'Pony up': In strategic shift, UAW says added strikes could come "at any time"
  • 6 months ago
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UAW President Shawn Fain said the union would not expand its strike against the Big Three automakers on Friday, but that the UAW stood ready to add more workers to the picket lines at any time as its labor action enters a new phase.

“We are prepared at any time to call on more locals to stand up and walk out,” Fain said in a livestream update on negotiations. He later added: “We changed the rules. Now there is only one rule – pony up.”

The announcement marks a tactical shift, Fain said. Previously the UAW had announced strike expansions on Fain’s weekly Friday updates. But now, as part of the union’s strategy to keep the automakers off balance, Fain said strike expansions could come at any day of the week, at any time.
This past Wednesday for the first time it announced an expansion midweek, and without warning, when 8,700 UAW members went on strike suddenly at Ford’s largest factory, the Kentucky Truck Plant in Louisville.

“We’re entering a new phase of this strike, and it demands a new approach,” Fain said.

Fain said that the companies had started to wait until Fridays to make progress in their bargaining positions, and that the union is changing it strategy in order to speed up progress in negotiations.

“A negotiation requires both sides making movement. If they’re not ready to move, we’re going to give them a push in a language they understand – dollars and cents,” he said.

This is the first time that the union has gone on strike against GM, Ford and Stellantis at the same time. But rather than shut down any of the companies’ US operations completely, the union has targeted its strike against specific facilities, and then expanded the strike gradually in order to increase pressure at the bargaining table.

The Kentucky Truck Plant is a key money maker for Ford, assembling heavy duty pickup trucks and full-size SUVs and producing $25 billion in annual sales, or about one-sixth of its revenue. It also produced an estimated $150 million in profits a week, according to an estimate from Colin Langan, auto analyst at Wells Fargo.
Ford officials told reporters Thursday that the company has gone as far as it can on the additional money it can offer members.

“We have reached our limit. We’ve actually stretched ourselves to get to this point,” said Kumar Galhotra, president of Ford Blue, which is the unit that sells most of Ford’s gasoline-powered cars to consumers. “We are still working to get this done. We’re open to moving some money around within the deal that might fit the union’s needs better, but in terms of cost of deal, we’re there. We have been very clear, we’re at the limit. Going further will hurt our ability to invest in the business as we need to invest.”

Fain mocked that statement from Ford, saying that while Ford has recovered well since the Great Recession, its workers have seen only modest pay increases, which were outweighed by rising
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