, which will affect GM's Lansing Delta Township Assembly plant and Ford's Chicago Assembly plant. Subramanian said,"We've seen estimates that every week that this goes on, $100-200 million is getting evaporated for the Big Three.""horror show" for the EV market
. Ives said,"And for the Street, it's not about the next quarter or two, it's about what this does to the EV strategy ... If they accept this deal, GM and Ford, I believe this would significantly impair their EV strategy for decades to come.". Undercoffler said,"These are much simpler machines than gas-powered vehicles. It's much easier to produce those and to assemble them ... but right now this is more about wages.
. Migliore said,"There really hasn't been a lot of time for the impact to be felt right on the bottom lines for the metrics we're going to look at." Willett Advisors Chairman and CEO Steven Rattner discussed the implications of the UAW strike and why the Big Three automakers are fighting so hard. Rattner said,"I'm very sympathetic to the workers. They have not gotten the kind of increases they need to keep up with inflation, but manufacturing is a very different space than driving a UPS truck or flying an American Airlines plane.