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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Newly published data from the Federal Energy Regulatory Commission (FERC), reviewed by the SUN DAY Campaign, reveal that solar accounted for over 75% of US electrical generating capacity added in the first nine months of 2025. In September alone, solar provided 98% of new capacity, marking 25 consecutive months in which solar has led among all energy sources.
Year-to-date (YTD), solar and wind have each added more new capacity than natural gas has. The mix of all renewables remains on track to exceed 40% of installed capacity within three years; solar alone may be 20%.
Solar was 75% of new generating capacity YTD
In its latest monthly “Energy Infrastructure Update” report (with data through September 30, 2025), FERC says 48 “units” of solar totaling 2,014 megawatts (MW) were placed into service in September, accounting for 98% of all new generating capacity added during the month. Oil provided the balance (40 MW).
The 567 units of utility-scale (>1 MW) solar added during the first nine months of 2025 total 21,257 MW and were 75.3% of the total new capacity placed into service by all sources. Solar capacity added YTD is 6.5% more than that added during the same period a year earlier.
Solar has now been the largest source of new generating capacity added each month for 25 consecutive months, from September 2023 to September 2025. During that period, total utility-scale solar capacity grew from 91.82 gigawatts (GW) to 158.43 GW. No other energy source added anything close to that amount of new capacity. Wind, for example, expanded by 11.07 GW while natural gas’s net increase was just 4.60 GW.
Between January and September, new wind energy has provided 3,724 MW of capacity additions – an increase of 28.6% compared to the same period last year and more than the new capacity provided by natural gas (3,161 MW). Wind accounted for 13.2% of all new capacity added during the first nine months of 2025.
Renewables were 88% of new capacity added YTD
Wind and solar (plus 4 MW of hydropower and 6 MW of biomass) accounted for 88.5% of all new generating capacity while natural gas added just 11.2% YTD. The balance of net capacity additions came from oil (63 MW) and waste heat (17 MW).
Utility-scale solar’s share of total installed capacity (11.78%) is now virtually tied with that of wind (11.80%). If recent growth rates continue, utility-scale solar capacity should surpass that of wind in FERC’s next “Energy Infrastructure Update” report.
Taken together, wind and solar make up 23.58% of the US’s total available installed utility-scale generating capacity.
Moreover, more than 25% of US solar capacity is in the form of small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar and wind to more than a quarter of the US total.
With the inclusion of hydropower (7.59%), biomass (1.05%) and geothermal (0.31%), renewables currently claim a 32.53% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables now account for more than one-third of the total US generating capacity.
Solar soon to be No. 2 source of US generating capacity
FERC reports that net “high probability” net additions of solar between October 2025 and September 2028 total 90,614 MW – an amount almost four times the forecast net “high probability” additions for wind (23,093 MW), the second fastest growing resource.
FERC also foresees net growth for hydropower (566 MW) and geothermal (92 MW) but a decrease of 126 MW in biomass capacity.
Meanwhile, natural gas capacity is projected to expand by 6,667 MW, while nuclear power is expected to add just 335 MW. In contrast, coal and oil are projected to contract by 24,011 MW and 1,587 MW, respectively.
Taken together, the net new “high probability” net utility-scale capacity additions by all renewable energy sources over the next three years – the Trump administration’s remaining time in office – would total 114,239 MW. On the other hand, the installed capacity of fossil fuels and nuclear power combined would shrink by 18,596 MW.
Should FERC’s three-year forecast materialize, by mid-fall 2028, utility-scale solar would account for 17.3% of installed U.S. generating capacity, more than any other source besides natural gas (39.9%). Further, the capacity of the mix of all utility-scale renewable energy sources would exceed 38%. The inclusion of small-scale solar, assuming it retains its 25% share of all solar energy, could push solar’s share to over 20% and that of all renewables to over 41%, while the share of natural gas would drop to less than 38%.
In fact, the numbers for renewables could be significantly higher.
FERC notes that “all additions” (net) for utility-scale solar over the next three years could be as high as 232,487 MW, while those for wind could total 65,658 MW. Hydro’s net additions could reach 9,927 MW while geothermal and biomass could increase by 202 MW and 32 MW, respectively. Such growth by renewable sources would swamp that of natural gas (29,859 MW).
“In an effort to deny reality, the Trump Administration has just announced a renaming of the National Renewable Energy Laboratory (NREL) in which it has removed the word ‘renewable’,” noted the SUN DAY Campaign’s executive director Ken Bossong. “However, FERC’s latest data show that no amount of rhetorical manipulation can change the fact that solar, wind, and other renewables continue on the path to eventual domination of the energy market.”
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The Century is considered the most luxurious Toyota, and now it’s being spun off into its own high-end brand. Despite the rumors, the ultra-luxury brand won’t be as electric as expected.
