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Old 08-29-2023, 04:55 PM   #85
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Like the whole state of Michigan.
Honest question, who do you think is affected more when all three strike? The OEMs from lack of sales, or the union members when their strike funding/budget starts to run low?
I think the OEMs have more staying power in the long run. Once strike funds run low, members tend to be less ambitious and wanting to go back to work to support their families.
When the OEMs and UAW start playing “Mine’s Bigger Than Yours,” the suffering translates quickly to the workers. No matter how strong their belief in their union, workers also feel a connection to their company. With one company involved, their workers have a stronger feeling of “protection” - the sense that ultimately their company will do what’s necessary to take care of them. That connection fades somewhat with all three companies involved, because the workers have no feeling of connection/protection from two of them. Long before the strike funds run out, thousands of UAW workers will tire of not being able to live their normal lives, even if they support the goals of the strike.

The big challenge for the OEMs and the UAW is that they’re negotiating a contract for what may be a very dark and unprofitable future. The federal government is trying to put the OEMs out of business by forcing them to produce EVs that their customers generally don’t want to buy. Faced with expenses for this total industry makeover that already are pushing OEMs to lose billions of dollars, we may be looking at the necessity of a total government bailout of the auto companies.

Last edited by 50MileSmile; 08-29-2023 at 05:24 PM.
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Old 08-29-2023, 05:44 PM   #86
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Originally Posted by 50MileSmile View Post
When the OEMs and UAW start playing “Mine’s Bigger Than Yours,” the suffering translates quickly to the workers. No matter how strong their belief in their union, workers also feel a connection to their company. With one company involved, their workers have a stronger feeling of “protection” - the sense that ultimately their company will do what’s necessary to take care of them. That connection fades somewhat with all three companies involved, because the workers have no feeling of connection/protection from two of them. Long before the strike funds run out, thousands of UAW workers will tire of not being able to live their normal lives, even if they support the goals of the strike.

The big challenge for the OEMs and the UAW is that they’re negotiating a contract for what may be a very dark and unprofitable future. The federal government is trying to put the OEMs out of business by forcing them to produce EVs that their customers generally don’t want to buy. Faced with expenses for this total industry makeover that already are pushing OEMs to lose billions of dollars, we may be looking at the necessity of a total government bailout of the auto companies.
This is looking more and more like a lose/lose/lose (OEMs/UAW-employees/consumers)
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Old 08-30-2023, 12:23 AM   #87
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Originally Posted by 50MileSmile View Post
The big challenge for the OEMs and the UAW is that they’re negotiating a contract for what may be a very dark and unprofitable future. The federal government is trying to put the OEMs out of business by forcing them to produce EVs that their customers generally don’t want to buy. Faced with expenses for this total industry makeover that already are pushing OEMs to lose billions of dollars, we may be looking at the necessity of a total government bailout of the auto companies.
While I certainly don’t have the facts and figures on-hand, I’m curious what makes you think customers generally don’t want to buy EV’s? Slower adoption can certainly be in-part due to range anxiety, unfamiliarity, lack of charging infrastructure across many states and the somewhat still-high cost of entry even for basic models, but it’s hard to actually quantify the overall population’s sentiment towards greener vehicles and the benefits associated with them — less maintenance cost, fewer expendables, electricity is cheaper/more sustainable than gas, etc.

I, for one, am all about them. Even though, yes, I’m also a petrolhead too.
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Old 08-30-2023, 06:14 AM   #88
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While I certainly don’t have the facts and figures on-hand, I’m curious what makes you think customers generally don’t want to buy EV’s? Slower adoption can certainly be in-part due to range anxiety, unfamiliarity, lack of charging infrastructure across many states and the somewhat still-high cost of entry even for basic models, but it’s hard to actually quantify the overall population’s sentiment towards greener vehicles and the benefits associated with them — less maintenance cost, fewer expendables, electricity is cheaper/more sustainable than gas, etc.

