A factory's workforce is three things at once: a cost line, a source of process capability and a party that can stop the plant. In the US those three roles collided in 2023–26. The UAW's "stand-up strike" began on 15 Sep 2023 at one plant of each Detroit Three company and ended with agreements worth a 25% base wage increase over the contract (11% at ratification), restored cost-of-living adjustments and compounded raises of at least 33% including COLA on the UAW's count, in contracts running to 30 Apr 2028. A year later about 33,000 IAM machinists struck Boeing's Puget Sound plants from 13 Sep 2024 and accepted, on 4 Nov 2024 with 59% in favour, a four-year contract reported as a ~38% raise (over 43% compounded on other reports), without restoring the pension Boeing froze in 2014. In the South, the UAW won the Volkswagen Chattanooga vote in Apr 2024 and a first contract, ratified by 96% on 19 Feb 2026, while losing at Mercedes-Benz in Alabama (May 2024, Companies table). On 4 Sep 2025 an immigration raid detained ~475 people at the Hyundai–LG Energy Solution battery plant under construction in Georgia, more than 300 of them Korean (reported), and delayed its opening by months. Meanwhile US manufacturing employment drifted down, with ~103,000 jobs lost between Jan 2025 and Jan 2026 on revised BLS data (Manufacturing Dive) and employment near ~12.6m in early 2026 (secondary summary of BLS, verify), even as tariffs were justified as job creators. This section explains the factory workforce from the plant manager's side: labour as fixed cost and as capability; the UAW and pattern bargaining; the IAM at Boeing; steel and the USW; Germany's IG Metall and codetermination; non-union transplants and Southern organising; skills, apprenticeships and the "skills gap"; immigration; pensions and retiree health as balance-sheet risk; wages against productivity; and safety. Logistics labour (Teamsters, dockworkers, rail) is in Supply chain 21; this section takes the factory angle.
What the study covers
- 1Overview: labour is a fixed cost, a capability and a veto
- 2The US manufacturing workforce in numbers
- 3The UAW: from Flint to the stand-up strike
- 4The IAM at Boeing
- 5Steel, the USW and labour matched to the cycle
- 6Non-union plants, Tesla and the transplant model
- 7Europe: IG Metall, codetermination and short-time work
- 8Skills, apprenticeships and the "skills gap"
- 9Immigration and the Hyundai–LG raid
- 10Pensions, retiree health and the PBGC
- 11Wages, productivity and labour cost per unit
- 12Safety and OSHA
- 13How to read labour claims
- 14Key numbers
- 15Landmark companies and cases
- 16Pitfalls
- 17How an expert thinks about it
- 18Glossary
Companies in this study
- United Auto Workers
- Ford Motor
- General Motors
- Stellantis
- Boeing
- Spirit AeroSystems
- Caterpillar
- Deere and Company
- Nucor
- U.S. Steel
- Bethlehem Steel
- Alcoa
- NUMMI
- Tesla Manufacturing
- TSMC Arizona
- Volkswagen Group
- Mercedes-Benz Group
- Robert Bosch
- Thyssenkrupp
- Toyota Production System
- Hyundai Motor Group
- Maruti Suzuki. For logistics unions, safety regulators and the licence to operate in freight see Supply chain 21; for Toyota's labour relations from the supply-chain side see Supply chain: Toyota; for automation and the future of work see AI 13 Agents, Automation and the Future of Work; for Tesla's labour history see Energy: Tesla.