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    U.A.W. Will Not Expand Strikes at G.M., Ford and Stellantis as Talks Progress

    The United Automobile Workers reported improved wage offers from the automakers and a concession from General Motors on workers at battery factories.The United Automobile Workers union said on Friday that it had made progress in its negotiations with Ford Motor, General Motors and Stellantis, the parent of Chrysler, and would not expand the strikes against the companies that began three weeks ago.In an online video, the president of the union, Shawn Fain, said all three companies had significantly improved their offers to the union, including providing bigger raises and offering cost-of-living increases. In what he described as a major breakthrough, Mr. Fain said G.M. was now willing to include workers at its battery factories in the company’s national contract with the U.A.W.G.M. had previously said that it could not include those workers because they are employed by joint ventures between G.M. and battery suppliers.“Here’s the bottom line: We are winning,” said Mr. Fain, wearing a T-shirt that read, “Eat the Rich.” “We are making progress, and we are headed in the right direction.”Mr. Fain said G.M. made the concession on battery plant workers after the union had threatened to strike the company’s factory in Arlington, Texas, where it makes some of its most profitable full-size sport-utility vehicles, including the Cadillac Escalade and the Chevrolet Tahoe. The plant employs 5,300 workers.G.M. has started production at one battery plant in Ohio, and has others under construction in Tennessee and Michigan. Workers at the Ohio plant voted overwhelmingly to be represented by the U.A.W. and have been negotiating a separate contract with the joint venture, Ultium Cells, that G.M. owns with L.G. Energy Solution.Ford is building two joint-venture battery plants in Kentucky and one in Tennessee, and a fourth in Michigan that is wholly owned by Ford. Stellantis has just started building a battery plant in Indiana and is looking for a site for a second.G.M. declined to comment about battery plant workers. “Negotiations remain ongoing, and we will continue to work towards finding solutions to address outstanding issues,” the company said in a statement. “Our goal remains to reach an agreement that rewards our employees and allows G.M. to be successful into the future”Shares of the three companies jumped after Mr. Fain spoke. G.M.’s stock closed up about 2 percent, Stellantis about 3 percent and Ford about 1 percent.The strike began Sept. 15 when workers walked out of three plants in Michigan, Ohio and Missouri, each owned by one of the three companies.The stoppage was later expanded to 38 spare-parts distribution centers owned by G.M. and Stellantis, and then to a Ford plant in Chicago and another G.M. factory in Lansing, Mich. About 25,000 of the 150,000 U.A.W. members employed by the three Michigan automakers were on strike as of Friday morning.“I think this strategy of targeted strikes is working,” said Peter Berg, a professor of employment relations at Michigan State University. “It has the effect of slowly ratcheting up the cost to the companies, and they don’t know necessarily where he’s going to strike next.”Here Are the Locations Where U.A.W. Strikes Are HappeningSee where U.A.W. members are on strike at plants and distribution centers owned by Ford, General Motors and Stellantis.The contract battle has become a national political issue. President Biden visited a picket line near Detroit last month. A day later, former President Donald J. Trump spoke at a nonunion factory north of Detroit and criticized Mr. Biden and leaders of the U.A.W. Other lawmakers and candidates have voiced support for the U.A.W. or criticized the strikes.When negotiations began in July, Mr. Fain initially demanded a 40 percent increase in wages, noting that workers’ pay has not kept up with inflation over the last 15 years and that the chief executives of the three companies have seen pay increases of roughly that magnitude.The automakers, which have made near-record profits over the last 10 years, have all offered increases of slightly more than 20 percent over four years. Company executives have said anything more would threaten their ability to compete with nonunion companies like Tesla and invest in new electric vehicle models and battery factories.The union also wants to end a wage system in which newly hired workers earn just over half the top U.A.W. wage, $32 an hour now, and need to work for eight years to reach the maximum. It is also seeking cost-of-living adjustments if inflation flares, pensions for a greater number of workers, company-paid retirement health care, shorter working hours and the right to strike in response to plant closings.In separate statements, Ford and Stellantis have said they agreed to provide cost-of-living increases, shorten the time it takes for employees to reach the top wage, and several other measures the union has sought.Ford also said it was “open to the possibility of working with the U.A.W. on future battery plants in the U.S.” Its battery plants are still under construction and have not hired any production workers yet.The union is concerned that some of its members will lose their jobs, especially people who work at engine and transmission plants, as the automakers produce more electric cars and trucks. Those vehicles do not need those parts, relying instead on electric motors and batteries.Stellantis’ chief operating officer for North America, Mark Stewart, said the company and the union were “making progress, but there are gaps that still need to be closed.”The union is also pushing the companies to convert temporary workers who now make a top wage of $20 an hour into full-time staff.Striking at only select locations at all three companies is a change from the past, when the U.A.W. typically called for a strike at all locations of one company that the union had chosen as its target. Striking at only a few locations hurts the companies — the idled plants make some of their most profitable models — but limits the economic damage to the broader economies in the affected states.It also could help preserve the union’s $825 million strike fund, from which striking workers are paid while they’re off the job. The union is paying striking workers $500 a week.G.M. said this week that the first two weeks of the strike had cost it $200 million. The three automakers and some of their suppliers have said that they have had to lay off hundreds of workers because the strikes have disrupted the supply and demand for certain parts.Santul Nerkar More

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    Will Voters Send In the Clowns?

