The United Auto Workers union has begun a strike against all three major American automakers, with about 12,700 workers currently on strike, and the potential for up to 146,000 total to go on strike in the future if automakers do not offer the union a satisfactory agreement.
While this strike is not specifically EV-focused, this story is nevertheless related to our coverage since it affects the auto industry as a whole, and many EVs are built by union labor by the “Big Three” US automakers (GM, Ford and Chrysler, which is now a part of Stellantis).
However, currently the strike doesn’t include all unionized US auto workers. Of the ~146,000 UAW workers in the US, only 12,700 of them have walked off the job for the time being, at one plant for each of the three automakers.
Of those three plants, the only one that currently produces an electrified vehicle is the Stellantis plant in Ohio, which builds Jeep Wranglers. This includes the Wrangler 4xe, a plug-in hybrid Jeep with a 17.3kWh battery pack and 21 miles of all-electric range.
There are no pure BEVs built at the three plants in question, so EVs have mostly escaped for the time being. In fact, with fewer gas vehicles being built, this could even benefit EVs in the short-term – but that could change at any moment.
New leadership, new tactics
As of this year, the union is under new leadership. In March, it held the first direct election in its 88-year history, electing its current president Shawn Fain after previous appointed presidents were subject to scandal.
UAW president Shawn Fain speaking with media as the strike begins
Fain has called this new tactic of closing a few plants at a time a “stand-up strike.” This allows the union to show that it is serious about striking, but to gradually increase pressure on the Big Three with the threat of expanding the strike to more plants if automakers do not offer enough to the union. It also means that strike funds will last longer – the UAW current has around $825 million in strike funds earmarked to pay workers while they’re off the line.
This new “stand up” nomenclature is meant to contrast with the “sit-down strikes” of the past, where workers would arrive to work at their stations and then simply sit down in place – thus preventing the potential for companies to hire scabs to replace striking workers.
Previously, the UAW would normally strike against a single automaker at a time, typically with one or a few plants. This is the first time it has held a strike against all three automakers at once, though it is still only walking out of some facilities for the time being. But that could change, and the strike could expand to cover more vehicles – and potentially some BEVs – if automakers don’t improve their offers.
In the runup to this strike, automakers have already offered significant pay increases, but these fall short of what the union considers acceptable. At first, automakers were offering around a ~10% increase, and more recent proposals have risen to around ~20%, though there are other provisions that are being negotiated for as well.
But the union says that these numbers are not high enough. Fain points to executive pay, which he says has gone up 65% over the last four years, in comparison to autoworker pay which has risen only 6%.
This graph hasn’t received the attention it deserves. We hear so much about the UAW’s supposedly “unreasonable” demands & so little about the truly astonishing levels of greed, market manipulation, price gouging, & exploitation by the Big 3. #StandUpUAWpic.twitter.com/Yj3SZSCbAm
The Big Three counter this by stating that if their labor costs increase, this could put them at a disadvantage against non-unionized automakers like Tesla, Toyota and other foreign automakers in the US. Many of these automakers are building factories in the US already.
And with the economy in somewhat of a rocky place recently, a swift end to this strike is in the interest of many. It is estimated that just a ten-day strike could cost the US economy $5 billion, so negotiations will surely be frantic.
Unions have been having a bit of a moment this year, with many strikes happening around the country. Public approval of unions is around its highest point since 1965, which has given labor the momentum to push for better protections as several industries are in times of disruption. Americans tend to favor striking auto workers and film & TV workers over their employers at a margin of three or four to one.
Electric cars and unions
In the auto industry specifically, electric cars have been in focus because electric cars typically have fewer parts than gas-powered vehicles, and thus require fewer human assembly hours. This is a benefit as the cars are less complex, but it also means that fewer auto workers may be needed to build the same number of cars.
Also, as automakers are building battery plants in the US, some are trying to start battery assembly jobs at lower hourly rates than traditional auto assembly jobs have paid. GM’s Ultium battery workers, who unionized earlier this year, just earned a 25% pay raise last month, noting this discrepancy in starting pay.
This was the first big union win in US EV production, as US battery production has heretofore mostly been non-unionized. In particular, the largest US EV maker, Tesla, has seen some unionization efforts, but those efforts have mostly met with retaliation from Tesla CEO Elon Musk.
Unions have at times been somewhat skeptical of the transition to electric vehicles, largely due to this reduction in total hours of labor needed for assembly. Though this doesn’t apply to all unions – in Germany, Audi’s worker union demanded that EVs be built at the main plant, thinking that if they did not embrace the EV transition, they might lose their jobs entirely anyway as the industry moves towards EV.
