Hyundai has announced that it will raise factory worker pay by 25% after UAW’s historic strike wins, where it earned 25%+ pay increases at all of the Big Three American automakers. After Toyota and Honda did the same recently, this shows how union wins tend to affect entire industries, raising conditions for even nonunionized companies who have to compete for workers.
The news today comes from AP, who reported Hyundai will increase factory worker pay 25% by 2028. The pay increase roughly matches the increase in base factory worker pay won by UAW in its negotiations, though Hyundai didn’t add any details about additional cost-of-living adjustments or faster progressions to the top wage – two major points of the new UAW contract.
Hyundai COO Jose Munoz said “Hyundai continuously strives to maintain competitive wages and benefits commensurate to industry peers.”
But this isn’t the only similar announcement from a nonunionized company. Last week, Honda raised wages of some workers by 11%, along with a faster progression to the top of the wage scale and additional benefits like child care and student loan help. Honda said it “continuously reviews our total rewards packages to ensure we remain competitive within our industry.” The company also said “we will continue to look for opportunities to ensure that we provide an excellent employment experience for Honda associates.”
Prior to that, Toyota took the opportunity to hike the pay of most of its US assembly workers by 9.2% immediately after the UAW deals were announced. After Toyota’s pay hike, UAW President Shawn Fain recognized that it was a response to his union’s new contract, saying, “Toyota, if they were doing it out of the kindness of their heart, they could have chosen to do it a year ago.”
Fain called these wage increases the UAW bump and said “UAW, that stands for ‘U Are Welcome’.”
UAW wants to maintain this momentum and has openly stated that it wants to unionize more nonunionized companies in the US. In UAW’s victory announcement, Fain said that it plans to come back to the bargaining table in 2028 on May 1, otherwise known as May Day or International Workers’ Day, but that time, it “won’t just be with a Big Three, but with a Big Five or Big Six.”
At the time, he didn’t specify who exactly those extra two or three companies would be, but later, plenty of company names have come up. Last week, President Biden said he would support UAW’s push to unionize Tesla and Toyota ahead of a meeting with Fain, with Honda’s pay raise announcement coming right after that well-publicized meeting.
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 unions striking successfully across many industries and organizers starting to organize workforces that had previously been nonunion.
Announcements like Hyundai’s, Honda’s, and Toyota’s show how high union membership has a tendency to improve working conditions for every worker and why the US has had gradually lower pay and worse conditions over the decades since union membership peaked. It’s really not hard to see the 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.
Conversely, these two actions show the impact that unionized workers can have not only for their own shops but for nonunionized workplaces as well. If workers gain a big pay increase in one part of an industry, all of a sudden, workers at other companies might start thinking they want to jump ship, maybe move over to another company where they can get better pay or better conditions. To retain workers, companies then need to raise wages.
In addition, nonunionized companies may want to keep their employees nonunionized and thus see the pay raises as a way to satiate their employees into maintaining the status quo. If workers at Toyota see that UAW workers are getting huge pay increases and lots of additional benefits, maybe they’ll think that UAW can bring them the same benefits and start talking about unionizing.
Companies generally think they should avoid having a unionized workforce because a unionized workforce means more pay for workers, which to them means less pay for the executives and shareholders making the decisions. So they’ll offer whatever carrots they can to keep workers from organizing to have their voices heard collectively. Individually, workers have little influence over what their pay and conditions should be.
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 a 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 and we haven’t yet seen the effects 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.
And it’s clear that it helps – so even if you aren’t unionized yourself or have a job that doesn’t lend well to unionization, you should probably be happy about other union efforts since they tend to buoy entire economies for the people who are creating the value in the first place: the workers.
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The next generation of electric vehicle batteries will be here sooner than expected. After opening the first-of-its-kind pilot plant for its all-solid-state EV batteries this week, SK On said it plans to bring the breakthrough battery tech to market ahead of schedule.
SK On’s all-solid-state EV batteries will be here in 2029
If you haven’t heard it by now, all-solid-state EV batteries are viewed as a potential game-changer, promising to unlock longer driving range, faster charging times, and better overall performance than the lithium-ion batteries used today.
Although the new battery tech shows promise, producing it on a large scale has not been so easy. That could soon change, according to leading global battery maker SK On.
After opening its new pilot plant in South Korea on September 15, SK On said it will bring all-solid-state EV batteries to market a year ahead of schedule.
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SK On now plans to commercialize its ASSBs by 2029. Initially, the company aims to launch the batteries with an energy density of 800 Wh/L. Looking further out, SK On said it plans to offer all-solid-state batteries with an energy density of 1,000 Wh/L.
