UAW preparations towards the EV disruption

Interesting interview. They realize LOTS of jobs will be lost, and are taking steps.

A few gems here
Previously UAW tried to stall EV penetration (see GM labor deal), now they realize battle is lost and are dealing with it.

Last year they made a plan... some steps are logical, some delusional.

FD: I am not against organized work. It can be important when done right.
The baseline for their plan is that 30% of jobs will be lost.

What's interesting is number is taken from OEM's assessments - so AMERICAN OEMs STILL DON'T GET IT!
They probably counted how many ppl work on engine, drivetrain, exhaust etc. and came up with 30%, without realizing the extent at which EV factories can be automated
UAW realizes over 30%🙄 of jobs are going away, with fewer replacing them. They realize many of new jobs will be in software, and believe many linesmen can be retrained for software.
TBH it could be done but at a huge competitive cost i don't think GM and Ford can afford.

I don't mean the training - i mean using older converted workers instead of the best possible SW ppl they can find
Some converts will be amazing but having to widely use retrainees instead of choosing on merit is bad.

OEMs already way back on SW, and being forced to do this will drag them down even more.
Biden approach of EVs is new. They welcome the US Content/domestic production approach, want Cash for Clunkers etc, so some is good.

But they fear that in the long run content will go to China as most battery production worldwide will be there
They are right on that!
Of 142 large-scale battery plants worldwide, 109 are in China w. 70% of capacity!

This only shows why government bullishness on EVs can have huge implications on future competitiveness
If administration pushes to close the gap, this would be good news for local jobs, local OEMs (and WONDERFUL news to my $NVX investment 😋)
No FORMAL response regarding EV startups such as #Rivian, but clarified they keep close watch over them and will try to unionize them as they grow

Especially since startups are not in owner's-garage mode, and hugely funded.
I think they'll find it hard unionizing, when non-unionized workers get options in potentially-disruptive-growth companies.

BTW, informal-GM-Spinoff Lordstown Motors welcomes UAW.
They hope more battery Gigafactories will be built in USA.

Same for raw materials/extraction/processing.

They hope work will get unionized.
Such work often done in foreign countries at sub-minimal wages but UAW can't agree to that in USA. Their solution - if company takes subsidies it must pay good salaries in these jobs, even if not competitive.
Closing notes...
UAW and auto-workers face HUGE challenges. Previously UAW tried to block the shift (GM strike etc) but now seems like accepted it's inevitable.

Lots of people will lose jobs - but UNLIKE them I think significantly more new jobs will be made!
Since localization brings efficiency in EVs, that means more US production (bad news for Mexico etc)

But bad news is it seems like OEMs still plan on building EVs the old way, like ICE cars were built - only using skateboard drivetrain and chassis
Tesla changed all that with two manufacturing revolutions:

Revolution #1 Was "Manual labor costs a lot, let's bring robots to lower costs and raise quality" and Shanghai Model 3 uses more robots and less people than any car factory I know.
Revolution #2 was "Robots cost a lot and have downtime, let's bring Mega and Gigapresses to lower costs and raise quality once again" and Berlin Model Y should be spat-out quickly with minimal robots and low manual work.
US OEMs are far back. The real problem for UAW at this stage isn't that they'll lose 30% of the jobs - it's they'll lose 100% as OEMs might cease to exist alltogether.

Sad, but a real possibility.

F$$K , i thought it said Retraining..

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More from @ConnectingODots

2 Feb
$NVX NEWS - HUGE if true.

Found this online, couldn't confirm it elsewhere but supposedly from behind paywall of

#Novonix expanding in Bedford to make low-cost battery

Spending $1.5m to add 8,800sqft for cathode pilot processing facility
1/ ..
@NovonixBattery allegedly came up with new, low-cost process to synthesize battery material, with help of Mark Obrovac’s lab at Dal.

Process helps solve one of the greatest challenges – cost – as the current method to process cathodes is expensive and creates waste.
Likely to have effect on mainstream EV adoption. CEO Chris Burns: “Why don’t we see more EV on the road? Not bc range isn’t far enough. All “inconveniences” people have always been concerned about almost don’t exist anymore. The challenge is cost”, he told allNovaScotia.
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Especially new ones!

I disagree with most of it, but ULTRA-IMPORTANT!

Here's why

@jpr007 @stekkerauto @garyblack00 @TeslaBest @iamtomnash @TeslaPodcast @EvaFoxU @WR4NYGov
$TSLA #Investing
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If you disagree don't stop reading. Important!
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@elonmusk PLEASE DON'T

@heydave7 suggested a GREAT idea which i OPPOSE.
Watch his vid as well as @stevenmarkryan's and @WR4NYGov's for pros and cons - BUT THIS IS DIFFERENT
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it WILL be the world's largest company. Every engineer, scientist etc. WILL want to work there. It WILL advance the move to occupy Mars.

3/ BUT the world's largest company will be stronger than states. It will also be (one of?) the world's largest monopoly, that would be hard to compete with.


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OTA Updates seem like a must, but OEMs are lagging due to several reasons
A. Late to the party
B. Bad Software architecture
C. Bad electrical architecture
D. Dealers...

2/ A is simple. They hadn't tried it until Tesla rammed it down their throats, so are now late to the party

B also simple. Car companies usually hav bad software skills, outsource lots of their SW. ID.3 was bricked due to bad OS. We know that, so let's get on to the new stuff!
3/ C. Bad electrical architecture

You know. Munro presenting the Model 3 VS Bolt, where Bolt has several separate systems for what Tesla uses a unified one? That's true for most cars, ICE included.

Systems are separate and ancient, and only now OEMs are starting to modernise
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Although POSSIBLE it's imPROBABLE that all new car will look like old.
3/ So if this is final plaid, chances are i'll be proven wrong come release time.

But seeing what I want means digging a deeper hole if debunked, so trying to be objective and commenting what I see.
My 2 cents - refreshed by chrome delete etc like Model 3, that's all for now
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