    I’m not a historian, but as far as I know, America has never seen anything like the current political craziness. There have been bitter disputes within Congress — in 1856, Charles Sumner, an abolitionist senator, was attacked and severely injured by a pro-slavery representative. But these were conflicts between parties, and slavery was nothing if not a substantive issue.This time, however, the craziness is entirely within the Republican Party, which has just decapitated itself, and the insurgents don’t even seem to have any coherent demands. Many people have been calling the G.O.P. a “clown car,” and understandably so. This is a party that seems incapable of governing itself, let alone governing the nation.Yet Americans, by a wide margin, tell pollsters that Republicans would be better than Democrats at running the economy. Will they continue to believe that? The fate of the nation may depend on the answer.Regular readers know that I’ve been trying to make sense of negative public perceptions of the economy since the beginning of last year. At the time some of the economic news was bad: Inflation was high and wages were lagging behind prices, although job growth was very good. So it made sense for Americans to be somewhat down on the economy; but it didn’t seem to make sense for views of the economy to be as negative as they had been during the depths of the 2008 financial crisis or circa 1980, when America had both high inflation and high unemployment.Since then, however, the puzzle has become much deeper. The economic news in 2023 has been almost all good — indeed, almost surreally good. Inflation has come way down. Most measures that try to get at “underlying” inflation, extracting the signal from the noise, indicate that we may be getting close to 2 percent inflation, which is the Federal Reserve’s target. This suggests that the war on inflation has been largely won — and this victory has come without the large rise in unemployment some economists had insisted was necessary.Furthermore, wages are no longer lagging behind inflation. Most workers’ real wages — wages adjusted for inflation — are now significantly higher than they were before the pandemic. (Pandemic-era wage numbers were distorted by large layoffs of low-wage workers.)As a recent analysis in The Economist pointed out, given the historical relationship between economic fundamentals and sentiment, you would have expected Americans to be feeling pretty good about the economy right now. Instead, they’re feeling very gloomy — or at least telling pollsters that they feel gloomy. The Economist, not mincing words, says that “Americans’ opinions about the state of the economy have diverged from reality.” And voters appear to be more down on Democrats’ economic management than ever. Why?There are two main stories being used to explain bad feelings about an objectively good economy.One story is that we’re in a “vibecession,” in which people are buying into a negative narrative — to some extent purveyed by the news media — that is at odds not just with data but also with their own experience. Indeed, surveys show a huge gap between Americans’ view of their own financial situation, which is pretty good, and their views of the economy, that is, what they think is happening to other people. The notion that there’s a disconnect between perceptions of the economy and personal experience seems to be validated by the fact that consumer spending remains robust despite low economic confidence.I’ve been particularly struck by what people say about the news they’ve been hearing. We’ve gained 13 million jobs since Joe Biden took office, yet Americans consistently report hearing more negative than positive news about employment.That said, there’s another possible explanation for bad economic feelings: Americans may be upset that prices are high even though they’re not rising as fast as they were last year.Now, there has to be some statute of limitations on how far back people’s sense of “normal” prices reaches; I doubt that people are angry because you can no longer get a McDonald’s hamburger for 15 cents. But public perceptions of inflation may depend on the change in prices over several years rather than the one-year-or-less numbers economists usually emphasize. And if you measure inflation over, say, the past three years, it hasn’t come down yet (which is a contrast with 1984, the year of Morning in America, when short-term inflation was around 4 percent but three-year inflation was steadily falling).Which story is right? There’s probably some truth to both: Americans are upset about past inflation, but they also have false perceptions about the current state of the economy.The big question politically is whether these negative views will change in time for the 2024 election. Will people finally hear about the good news? Will they still be angry in November 2024 that prices aren’t what they were in 2020?Honestly, I have no idea. Objectively, the economy is doing well. But perceptions may not match that reality, and Americans may, as a result, vote to send in the clowns.The Times is committed to publishing a diversity of letters to the editor. We’d like to hear what you think about this or any of our articles. Here are some tips. And here’s our email: letters@nytimes.com.Follow The New York Times Opinion section on Facebook, Twitter (@NYTopinion) and Instagram. More

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    ‘Republicans Own These Issues, and They Can Hurt Democrats’

    To advance his relentless political ambition, Donald Trump has ridden a promise, a commitment and a pledge.A promise to end the illegal flow of migrants, drugs, cash and guns “across our border.”A commitment to stop other countries seeking “to suck more blood out of the United States.”A pledge to impose law-and-order solutions on cities “where there is a true breakdown in the rule of law,” describing a majority-Black city like Baltimore as “a disgusting, rat and rodent infested mess” and warning gangs of shoplifters just last week that if he is elected again, “We will immediately stop all of the pillaging and theft. If you rob a store, you can fully expect to be shot as you are leaving that store.”How relevant are those themes going to be heading into the 2024 election? Will they work to attract enough voters for him to win? Do they address the sources of voter anxiety?Here are some sources of voter angst that have Trump relishing his rematch with President Biden. Crime — urban and rural — has become more unsettling and threatening. Carjacking, for example, is on the rise of (growing in Washington, D.C., from 152 in 2019 to 485 in 2022). Murder in major