Category Archives: labor issues

April 2026 Light Vehicle Production Forecast Drops Globally!

Posted on 21 April 2026 by Ken Zino

“The global auto industry’s near-term outlook is heavily influenced by the ongoing conflict in Iran, with the Strait of Hormuz now expected to remain closed through April, leading to higher oil prices and increased volatility. These conditions are raising manufacturing and logistics costs, putting pressure on vehicle demand and production,” said Mike Wall, Executive Director, Automotive Analysis, S&P Global Mobility yesterday.

“April’s forecast update includes downward revisions across most regions, especially Middle East/Iran and China, as the industry adjusts to persistent geopolitical and macroeconomic challenges. Elevated energy costs, inflation, and supply chain instability are the main factors affecting the industry,” said Wall. “Alternative scenarios, including a severe oil shock, are still being considered due to the risk of extended disruption.” Continue reading →

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Nissan in Survival Mode Sheds Models for Next Gen Products

Posted on 14 April 2026 by Ken Zino

“This is the right moment to articulate Nissan’s long‑term vision as we move beyond the Re:Nissan recovery plan and set a clear path for the future. Our vision defines where Nissan is headed, with customer experience as our guiding priority. By advancing mobility intelligence, we will deliver intuitive, advanced, and reliable products and technologies that offer outstanding value and enrich how mobility is experienced,” said Ivan Espinosa, the latest President and CEO of Nissan. [With this role of the Company dice, loss-making Nissan is betting on the come line. Wagering that new products in the future will be profitable enough to ensure survival – AutoCrat.] Continue reading →

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Volkswagen ID.4 U.S. Production Ends. Atlas Begins

Posted on 10 April 2026 by Ken Zino

“The Chattanooga plant has been, and will continue to be, a cornerstone of Volkswagen’s strategy in the United States,” said Volkswagen Group of America President and CEO Kjell Gruner. “This strategic shift underscores the company’s commitment to Chattanooga and its workforce as we position the plant for long-term success and future product opportunities.” Continue reading →

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Ground Effects Workers – Yet Another UAW Supply Chain Win

Posted on 2 April 2026 by Ken Zino

Auto supply chain workers have voted to unionize at Ground Effects, the UAW said late yesterday in a  second UAW union organizing victory in two days. Workers at Ground Effects have been organizing since last year. “They began their campaign to form a union due to low pay, overwork, forced overtime, management abuse, and favoritism.,” the UAW said in a release. Workers at Ground Effects won a majority in a National Labor Relations Board election to form a union with the UAW. Ground Effects produces spray-on truck bedliners, in addition to other aftermarket parts. Continue reading →

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Webasto Detroit – Another UAW Supply Chain Win

Posted on 1 April 2026 by Ken Zino

The unionization at Webasto Detroit is “part of a growing movement of auto supply workers who want the benefits and protections of forming a union at their plants. Workers in the supply chain are a vital part of the auto industry but are paid well below their counterparts at assembly plants. They often face dangerous working conditions, including exposure to hazardous chemicals without proper precautions,” the UAW said. Continue reading →

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Volvo Cars to Combine Polestar 3 Production in U.S.

Posted on 31 March 2026 by Ken Zino

“The move to consolidate global Polestar 3 production in Charleston help generate efficiencies for both companies, whilst also underscoring our confidence in the plant and the role it plays in our manufacturing footprint,’ said Håkan Samuelsson, chief executive of Volvo Cars. ‘The US is a very important market for Volvo Cars, both to support our growth ambitions as well as a strategic production site to meet regional and export demands.”** Continue reading →

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Chinese Owned Volvo Cars to Import Lynk & Co Cars in Europe

Posted on 30 March 2026 by Ken Zino

“With this new arrangement, we will leverage our commercial system to support Lynk & Co’s growth ambitions in Europe,” said Erik Severinson, chief commercial officer at Volvo Cars. “At the same time, it enables Volvo Cars and our retail partners to address a wider customer base. With the support of our retailers and our commercial organization, Lynk & Co can achieve its true potential in Europe.” Continue reading →

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American Axle – UAW Demands Released Before Contract End

Posted on 13 March 2026 by Ken Zino

“As a Tier 1 parts supplier to General Motors, American Axle has generated $2.9 billion in profits since 2022. Over that time, the company’s CEO has been paid $47.9 million, with the top five executives receiving nearly $100 million in compensation. Meanwhile, UAW members working at the Three Rivers plant struggle to afford basic needs, with some even forced to sleep in their cars, the UAW said. Continue reading →

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J.D. Power – Dealer Service Satisfaction High, But…