SK On President and CEO Seok-hee Lee (center), SK On Chief Technology Officer Jang-weon Rhee (fourth from left), Head of SK On Future Technology Institute Ki-soo Park (sixth from left), Country Manager of Solid Power Korea Andreas Maier (second from left) and other guests attend the ribbon cutting ceremony for SK On’s all-solid-state battery pilot plant completion at SK On Future Technology Institute in Daejeon on September 15, 2025 (Source: SK Innovation)
During the opening ceremony, SK ON’s CEO, Seok-hee Lee, said, “This pilot plant will serve as a cornerstone for SK to leap forward,” adding the company remains “at the forefront of commercializing all-solid-state batteries.”
SK On said the 4,600-square-meter (50,000 sq ft) facility utilizes its own unique “Warm Isostatic Press (WIP)-free” process, the first to employ this technology in Korea.
By applying pressure to electrodes at higher temperatures, SK On said its WIP process improves density and performance.
SK On EV battery roadmap display at InterBattery 2025 (Source: SK Innovation)
A WIP tech is a process that applies pressure to electrodes at higher temperatures to improve density and performance. However, since it requires a cell-sealing process, it isn’t easy to produce at a mass scale.
SK On said its unique cell design addresses the issue while reducing resistance within the electrodes. The company also improved the bonding between electrodes and solid electrolytes, resulting in “smoother ion transport, more stable charging and discharging, and longer cycle life.”
(Source: SK Innovation)
The all-solid-state pilot plant is located at the SK On Institute of Future Technology in Daejeon, which is about 150 km from Seoul. Several high-profile executives attended the event, including Andrea Maier, Head of Solid Power Korea. SK On and Solid Power teamed up last year to accelerate the promising new battery tech.
SK On will build prototypes at the facility to test quality and performance ahead of mass-scale production. The new pilot line will mainly be used to develop all-solid-state batteries, but SK said it will dedicate some lines to lithium-metal batteries as well.
SK Innovation executives drive the Hyundai IONIQ 9 and Genesis electrified G80 equipped with SK On batteries (Source: SK Innovation)
The battery giant filed patents for its unique new technology in South Korea and internationally. SK On is one of the many battery manufacturers, automakers, and other startups chasing the “holy grail” of EV batteries.
Mercedes-Benz, BMW, Volkswagen, Toyota, and Nissan, to name a few, are developing solid-state EV technology. Leading battery makers, including CATL, BYD, and LG Energy Solutions, are also planning to bring the new tech to market.
Just last week, Mercedes-Benz announced it drove a modified EQS, equipped with solid-state batteries, for 1,205 km (750 miles) on a single charge. And the EQS still had 85 miles of range remaining.
Which company will be the first to launch solid-state batteries on a mass scale? According to SAIC MG, the new MG4, launched last month, is “the world’s first mass-produced semi-solid-state” electric vehicle. It starts at just 99,800 yuan ($14,000) in China.
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NHTSA has launched an investigation into Tesla over potential malfunctions of its door handles, resulting in people being stuck in the cars.
Tesla uses frameless doors with electronic door handles. The button to open the doors first causes the window to lower slightly, allowing the door to open. Then, it electronically unlatches, enabling the door to be swung open.
There’s also a manual latch, but it has been known to be somewhat hard to locate for people who didn’t read the owner’s manual, which is most people.
If there’s an electronic failure, especially after a crash, it can result in occupants having issues exiting the vehicle when they are in a state of panic.
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Now, the NHTSA says it has been notified of electronic door handles that may cause a potential issue, specifically with the 2021 Model Y.
The automotive regulator claims to have received nine reports of parents being locked out of their vehicles when going to get their children in the back:
The Office of Defects Investigation (ODI) has received nine Vehicle Owners Questionnaires (VOQs) reporting an inability to open doors on Model Year (MY) 2021 Tesla Model Y vehicles. The most commonly reported scenarios involved parents exiting the vehicle after a drive cycle in order to remove a child from the back seat or placing a child in the back seat before starting a drive cycle. In those events, the parents were unable to reopen a door to regain access to the vehicle. Four of these VOQs reported resorting to breaking a window to regain entry into the vehicle. Although Tesla vehicles have manual door releases inside of the cabin, in these situations, a child may not be able to access or operate the releases even if the vehicle’s driver is aware of them. As a result, in these instances, an occupant who remains inside a vehicle in this condition may be unable to be rapidly retrieved by persons outside of the vehicle. Entrapment in a vehicle is particularly concerning in emergency situations, such as when children are entrapped in a hot vehicle. For awareness, NHTSA has a Child Heatstroke Campaign that highlights the dangers to children entrapped in hot vehicles.