Labor was also central to President Biden’s original Build Back Better proposal, which would have added an additional $4,500 tax credit for union-made EVs, but that provision didn’t make it to the final bill due to opposition from all Senate republicans and Joe Manchin. That proposal ended up going into law as the Inflation Reduction Act, which gives a $7,500 tax credit to EVs that are built in the US, though without a union requirement attached.
Electrek’s Take
Personally, I’m pro-union. And I think that 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 countries and regions do with local, state or national governments. So naturally, workers should do the same. It only makes sense.
But at times, unions can have conservative views on manufacturing. In particular, they are interested in maintaining jobs for all of their members, which makes sense from their perspective.
But if the climate crisis requires that we produce fewer and/or smaller personal vehicles, as it does, and if those vehicles must be electric, as they must, then this means we simply have to have fewer auto manufacturing jobs in the future. It’s just going to happen. There is simply no way to get around it while also working to reduce emissions.
This could put unions in a tough spot, because they want to protect their workers, but hopefully still recognize the necessity of a rapid transition to cleaner transportation options.
There’s no reason we can’t have both things, and currently the unions don’t seem to be working against the transition at all, nor do I expect them to. I hope we can continue on this same path, and unions and the auto industry can both embrace electrification in the most rapid way possible (that is, even more rapidly than anyone currently is), while still maintaining worker protections and high levels of manufacturing quality.
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Lucid Motors (LCID) is calling out the competition after the 2026 Air remains the most efficient EV in the US according to new EPA rankings.
2026 Lucid Air remains most efficient EV in EPA rankings
It has been 9 years since Lucid introduced the +400-mile-range Air, its first luxury electric sedan. Since then, the California-based EV maker has come a long way, introducing its first electric SUV, the Gravity, and plans to launch a series of more affordable midsize vehicles, starting later next year.
Lucid’s former CEO, Peter Rawlinson, who was a top engineer at Tesla before joining the luxury EV startup in 2013, promised the company’s innovations would be “the key to unlocking greater efficiency,” and ultimately, more affordable vehicles.
Rawlinson was not kidding. The 2024 Lucid Air Pure was deemed the “world’s most efficient car” with a record 5 miles of range per kWh and a 146 MPGe rating, the highest rating ever given to an EV by the EPA.
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Even with a slate of new EVs hitting the market, many claiming next-level efficiency, the Lucid Air is still ahead of the pack.
The 2026 Lucid Air (Source: Lucid)
According to new EPA rankings, the 2026 Lucid Air Pure RWD (with 19″ wheels) remains the most efficient EV in the US with a 146 MPGe rating.
The Air beat out the 2026 Tesla Model Y Standard RWD (138 MPGe), 2026 Tesla Model 3 Premium RWD (137 MPGe), 2026 Toyota bZ (131 MPGe), and the 2026 Mercedes-Benz CLA250 Plus EV (126 MPGe).
Other automakers often tout EV range using lenient WLTP or CLTC test cycles, masking efficiency gaps and inflating expectations. Now that official U.S. EPA numbers are out, the story changes. Lucid Air delivers S-Class size with unmatched efficiency, going farther on less energy… pic.twitter.com/yqYHMgF4tm
Lucid’s communications boss, Nick Twork, shared the news on social media, saying the Air “delivers “S-Class size with unmatched efficiency.”
While many automakers tout EV range using more lenient WLTP or CLTC test cycles, Twork said Lucid’s advantage “comes from a holistic engineering approach” that was designed years ago and “still ahead of any passenger car sold today.”
Electrek’s Take
By developing electric vehicle components from the ground up, including the powertrain, battery systems, and software, Lucid has an advantage over many legacy automakers that rely on third parties to outsource.
For one, Lucid’s innovations are already driving down costs. The first Lucid Air Dream Edition, launched in 2021, started at $169,000. Today, you can snag the Lucid Air for as low as $70,900.
Lucid is now ramping production of its first electric SUV, the Gravity. Last month, it launched the lower-priced Gravity Touring trim, starting at $79,900.
Starting later next year, Lucid will begin production of its midsize platform, which will spawn at least three “top hats” priced around $50,000. The first will be a midsize crossover SUV, followed by a more rugged SUV that will share design clues from the Gravity X concept. Although it’s yet to be confirmed, the third is expected to be a midsize sedan that could go head-to-head with the Tesla Model 3.
Rawlinson previously said Lucid’s midsize vehicles are aimed “right in the heart of Tesla Model 3, Model Y territory.”
After reporting Q3 earnings last month, Lucid said it had enough liquidity to fund it through the first half of 2027 and confirmed it’s on track to begin production of the midsize platform in late 2026.
