AD #3648 – U.S. BEV Sales Soar 67%; Tesla Develops Gigacasting Breakthrough; UAW Lays Out Strike Strategy

September 14th, 2023 at 11:58am

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Listen to “AD #3648 – U.S. BEV Sales Soar 67%; Tesla Develops Gigacasting Breakthrough; UAW Lays Out Strike Strategy” on Spreaker.

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Runtime: 10:24

0:00 UAW Lays Out Stand Up Strike Strategy
1:41 Ford Fumes After UAW Rejects Counter Offer
3:12 Tesla Develops Gigacasting Breakthrough
5:23 China Upset Over EU EV Investigation
6:06 U.S. BEV Sales Soar 67% Through July
6:41 GMC Unveils All-New Acadia
7:39 Cadillac Updates CT5 Sedan
8:16 Jeep Gladiator Gets Slight Refresh
8:42 Volvo Adds Video Streaming to Its Cars

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23 Comments to “AD #3648 – U.S. BEV Sales Soar 67%; Tesla Develops Gigacasting Breakthrough; UAW Lays Out Strike Strategy”

  1. Drew Says:

    Bill and Jim need to recognize Fain does NOT want to negotiate. He wants everything and to use those gains to energize efforts to unionize the transplants.

    The Detroit Three need to adopt a scorched Earth response. If Fain strikes one, he must strike all. With no contract (using Fain’s own words), then no UAW worker should be working. Shut it all down. And like GM or Stellantis did before, discontinue health care to anyone on strike (no contract, no benefits). Then see how long the UAW’s strike fund lasts.

    Crazy… it’s Fain who should be charged with failing to negotiate.

  2. Norm T Says:

    “…An example of the aforementioned advanced casting can be seen in a ribbed aluminum casting, which begins at the shock tower and runs to the rear of the CT6. Hester explains normally this structural component would take some 35 pieces to assemble, but with the new casting technology, it’s one single piece. He also noted that there are no less than 13 high-pressure die-cast aluminum pieces in the structure of the CT6. Including the transmission tunnel… GMAuthority 2015

  3. GM Veteran Says:

    @1 – I had the same thought. Fain’s concept of striking at rotating plants minimizes the pain for all members. Since Fain has been pushing for a strike since his campaign speeches, I think the Big 3 should just lock them out of all plants starting tomorrow. Perhaps the members need to see the downside of Fain’s extreme list of demands and strongman tactics. They have been drinking his Kool Aid and need a dose of reality.

  4. Kit Gerhart Says:

    Does Fain have dictatorial power over negotiations, or lack thereof? If so, the UAW bylaws need to change.

    3 If the companies shut down everything, wouldn’t it mostly be “layoffs,” where the companies would have to pay the non-strikers 80% of regular wages?

  5. Kit Gerhart Says:

    4 Or maybe they could completely shut down and pay nothing, since the contract has expired.

  6. Sean Wagner Says:

    EU tariffs would apply to Teslas exported from Shanghai. All Models 3 currently sold in Europe come from there, I think.

    Incidentally, is BMW still the US’s #1 car exporter?

  7. Wim van Acker Says:

    @1, 3, 4 Five weeks of vacation as well as 17 paid holidays? What is their objective? To make GM, Ford and Stellantis even less competitive?

    Removing the layers would make them return to the pre-bankruptcy situation. IMHO the cost of the benefits was one of the important factors to lead GM and Chrysler Group to bankruptcy.

    While the Detroit 3 are essential for the Michigan economy it seems like the unions have not yet understood that on a global basis all are marginal players and that TESLA is the powerhouse in the American automotive industry.

  8. XA351GT Says:

    UAW poster child for biting the hand that feeds. If I read that right ford is offering 42 PTO days 25 vacation +17 paid holidays . Some of these guys need to live in same world as the rest of us that don’t get 2 months off with pay. Detroit 3 should just lock them out .

  9. Kit Gerhart Says:

    6 Yep,States%20for%20nine%20consecutive%20years.

  10. Kit Gerhart Says:

    20 years ago, UAW people got at least 20, and maybe 25 days vacation, but after 15-20 years seniority. Are they wanting 25 days for new hires? Crazy.

  11. Danno310 Says:

    Keep it up Fain… China is on the door step and can’t wait for auto prices to rise so they can move in. Europe is seeing this now and when I was in South America, I could not believe the number of Chinese cars.