cities is up 33.7 percent from 2019 to 2022; gun assaults are up 43.2 percent. Shoplifting in Trump’s telling creates an image of urban lawlessness reinforced by liberal prosecutors’ adoption of policies like no cash bail and the non-prosecution of misdemeanors. The southern border has become increasingly porous, with the number of migrants crossing into the United States in August breaking all records as the U.S. Border Patrol arrested over 91,000 migrants. Southern Republicans, in turn, have shipped migrants by bus to New York, Washington, Chicago and other municipalities.The incumbent president, Joe Biden — fairly or unfairly — does not convey the image of a leader in control of events.The damage inflicted on students in public schools by the Covid lockdown, by school shootings and by conflicts over race, gender and sexual identity — particularly over what can and cannot be discussed or taught — is broadly undermining confidence in American education.And then there is the problem of inflation, which for many Americans is eating away at their sense of security and their standard of living.The reality is that Trump has plenty to capitalize on, but the question remains: With his venomous and often incoherent rants, with 91 felony charges against him, with his White House record of chaos and mismanagement, has Trump worn out his welcome with all but his hard-core MAGA loyalists?I posed these questions to a cross-section of scholars and political operatives. Their responses suggest that Trump might well be a competitive nominee in 2024, with the potential to win a second term in the White House.Sean Westwood, a political scientist at Dartmouth, captured in an email the conflicting forces at work as the next election approaches: “Americans see the collapse of safety in Portland, Seattle and San Francisco and blame the entire Democratic Party for the policies of a fringe extreme.”Westwood cited data in a Pew Research study showing that “a majority of Republicans and Independents and a near majority of Democrats (49 percent) reported that violent crime was important to their 2022 vote (including 81 percent of Blacks).”While “Trump is successfully branding Democrats as weak on crime and immigration,” Westwood continued, it remains uncertain whether he can persuade voters that he is the better choice: “It is hard for Trump to convince Americans that he is the tough-on-crime candidate while simultaneously demanding the destruction of the Department of Justice and railing against the integrity of the judicial system.”In the case of immigration, Westwood argued, “Democrats don’t seem to have a coherent policy they can sell to Americans.”“As with crime and immigration, the state of the economy should be wind behind a Republican’s sails,” he added.Trump, however, in Westwood’s view, remains an albatross strangling Republican ambitions:By sticking with Trump the party is potentially sacrificing huge advantages to support an elderly man who could spend the rest of his life in prison. This is a Republican election to lose, but Trump might just help the Democrats survive their own policy failures.In an April Brookings essay, “The Geography of Crime in Four U.S. Cities: Perceptions and Reality,” Hanna Love and Tracy Hadden Loh argue:While stoking fears of crime is an age-old election tactic, something feels different about its salience in the pandemic-era landscape. Faced with slow-recovering urban cores and predictions of an “urban doom loop,” many pundits and urban observers are returning to a playbook not fully deployed since the 1990s — pointing to public safety as the primary cause of a host of complex and interconnected issues, from office closures to public transit budget shortfalls to the broader decline of cities.Love and Loh interviewed nearly 100 business leaders, public officials and residents of New York, Seattle, Philadelphia and Chicago. Their primary finding:Respondents overwhelmingly pointed to crime — not the desire for flexible work arrangements — as the top barrier to preventing workers’ return to office. Across all four cities, the vast majority of resident, major employers, property owners, small business owners and other stakeholders reporting rising rates of violent crime and property crime downtown and indicators of “disorder” (such as public drug use) as the top barriers to stopping workers from coming back to the office — and thus impeding downtown recovery.Christopher Wildeman, a sociologist at Duke, wrote by email that both immigration and crime pose difficult political choices for Democrats, especially those with progressive ideals: “First for the migrant question, any large uptick in marginalized populations that is visible to native populations have the potential both to create unease among those populations and to be blamed for any increases in the risk of victimization that folks feel.”How much does this hurt the Democrats?“I would say a whole heck of a lot potentially unless they are willing to adopt the sort of stance to crime and punishment that President Bill Clinton took in his 1992 campaign and presidency.”The result?This rise in visible criminal activity and social unrest leaves Democrats where they essentially either give up their values in terms of crime and punishment and keep voters in the middle or hold the line in terms of crime and punishment (continuing to argue for more progressive policies) and risk losing some votes. It’s not a great spot.Wildeman is not alone in his belief that these issues are quite likely to work to the detriment of Biden and the Democratic Party generally.Robert Y. Shapiro, a political scientist at Columbia, emailed his view thatthe themes that are to the Democrats’ disadvantage are more relevant than they were in 2016. The burden posed by migrants is a greater issue, and the increase in the crime rate and murder rate, along with the inability of law enforcement to control rampant shoplifting in some cities, can even make the Democrats’ base among minority voters and college educated voters uneasy, and also women — varying geographically.