Tesla reportedly changed the 12-volt battery in the cars involved in those reports, but NHTSA is concerned that there were no warnings that the 12-volt battery was about to fail, which the agency says can be dangerous.
While there’s a process to get the doors unlocked in this situation, NHTSA beleives it might be too complicated and not accessible enough:
The Tesla Owner’s Manual “Jump Starting” and “Opening the Hood with No Power” sections describe a multi-step process for restoring power to the electronic door locks in order to enable their operation from outside of the vehicle. This process requires applying 12 volts DC from a separate power source to two different points accessible from the vehicle’s exterior. The subject incidents suggest that this process may not be readily available to owners or well known. For instances where an occupant is able to access and operate interior door handles, the Tesla Owner’s Manual “Opening Doors with No Power” section identifies the manual door releases inside of the vehicle’s cabin.
The investigation is currently specifically about the 2021 Tesla Model Y, which includes a population of about 174,290 units in the US.
NHTSA’s inquiry has launched after Bloomberg released a report about the issues that come with electronic door handles. The report was about the broader use of electronic door handles in the auto industry, but it specifically highligthed Tesla due to its extensive use of the technology.
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It’s a simple fact that SUVs and crossovers have out-Darwined the station wagon. And, sure – the taller driving position offers road presence, but when it comes to real-world utility, a proper long-roof wagon can hang with the best of them while offering Teutonic driving dynamics no SUV can match. All it would take to spark a wagon revival in the US is one sleek, solidly built, and affordable entry from a mainstream brand. And VW already has the perfect candidate waiting in the wings. Meet the Škoda Vision O (Passat badges not included).
What if Volkswagen corporate gave those frustrated dealers an olive branch? Something true to the brand, with a little brand heritage, that was genuinely compelling? Something like a new electric station wagon with a familiar name and a starting price tag somewhere south of $39,999.
That’s where the new Škoda Vision 0 could come in as an affordable, practical, and stylish wagon that could spearhead a return to the sort of people’s car identity that Volkswagen of America so desperately needs.
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Be not afraid
Skoda Vision 0 concept; via Volkswagen.
When Volkswagen brought its Space Vizzion concept to the LA Auto Show a few years back, they called it a lot of things, from an SUV to a sporty crossover – but they were clearly afraid to call it a wagon. Office lore even has it that Seth Weintraub, the Blogfather, kept going around to the VW people saying, “Nice wagon you’ve got there!” and none of them laughed.
If you ever needed proof that VW’s American brand people had lost the plot, that might have been it. But the lukewarm reception they got for the low-riding long-roof VW with a luxury price tag convinced them Americans really didn’t want wagons.
By and large, that may be true. But VW is hovering around “just” 4% of US market share, and I’d bet that a lot of those four-percenters are buying VWs because of their fond memories of their old GTi or VR6 Jetta – not because they’ve bought into Volkswagen’s premium brand ambitions.
In Europe, Škoda is positioned as a value brand. Not cheap, per se – but not a luxury or status brand, either. Exactly how VW is still seen by many millions of Americans. If Volkswagen of America would be willing to wear that hat again, a re-badged Škoda (part of VW Group) could fit the bill. Here’s how Škoda’s CEO sees the wagon, itself:
At Škoda, our commitment to our customers – who have trusted us as leaders in the estate segment since 2016 – drives us to deliver the Vision O: a blend of innovative design, over 650 Liters of luggage space, autonomous driving capabilities, and an intuitive AI assistant. This vehicle transforms every journey into an effortless, empowering experience while advancing our sustainability goals and elevating our modern, solid, design principles.
Sounds great. And, built off of something like the ID.4’s SSP (Scalable Systems Platform) with the same specs as the ID.4, it could easily match that vehicle’s ~209 miles of range from the RWD, 62 kWh version, or 263/291 miles from the 82 kWh AWD/RWD versions.
On a lower, sleeker wagon that’s punching a smaller hole in the air? An SSP-based Passat wagon could even hit that magic “300 mile range” number. With the ID.4’s $40,000-ish price tag, I think that would be a real winner – at least in the context of VW’s Arteon, that sold just 5,500 units in its best year (2021).
I think VW could expect to sell 20,000 of them comfortably – putting them ahead of something like a Cybertruck in terms of outright sales and, hopefully, reminding the company’s marketing people of something they knew inherently back in the mid 1990s when they brought back the New Beetle: a halo car doesn’t have to be expensive, it just has to be loved.
People would love their Passat wagons.
That’s my take, anyway – but I’m sure I’m missing something. If you can think of a reason why a stylish electric station wagon from Volkswagen aimed right at the heart of the middle class wouldn’t make for a solid halo car, scroll down to the comments section and let me know what it is.
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