  12. Danno310 Says:

    Keep it up Fain… China is on the door step and can’t wait for auto prices to rise so they can move in. Europe is seeing this now and when I was in South America, I could not believe the number of Chinese cars.

  13. Earl Says:

    Will GM’s new 4 cylinder 2.5L engine that’s going into the updated Acadia also go into the Cadillac XT5?
    It appears EV’s are starting to catch on big time for Tesla. When will the industry start using Tesla’s charging system.? Will the charging posts have a price on them to indicate how much each kw costs and at what rate does it charges? I’m not anywhere up to date on EV’s but will embrace the concept when the range starts to exceed 500 miles and hopefully that happens before I update my ride in 2028.

  14. Lambo2015 Says:

    7 Thats what they would like everyone to believe. However the cost of labor had little to do with the failures in 2008. Remember that labor only accounts for 10-15% of the cost of a vehicle. The bankruptcy’s back in 2008 were a combination of poor product diversity in that the domestics had placed all their eggs in the truck and SUV market. The spike in fuel prices softened those sales and then with the collapse of the banks and mortgages lack of financing they tanked. Surprisingly (or not) they didnt learn anything as I believe they are even less diversified today. The workers gave up a lot like pensions and pay which was presented as a temporary concession to get back on their feet.
    I would like to see them get their pensions back and a decent raise. Everyone thought raising the minimum wage to $15-20 an hour was a good thing. Well this is the result. All it does is push everyone else for their big increase to try and keep up with the inflation.
    As for vacation time I believe they can negotiate a fair amount based on years of service like most all other companies do. Put in 15 years and you get 5 weeks. Not starting out the year you’re hired.

  15. Ziggy Says:

    I keep hearing what the UAW wants from the auto makers but nothing about what the auto makers want from the UAW. Are the auto makers asking for less absenteeism? Greater productivity? Higher quality? Or is this all one sided with the UAW getting and not giving? Hardly a negotiation then.

  16. ArtG Says:

    I see no mention of collision repair ramifications with megacastings. Some Teslas have been totaled after collisions that would have been repairable with conventionally built vehicles.

  17. Drew Says:

    @14. You are only citing the variable cost effect of labor… not the full cost including legacy benefits.

    And UAW members still have a retirement plan. It’s not a defined benefit plan, but is a defined contribution plan… meaning the companies are paying into the union’s 401k. And the companies handed over all the assets of the prior defined benefit (a.k.a. Pension) plan to the union to manage.

    The facts have never stopped a union egomaniac. So, again, if I was negotiating on the behalf of the OEMs, I’d tell them

    1. They have received our best offer.
    2. Each day of a strike will reduce the pay increase by 1% and reduce the vacation time by 1 day.
    3. The clock is ticking. Get real now.

  18. Kit Gerhart Says:

    16 Does anyone here know what percentage of cars are ever crashed severely enough during a normal lifetime that these repairability issues are a factor? I’d think the percentage would be low.

    If there are other issues, like fatigue cracking of the castings, corrosion because of aluminum/steel interfaces, etc., that might be more of an issue.

  19. Kit Gerhart Says:

    13 I hope the 2.5 is less of a gas hog than the 2.7. From what I’ve read, the biggest complaint about the 2.7 is gas mileage. I searched around, and couldn’t find if the 2.5 would be used in the cars and/or pickups, or just crossovers.

  20. Bob Wilson Says:

    Although clever to 3d print the sand mould, I wonder if prototype parts could be 3d printed in an inert gas chamber?

    We know SpaceX is already 3d printing their rocket engines. Other than volume and dimension range, it would a natural thing to 3d print the part and do away with the sand casting. This would further accelerate development to final part.

    Once the part passes testing, the mould fabrication and validation would be the last pass..

  21. wmb Says:

    Wait a minute and correct me if I’m wrong (and I’m sure someone will! LOL), but was Ford also supposed to introduce the next generation Lightning, on a new dedicated new EV platform, in concert with the refresh of the F-150 this year?! I thought at least they would have shown a concept at this year Detroit Auto Show? Maybe they will do so later this year ate the Chicago Auto Show, if they can work through this strike with the UAW.

  22. Kit Gerhart Says:

    Interesting strike targets. GM Wentzville, Ford Wayne, and Jeep Toledo.

  23. Kit Gerhart Says:

    21 It will arrive in 2025.