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GM’s first Ultium battery plant in Lordstown, Ohio has voted to join the United Auto Workers, with 98% of workers voting in favor of union representation.

Ultium is GM’s battery joint venture with LG Energy. GM will establish at least four factories in the US to build the batteries for their upcoming EVs. Just today, GM announced an additional $275 million investment in the second plant in Spring Hill, Tennessee.

The Lordstown/Warren plant in Ohio is already up and running, though, and producing batteries for GM’s current and upcoming EVs. The Hummer EV already uses Ultium batteries, and the Ultium-powered Equinox, Blazer, Silverado and Cadillac Lyriq are all expected in the next year. GM’s other current EV, the Chevy Bolt – which we just named Electrek’s EV of the year – does not use Ultium cells as it came out before Ultium was developed.

While US companies have largely relied on foreign-supplied batteries until now, the recently-passed Inflation Reduction Act included measures to encourage onshoring of US EV production, which has led several companies to announce battery factories in the US. An early draft of the bill included an additional tax credit for union-built EVs, but that credit didn’t make it to the final bill.

Labor has been experiencing somewhat of a renaissance in the US in the past year or two, as COVID-related supply disruptions and general levels of discontent among the populace have led workers to demand better treatment from employers. Several industries have seen surges in unionization efforts, which have also been aided by pro-union comments from President Joe Biden.

But US battery production has heretofore mainly been non-unionized, as the largest US battery producer, Tesla, does not have a union either for battery manufacturing or for auto production. There have been a few spurts of unionization efforts at Tesla’s plants, though they met retaliation from Tesla CEO Elon Musk and were not successful.

So today’s union vote at GM’s first battery plant was closely watched, as it could set the tone not only for GM’s electrification efforts, but labor in the US battery supply industry as a whole. A positive vote was expected, though perhaps not as near-unanimous as today’s 98% result.

UAW is eyeing battery factories as the industry transitions to electric vehicles, which have fewer parts and take less labor to build than traditional gas vehicles. This would lead to fewer workers required to build cars, though targeting battery workers could help buoy union membership.

The UAW released a short statement about the vote, stating:

Our entire union welcomes our latest members from Ultium. As the auto industry transitions to electric vehicles, new workers entering the auto sector at plants like Ultium are thinking about their value and worth. This vote shows that they want to be a part of maintaining the high standards and wages that UAW members have built in the auto industry.

Ray Curry, UAW President

One potential sticking point in today’s union deal relates to pay. Previously, GM has held the position that battery suppliers should command similar pay to other auto supply factories, around $20/hr, which is what Ultium hourly workers currently make. But mainline auto workers can be paid closer to $30/hour, and battery workers may argue that due to how integral the battery is to an EV, that they should be paid closer to final assembly line workers.

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Quick Charge Podcast: November 29, 2023

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Quick Charge Podcast: November 29, 2023

Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple PodcastsSpotifyTuneIn and our RSS feed for Overcast and other podcast players.

New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they’re available.

Stories we discuss in this episode (with links):

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UAW launches campaign to unionize all automakers at once – Tesla, Toyota, etc

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UAW launches campaign to unionize all automakers at once – Tesla, Toyota, etc

The UAW has launched an unprecedented campaign to unionize the entire US auto sector at once, with thousands of auto workers at 13 companies announcing simultaneous unionization campaigns.

After UAW’s big strike win, winning 25%+ pay increases at the “Big Three” American automakers after a simultaneous strike at GM, Ford and Stellantis, the union is looking to maintain that momentum and go bigger.

Immediately after declaring victory, UAW President Shawn Fain said that in the next negotiation in 2028, UAW wants to come back to the bargaining table to negotiate not just with the Big Three, but with “a Big Five or a Big Six” – implying that the union planned to expand to other automakers. And President Biden said that he would support a UAW push to unionize Tesla and Toyota.

Now we’ve seen an official announcement that UAW isn’t just looking to unionize two or three more automakers, but all of them at once. Typically, unionization campaigns focus on a single company at a time, but here UAW is targeting a whole sector with simultaneous campaigns at each individual company. This seems like a tall order, but UAW’s triple-strike against the Big Three seemed to work out well, so it’s now applying that simultaneous tactic to organizing new union drives.

In service of its goal, UAW launched a new website at uaw.org/join, asking workers at each company to sign their union card. The website mentions several automakers by name, and has links to individual campaigns for each automaker where workers can go to express their interest in unionizing:

The campaign was accompanies by a video narrated by Fain making his union pitch. In short, UAW says that automakers and investors are making record profits, but that worker compensation has not kept up. The video specifically mentions Tesla and Rivian’s recent quarterly results, and also states that the Japanese/Korean automakers have combined to make $470 billion in profits, and the German automakers have made an additional $460 billion, in the last ten years.

Since the UAW’s big wins, other automakers have moved to increase pay to (partially) keep up with pay increases at the Big Three. VW, Hyundai, Toyota and Honda have all announced hikes in pay, showing how union wins can buoy an entire industry by making automakers compete for workers with higher pay.