“Republicans own these issues,” Shapiro pointed out, “and they can hurt Democrats. These issues along with education, race and gender identity will help Republicans running for Congress and state offices, even if they benefit Trump less due to his other serious baggage.”Roland Neil, a social scientist at the RAND Corporation, also pointed to the dangers facing Biden and his fellow Democrats:Two things we can be certain of: first, violent crime increased dramatically in many cities, especially when the pandemic hit; and second, this coincided with various progressive criminal justice reform efforts, such as bail reform, more lenient prosecution in some jurisdictions and calls to defund the police.While the incidence of violent crime has subsided in recent months, Neil noted:Focusing on that misses the point, since the issues drawing attention are all real problems facing cities and the public has taken notice. They should not be dismissed as trivial, as they genuinely impact safety and quality of life.There is no consistent and reliable data, Neil wrote, “for crimes and disorder that have been drawing much attention, like carjacking, retail theft by flash mobs, open air drug markets and the changing nature of encounters with homeless people.”That said, he added, “there is evidence that carjackings are up in several cities since the pandemic. Also, drug overdose deaths are at historical highs, and motor vehicle theft is up sharply in many cities.”Philadelphia, according to Neil, “presents an interesting case: shootings and murder are down by about a quarter this year (from a very high level), but flash mob retail thefts likely create the sense of a city that is losing control.”Phillip Atiba Solomon, a professor of African American studies and psychology at Yale, stressed the racial implications of Trump’s strategy in his emailed reply to my inquiry, arguing that these have the strong potential to sway white voters:Broadly, I think the themes you outline can be simplified to, “We’re the victims, and the victimizers are getting away with murder.” And, yes, I think they’ll apply this year as well as in any year when the “we” includes a coalition of elites and paycheck-to-paycheck working folks, each of whom reasonably see themselves as losing ground they once felt confident belonged to them (however ill-gotten that ground was in the first place).According to Solomon:This is a country that generally makes life hard for working people and is busily shifting symbols around that are meaningful to people who identify as white. Under those circumstances, it’s easy to manipulate feelings that life is not fair into feelings that “we” are being persecuted by “those people” who are stealing what “rightfully belongs to us” — literally, figuratively and with all appropriate scare quotes.The current political environment entails both conflict between the parties and disputes within each of the parties. Neil Malhotra, a political scientist at Stanford, described this ambiguity in an email:The conventional wisdom is that any Republican candidate for president, not just Trump, should focus on three issues: inflation, immigration and crime. Trump may be uniquely positioned to take advantage of these three issues, particularly since he has a more moderate image than his competitors on issues where Republicans are disadvantaged: abortion and entitlements — Social Security and Medicare.The flip side, Malhotra wrote, “is that the Democratic candidate for president should be focusing the campaign around abortion rights, climate change, health care and economic inequality.”Malhotra cited a Pew Research survey from June, “Inflation, Health Costs, Partisan Cooperation Among the Nation’s Top Problems,” that broke down the issues on which voters agree more with Republicans than Democrats and vice versa.Republicans had the edge on economic policy (42-30), immigration (41-31) and crime (40-30). Democrats led on climate change policy (41-27), abortion (43-31) and health care (39-27). The smallest gaps were on foreign policy, favoring Republicans (37-33), gun policy (statistically even) and education, favoring Democrats (37-33).Crime, in Malhotra’s view,is a particularly interesting topic because it’s always been more about perception than reality. Violent crime statistics have been declining during the Biden administration from the Covid peak, but there is a general image of lawlessness mainly around property crime, which I believe is a real and persistent problem in many areas.In the case of crime, Malhotra wrote, “You don’t actually need to be a victim or even in danger for it to affect your political worldview. I suspect a lot of Americans’ reaction to property crime is a sense of helplessness and a world they are not used to.”Malhotra made the case that Trump loyalists are a more complicated constituency than they are often described as being:There is a lot of talk of MAGA voters as wanting to go back to a 1950s America characterized by racism and sexism. I’m sure people like that exist, but there is another type of MAGA voter that I’ll call “end-of-history MAGA.”Many of these people are members of Gen X (born between 1961 and 1981), which is a generation that slightly leans Republican. “End-of-history-MAGA” people look back to the 1990s as a peak period of American greatness characterized by economic strength, declining crime, etc. I don’t think these people can be easily dismissed as racist or sexist. But they may believe that America has been in decline on many dimensions.The entry of growing numbers of younger voters into the electorate, Malhotra noted, will work to Biden’s advantage, as they “generally see immigration and crime as less important issues than older voters.”But, Malhotra cautioned, “a potential threat for Biden is that younger voters are being crushed by high rent, high interest rates and low housing supply, and they see little optimism for experiencing the American dream of homeownership.”Matthew Levendusky, a political scientist at the University of Pennsylvania, makes the point that in 2024 Trump will have been the nominee, if all goes as expected, three times in a row, and Biden twice. When combined with the increasing immovability of polarized Democrats and Republicans determined to support their own parties, “2024 will likely look much like 2020 and 2016.”