I, for one, am all about them. Even though, yes, I’m also a petrolhead too.
My opinion is that is a slow adoption issue. The issues you listed are HUGE issues for most people, and will take a long time to get fixed or get over. Especially the charging infrastructure.
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Old 08-30-2023, 07:23 AM   #89
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Update.

https://gmauthority.com/blog/2023/08...-gm-executive/
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Old 08-30-2023, 07:26 AM   #90
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While I certainly don’t have the facts and figures on-hand, I’m curious what makes you think customers generally don’t want to buy EV’s? Slower adoption can certainly be in-part due to range anxiety, unfamiliarity, lack of charging infrastructure across many states and the somewhat still-high cost of entry even for basic models, but it’s hard to actually quantify the overall population’s sentiment towards greener vehicles and the benefits associated with them — less maintenance cost, fewer expendables, electricity is cheaper/more sustainable than gas, etc.

I, for one, am all about them. Even though, yes, I’m also a petrolhead too.
You are drinking too much California Kool-aid! And OFF TOPIC!

-Geoff
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Old 08-30-2023, 08:46 AM   #91
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https://www.gmnegotiations2023.com/p...ions/home.html
GM's perspective
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Old 09-01-2023, 10:09 AM   #92
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As a UAW member myself and after watching our presidents speech yesterday and hearing the companies side today, I feel that a strike is going to happen. I truthfully think the company is in a tough spot. We have been running unlimited overtime the last 2 years and still can't keep up. My plant makes multiple products including the 10 speed. Since fort Wayne is down, we have built our bank of 10 speeds to full capacity. Instead of laying people off, they are moving them to other parts of the plant to build our other products.
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Old 09-01-2023, 02:32 PM   #93
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Seems like ford's recent offer to the UAW was not received well.
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Old 09-01-2023, 07:09 PM   #94
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What are everybody’s thoughts on if gm will continue to accept orders if the strike happens? Will they close ordering for good and just accept already place orders?
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Old 09-02-2023, 01:36 AM   #95
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What are everybody’s thoughts on if gm will continue to accept orders if the strike happens? Will they close ordering for good and just accept already place orders?
Honestly, I don’t know that it’s profitable for GM to even accept/honor the outstanding orders already placed. They want to transition into EV’s already, and they know they will sell a lot more EV’s than the few Camaros left on order. My guess is that the moment the strike ends, whatever isn’t built yet … won’t get built. The strike is only going to mean less Camaros all-around; they will not extend the production window on account of it, and with January being the date when Camaro production ceases, that realistically means the last vehicles going into the start of production is more like October/November.
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Old 09-02-2023, 03:51 PM   #96
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My 1SS got built this week. Dealer gave me the window sticker including the VIN yesterday. they are expecting it to arrive 9-11 to 9-14
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Old 09-02-2023, 06:32 PM   #97
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Honestly, I don’t know that it’s profitable for GM to even accept/honor the outstanding orders already placed. They want to transition into EV’s already, and they know they will sell a lot more EV’s than the few Camaros left on order. My guess is that the moment the strike ends, whatever isn’t built yet … won’t get built. The strike is only going to mean less Camaros all-around; they will not extend the production window on account of it, and with January being the date when Camaro production ceases, that realistically means the last vehicles going into the start of production is more like October/November.
GM will build the cars that already have the orders accepted. They are building the 24 Camaros to get rid of parts inventory that they already had in stock, and they will want to use any parts they have had to order in the last month or two for the 24 Camaros already accepted and planned for production. They ultimately trying to minimize how much parts inventory they will have to scrap when the production run is done.
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Old 09-02-2023, 07:30 PM   #98
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GM will build the cars that already have the orders accepted. They are building the 24 Camaros to get rid of parts inventory that they already had in stock, and they will want to use any parts they have had to order in the last month or two for the 24 Camaros already accepted and planned for production. They ultimately trying to minimize how much parts inventory they will have to scrap when the production run is done.
Why would they have to scrap any parts? Everything can be reused or repurposed as repair parts inventory.
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