Sterling Heights Assembly plant, Michigan. Photo: FCA on Flickr
Stellantis has paused production at two assembly plants in Canada and Mexico in response to tariffs, leaving thousands of Americans and Canadians out of their jobs while the company figures out what to do next. The idled plants produce both the Dodge Charger Daytona EV and Jeep Wagoneer S EV, among other vehicles.
In the aftermath of yesterday’s Inflation Day announcements by Mr. Trump, the fallout has been swift – and perhaps swifter than expected.
To set the stage for this article: tariffs do not work. There are some potential benefits or situations that they can be used in, but when they are decided on haphazardly, not targeted towards any particular industry or country, not accompanied by onshoring incentives, and not done in concert with allies to produce a desired effect, they tend to just be bad for the country imposing them.
Instead, what they do – particularly when implemented in the idiotic way that these have been announced – is push ally countries away, encourage countries to find other global consumers for their exports, induce retaliation, and cause inflation for the country imposing them.
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That last inflation point is especially direct and easy to understand, so lets explain how it works.
Imagine that you are one of two companies making a product, which you can sell profitably for $11, but your overseas competitor can sell for $10. Then, your country adds a 50% tariff to your competitor in order to make your product more competitive. Now, your competitor sells their product for $15 – but you’re a business, and your interest is in making money, and you now know that nobody can compete with your $11 price… or $12, $13, or even $14 for that matter.
So you set your price to $14.50, still undercutting your competition, making yourself more profit, and causing 45% inflation for everyone who had previously bought your competitor’s $10 product.
In this way, tariffs are a direct shock to prices for consumers. And when those tariffs are broad across all industries, they mean that consumers will pay more for everything.
This is just an extremely simplified example of only one way in which tariffs negatively affect consumers in the country implementing them, but it is widely held by anyone who studies economics that tariffs are generally harmful.
It is possible for tariffs to reduce offshoring of jobs, or at least, those who believe in their use tend to consider this as their primary purpose. This is why labor unions generally support protectionist policy, as they generally consider that free trade agreements have resulted in offshoring of jobs from advanced economies, and therefore a lowering of overall global labor standards as companies flee countries with higher wage or labor standards.
But we’ve seen attempts at protectionist tariffs in the auto industry fail before when we tried to implement tariffs on Japanese steel and autos in the 1970s, and all it did was give 50 years of global export dominance to the Japanese (as I went over in this article, or you can read about in this union publication).
More proximately, the last round of tariffs implemented by the exact same person who has somehow been allowed to wander into the White House for a second time (despite there being a clear Constitutional remedy for this crisis) were shown to harm the US economy. Mr. Trump’s tariffs didn’t lead to an increase in American jobs in targeted industries, and retaliatory tariffs led to great harm for American industry, especially farmers, due to targeted retaliatory tariffs by China.
But now, not content to just harm the US economy and instead apparently wanting to destroy it wholesale, Mr. Trump’s new tariff announcement yesterday is much broader than his comparatively small-scale tariffs of yesteryear. The previous salvo just managed to shatter the US soybean industry, whereas this one stands to harm all US industries and consumers.
And today we’re already seeing the first effect: job losses in American manufacturing, the very sector that Mr. Trump’s lies claim he’s trying to save.
Stellantis announced today that it will idle some plants in Canada and Mexico, leading to job losses for Americans. It directly implicated the tariffs as its reason for these plant idlings.
Those job losses total 4,500 for our erstwhile Canadian allies, and 900 for workers in the US in associated plants. A Mexican plant will be idled, but due to the strength of the Mexican workers’ contract, Mexican auto workers will still report to work and be paid while the plant is idle.
The plants chosen for idling produce several vehicles, including the Dodge Charger Daytona EV and Jeep Wagoneer S EV, but also the Chrysler Pacifica and Jeep Compass. They are supported by US plants that provide parts for those vehicles.
US workers at stamping plants in Michigan and transmission and casting plants in Indiana will be the ones to lose their jobs during the pause.
Stellantis said that it is still figuring out what the long-term effects of the tariffs will be, but that these immediate actions are a direct response to the tariffs while they figure things out. It will continue to determine if further action is necessary.
An email sent by North American COO Antonio FIlosa said “We understand the current environment creates uncertainty. Be assured that we are very engaged with all of our key stakeholders, including top government leaders, unions, suppliers and dealers in the U.S., Canada, and Mexico, as we work to manage and adapt to these changes.”
Uncertainty is something that all businesses, but especially the auto business, abhors. Automotive manufacturing is a complex process requiring coordination of suppliers across thousands of parts produced across many countries.
Cars are planned and produced on long timelines, with lead times of some ~7 years on average from concept to production. As a result, tariff policy that changes day by day can make it difficult for any complex manufacturing, especially automotive, to plan around.
In those situations, sometimes a manufacturer will just throw their hands up and say “we give up, we’ll find someone else to sell to instead.”
And it looks like today’s move by Stellantis is just the first company to do that. Expect more.