“There simply won’t be much movement in the aggregate,” he added. “This means that even small things on the margin could end up mattering a lot.”Levendusky, in contrast to some others I have quoted here, suggests that despite a difficult set of issues, Biden may be stronger than expected:In a normal year, Biden would be in real trouble. But Trump brings his own unique issues as well, especially this year. He’s a uniquely mobilizing factor for Democrats — they view him as an existential threat, and his indictments may well drag down support among key groups he needs to win back in order to secure the White House.In the case of Trump’s indictments, Levendusky argues that “the core of Trump’s base is unlikely to be moved, but more marginal voters are a different story.” If these “wavering Republicans or independent voters are in key states like Pennsylvania, Arizona, Wisconsin, etc., that will be extremely damaging to Trump.”Patrick Sharkey, a sociologist at Princeton who has written extensively about crime, argued in an email that Biden can make the case that he has a better record on fighting gun violence and crime than is widely recognized:Candidate Trump will undoubtedly paint a portrait of urban America as lawless, dangerous, and disorderly, just as he did in 2016. That said, President Biden has a strong case to make that he has done more than any recent president to address gun violence.Gun violence, Sharkey wrote,began to skyrocket in the summer of 2020, when former President Trump was in office. Since that point, the level of violence has plateaued, and so far in 2023 the vast majority of U.S. cities have seen sharp declines in homicides and shootings.While the Republican Party, Sharkey continued,has railed against the Department of Justice and largely ignored the Jan. 6 assault on U.S. Capitol Police and Metropolitan Police Department officers, the Biden administration has invested additional federal funding in law enforcement while also using federal funds to support Community Violence Intervention programs, which, even if the funding was nowhere near sufficient, represents a historic expansion of the federal government’s approach to addressing violent crime. The passage of the Bipartisan Safer Communities Act is the first major federal legislation to address guns in decades.A potential problem with Sharkey’s analysis is that in contemporary campaigns, especially those involving Donald Trump, it’s not at all clear that substance matters.Few, if any, have put it better than retired Marine General John Kelly, Trump’s former chief of staff, who on Oct. 2 expressed to CNN his frustration over seeing his ex-boss far ahead in the competition for the nomination:What can I add that has not already been said? A person that thinks those who defend their country in uniform, or are shot down or seriously wounded in combat, or spend years being tortured as POWs are all “suckers” because “there is nothing in it for them.” A person that did not want to be seen in the presence of military amputees because “it doesn’t look good for me.’”A person who demonstrated open contempt for a Gold Star family — for all Gold Star families — on TV during the 2016 campaign, and rants that our most precious heroes who gave their lives in America’s defense are “losers” and wouldn’t visit their graves in France.Kelly continued:A person who is not truthful regarding his position on the protection of unborn life, on women, on minorities, on evangelical Christians, on Jews, on working men and women. A person that has no idea what America stands for and has no idea what America is all about. … A person who admires autocrats and murderous dictators. A person that has nothing but contempt for our democratic institutions, our Constitution and the rule of law.“There is nothing more that can be said,” Kelly concluded. “God help us.”The Times is committed to publishing a diversity of letters to the editor. We’d like to hear what you think about this or any of our articles. Here are some tips. And here’s our email: letters@nytimes.com.Follow The New York Times Opinion section on Facebook, Twitter (@NYTopinion) and Instagram. More

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    The Climate Fight Will Be Won in the Appliance Aisle

    More than a year after its passage, much about President Biden’s climate law, the Inflation Reduction Act, is working.America is putting in more solar panels than ever before, with installations expected to be up 52 percent compared with last year. The law has helped lock in America’s transition to electric vehicles. Companies have announced more than $60 billion in E.V. manufacturing investments since the I.R.A. passed, and Hyundai is rushing to finish its new E.V. factory in Georgia because the law’s incentives are so good. Across the country, investment in all forms of clean-energy manufacturing has ramped up, with spending this spring five times the level of two years ago, according to a new tracker from M.I.T. and the Rhodium Group, a research firm.The law is supposed to do more than transform the economy, though. It’s also supposed to change how and even where Americans live. The I.R.A. contains nearly $9 billion in rebates meant to help people upgrade and decarbonize their homes — for example, install an induction stove, a heat pump or a new electrical or insulation system. Since the climate law passed last year, Mr. Biden and Democrats in Congress have hyped the savings on energy that these policies will bring to consumers; that is, after all, the inflation that the law is meant to be reducing.But I have grown worried about these efforts — and about the next phase of the I.R.A.’s implementation more broadly. The building sector accounts for about 13 percent of America’s climate pollution, so the success of these programs is essential to the country’s decarbonization efforts. Yet more important, the execution of these programs poses a political risk for the Biden administration. These rebate and tax credit programs are some of the law’s most visible provisions. Other than the law’s electric vehicle subsidies, these home-focused policies will be most Americans’ best opportunity to get I.R.A. money in their pockets.If the programs fail, they could seriously mar the I.R.A.’s public image. And right now, they are faltering.Perhaps the biggest problem is inherent to their design. The most successful federal programs are simple, straightforward and easy to use. Think of the U.S. Postal Service sending free at-home Covid tests to all Americans or the relative ease of signing up for and receiving Social Security benefits. These new home-upgrade programs, meanwhile, seem likely to be especially persnickety, complicated and onerous for many Americans.That’s because, first, there are a lot of programs in play. Although the I.R.A. streamlined some of the most important existing climate tax credits (for example, for greening the grid), it included four home-focused programs. Two of these programs are tax credits meant to give Americans a tax discount when they install a new rooftop solar system, a geothermal-powered heater, a heat pump or another technology that reduces demand for carbon-emitting fossil fuels. Unlike other tax credits in the law, these programs have no income cap, so they can be used by wealthy Americans who can presumably afford to pay upfront to install residential equipment like a water heater. But like other new tax credits in the law, they require Americans to have some federal tax liability in the first place. If you owe nothing on your taxes, then you can’t get a discount.These credits are likely to be