Alerts & Updates

Holman is closely monitoring the ongoing negotiations between the three major North American automotive manufacturers and labor unions in the United States and Canada. The situation is fluid, and Holman is committed to providing our clients with regular updates on the ongoing negotiations and the impacts it may have on your business.

Labor Negotiations
Supply Chain Delays

United States Labor Negotiations

  • On Wednesday, November 16 the UAW ratified 4.5 year agreements with Ford, Stellantis, and GM. The contract will last through April 30, 2028.
  • On Monday, October 30 the UAW and GM reached a tentative agreement, ending the outstanding strikes against the Detroit Three automakers.
  • On Saturday, October 28 the UAW reached a tentative agreement with Stellantis while expanding their strike against GM.
    • The expansion against GM adds the Spring Hill, TN assembly plant to the strike.
    • The Spring Hill plant is the largest GM plant in North America, representing close to 4,000 employees and supplies nine factories.
    • The Stellantis agreement will end the strike and reopen an assembly plant that was closed eight months prior to the strike.
  • On Wednesday, October 25 the UAW ended their strike against Ford after reaching a tentative labor deal.
    • Workers are returning to work during the ratification process.
  • GM and Stellantis issued statements they are continuing to work with the UAW to reach a deal.
  • On Tuesday, October 24 the UAW expanded the strike against GM to their Arlington Assembly plant.
    • This added another 5,000 workers to the strike, increasing the total of UAW members on strike to over 45,000.
    • The plant produces several popular SUVs including Escalade, Yukon, Tahoe, and Suburban.
  • On Monday, October 23, 6,800 UAW workers went on strike at the Stellantis Michigan plant.
    • The plant produces the Dodge Ram 1500 pickup.
    • This expansion increases the number of UAW workers on strike to over 40,000.
  • As of Monday, October 9, 4,000 UAW Mack Truck workers went on strike. The UAW represents Mack workers in Pennsylvania, Maryland, and Florida.
  • On Friday, September 29 the UAW president announced another expansion to the strike to add GM’s Lansing, Michigan plant and Ford’s Chicago plant.
    • This increases the number of employees on strike to 25,000.
    • No additional Stellantis plants are impacted at this time.
  • On Friday, September 22 the UAW president announced an expansion to the strike to include all 38 GM and Stellantis parts distribution facilities across the country. This increases the number of employees on strike to 18,300.
    • No additional Ford plants are impacted at this time.
  • At midnight on September 15th, the United Auto Workers (UAW) officially launched a strike against General Motors, Ford, and Stellantis. Approximately 13,000 employees at the three facilities went on strike.
    • A Ford assembly center in Wayne, Michigan that makes the Bronco and Ranger.
    • A General Motors plant in Wentzville, Missouri that makes the Canyon, Colorado, Savana, and Express.
    • A Stellantis plant in Toledo, Ohio that makes the Jeep Wrangler and Gladiator.
  • The strike at the three manufacturing facilities is creating disruptions elsewhere in the vehicle supply chain.
    • Ford laid off 600 non-striking workers at its assembly plant in Wayne, Michigan.
    • Stellantis announced plans to lay off 68 employees at a machining plant in Perrysbug, Ohio and 300 employees at transmission and casting plants in Kokomo, Indiana.
    • General Motors laid off 2,000 people and idled the Fairfax Assembly Plant in Kansas City, Kansas. This plant makes the Chevrolet Malibu and Cadillac XT4.
  • Ford and General Motors both announced temporary layoffs at other facilities because of supply chain disruptions created by the strike.

The following table shows all locations currently on strike:

