Mercedes EV plant in Alabama narrowly declines to join UAW, bucking trend
Hot on the heels of a historic victory where VW workers in Tennessee voted to join the United Auto Workers union, Mercedes workers in Vance, Alabama have narrowly voted against joining UAW themselves. The plant makes several cars, among which are the electric EQS and EQE SUVs.
The vote comes a day after another union victory in Alabama, where the New Flyer bus plant, which makes some EV buses, joined UAW.
Workers at the Mercedes plant voted over the course of the last week, with voting ending this morning. The votes are still being counted, but with ~4,700 out of ~5,200 votes cast and counted at press time, the vote stands at 44% yes and 56% no, meaning remaining votes wouldn’t be able to overcome the deficit. The vote total isn’t finalized so things could change somewhat, but the result seems clear from the numbers we’ve seen.
The vote was initiated by Mercedes workers, who approached UAW rather than the other way around. UAW has recently signaled its intent to unionize all other US automakers – an idea which President Biden lent support to.
Workers had complained about difficulties with new management and schedule changes implemented against the complaints of workers.
And it would have been a historic vote – only the second time a plant owned by a foreign automaker had voted to unionize in the US South, after VW did last month. The VW vote failed narrowly two times before it passed by a wide margin last month, whereas the Mercedes vote failed on its first count, by a larger margin than VW’s first two ballots did.
Mercedes had commented ahead of the vote that it looks forward “to participating in the election process to ensure every Team Member has a chance to cast their own secret-ballot vote, as well as having access to the information necessary to make an informed choice.”
But reports from employees said that they have been made to watch anti-union videos at the beginning of their shifts, and Reuters reports that Mercedes hired anti-union firms to sway employees away from joining, and that anti-union signs have been hung around the plant.
The vote also came in the midst of a hostile regional political environment for workers’ rights. The South as a whole tends to have lower unionization rates and lower levels of workers’ rights, with lower minimum wages and “right-to-work” laws, a deceptively-named category of laws that are intended to sideline workers’ unions.
In addition, prior to the VW vote, six Southern governors, including Kay Ivey of Alabama, made a joint statement to encourage workers against voting to join UAW, but VW workers went ahead and joined the union anyway. And earlier this week, Ivey signed a law that would retaliate against companies that voluntarily recognize unions by withholding economic incentives from them. The bill was signed during the Mercedes union voting period.
Auto-related manufacturing in Alabama has faced scrutiny lately, including Mercedes specifically. The National Labor Relations Board – which has been working overtime under the Biden administration, collecting a lot of wins for workers’ rights – is currently investigating both Mercedes and Hyundai in Alabama for unfair labor practices. And not long ago, a Hyundai supplier was found to be using child labor in Alabama.
The German government is also investigating Mercedes in Alabama. It is mandatory for German companies above a certain size to have labor representation on their board of directors, and the German auto industry is almost universally unionized.
However, not all is bad for UAW in Alabama. Just yesterday, the New Flyer factory in Anniston, Alabama voted to join UAW. Among other things, the plant builds New Flyer’s Xcelsior CHARGE NG battery-electric bus. That plant has around 600 employees, much smaller than the ~5,200 workers at the Mercedes plant.
Prior to today, the UAW had had quite a year, launching an unprecedented strike against all three major US automakers at the same time last September. The tactic worked, and six weeks later the UAW had made a deal with all three automakers, winning big pay increases and other assurances from each of them.
The win didn’t just help UAW workers, though, as soon after the strikes closed, several other companies announced big pay increases. Workers at VW, Hyundai, Toyota, Honda and Tesla all earned pay increases of about 10% or more as companies recognized the need to compete for skilled workers with better packages. Mercedes also recently raised pay ahead of this week’s union vote.
UAW President Shawn Fain called this “the UAW bump,” and said UAW stands for “U Are Welcome,” highlighting to non-union workers that strong unions help workers across the economy, not just at their own respective shops.
These wins are what encouraged UAW to open its recruitment drive at all other automakers in the US. UAW encouraged employees from other plants to signal their intent to join up by signing a union card through the website uaw.org/join/.
Fain even said that when the newly-negotiated contracts with the “Big Three” come up for renegotiation (on May 1, 2028 – International Workers’ Day), that this time the negotiations “won’t just be with a Big Three, but with a Big Five or Big Six” – meaning that the UAW plan to have unionized other automakers by that timeframe.