generous in aggregate, but in some cases they will be too small to spur a serious change of behavior. Installing a whole-home heat-pump system, for instance, can cost tens of thousands of dollars, but the I.R.A.’s new tax credit will cover only $2,000 of that in one calendar year.That’s when another set of programs is supposed to come in. The I.R.A. introduced a pair of rebate programs meant to help working- and middle-class Americans afford to upgrade appliances and other features of their homes. These two programs, known as HOMES and HEEHRA, are important. When it’s finally put in place, HEEHRA will lower the cost of heat pumps and other climate-friendly appliances at the point of sale, making them more affordable to consumers, including those who are not even aware of the policy. More than perhaps any other programs in the law, these rebates are meant to allow low-income Americans to reduce their monthly energy costs. And because they involve direct cash grants, using the rebates will not require oweing any taxes to the federal government. That is huge for retirees and Social Security recipients, many of whom have no earned income and little to no federal tax liability.Regardless of how consumers are reimbursed, the programs are exceedingly — perhaps even fatally — complicated. The reason they have yet to take effect is that although these programs will be overseen by the Department of Energy, they will be administered separately by each state’s energy office. The department is still finalizing the last few rules that will govern how these programs work. When it finishes that process, then states will apply for their share of the money. Only then — after states receive their funding and set up their programs — will they be able to start disbursing it to their residents.So far, very few state offices have received any funds from the programs — not even the preliminary funds meant to help them hire more staff members and manage administration costs. This could directly hurt the programs’ chances of success in the next year. State energy offices employ anywhere from a handful of people to more than 100, and they have now been tasked with overseeing complicated, high-stakes federal programs.The experts and business leaders I’ve talked to think that these problems will push any serious efforts to carry out the programs well into next year. Montana has said that it doesn’t expect to make rebates available until the first half of 2024. Georgia’s energy office recently estimated that rebates would become available by Sept. 30, 2024, at the latest — barely a month before the presidential election.Even then, major questions remain about how the programs will work. Democratic lawmakers have called on the Energy Department to consider allowing the rebates to be used retroactively — meaning that someone who bought, say, a heat pump in late 2022 could get free money for it under the law. But that would sharply increase the program’s complexity, and it would more quickly deplete the limited funds allocated to the rebates. The programs draw from fixed pools of funding — about $250 million per state — and when that money runs out at the state level, the rebates will lapse in most cases.This is not the only place where the I.R.A.’s implementation is mired in confusion. The initial rules of the home energy rebates have left state officials unsure of whether they can use someone’s eligibility for other social welfare programs, such as food stamps, to gauge whether they qualify for a rebate. (The Energy Department has published guidelines about this, but they are not comprehensive.) That may force states to set up expensive processes that will duplicate work that’s already been done and make it even more burdensome for people to use these programs. It’s also unclear whether households can use several Energy Department programs at once — such as the new HOMES rebates and the longstanding weatherization-assistance program — to reduce the cost of a major project.Unless the Biden administration acts now, these consumer-facing programs could be a big mess by next fall. They will have confusing criteria, work differently in each state and may require applicants to go through time-sucking paperwork before receiving any funds. They will not showcase the nimble, modern government, fighting for working people, that Mr. Biden hopes to sell to voters.The I.R.A. is going to change people’s lives — I have little doubt of that. But only eventually. And for the next year, many of the law’s benefits for average Americans will remain largely theoretical. The M.I.T. and Rhodium tracker says that of the $137 billion in announced clean-energy investment, only $37 billion — just 27 percent — has started to flow. There is a growing risk that as the presidential election arrives, the law’s most world-changing programs to stimulate clean electricity and E.V.s will have yet to show their impact, and its smaller programs will be mired in public operation headaches.There is recent precedent for such a failure. Although most Americans now approve of the Affordable Care Act, the law was blamed for Democrats’ losses in the 2010 midterms, and it remained desperately unpopular for much of the following decade. Even when Donald Trump was elected, most independents still disapproved of the law and wanted to see it rolled back. Only in 2017, when Republicans repeatedly tried to repeal the law, did popular opinion swing in its favor. It has remained popular ever since.The I.R.A., like the Affordable Care Act, aims for a higher purpose than being politically popular. But the law’s survival depends on its — and Mr. Biden’s — ability to win a literal popularity contest next year. Mr. Trump and other Republicans are already cultivating a hatred of the clean-energy transition among voters; failing consumer-facing rebate programs would be a gift to them. And if Mr. Trump wins next year, his team will have plenty of opportunities to undermine the I.R.A.’s emission-cutting policies, even without repealing the whole law.The aspirations of 30 years of climate policies ride on the I.R.A. If this one law is successful, it will open up other ways of making policy for the environment and economy; if it fails, then lawmakers will shy away from tackling climate change for years. The law’s home-rebate programs will not be large enough to fully decarbonize America’s millions of buildings. But if they are successful, then they will allow the creation of future policy that is.The I.R.A., I believe, is still on track to be a success. But voters won’t see the new E.V. factories that it’s building or the sparkling new manufacturing hubs. They will see what’s at Home Depot or in the back of their contractor’s pickup truck. And if people have to fill out 20 pages of paperwork just to save less money on a heat pump than they initially hoped for, that’s what they’ll always remember about the I.R.A.The climate fight might be waged in the streets. But it will be won in the appliance aisle.Robinson Meyer is a contributing Opinion writer and the founding executive editor of Heatmap, a media company focused on climate change.The Times is committed to publishing a diversity of letters to the editor. We’d like to hear what you think about this or any of our articles. Here are some tips. And here’s our email: letters@nytimes.com.Follow The New York Times Opinion section on Facebook, Twitter (@NYTopinion) and Instagram. More

