>This is all "a potential nightmare situation for GM and Ford," Wedbush analyst Dan Ives said in a note to clients this month. Any threat to supply would also inevitably diminish year-end production and inventory, chipping away at holiday season deals.
>Tesla, which does not use union labor, is situated to benefit from any work stoppage at competitors, especially at a time when the industry is pushing harder into electric vehicles, Ives said.
>"Tesla does not face similar issues which speaks to the complexity both GM and Ford face going up against the EV leader Tesla, while trying to satisfy rising union demands," Ives said. "If a strike happens then ultimately production and the EV roadmap could be pushed out into 2024 and delays would be on the horizon at this crucial period for GM, Ford, and Stellantis."
>Despite allegations of high injury rates, long hours, and below-industry pay, efforts to unionize the workforce have been largely unsuccessful.
https://en.wikipedia.org/wiki/Tesla_and_unions
Analysis of recent UAW strike.
>This is all "a potential nightmare situation for GM and Ford," Wedbush analyst Dan Ives said in a note to clients this month. Any threat to supply would also inevitably diminish year-end production and inventory, chipping away at holiday season deals.
>Tesla, which does not use union labor, is situated to benefit from any work stoppage at competitors, especially at a time when the industry is pushing harder into electric vehicles, Ives said.
>"Tesla does not face similar issues which speaks to the complexity both GM and Ford face going up against the EV leader Tesla, while trying to satisfy rising union demands," Ives said. "If a strike happens then ultimately production and the EV roadmap could be pushed out into 2024 and delays would be on the horizon at this crucial period for GM, Ford, and Stellantis."
https://www.businessinsider.com/uaw-strike-gm-ford-nightmare...