Ford, General Motors (GM) and Stellantis face continued negotiations with the United Auto Workers (UAW) union after around 13,000 workers shut down three manufacturing plants when previous contracts expired on Thursday.
The shutdowns could be costly for the so-called “Big 3” automakers if union demands are not met. Some say electric vehicle (EV) market leader Tesla could be set to win big from the damage amidst the Big 3’s attempts to transition to EVs.
UAW workers shut down the Ford Michigan Assembly Plant’s Final Assembly and Paint facilities, as detailed in a Detroit Free Press report on Sunday morning. The strikes also shut down the Stellantis Toledo Assembly Complex in Ohio and GM’s Assembly plant in Wentzville, Missouri.
Following the walkouts, Ford CEO Jim Farley warned that the UAW’s demands could force bankruptcy, and the automaker also laid off 600 employees at its Michigan plant. GM says it plans to lay off around 2,000 workers at its Fairfax Assembly facility in Kansas City, Kansas this week due to an inability to get parts from the Wentzville plant, inevitably causing a production halt.
While the UAW initially proposed a 40-percent wage increase over four years, based on compensation increases the automakers’ CEOs have received, the union lowered its demands to a 36-percent increase last week.
Still, negotiations remain far off. Ford and GM most recently offered 20-percent wage increases over the period, while Stellantis offered 21 percent.
In addition to wage increases over the four-year period, the UAW is demanding the automakers restore cost-of-living allowances (COLA) lost in a 2007 union contract, which are expected to help stave off the effects of inflation.
Demands also include moving to a 32-hour work week while retaining the pay for a 40-hour work week, the restoration of defined benefit pensions, increased paid time off, limited use of temporary workers, and reducing the time it takes for employees to make top wages.
UAW President Shawn Fain has used the wage demands as a comparison between worker and CEO pay increases. The UAW initially created the 40-percent wage increase figure based on compensation increases for the automakers’ CEOs since 2019. According to Fain, workers have only gained 6-percent wage increases during that time.
According to a breakdown from AP News in a Sunday morning report, median worker pay in 2022 was highest at GM at $80,034. In the same year, median worker pay at Ford and Stellantis landed at $74,691 and 64,328 euros (~$68,660), respectively.
AP News also reports that GM CEO Mary Barra is the highest-paid of the three executives, with her 2022 compensation package paying out $28.98 million. Her pay has increased by roughly 34 percent since 2019, according to an analysis by Equilar from public data filings.
Following her was Farley, who was paid almost $21 million by Ford through his compensation package in 2022, marking a 25 percent jump from former CEO William Clay Ford’s pay in 2019.
Stellantis is a European company, so the way its executive pay is made public differs slightly from GM or Ford’s. CEO Carlos Tavares was paid roughly 23.46 million euros ($25.04 million) in 2022, according to the automaker’s annual remuneration report. However, this figure includes “realized pay,” detailing previously granted equity values that vested the same year as reports are made.
Instead of using this figure, Equilar utilized a similar “grant date” method to make the comparisons more accurate. By this method, Equilar found Tavares’ compensation to be roughly 21.95 million euros ($23.43 million) last year, marking a 24-percent drop from former CEO Mike Manley’s 2019 compensation package of 29.04 million euros ($31 million).
Many CEOs get most of their compensation from stock options or other non-salary payment methods.
In 2022, the biggest payout in Barra’s compensation package was $14.62 million in stock grants, vested over three years. During the same year, Farley received $15.14 million in stock awards, which have a similar three-year vesting period with the final value being tied to performance.
Negotiations between the automakers and the UAW are expected to continue this week.
Amidst the strikes, EV manufacturer Tesla is set to launch deliveries of its Cybertruck and Model 3 Highland, and the automaker is also initiating a $1.8 billion lease securitization to gain additional funding.
Tesla prepares for $1.8 billion lease securitization: report
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.
Tesla has launched a new color at Gigafactory Berlin in Germany, home of the company’s “world-class paint shop,” as Elon Musk once called it.
Bringing a new color to Tesla’s Model Y, there are now five available colors for those who will receive a vehicle from Gigafactory Berlin, with four of them being colors offered in other markets.
However, there is now one distinct color that is only available in Germany: Marine Blue.
🚨 Tesla has launched “Marine Blue” in select European countries
It is the third shade of blue Giga Berlin produces. It costs $1,500 pic.twitter.com/pVDWdNeBSJ
— TESLARATI (@Teslarati) October 10, 2025
Priced at €1,300, Marine Blue will cost the same as both Diamond Black and Stealth Grey, while Quicksilver and Ultra Red are available for double the price.
It is the third shade of blue Tesla offers across its lineup, as Deep Metallic Blue and Glacier Blue are also offered, but in other markets.
Tesla has routinely flexed Giga Berlin for having the most advanced paint shop throughout its factories, and it has produced some interesting colors over the past few years, some of which were truly awesome.
Tesla Giga Berlin is getting a world-class paint shop, new color ‘layers’ to come
In 2020, Musk said, “Giga Berlin will have the world’s most advanced paint shop, with more layers of stunning colors that subtly change with curvature.”
He also detailed the company’s plans to upgrade the Fremont and Shanghai paint shops. Gigafactory Texas was not yet unveiled. Tesla has worked to improve those facilities, especially in Fremont.