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    Latino Republicans Call Debate a Missed Opportunity to Reach Voters

    Republicans have sought to make inroads with the fast-growing slice of the electorate. But voters saw a swing and a miss on debate night.The Republican Party has been on a quest to make inroads with Hispanic voters, and the second presidential debate was tailored to delivering that message: The setting was California, where Latinos now make up the largest racial or ethnic demographic. The Spanish-language network Univision broadcast the event in Spanish, and Ilia Calderón, the first Afro-Latina to anchor a weekday prime-time newscast on a major network in the United States, was a moderator.But questions directly on Latino and immigrant communities tended to be overtaken by bickering and candidates taking swipes at one another on unrelated subjects. Only three candidates — former Gov. Chris Christie of New Jersey, former Vice President Mike Pence and Senator Tim Scott of South Carolina — referred directly to Latinos or Hispanics at all. And only Mr. Pence pitched his economic message specifically toward Hispanic voters.Gov. Ron DeSantis of Florida, whose state has the third-largest Latino population, appeared to suggest there was no need for specific overtures to Hispanics or independents when he had won by such large margins in his home state, including in Miami-Dade County, a former Democratic stronghold.“I’m the only one up here who’s gotten in the big fights and has delivered big victories for the people of Florida,” Mr. DeSantis said. “And that’s what it’s all about.”In interviews, Latino voters and strategists called the debate a missed opportunity for Republicans: Few of the candidates spoke directly to or about Latinos or claimed any cultural affiliation or familiarity with them. The Republican field offered little in the way of economic plans to help workers or solutions to improve legal channels to immigration. The candidates doubled down on depictions of the nation’s southern border as chaotic and lawless.Mike Madrid, a longtime Latino Republican consultant in California, said the tough talk could draw in the support of blue-collar Latino Republicans who did not hold a college degree and in recent years have tended to vote more in line with white voters. But the debate was only further evidence that the party had abandoned attempts to broaden its reach beyond Latino Republicans already in its fold. Republicans are “getting more Latino voters not because of their best efforts, but in spite of them,” he said.Latinos are now projected to number about 34.5 million eligible voters, or an estimated 14.3 percent of the American electorate, according to a 2022 analysis by the Pew Research Center.Although Latino voters still overall lean Democratic, former President Donald J. Trump improved his performance with the demographic in 2020 nationwide, and in some areas like South Florida and South Texas even made sizable gains. Debate over what exactly drove his appeal continues.Some post-mortem analyses have found his opposition to city-led Covid pandemic restrictions that shut down workplaces and his administration’s promotion of low Latino unemployment rates and support for Latino businesses helped persuade Latino voters to his side, even when they disagreed with his violent and divisive approach to immigration.Historically, about a third of Latino voters have tended to vote for Republican presidential candidates. But Latino Republicans differ from non-Hispanic Republicans on guns and immigration: Fewer Hispanic Republicans believe protecting the right to own guns is more important than regulating who can own guns, and Hispanic Republicans are less likely to clamor for more border security measures, according to the Pew Research Center.At the debate on Wednesday, Ms. Calderón, who is Colombian and has gained prominence in Latin America for her incisive reporting on race and immigration, and the other moderators often turned to issues central to Latinos in the United States, including income inequality, gun violence and Black and Latino students’ low scores in math and reading.But on the stage, the candidates’ attention quickly turned elsewhere. Mr. DeSantis — the only candidate to provide a Spanish translation of his website — accused Washington of “shutting down the American dream,” an idea popular with Latino workers, but mostly pitched himself as a culture warrior.Ilia Calderón, the first Afro-Latina to anchor a major national news desk in the United States, was a moderator.Etienne Laurent/EPA, via ShutterstockIn response to a question on whether he would support a pathway to citizenship for 11 million undocumented people in the United States, Mr. Christie talked of the need for immigrant workers to fill vacant jobs. But in his central point, he pledged to increase the presence of troops and agents at the border with Mexico, calling for the issue to be treated as “the law enforcement problem it is.”Mr. Pence dodged Ms. Calderón when she pressed him on whether he would work with Congress to preserve the Deferred Action for Childhood Arrivals program, or DACA. The initiative, which remains in limbo in the courts, is temporarily protecting from deportation roughly 580,000 undocumented immigrants who have been able to show they were brought into the country as children, have no serious criminal history and work or go to school, among other criteria. About 91 percent of Democrats and Democratic-leaning independents and 54 percent of Republicans and Republican leaners favor a law that would provide DACA recipients permanent legal status. Although Mr. Pence described himself as the only candidate onstage who had tackled congressional reform before, he did not directly answer the question on DACA. Mostly, he used his responses to attack Vivek Ramaswamy and Mr. DeSantis before launching into a lengthy accounting of his track record on hard-line Trump policies.