But UAW doesn’t want to stop at a few voluntary pay hikes from other companies, it thinks that unionizing those companies can give workers a better deal. One worker at Toyota’s Georgetown, Kentucky plant put it thusly:

We’ve lost so much since I started here, and the raise won’t make up for that. It won’t make up for the health benefits we’ve lost, it won’t make up for the wear and tear on our bodies. We still build a quality vehicle. People take pride in that, but morale is at an all-time low. They can give you a raise today and jack up your health benefits tomorrow. A union contract is the only way to win what’s fair.

Jeff Allen, 29-year Toyota assembly worker

UAW also quoted workers at Hyundai, VW, Mercedes and Rivian in its release, focusing on how they think unionization would improve safety and benefits at these automakers.

Electrek’s Take

Unions are having a bit of a moment in the US, reaching their highest popularity ever since surveys started asking about them.

Much of union popularity has been driven by COVID-related disruptions across the economy, with workers becoming unsatisfied due to mistreatment (labeling everyone “essential,” companies ending work-from-home) and with the labor market getting tighter with over 1 million Americans dead from the virus and another 2-4 million (and counting) out of work due to long COVID.

Unions have seized on this dissatisfaction to build momentum in the labor movement, with successful strikes across many industries and organizers starting to organize workforces that had previously been nonunion.

But union membership has been down over several decades in the US, and as a result, pay hasn’t kept pace with worker productivity and income distribution has become more unequal over time. It’s really not hard to see this influence when you plot these trends against each other.

It’s quite clear that lower union membership has resulted in lower inflation-adjusted compensation for workers, even as productivity has skyrocketed. As workers have produced more and more value for their companies, those earnings have gone more and more to their bosses rather than to the workers who produce that value. And it all began in the 80s, around the time of Reagan – a timeline that should be familiar to those who study social ills in America.

All of this isn’t just true in the US but also internationally. If you look at other countries with high levels of labor organization, they tend to have more fair wealth distribution across the economy and more ability for workers to get their fair share.

We’re seeing this in Sweden right now, as Tesla workers are striking for better conditions. Since Sweden has 90% collective bargaining coverage, it tends to have a happy and well-paid workforce, and it seems clear that these two things are correlated. And while that strike is continuing, meaning we haven’t yet seen the end of it, most observers think that the workers will eventually get what they want since collective bargaining is so strong in that country.

These are all reasons why, as I’ve mentioned in many of these UAW-related articles, I’m pro-union. And I think everyone should be – it only makes sense that people should have their interests collectively represented and that people should be able to join together to support each other and exercise their power collectively instead of individually.

This is precisely what companies do with industry organizations, lobby organizations, chambers of commerce, and so on. And it’s what people do when sorting themselves into local, state, or national governments. So naturally, workers should do the same. It’s just fair.

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Rivian R1T could add a projector for movies on the go

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Rivian R1T could add a projector for movies on the go

The Rivian R1T might get an exciting upgrade. The electric pickup can drive through 3+ feet of water, rock crawl a 100% grade, and take off like a sports car. But what if the Rivian R1T had a mobile projector that could be easily stored in the gear tunnel? That’s what Rivian is scheming up.

Rivian files patent for R1T mobile movie projector

Rivian’s R1T electric truck is the ultimate adventure vehicle. It recently made history as the first EV to win the off-road Rebelle rally, the longest of its kind in the US.

The truck continues improving through OTA updates that add fun new features, range, and more. One of its most recent improved the ride quality of its vehicles. By building its cars from the ground up, Rivian has a major advantage.

Like Tesla, the EV maker focused on software and “having the ability to configure every piece of hardware,” according to Wassym Bensaid, Rivian’s VP of software development.

Rivian can use this advantage to create unique products that integrate into its EVs. One of its most recent ideas is a mobile projector.

According to a new patent filing for a “vehicle entertainment apparatus,” the Rivian R1T could soon see an added movie projector.

Rivian-R1T-projector
Rivian R1T with projector (Source: USPTO)

The patent, filed November 23, details a kit that can include a projector, screen, and at least one speaker. The kit is attached to a shuttle that slides in and out of the gear tunnel for easy storage.

Once extended, the projector can be rotated into position. It will also include a mirror to reflect the projected light onto the screen without harming quality. Meanwhile, the pole to hold the screen will fit into several spots.

Rivian-R1T-projector
Rivian R1T with projector (Source: USPTO)

The setup enables a mobile entertainment setup in little to no time. Everything can be stored in the gear tunnel while not in use. When ready, it can just slide out and set up.

Rivian is including everything needed for the ultimate movie night on the go. And the best part – everything is powered by the R1T.

Rivian-R1T-projector
(Source: USPTO)

Electrek’s Take

Although a movie projector may seem like a wild idea to some, that’s right up Rivian’s alley. The company has developed several add-on options like a three-person tent and the Camp Kitchen.

Many were dissapointed when Rivian discontinued the Camp Kitchen from its gear shop earlier this year. The $5,000 add-on included a pull-out kitchen complete with two induction cooktops, a water tank, collapsable sink, and more.

Rivian CEO RJ Scaringe said on the MKBHD podcast that the idea was more popular than expected. However, Rivian is redesigning it for something that doesn’t take up the entire gear tunnel.

Maybe a Rivian R1T movie projector isn’t that far off after all. Meanwhile, Rivian will likely offer a redesigned camp kitchen first.

Would you consider buying Rivian’s movie projector add-on? Let us know what you think in the comments.

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