Colorado LT Crew Cab 2WD 2.7-liter (75.5%)
- Chevrolet Colorado Z71 Crew Cab 4WD 2.7-liter (75.5%)
These companies are close to reaching the 85% threshold, but adjustments need to be made to work toward that number.
Anything from seats to fabric to glass can be swapped out for American-made products, making these cars more domestically sourced and thus qualifying them for the zero-tariff boundary.
Frank DuBois of American University said that manufacturers like to see stability in their relationships with suppliers and major trade partners. He said that Trump’s tariff plan could cause “a period of real instability,” but it will only be temporary.
Now is the time to push American manufacturing forward, solidifying a future with more U.S.-made vehicles and creating more domestic jobs. Tesla will also need to scramble to make adjustments to its vehicles that are below 85%.
News
Tesla Cybertruck RWD production in full swing at Giga Texas
Videos of several freshly produced Cybertruck LR RWD units were shared on social media platform X.

It appears that Tesla is indeed ramping the production of the Cybertruck Long Range Rear Wheel Drive (LR RWD), the most affordable variant of the brutalist all-electric pickup truck.
Videos of several freshly produced Cybertruck LR RWD units were shared on social media platform X.
Giga Texas Footage
As per longtime Tesla watcher Joe Tegtmeyer, Giga, Texas, was a hotbed of activity when he conducted his recent drone flyover. Apart from what seemed to be Cybercab castings being gathered in the complex, a good number of Cybertruck LR RWD units could also be seen in the facility’s staging area. The Cybertruck LR RWD units are quite easy to spot since they are not equipped with the motorized tonneau cover that is standard on the Cybertruck AWD and Cyberbeast.
The presence of the Cybertruck LR RWD units in Giga Texas’ staging area suggests that Tesla is ramping the production of the base all-electric pickup truck. This bodes well for the vehicle, which is still premium priced despite missing a good number of features that are standard in the Cybertruck AWD and Cyberbeast.
Cybertruck Long Range RWD Specs
The Cybertruck LR RWD is priced at $69,990 before incentives, making it $10,000 more affordable than the Cybertruck AWD. For its price, the Cybertruck Long Range RWD offers a range of 350 miles per charge if equipped with its 18” standard Wheels. It can also add up to 147 miles of range in 15 minutes using a Tesla Supercharger.
Much of the cost-cutting measures taken by Tesla are evident in the cabin of the Cybertruck LR RWD. This could be seen in its textile seats, standard console, seven-speaker audio system with no active noise cancellation, and lack of a 9.4” second-row display. It is also missing the motorized tonneau cover, the 2x 120V and 1x 240V power outlets on the bed, and the 2x 120V power outlets in the cabin. It is also equipped with an adaptive coil spring suspension instead of the adaptive air suspension in the Cybertruck AWD and Cyberbeast.
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