Strike Start Strike End Facility Location Manufacturer Impact
10/28/23 10/30/2023 Spring Hill Manufacturing Spring Hill, TN GM Cadillac XT5, Cadillac XT6 LYRIQ, GMC Acadia
10/24/2023 10/30/2023 Arlington Assembly Plant Arlington, TX GM Cadillac Escalade, Cadillac Escalade ESV, GMC Yukon, GMC Yukon XL, Chevrolet Tahoe, Chevrolet Suburban
10/23/2023 10/28/2023 Michigan Truck Plant Sterling Heights, MI Stellantis Dodge Ram 1500
10/11/2023 10/25/2023 Kentucky Truck Plant  Louisville, KY Ford F-Series, Super Duty, Ford Expedition, Lincoln Navigator
10/10/2023 Mack Truck PA, MD, FL Pennsylvania, Maryland, Florida Mack Mack Trucks
9/29/2023 10/30/2023 Lansing Assembly Lansing Delta Township, MI GM Buick Enclave, Chevrolet Traverse
9/29/2023 10/25/2023 Chicago Assembly Chicago, IL Ford Ford Explorer, Police Utility Vehicle, Lincoln Aviator
9/22/2023 10/30/2023 Pontiac Redistribution Pontiac, MI GM Parts distribution
9/22/2023 10/30/2023 Willow Run Redistribution Belleville, MI GM Parts distribution
9/22/2023 10/30/2023 Ypsilanti Processing Center Ypsilanti, MI GM Parts distribution
9/22/2023 10/30/2023 Davidson Rd. Processing Center Burton, MI GM Parts distribution
9/22/2023 10/30/2023 Flint Processing Center Swartz Creek, MI GM Parts distribution
9/22/2023 10/30/2023 Lansing Redistribution Lansing, MI GM Parts distribution
9/22/2023 10/30/2023 Cincinnati Parts Distribution West Chester, OH GM Parts distribution
9/22/2023 10/30/2023 Denver Parts Distribution Aurora, CO GM Parts distribution
9/22/2023 10/30/2023 Hudson Parts Distribution Hudson, WI GM Parts distribution
9/22/2023 10/30/2023 Chicago Parts Distribution Boilingbrook, IL GM Parts distribution
9/22/2023 10/30/2023 Reno Parts Distribution Center Reno, NV GM Parts distribution
9/22/2023 10/30/2023 Rancho Cucamonga Parts Distribution Rancho Cucamonga, CA GM Parts distribution
9/22/2023 10/30/2023 Fort Worth Parts Distribution Roanoke, TX GM Parts distribution
9/22/2023 10/30/2023 Martinsburg Parts Distribution Martinsburg, WV GM Parts distribution
9/22/2023 10/30/2023 Jackson Parts Distribution Brandon, MS GM Parts distribution
9/22/2023 10/30/2023 Charlotte Parts Distribution Charlotte, NC GM Parts distribution
9/22/2023 10/30/2023 Memphis AC Delco Parts Distribution Memphis, TN GM Parts distribution
9/22/2023 10/30/2023 Philadelphia Parts Distribution Langhorne, PA GM Parts distribution
9/22/2023 10/28/2023 Denver Commerce City, CO Stellantis Parts distribution
9/22/2023 10/28/2023 Chicago Naperville, IL Stellantis Parts distribution
9/22/2023 10/28/2023 Los Angeles Ontario, CA Stellantis Parts distribution
9/22/2023 10/28/2023 Portland Beaverton, OR Stellantis Parts distribution
9/22/2023 10/28/2023 Atlanta Morrow, GA Stellantis Parts distribution
9/22/2023 10/28/2023 Winchester Winchester, VA Stellantis Parts distribution
9/22/2023 10/28/2023 Orlando Orlando, FL Stellantis Parts distribution
9/22/2023 10/28/2023 Dallas Carrollton, TX Stellantis Parts distribution
9/22/2023 10/28/2023 New York Tappan, NY Stellantis Parts distribution
9/22/2023 10/28/2023 Boston Mansfield, MA Stellantis Parts distribution
9/22/2023 10/28/2023 Marysville Marysville, MI Stellantis Parts distribution
9/22/2023 10/28/2023 Centerline Packaging Center Line, MI Stellantis Parts distribution
9/22/2023 10/28/2023 Centerline Warehouse Center Line, MI Stellantis Parts distribution
9/22/2023 10/28/2023 Sherwood Warren, MI Stellantis Parts distribution
9/22/2023 10/28/2023 Warren Parts Warren , MI Stellantis Parts distribution
9/22/2023 10/28/2023 QEC Auburn Hills, MI Stellantis Parts distribution
9/22/2023 10/28/2023 Romulus Romulus, MI Stellantis Parts distribution
9/22/2023 10/28/2023 Cleveland Streetsboro, OH Stellantis Parts distribution
9/22/2023 10/28/2023 Milwaukee Milwaukee, WI Stellantis Parts distribution
9/22/2023 10/28/2023 Minneapolis Plymouth, MN Stellantis Parts distribution
9/15/2023 10/25/2023 Michigan Assembly Wayne, MI Ford Bronco, Ranger
9/15/2023 10/28/2023 Toledo Assembly Complex Toledo, OH Stellantis Wrangler, Gladiator
9/15/2023 10/30/2023 Wentzville Assembly Wentzville, MO GM Canyon, Colorado, Savana, Express
as of 11/20/23

Canada Labor Negotiations

  • At 11:59 on Sunday, October 29 Unifor went on strike at Stellantis’ Ontario assembly plants. The strike was ended hours later, at approximately 8:00am.
  • The afternoon of October 10th, Unifor reached a tentative agreement with GM ending the strike that started at midnight.
  • On October 9th, 11:59pm Unifor went on strike at three GM facilities after failing to reach a new deal. The strike affects 4,300 workers at 3 plants:
    • Oshawa Assembly & Operations, which make engines for a variety of vehicles, powertrains for the Chevrolet Equinox and Corvette, and engine component parts
    • St. Catharines Propulsion Plant
    •  Woodstock Parts Distribution Centre
  • On September 28th, Unifor informed GM the deadline to secure a tentative agreement similar to that reached with Ford is Monday, October 9th 11:59pm.
  • On September 19th, Unifor and Ford reached a tentative agreement on a three-year contract. The agreement still needs to be ratified by the union, but Unifor’s president said that the tentative contract addressed all of the items raised by its members.
  • Unifor had extended its contracts with General Motors and Stellantis so it could focus on negotiations with Ford. If the deal with Ford is ratified by the union, it will become a blueprint for agreements with the other two OEMs.

as of 10/30/23

 

You can also access the latest information from each of the manufacturers and both unions at the following links:

 

We will update this page as information is provided.

Latest Insights

United Auto Workers and Unifor Strike - What You Need to Know