Posted on 13 March 2026 by Ken Zino

“While it’s no surprise that customers gravitate to operations that serve them well, the study clearly shows that good service leads to loyal customers,” said John Tenerovich, director of automotive retail at J.D. Power. “This phenomenon proves true across all service types – oil changes, repair, tires and brakes. While complimentary maintenance programs drive strong retention, the level of intent to return for actual customer-paid service depends on the service experience delivered by the dealer.” Continue reading →

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Legal Tariffs – Detroit Diesel to Add Third Shift, Recall Laid Off Workers

Posted on 12 March 2026 by Ken Zino

“Strategic, targeted tariffs are an important tool in the toolbox to undo the damage of our free trade disaster and bring back good union jobs to the U.S.,” said UAW President Shawn Fain. “Companies like Detroit Diesel, and their parent company Daimler Truck North America, need to step up to reinvest in the workers who make the product and stop laying off American workers while making billions in profit. We applaud this first step in the right direction.” Continue reading →

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Volvo Cars to Increase EX60 SUV Production to Meet Demand

Posted on 4 March 2026 by Ken Zino

“That so many customers ordered the EX60 in the first month has surpassed our expectations, and it’s a good ‘problem’ to have,” said Erik Severinson, chief commercial officer at Volvo Cars. “We are very encouraged to see such strong demand for our game-changing electric SUV, and we are now reviewing our production plans for 2026, as we gear up for the start of customer car production next month. Continue reading →

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Trump Tariff Flops – December Goods Trade Deficit Up $15.7B

Posted on 20 February 2026 by Ken Zino

“The U.S. trade deficit for goods hit a record in 2025 despite Trump’s claim his signature tariffs would reduce it, new data shows. Trump declared the country’s goods trade deficit a national emergency last year and pledged to shrink it as part of efforts to revive U.S. manufacturing. Yesterday’s numbers add to previous data suggesting U.S. companies have generally not brought production back home—all while Trump’s tariff policy is being challenged in a Supreme Court case,” The Council on Foreign Relations (CFR) said. [The U.S. Supreme Court today in a 6-3 ruling said tariffs that Trump imposed under an emergency powers law were unconstitutional. This also covers so-called “reciprocal” tariffs that he levied. – AutoCrat] Continue reading →

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Tennessee Triumph – VW Workers Ratify UAW Contract!

Posted on 20 February 2026 by Ken Zino

Volkswagen workers have voted by a 96% margin to ratify their first union contract. The UAW contract – the first at major Southern auto plant comes with 20 % wage increases, healthcare cost reductions, job security guarantees, an enforceable grievance procedure, among other things, that make the UAW a formidable rival for wealthy global corporations. The final tally was announced last night.

“Volkswagen workers have moved yet another mountain,” said UAW President Shawn Fain. “From having the courage to stand up and form their union, to having the backbone to authorize a strike and hold out for a contract that honors their worth, VW workers are leading the way for the entire labor movement and non-union autoworkers everywhere. Welcome to the UAW family.” Continue reading →

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Ford Motor Posts 2025 Loss of $8.2B on Record Revenue

Posted on 10 February 2026 by Ken Zino

Ford Motor Co. (NYSE: F) today announced its disappointing Q4 and full-year 2025 financial results. Q4 and full-year revenue reached $45.9 billion and $187.3 billion, respectively. This was the  fifth consecutive year of full-year revenue growth. However, Q4  and full-year net losses of $11.1 billion and $8.2 billion, respectively, reflected impact of special items, some of them such as Trump tariff chaos and a shortage of aluminum because of a supplier fire were largely out of Ford management’s control.

“Ford delivered a strong 2025 in a dynamic and often volatile environment,” claimed Jim Farley, Ford president and CEO. “We improved our core business and execution, made significant progress in the areas of the business we control – lowering material and warranty costs and making real progress on quality – and made difficult but critical strategic decisions that set us up for a stronger future. Moving forward, we’ll continue building on our strong foundation to achieve our target of 8% adjusted EBIT margin by 2029.” Continue reading →

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Stellantis €22.2B Charges. Dividend Cancelled. Stock Tanks

Posted on 9 February 2026 by Ken Zino

Stellantis N.V. (NYSE: STLA. STLAM.MI) on Friday announced a vast overhaul of  its business and as it prepares for the communication of its new strategic plan in May of this year. In a release it claimed that “it has conducted a thorough assessment of its strategy and related costs required to align the Company with the real-world preferences of its customers.”[Translation – STLA is hemorrhaging cash and will take charges and add debt while it tries to return to profitability. The capital markets did not take a wait and see view. STLA dropped ~24% by the time the markets closed – AutoCrat] Continue reading →

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