Toyota sets new luxury brand up to fail with ICE plans
First introduced in 1967, the Century was launched in celebration of Toyota’s founder, Sakichi Toyoda’s 100th birthday.
The Century has since become a symbol of status and wealth in Japan, often used as a chauffeur car by high-profile company officials.
Toyota previewed the future of the ultra-luxury marquee at the 2025 Japan Mobility Show in October, launching it as a new standalone brand positioned above Lexus.
The new Century brand is set to rival higher-end automakers like Rolls-Royce and Bentley, but it won’t be as electric as initially expected. Toyota’s powertrain boss, Takashi Uehara, told CarExpert that the luxury brand’s first vehicle will, in fact, have an internal combustion engine.
Although no other details were offered, Uehara confirmed, “Yes, it will have an engine.” As to what kind, that has yet to be decided, Toyota’s powertrain president explained.
Like the next-gen Lexus supercar and upcoming Toyota GR GT, Uehara said the Century model could include a V8 engine.
The Century has been Toyota’s only vehicle with a V12 engine. In 2018, Toyota dropped the V12 in favor of a V8 hybrid powertrain for its third-generation.
Toyota’s Century launched its first SUV in 2023, currently on sale in Japan with a V6 plug-in hybrid system alongside the sedan.
Already widely considered the biggest laggard in the shift to fully electric vehicles, Toyota doubled down, developing a series of new internal combustion engines for upcoming models.
Century is one of the five global brands the Japanese auto giant introduced in October, along with Daihatsu, GR Sport, Lexus, and Toyota.
Electrek’s Take
It’s not surprising to see Toyota sticking with ICE for its ultra-luxury Century brand, but it will likely be a costly move.
Chinese auto giants, such as BYD and FAW Group, are quickly expanding into new segments, including high-end models under luxury brands such as Yangwang and Hongqi.
These companies are now expanding into new overseas markets, like Europe and Southeast Asia, where Japanese brands like Toyota have traditionally dominated, to drive growth.
Top luxury brands, including Porsche, BMW, and Mercedes-Benz, are already struggling to keep pace with Chinese EV brands. How does Toyota plan to compete with an “ultra-luxury” brand that still sells outdated ICE vehicles? We will find out more over the coming months and years as new sales data is released.
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SparkCharge has partnered with the Massachusetts Clean Energy Center (MassCEC) and Zipcar to launch the Northeast’s first off‑grid, mobile DC fast‑charging hub for shared EVs. The goal is to bring fast, reliable EV charging infrastructure into communities without having to wait for costly or slow grid upgrades.
The hub sits at Zipcar’s maintenance facility in East Boston, an Environmental Justice community. It’s funded through MassCEC’s InnovateMass program and gives onsite mechanics the ability to quickly recharge a rotating fleet of Zipcar EVs before they’re dispatched across Greater Boston. Members and rideshare drivers who rent Zipcars will get steadier access to charged EVs.
“Electrification should never be limited by where the grid is or how long it takes,” SparkCharge founder and CEO Joshua Aviv said. “With this program in East Boston, we’re showing how fleets can deploy at scale, in any community, and deliver clean mobility today.”
At the center of the setup is SparkCharge’s Mobile Battery‑Powered Trailer, which delivers 320 kW of DC fast charging without the delays and big price tags that usually come with fixed infrastructure. The trailer can recharge from Zipcar’s existing onsite power between sessions, topping up its high‑capacity batteries without stressing the local grid. Since it avoids major grid upgrades entirely, the model is designed to deploy quickly and at zero upfront cost for fleets.
MassCEC says the project shows what community‑first fast charging can look like. “Every resident deserves access to clean, reliable transportation,” said Leslie Nash, MassCEC’s senior director of Technology‑to‑Market. “By partnering with SparkCharge and Zipcar in East Boston, we’re showing how Massachusetts is leading the way in clean transportation innovation.”
The hub also plays into Massachusetts’ push to hit its net‑zero 2050 targets. As shared mobility grows, electrifying fleets will be key to cutting emissions in dense urban corridors. This project introduces a scalable charging option to a part of Boston that is underserved by public charging, helping to keep Zipcar’s EVs reliably on the road.
“For twenty‑five years, Zipcar has been a leader in shared mobility, and we’re proud to take another step toward a more sustainable future,” said Angelo Adams, Zipcar’s president. “Working with SparkCharge and MassCEC allows us to bring fast, reliable EV charging directly to our members and rideshare drivers.”
Zipcar, which is owned by car rental company Avis Budget, announced on December 1 that it was shutting down its UK operations by December 31, 2025. An Avis Budget spokesperson stated that the reason was “to streamline operations, improve returns, and position the company for long-term sustainability and growth,” adding that “all other markets remain unaffected.”
Read more: With a $30M raise, SparkCharge takes EV fleet charging off-grid
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Your personalized heat pump quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here. – *ad
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