So far, neither Ford nor Stellantis has agreed to the change, which would pull employees at all 10 U.S. battery factories proposed by Detroit automakers into national contracts with the UAW, all but assuring they'll be unionized.
Ford and Stellantis thus far don’t want to pay top union wages, fearing that will push up their costs over Tesla and other competitors with nonunion battery plants mainly in the U.S. South. That could make Detroit’s EVs more expensive and harder to sell. A study by Carnegie Mellon University backs her up, in part, finding that it will take more labor to build electric vehicle batteries, motors and drivelines than engines and transmissions for combustion engine vehicles.
It's likely GM agreed to unionize its four U.S. battery plants because workers probably would have voted for the union anyway, Abuelsamid said. The UAW, he said, will use this to try to organize other Korean-owned battery plants. Katz, though, thinks Ford will eventually have to agree to the template set by GM. “On a matter of principle like this, I don't see them agreeing to anything other than the pattern,” he said.
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How UAW's influence led to low approval of Unifor's deal with FordpDespite double-digit wage increases, pension improvements and other significant gains at the bargaining table, only a slim majority of Unifor members at Ford Motor Co. of Canada voted to ratify the union’s new collective agreement with the automaker in late September./p
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