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When I first got my hands on a Chinese electric mini-excavator, I thought it would be a fun little machine for digging a few holes and moving some dirt around. What I didn’t expect was just how useful and versatile it would become – and how often I’d reach for it for jobs that I never initially planned on tackling with a compact electric digger.
As I’ve watched all the fun reporting on new electric excavators, I’ve looked on in envy at what the current state of the art is… if you’ve got a quarter million bucks burning a hole in your hefty pocket. They are amazing machines, but I feel like the kid sitting outside of the sandbox and looking in, never able to play with the toys myself. But as it turns out, as long as you don’t need a massive machine, a mini-electric excavator wound up offering me many of the same benefits.
These battery-powered machines are cleaner, quieter, and cheaper to run than their diesel counterparts, which is great. That’s exactly why I started with NESHER in the first place. But what really surprised me was how many odd jobs around my parents’ acreage my little NX2500 excavator managed to take over. Here are five unexpected ways I’ve been using my Chinese electric mini-excavator.
1. Trench digging for irrigation
This was actually one of the first “off-script” jobs I tackled. My parents needed to run some irrigation lines through their property for a new garden setup, and while I originally planned to help my dad out the old-fashioned way (with a trenching shovel and a lot of sweat), I had my first mini-excavator delivered only a month ahead of time, and the timing couldn’t have been more perfect.
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I figured, “Why not?” and before I knew it, I was carving clean, even trenches in a fraction of the time. What would’ve taken an entire weekend by hand was done in about an hour or two, and with zero back pain. It’s a perfect example of how machines like this can turn exhausting, sweaty work into something you actually enjoy.
That picture was taken only part way through… that trench kept going to more planters further out!
Ever since I hurt my back a few years ago, a part of my rude welcome to how the mid-30s feels quite different from the mid-20s, I’ve been a little more aware of the kind of stress I put on my body. While I’m still quick to grab a shovel when I need one, the thought of hand trenching all day with a shovel versus an hour in the operator’s chair was a no-brainer.
2. Tree planting made way easier
Planting one tree is no big deal. Planting 10? Or 20? That’s starting to become a project. Planting 50? That’s a whole day with a shovel – or just a couple of hours with the mini-excavator.
The machine makes short work of digging perfect-sized holes, whether you’re dropping in fruit trees, palms, or trying to reforest a bare section of land.
Digging a hole and dropping the spoils on the sled
In the beginning, there was some trial and error, but I’ve learned that you can fine-tune your technique to get the hole shape just right, so the trees don’t settle awkwardly or too deeply. It’s still manual labor in a sense, since those joysticks don’t work themselves, but it’s a lot less manual than working the shovel all day!
I also found that I can use a simple yard sled to load the spoils onto, then use the UTV to drag it away to the spoil pile elsewhere on the property. If you don’t have a dump truck or mini-truck around, a yard sled is a cool little way to move heavy things easily by dragging them around.
3. Mulch moving machine
I hadn’t originally planned on using the excavator for this one, but I had a big pile of mulch that needed to get loaded into the back of my mini-truck to bring over to a planting area. Instead of shoveling it by hand or using buckets, I figured I’d see how the excavator would handle scooping and dropping. And it worked beautifully.
Is it a perfect loader bucket? Not really. But it does save a lot of time and effort compared to doing it by hand. For loose materials like mulch, compost, or even sandy soil, it’s a no-brainer.
Wild that all three of these machines are electric! We’re living in the future…
I still generally prefer to go with one of my loaders for bulk material like this, but in a pinch, the excavator can move 4-5x the amount I can per shovelfull, and each pass is a heck of a lot less exhausting on me!
4. Grading around trees for a shipping container pad
Here’s one I definitely didn’t expect to work so well. I had an area near some trees where I wanted to drop a shipping container. The ground was a mess – uneven, root-covered, and just generally not flat enough for the container to sit level.
I figured I’d give the excavator a shot at scraping and grading the area flat, and with a little finesse, it worked surprisingly well. It took some careful passes, and I wouldn’t call it laser-level precision, but it was more than good enough to get the container settled evenly and safely.
I’ve since put a second container next to it and built a roof structure between them, so now I have a 40×10-foot (12×3-meter) covered parking area between two shipping containers. I’d say it worked quite well!
5. Hoisting and lifting logs (and other heavy stuff)
Now this one’s a bit outside the box – and outside the manual. These machines aren’t really designed for lifting heavy objects the way a larger excavator or crane is, but they’re surprisingly capable if you’re smart about it.
I’ve hoisted several hundred pounds with mine, like awkward loads or cut log sections. A lifting strap slung over the bucket makes it easy to mount weird-shaped things, and you just have to be careful about swinging around too quickly.
I added a manual thumb attachment, and that proved to be a real game-changer. I can now pick up logs and branches, spin them around, and drop them into the bed of the mini-truck like a tiny mobile crane. Again, one or two logs are easy enough to toss by hand. But when a tree or two comes down after a storm and there are 20 or 30 logs, my back is going to thank me for not trying to toss each one by hand.