Ready to test Lucid’s luxury EVs for yourself? Lucid is running a Cyber Monday Special, offering $2,000 toward an Air or $3,000 toward a Gravity. Check out the links below to find Lucid Air and Gravity models in your area.
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Hyundai Motor and Kia are racing past US rivals, scoring their largest market-share jump since the pandemic. The Korean auto giants’ market share reached a record 10.9% in October.
Hyundai and Kia capture record US market share
Hyundai and Kia’s big bet on the US is paying off. Despite the new tariffs on imported vehicles and loss of the $7,500 federal EV tax credit, the Korean automaker is outpacing the competition.
Thanks to strong demand for electrified vehicles, especially SUVs, Hyundai and Kia captured a record 10.9% share of the US market in October.
Hyundai Motor, including Genesis and Kia, saw its combined US market share rise 3.4% from 7.5% in 2019. According to The Korean Economic Daily, this was the largest gain among major OEMs, including the “Big 3” GM, Ford, and Stellantis.
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The growth is primarily due to its expanding lineup of hybrid SUVs, including the Tucson, Sorento, Telluride, Santa Fe, and Palisade.
Since 2020, Hyundai and Kia’s US hybrid market share has surged from just 5% to 14% this year. Through October, the Korean automaker sold 257,340 hybrids, already topping the roughly 222,500 it handed over in 2024.
Hyundai IONIQ 5 at a Tesla Supercharger (Source: Hyundai)
Although hybrid sales surged, Hyundai and Kia’s EV sales dropped in October following the loss of the $7,500 federal tax credit.
Hyundai sold just 1,642 IONIQ 5s last month, a 63% decrease from October 2024 and significantly fewer than the over 8,400 sold in September.
Kia didn’t fare much better with just 666 EV9s and 508 EV6s sold in October, a stark contrast from the 1,941 and 1,732 sold in October 2024.
2026 Kia EV9 (Source: Kia)
The policy changes caused Kia to delay the launch of several new EVs, including the EV4, its first electric sedan, and the high-performance EV9.
Hyundai Motors North America CEO, Randy Parker, said the policy changes have “temporarily disrupted the market,” but the company is confident it will reset over the next few months.
Hyundai IONIQ 9 models, which are built at the HMGMA EV plant in Georgia (Source: Hyundai)
After the US and South Korea agreed to lower tariffs from 25% to 15% last month, Hyundai and Kia are now on par with Japanese automakers, including Toyota. Japan reached a similar deal with the US in September.
With local production picking up at Hyundai Motor Group’s Metaplant America and Kia’s West Point plant in Georgia, the Korean automakers expect to carry the momentum into 2026.
Hyundai and Kia have been pushing some of the strongest promotions to make up for the loss of the federal tax credit. Kia introduced a $10,000 customer cash discount across its entire EV lineup last month. Meanwhile, Hyundai is still offering IONIQ 5 leases as low as $189 per month, which is about as low a payment you’ll find for an all-electric vehicle.
Interested in testing one for yourself? We can help you get started. You can use our links below to find Hyundai, Kia, and Genesis vehicles near you.
Electric Vehicles:
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If you ask the average American which country is doing the most to improve e-bike battery safety, most people probably wouldn’t guess China. But that’s exactly where the world’s strongest, most comprehensive lithium-ion safety rules are coming from – and the latest round just went into effect today.
Beginning December 1, China has officially banned the sale of all e-bikes built to the older national standard, replacing them with a new, far stricter rule set known as GB 17761-2024. Under the announcement from the State Administration for Market Regulation, any e-bike sold in China from today forward must carry a valid CCC certification under this brand-new standard. Older certificates are now invalid, and retailers caught selling non-compliant bikes face enforcement from local regulators.
The new rules go far beyond what most countries require. They tighten fire-resistance requirements, restrict the amount of plastic allowed on an e-bike, cap total vehicle weight, and mandate improved electrical safety. The regulations also work hand-in-hand with a second standard, the already-implemented GB 43854-2024, which sets some of the toughest lithium-ion battery testing requirements in the world, including mandatory over-charge protection, thermal abuse tests, puncture tests, and a ban on repurposed or second-hand cells, a major cause of past fires.
Balancing safety and convenience for existing owners, Chinese regulators also built in consumer protections. Bikes that were already purchased and registered under the old rules won’t be forced off the road. And companies are required to support repairs and spare parts for at least the next five years. But unregistered “old-standard” bikes must have been formally plated already, or they’ll no longer be legal to operate.
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For a country often stereotyped as producing unsafe batteries, the reality is almost the opposite. China is now setting the global pace on e-bike safety – aggressively tightening standards, sharply reducing fire risks, and pushing manufacturers to meet levels of testing that most of Europe and the US still haven’t matched.