It was able to roll out the new Diamond Black color earlier this year.
However, Giga Berlin seems to remain the standard in terms of paint for Tesla. It routinely offers new colors.
For example, back in 2022, Tesla rolled out its familiar Quicksilver color for the Model Y, while also introducing Midnight Cherry Red, a color close to burgundy. However, the company chose to discontinue the color after determining internally that customers no longer wanted to buy it.
Midnight Cherry Red was removed as an option earlier this year, likely to make way for the development of the new Marine Blue.
News
Tesla Autopilot visualization gets big upgrade with tons of new additions
The AP visualization shows up on the center touchscreen and illustrates the surroundings of the cars. It has gotten better in recent years, as it is able to outline types of vehicles, pedestrians, animals, and more.
Tesla’s Autopilot visualization just got a big upgrade as the company added tons of new additions to what it will be able to render in terms of a vehicle’s surroundings.
The AP visualization shows up on the center touchscreen and illustrates the surroundings of the cars. It has gotten better in recent years, as it is able to outline types of vehicles, pedestrians, animals, and more.
Tesla just fixed a four-year-old bug with Full Self-Driving visualization
However, it still does not have every single application, and acquiring them will take some time. If an object or vehicle is visible to the vehicle but an accurate render is not available, the car will instead pick whatever is closest.
For example, I passed an Amish family yesterday in Lancaster, PA, and instead of illustrating the horse and carriage, it simply showed a small box truck.
In an effort to make the Autopilot and Full Self-Driving suites more robust and accurate, Tesla has added a substantial amount of vehicle renders, which will become available in the coming weeks.
The visualizations were found by Tesla hacker @greentheonly, who posted them on X.
The new visualization renders are:
- Ambulance
- Firetruck
- Garbage Truck
- Schoolbus
- European Semi Truck
- Golf Cart
- Person on a Scooter
- Person on a Skateboard
- Stroller
- Street Sweeper
- Three-Wheeler
- Trailer
- Train
- Tram
- Person in a Wheelchair
Here is an image with all of the Autopilot visualization renders:
Credit: Green
The visualization is a crucial part of manual operation and can be considered a distinct advantage that Tesla has over other companies.
It continues to be an effort that Tesla invests heavily in, as it keeps refining the suite and making it more robust with additional visualizations and animations.
Recently, it was revealed that Tesla is planning to utilize Unreal Engine for driver visualization to create a realistic depiction of the vehicle’s environment. Tesla has not yet confirmed this, but coding found with the Model S and Model X showed it could be coming in the near future.
Tesla dominated the sales figures for electric vehicles in the third quarter in the United States, but there was one disappointment: the Cybertruck.
As a whole, the EV industry benefitted from the loss of the $7,500 EV tax credit in Q3, which was something many expected. As the credit expired, consumers rushed to showrooms to take the credit and remove $7,500 from the purchase price of their new vehicle.
Will Tesla thrive without the EV tax credit? Five reasons why they might
It was a very interesting time for many companies as they scrambled to figure out how to push as many vehicles out the door as they could in preparation for the tax credit’s removal. In typical fashion, Tesla was able to top every manufacturer and secure a dominating portion of the overall market in Q3.
However, some other OEMs pulled out some surprises, including Chevrolet, Honda, and Ford, which managed to get two vehicles in the top 10, as many as Tesla.
Cox Automotive compiled the data in its Q3 Electric Vehicle Sales Report:
- Tesla Model Y – 114,897
- Tesla Model 3 – 53,857
- Chevrolet Equinox EV – 25,085
- Hyundai Ioniq 5 – 21,999
- Honda Prologue – 20,236
- Ford Mustang Mach-E – 20,177
- Volkswagen ID.4 – 12,470
- Audi Q6 e-tron – 10,299
- Ford F-150 Lightning – 10,005
- Rivian R1S – 8,184
10.5 percent of the automotive sales in the U.S. in Q3 were electric, a new record that surpasses that of Q3 2024, where the total share of sales for EVs was 8.6 percent.
Now, the disappointment that is evident from this list is the fact that there is no Tesla Cybertruck listed. That’s because it was the second-best-selling EV pickup on the market. The company sold 5,385 Cybertruck units in Q3.
The Cybertruck has been a vehicle that has confused many Tesla fans and owners, especially considering the company had such stratospheric expectations for the vehicle while it was in development. Reservation trackers had the truck sitting between one million and two million orders, but it has not lived up to that.
Pricing is the main issue with Cybertruck. Tesla introduced the pickup with Single, Dual, and Tri-motor configurations, priced at $39,990, $49,990, and $69,990. Those price points are simply a thing of the past.
🚨 Tesla Cybertruck was the second-best-selling EV pickup in Q3, Cox Automotive data shows.
It was only outsold by the Ford F-150 Lightning, which sold 10,005 units for the quarter.
Cybertruck had 5,385 sales. pic.twitter.com/Q2gnUbF6bk
— TESLARATI (@Teslarati) October 13, 2025
Tesla launches new color from Gigafactory Berlin
Tesla Autopilot visualization gets big upgrade with tons of new additions
Tesla dominates best-selling EVs in Q3, but there’s one disappointment
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