Final thoughts
It’s easy to write off these Chinese electric mini-excavators as toys or underpowered knock-offs. But after putting on real-world use for everything from planting trees to loading mulch and lifting logs, I can say they’ve proven themselves. No, they won’t replace a full-size backhoe or dozer, but they’re not trying to. These things are for the small jobs – the ones that wear you out if you try to do them by hand and don’t justify calling in a pro crew. They’re for the homesteaders, not the contractors.
Add in the fact that they’re electric – so you can run them in a garage or barn without worrying about fumes –and you’ve got a pretty compelling machine for landowners, landscapers, hobby farmers, or anyone who wants a quiet, capable, compact helper.
They aren’t without their downsides. Run times are only between 4-6 hours, and the roughly 1 mph (0.6 km/h) walking speed is excruciatingly slow when you need to travel to the farther flung areas of the property. But at least they’re relatively quiet and vibration-free, not to mention emission-free, for that long traverse!
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Slate Auto, a new EV startup backed by Jeff Bezos, has poached a key Tesla manufacturing leader to build its electric pickup truck factory in Indiana.
Napoleon Reyes is a US Marine from Indiana who got a degree in mechanical engineering from Purdue after leaving the force.
He then worked a few years at Subaru and Wabash before joining Tesla’s manufacturing team at the Fremont Factory in 2020.
There, he became part of the Model Y production ramp and was quickly promoted to lead the Model Y General Assembly in Fremont in 2022.
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Reyes led Model Y GA, one of the most critical parts of vehicle manufacturing, for more than a year before being promoted again to lead new pilot processes at the factory.
Most recently, he led the launch of the general assembly line for the Model Y refresh.
The new engineering manager announced this week that he is leaving Tesla to join Slate:
A bit late on the post but after nearly 5 years working at Tesla in Fremont, I made the difficult decision to leave the Company and move closer to home with my family. It was an incredible experience being part of multiple line expansions and multiple Model Y program launches. Leading and managing the Model Y Refresh launch for GA in Fremont this year tested me professionally however we ultimately succeeded due to our amazing cross functional team collaboration. It’s been an absolute pleasure working with such great people, and I will forever be proud and thankful for everything we accomplished together.
I will be taking on a new role as Senior Manager, Plant Vehicle Engineering at Slate Auto in Warsaw, In.
The company raised over $700 million through two rounds of investments from several different investors, including Jeff Bezos. It is currently raising more, which basically guarantees that it will be able to reach production.
The startup acquired a former printing plant in Warsaw, Indiana. It is currently converting to manufacture its electric pickup with a team from legacy automakers and also several former engineers and leaders from Tesla.
Rich Schmidt, an early Tesla manufacturing director, is the head of manufacturing.
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Genesis is preparing to shake things up with its most luxurious SUV yet, the GV90. Thanks to a new patent filing, we are getting a detailed look at how its Rolls-Royce-style coach doors will work.
New patent reveals Genesis GV90 coach door system
When Genesis first unveiled the full-size SUV at the NY Auto Show last March, it wasn’t the stunning design or advanced tech that caught everyone’s attention. It was the coach doors.
Although we were worried it wouldn’t make it to the production model, like many concepts, the Genesis GV90 will be offered with coach doors.
The ultra-luxe electric SUV was first caught with coach doors earlier this year on a car carrier in South Korea. Just last month, the GV90 was spotted in California with a hinge at the rear to open the coach doors.
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After several new patents were filed with the United States Patent and Trademark Office for new door latching devices, we are getting a sneak peek at how they are expected to work.
The patents, titled “Cinching Device For Door Latches in Vehicle,” and “Door Latch Device for Vehicles,” give a pretty detailed explanation of how the Genesis GV90’s coach doors will operate. The “Door Latch Device” uses a door striker on the lower side of the door, which is opened or closed by a hinge unit.
Unlike traditional doors, which use the B-pillar for support, the device is attached directly to the door itself, allowing for hinge-like movement.
The cinching device works in a similar way. It’s also attached to the door and part of the vehicle. However, unlike most of its kind, Genesis found a way to use a single cinching device to control multiple units. Again, the device is used for B-pillarless doors that swing open.
Genesis already said that B-pillarless coach doors are now feasible in production vehicles. The patent reveals a glimpse into how the luxury automaker could make it a reality.
Genesis Neolun ultra-luxury electric SUV concept (Source: Genesis)
Although the Genesis GV90 is expected to be offered with coach doors, they will likely not be standard. Other variants, with traditional door handles, have also been spotted testing in the US and South Korea.
Genesis is expected to launch the GV90 in mid-2026. It will be built at Hyundai’s Ulsan plant in South Korea. The flagship Genesis SUV is scheduled to debut on Hyundai’s new eM platform, which the company said will “provide 50% improvement in driving range.” It will also be loaded with the latest technology, software, connectivity, and Level 3 or higher autonomous driving capabilities.