Today’s setback won’t put them closer to that goal, and it remains to be seen what strategy UAW will take going forward after this initial blow to the momentum it has built over the last year.
Electrek’s Take
I’ve used the same take several times in these UAW articles, which I will copy again here.
Unions are having a bit of a moment in the US, in recent years reaching their highest popularity ever since surveys started asking about them.
Much of union popularity has been driven by COVID-19-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 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 non-union.
However, union membership has been down over several decades in the US. 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. 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 still 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. That strike is still continuing, but Tesla CEO Elon Musk – who just fired 14,000 people while holding the company hostage and begging for a $55 billion payday for himself which he’s even spending Tesla ad money to pitch – is seemingly uninterested in negotiating.
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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Japanese equipment giant Kubota brought 22 new or updated machines to the 2025 bauma expo earlier this year, but tucked away in the corners was a new retrofit kit that can help existing customers decarbonize more quickly, and more affordably.
No matter how badly a fleet may want to electrify, harsh economic realities and the greater up-front costs typically associated with battery electric remain high hurdles to overcome, but new retrofit options from major manufacturers are popping up to help lower those obstacles.
The latest equipment maker to put its name on the retrofit list is Kubota, who says its kit can be installed by a trained dealer in a single day.
That’s right! By this time tomorrow, your diesel-powered Kubota KX019 or U27-4 excavator (shown) could be fitted with an 18 or 20 kWh li-ion battery pack and electric drive motors and ready to get to work in a low-noise or low-vibration work environment where emissions are a strict no-no. Think indoor precision demolition or historic archeological excavation.
Then, if necessary, it can go right back to diesel power.
From diesel to electric and back again
If that sounds familiar, that’s because we’ve talked about a similarly flexible power solution from ZQUIP. The battery packs and diesel engines are much larger in that application, but the basic sales pitch remains the same: electric when it benefits your operation, diesel it doesn’t.
Kubota says its modular retrofit kits is a response to the increasing global demand for sustainable alternatives by focusing on making machinery that’s flexible and repairable enough to be “reusable,” and offer construction fleet managers a longer operational lifespan, superior ROI (return on investment), and lower TCO (total cost of ownership) than the competition.
Kubota’s solution also notably reduces maintenance costs and operational overheads. With no engine and associated components, servicing time and expenses are considerably reduced, saving customers both time and money. Additionally, with electricity costing far less than fossil fuels, it offers a highly economical advantage.
International Rental News reports that other changes to the excavators include a more modern cab controls with a digital instrument cluster, a 60 mm wider undercarriage for more stability, and an independent travel circuit allows operators to use the boom, dipper, bucket, and auxiliary functions without an impact on tracking performance.
Kubota’s new kit, first shown at last year’s Hillhead exhibition in the UK, will officially be on sale this summer – any day now, in fact – though pricing has yet to be announced.
Electrek’s Take
If you’re wondering how it is that we’re still talking about bauma 2025 a full quarter after the show wrapped up, then I haven’t done a good enough job of explaining how positively massive the show was. Check out this Quick Charge episode (above) then let us know what you think of Kubota’s modular power kits in the comments.
SOURCE | IMAGES: Kubota, via International Rental News.
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Elon Musk isn’t happy about Trump passing the Big Beautiful Bill and killing off the $7,500 EV tax credit – but there’s a lot more bad news for Tesla baked into the BBB. We’ve got all that and more on today’s budget-busting episode of Quick Charge!
We also present ongoing coverage of the 2025 Electrek Formula Sun Grand Prix and dive into some two wheeled reports on the new electric Honda Ruckus e:Zoomer, the latest BMW electric two-wheeler, and more!
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Environment
FERC: Solar + wind made up 96% of new US power generating capacity in first third of 2025
Solar and wind accounted for almost 96% of new US electrical generating capacity added in the first third of 2025. In April, solar provided 87% of new capacity, making it the 20th consecutive month solar has taken the lead, according to data belatedly posted on July 1 by the Federal Energy Regulatory Commission (FERC) and reviewed by the SUN DAY Campaign.
Solar’s new generating capacity in April 2025 and YTD
In its latest monthly “Energy Infrastructure Update” report (with data through April 30, 2025), FERC says 50 “units” of solar totaling 2,284 megawatts (MW) were placed into service in April, accounting for 86.7% of all new generating capacity added during the month.
