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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The Goodwood Festival of Speed happened this weekend, and Ford’s electric SuperTruck managed to beat every other vehicle, gas or electric, to the top of the hill.
The Goodwood Festival of Speed is a yearly event on the grounds of Goodwood House, a historic estate in West Sussex, England. The event started in 1993, and has become one of the largest motorsports festivals in the world.
Many companies attend Goodwood to debut new models, and enthusiasts or race teams will show off rare or customized vehicles or race unique cars.
One of the central features of the event is the Goodwood hillclimb, a short one-way race up a small hill on the property. The track is only 1.17mi/1.89km long, with a 304ft/92.7m uphill climb. It’s not a particularly taxing event – merely a fun way to show off some classic or unique racing vehicles.
As is often the case, companies brought out several interesting EVs to the event, including Honda’s Super EV concept, the recently-unveiled Hyundai Ioniq 6N, and the upcoming Porsche Cayenne EV, still in camouflage after recently setting an SUV record at another UK hillclimb.
Many of these cars came just to show off, to do a demonstration run up the hill and join the company of the world’s most exotic hypercars.
But some cars show up for the glory, and join “the shootout,” the sprint up the hill for the best time.
And Ford didn’t come to show off, it came to win. And in order to win, it brought…. a truck.
Ford’s SuperTruck is a one-off, 1,400+ horsepower prototype electric vehicle, supposedly based on the F-150 Lightning, but in fact bearing almost no similarity or even resemblance.
It’s been festooned with aerodynamic elements all about, lowered, equipped with race tires, and power output has been boosted to the aforementioned 1,400hp. It was driven by Romain Dumas, who Ford have been using since 2022 to drive their electric prototypes.
For the purposes of a hillclimb, perhaps the most important aspect is the Ford’s electric drive. Hillclimbs are a popular form of racing in Britain, and often consist of a short sprint up a small hill, showcasing acceleration and nimbleness more than anything.
Electric cars do well in this sort of racing due to their instant low-end torque, being able to jump off the line faster than the gas competition. They also tend to have plenty of torque, which helps with carrying them up the hills involved.
EVs do well on longer hillclimbs too, because as races reach higher and higher altitudes, gas cars suffer from reduced power due to less oxygen being available for combustion. EVs don’t suffer from this, so they tend to do well at, say, Pike’s Peak hillclimb – which, incidentally, Ford also brought its SuperTruck to, and also beat everybody at.
This year was not the first time Ford has brought a ridiculous electric chonker to Goodwood. Last year, it brought the SuperVan, which has a similar powertrain to the SuperTruck, and also beat everybody.
The SuperVan’s main competition last year was Subaru’s 670hp “Project Midnight” WRX, piloted by Scott Speed, who Dumas handily defeated by over two seconds, 43.98 to 46.07. And this year, the SuperTruck’s main competition was… the same Subaru, piloted by Speed, who Dumas handily defeated by just under two seconds, 43.23 to 45.03.
Ford did not, however, set an all-time record with the SuperTruck, in fact coming in fifth on the list of fastest runs ever. In front of it are two gas cars and two electric – the gas-powered Gould GR51, a tiny open-wheel race car, with a 42.90; an F1 car driven by Nick Heidfeld that set a 41.6 in 1999; the electric VW ID.R, also piloted by Dumas with a 39.90 (which broke Heidfeld’s 20-year record); and the all-time record holder the electric McMurtry Spierling “fan car,” with a mind-blowing 39.08 in 2019.
You’ll notice something similar about all of these – they’re all small racecars that are actually built for speed, whereas the truck is… a big truck. And yet, Ford still managed to beat every single challenger this year, with its big honker of an EV, because EVs are just better.
Watch the run in full below, starting at 9:34. Blink and you’ll miss it.
And now, if Ford continues its pattern, we’re looking forward to seeing the Super Mustang Mach-E at Goodwood next year, which did well this year at a tough Pike’s Peak, getting first in its class and second overall, likely due to inclement conditions that limited running to the lower portion of the course, limiting the EV’s high-altitude advantages.
Given the Super Mustang is a real racecar, and not a chonky truck, it might even give VW’s ID.R time a run for its money (but, frankly, really has no shot at the overall record, because the Spierling’s “fans” give it an absurdly unbeatable amount of downforce).
