After walking out on strike at midnight on June 1, UAW Local 2093 members at American Axle/Dauch Corporation have reached a tentative agreement with the company, the UAW said last night. The as yet unratified contract gets the workers’ “topline demand” of $30 per hour by 2030, a more than 36% increase to the top wage rate over four years. The UAW claimed there are other “historic gains in a record contract” at the Tier 1 parts supplier to GM.*
“Tonight, after 10 days on strike, I am proud to announce that UAW Local 2093 has reached a tentative agreement at American Axle,” said UAW President Shawn Fain. “And tonight, after 18 years of sacrifice, these workers are finally winning back a big chunk of what was taken from them.” Continue reading
Mixed Results on Trump Auto Tariff, Policy Scorecards
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Plante Moran shared its North American Production Outlook 2026 – 2033 forecast with the Society of Automotive Analysts this week. It is investigating at the mid-2026 point how electrification continues to influence auto industry direction as the year unfolds. The estimable mega-consulting firm that deals in audit, tax, consulting, and wealth management globally has a significant advisory presence in the auto industry. It says changes are coming later this decade and into the early 2030s.
“The North American production volume outlook for growth remains, but we’re seeing some geographic shifts, mostly to the US. And amount of this growth will be encountered in the later years of our projections,” said Dan Lee, principal in strategy practice at the Southfield, MI office.” And that’s largely due to the delays in EV adoption that we’ve seen whether that’s planned to be paused or not.” Continue reading →