UAW
United Auto Workers members march through downtown Detroit on September 15, 2023.
  • Big gains in the UAW strike could bolster another organizing drive at Tesla.
  • The union effort could also pressure Volkswagen, Honda, and Toyota.
  • The UAW is looking to remake its reputation among auto workers.

As disgruntled workers revolt at General Motors, Ford, and Stellantis, it's business as usual at Elon Musk's Tesla. At least for now.

In some ways, the auto worker's strike is a boon for the non-union electric-vehicle maker — in that it may saddle Tesla's competitors with extra labor costs at a time when they're desperately trying to turn a profit on EVs.