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Environment
GM gears up to build low-cost LFP EV batteries in Tennessee after announcing new upgrades
GM is preparing to begin converting production lines at its battery plant in Tennessee later this year for low-cost LFP EV batteries. GM’s joint venture, Ultium Cells, announced additional upgrades at the facility on Monday as it prepares for a new era.
GM will build low-cost LFP EV batteries in the US
After beating out Ford and Hyundai last year to become America’s second-best EV seller, GM is widening its lead in 2025.
Ultium Cells, GM’s joint venture with LG Energy Solution, announced plans to upgrade its Tennessee battery plant on Monday as it prepares to introduce lower-cost lithium-iron-phosphate (LFP) battery cells.
The upgrades build on the $2.3 billion investment announced in April 2021 to convert the facility into a key EV and battery hub. The company initially said the Tennessee plant was “at the heart of GM’s EV strategy,” but that was also when GM was still committed to an all-electric future.
GM will begin converting production lines to accommodate the lower-cost LFP batteries at the facility later this year. By late 2027, the company expects to start commercial production.
With LFP batteries, GM said it’s “targeting significant battery pack cost savings compared to today’s high-nickel battery pack while increasing consumer EV choice.”
The Spring Hill, Tennessee, plant currently employs around 1,300 employees. With the ability to produce multiple chemistries, GM said the facility will “guide the next phase of” its battery strategy.
After choosing Spring Hill for its LFP batteries, the next step, according to GM, is finding a home for lithium manganese-rich batteries. GM recently announced plans to become the first company to produce LMR prismatic battery cells at commercial scale.
Meanwhile, GM’s Warren, Ohio, plant will continue producing NCM batteries, which it says have helped it unlock over 300 miles of range.
Electrek’s Take
GM’s electric vehicle sales more than doubled in the second quarter, led by the hot-selling Chevy Equinox EV. The company sold nearly 46,300 EVs in Q2, up 11% from last year.
Chevy is currently the fastest-growing EV brand in the US, while Cadillac claims to have already achieved “EV leader” status in the luxury segment this year. However, that does not include Tesla.
Even GMC is building momentum with the new Sierra EV, seeing strong initial demand, and Hummer EV sales are picking up.
With new, lower-cost batteries on the way, GM aims to continue narrowing the gap with Tesla. GM offers 13 electric vehicles, covering nearly every segment of the market. It already calls the Chevy Equinox EV “America’s most affordable +315 range EV,” but GM has even lower-priced models on the way, including the next-gen Chevy Bolt EV.
Ready to test drive one for yourself? You can use our links below to find Chevy, Cadillac, and GMC EVs in your area.
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Environment
Elon Musk says Tesla is going to have ‘the most epic demo ever’, but we heard that before
Elon Musk is teasing Tesla doing “the most epic demo ever”, but we heard him claim that before and nothing came of it.
On X last night, Tesla CEO Elon Musk said that he was shown something at the Tesla Design Studio and that the company will hold the ” most epic demo ever by the end of the year”:
Just left the Tesla Design Studio. Most epic demo ever by the end of the year. Ever.
I used to get excited about Musk making statements like that, but I was burned one too many times.
In 2016, Musk said this:
Our goal is, and I feel pretty good about this goal, that we’ll be able to do a demonstration drive of full autonomy all the way from LA to New York … by the end of next year.
The end of 2017 came and went without this demonstration and now in 2025, Tesla can’t do it either.
However, since Musk referenced being at Tesla’s Design Studio, where it mostly works on car designs and advanced features, people are speculating that it’s something else.
A possibility is the next-gen Tesla Roadster, as Musk has made similar comments about it in the past, but they were again about demonstrations that never happened.
Shortly after the unveiling of the next-gen Roadster in 2017, Musk talked about adding cold air thruster to the supercar to allow it to have unprecedented racing performance and even possibly hover over the ground.
In 2019, Musk told me that Tesla aimed to do a demonstration of that by the end of 2020:
5 years later, it never happened, and the Roadster was initially supposed to come to market in 2020. It has never launched.
In 2024, Musk claimed that Tesla would unveil and demo the new Roadster by the end of the year:
It also didn’t happen, and the CEO instead said that Tesla was “close to finalizing design” at the end of 2025.
Electrek’s Take
The comment about the demo makes me think of the Roadster, but it could be something else. Maybe a bot, but I’m not sure out of the design studio.
Either way, for the reasons listed above, it’s hard to get too excited.
You can’t just believe what Musk says these days. Historically, he has been wrong or lied too often, especially about upcoming demonstrations like this new comment.
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