In addition, the 9,451 MW of solar added during the first four months of 2025 was 77.7% of the new generation placed into service.
Solar has now been the largest source of new generating capacity added each month for 20 consecutive months, from September 2023 to April 2025.
Solar + wind were >95% of new capacity in 1st third of 2025
Between January and April 2025, new wind provided 2,183 MW of capacity additions, accounting for 18.0% of new additions in the first third.
In the same period, the combination of solar and wind was 95.7% of new capacity while natural gas (511 MW) provided just 4.2%; the remaining 0.1% came from oil (11 MW).
Solar + wind are >22% of US utility-scale generating capacity
The installed capacities of solar (11.0%) and wind (11.8%) are now each more than a tenth of the US total. Together, they make up almost one-fourth (22.8%) of the US’s total available installed utility-scale generating capacity.
Moreover, at least 25-30% of US solar capacity is in 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 + wind to more than a quarter of the US total.
With the inclusion of hydropower (7.7%), biomass (1.1%), and geothermal (0.3%), renewables currently claim a 31.8% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables are now about one-third of total US generating capacity.
Solar is on track to become No. 2 source of US generating capacity
FERC reports that net “high probability” additions of solar between May 2025 and April 2028 total 90,158 MW – an amount almost four times the forecast net “high probability” additions for wind (22,793 MW), the second-fastest growing resource. Notably, both three-year projections are higher than those provided just a month earlier.
FERC also foresees net growth for hydropower (596 MW) and geothermal (92 MW) but a decrease of 123 MW in biomass capacity.
Taken together, the net new “high probability” capacity additions by all renewable energy sources over the next three years – i.e., the bulk of the Trump administration’s remaining time in office – would total 113,516 MW.
FERC doesn’t include any nuclear capacity in its three-year forecast, while coal and oil are projected to contract by 24,373 MW and 1,915 MW, respectively. Natural gas capacity would expand by 5,730 MW.
Thus, adjusting for the different capacity factors of gas (59.7%), wind (34.3%), and utility-scale solar (23.4%), electricity generated by the projected new solar capacity to be added in the coming three years should be at least six times greater than that produced by the new natural gas capacity, while the electrical output by new wind capacity would be more than double that by gas.
If FERC’s current “high probability” additions materialize, by May 1, 2028, solar will account for one-sixth (16.6%) of US installed utility-scale generating capacity. Wind would provide an additional one-eighth (12.6%) of the total. That would make each greater than coal (12.2%) and substantially more than nuclear power or hydropower (7.3% and 7.2%, respectively).
In fact, assuming current growth rates continue, the installed capacity of utility-scale solar is likely to surpass that of either coal or wind within two years, placing solar in second place for installed generating capacity, behind only natural gas.
Renewables + small-scale solar may overtake natural gas within 3 years
The mix of all utility-scale (ie, >1 MW) renewables is now adding about two percentage points each year to its share of generating capacity. At that pace, by May 1, 2028, renewables would account for 37.7% of total available installed utility-scale generating capacity – rapidly approaching that of natural gas (40.1%). Solar and wind would constitute more than three-quarters of installed renewable energy capacity. If those trend lines continue, utility-scale renewable energy capacity should surpass that of natural gas in 2029 or sooner.
However, as noted, FERC’s data do not account for the capacity of small-scale solar systems. If that’s factored in, within three years, total US solar capacity could exceed 300 GW. In turn, the mix of all renewables would then be about 40% of total installed capacity while the share of natural gas would drop to about 38%.
Moreover, FERC reports that there may actually be as much as 224,426 MW of net new solar additions in the current three-year pipeline in addition to 69,530 MW of new wind, 9,072 MW of new hydropower, 202 MW of new geothermal, and 39 MW of new biomass. By contrast, net new natural gas capacity potentially in the three-year pipeline totals just 26,818 MW. Consequently, renewables’ share could be even greater by mid-spring 2028.
“The Trump Administration’s ‘Big, Beautiful Bill’ … poses a clear threat to solar and wind in the years to come,” noted the SUN DAY Campaign’s executive director, Ken Bossong. “Nonetheless, FERC’s latest data and forecasts suggest cleaner and lower-cost renewable energy sources may still dominate and surpass nuclear power, coal, and natural gas.”
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