“The truth is, we need to fix a broken immigration system, and I will do that as well,” Mr. Pence said. “But first and foremost, a nation without borders is not a nation.”When asked how he would reach out to Latino voters, Mr. Scott highlighted his chief of staff, who he said was the only Hispanic female chief of staff in the Senate and someone he had hired “because she was the best, highest-qualified person we have.” But he, too, quickly turned to attacking his home-state rival, former Gov. Nikki Haley.The exchanges were a marked difference from the 2016 presidential debate when Senator Marco Rubio and Jeb Bush, the former Florida governor, defended speaking Spanish and personalized their experiences with immigration and the Latino community.Chuck Rocha, a Democratic strategist who helped run Senator Bernie Sanders’s presidential campaign last election cycle, said they also were different — and less effective — from those of Mr. Trump. Missing were the pledges “to bring jobs back to America, buy American and drain the swamp,” he added, messages that he said tended to resonate with Latinos and Latino men in particular.“Their campaigns have become such grievance politics that there is not a positive message that is radiating from anyone,” Mr. Rocha said. The shift could also hurt Republicans with a Latino community that skews young and tends to be aspirational, he argued.In South Texas, Sergio Sanchez, the former chairman of the Hidalgo County Republican Party, said he listened to the debate with dismay. He wanted to hear the candidates talk about pocketbook issues and energy policies. And he wanted them to stay on message and connect the dots for voters on why their economic policies were better than those under the Biden administration. Instead, he said, they spent more time swinging at one another.That was not good for Latinos or anyone else, he said. “They swung and missed,” he added. More

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    Biden Defends Striking Autoworkers: They Deserve a ‘Fair Share’

    President Biden forcefully sided with the striking United Auto Workers on Friday, dispatching two of his top aides to Detroit and calling for the three biggest American car companies to share their profits with employees whose wages and benefits he said have been unfairly eroded for years.In brief remarks from the White House hours after the union began what they called a targeted strike, Mr. Biden acknowledged that the automakers had made “significant offers” during contract negotiations, but he left no doubt his intention to make good on a 2020 promise to always have the backs of unions.“Over generations, autoworkers sacrificed so much to keep the industry alive and strong, especially the economic crisis and the pandemic,” Mr. Biden said. “Workers deserve a fair share of the benefits they helped create.”Mr. Biden said that Julie Su, the acting secretary of labor, and Gene Sperling, a top White House economic adviser, would go to Michigan immediately to support both sides in the negotiations. But he said the automakers “should go further to ensure record corporate profits mean record contracts for the U.A.W.”For decades, Mr. Biden has been an unapologetic backer of unions who rejects even the approach of some Democrats when it comes to balancing the interests of corporate America and the labor movement.During the past several years, he has helped nurture what polls suggest is a resurgence of support for unions, as younger Americans in new-economy jobs push for the right to organize at the workplace. Mr. Biden declares that “unions built the middle class” in virtually every speech he delivers.“That was most pro-union statement from a White House in decades, if not longer,” Eddie Vale, a veteran Democratic strategist who worked for years at the A.F.L.-C.I.O., said after the president’s remarks.The president’s decision to weigh in on the side of the union without much reservation will most likely to draw fierce criticism from different quarters. Earlier in the day — even before the president’s White House comments — Suzanne P. Clark, the head of the U.S. Chamber of Commerce, issued a searing statement blaming the strike on Mr. Biden for “promoting unionization at all costs.”After Mr. Biden’s remarks, Neil Bradley, the group’s top lobbyist in Washington, said the president’s message and the pro-union policies his administration has pursued have “emboldened these demands that just aren’t grounded in reality.”And in a possible preview of a rematch with former President Donald J. Trump, NBC on Friday aired part of an interview in which Mr. Trump sided just as forcefully with the car companies against the unions.“The autoworkers will not have any jobs, Kristen, because all of these cars are going to be made in China,” Mr. Trump said in an interview set to air Sunday on the network’s “Meet the Press” program. “The autoworkers are being sold down the river by their leadership, and their leadership should endorse Trump.”Friday’s walkout by the U.A.W. is in some ways a broader test of Mr. Biden’s economic agenda beyond just his pro-union stand. It also touches on his call for higher wages for the middle class; his climate-driven push to reimagine an electric vehicle future for car companies; and his call for higher taxes for the wealthy. The strike is centered in Michigan, a state that the president practically must win in 2024 to remain in the Oval Office.“You’ve got rebuilding the middle class and building things again here,” Mr. Vale said. “You’ve got green energy, technology and jobs. You’ve got important states for the election. So all of these are sort of together here in a swirl.”At the White House, Mr. Biden’s aides believe the battle between the car companies and its workers will underscore many of the president’s arguments about the need to reduce income inequality, the benefits of empowered employees, and the surge in profits for companies like the automakers that makes them able to afford paying higher wages.That approach is at the heart of the economic argument that Mr. Biden and his campaign team are preparing to make in the year ahead. But it sometimes comes into conflict with the president’s other priorities, including a shift toward electric vehicles.Mr. Biden’s push for automobiles powered by batteries instead of combustion engines is seen by many unions as a threat to the workers who have toiled for decades to build cars that run on gas. The unions want factories that make electric cars — most of which are not unionized — to see higher wages and benefits too.So far, Mr. Biden has sidestepped the question of whether his push for a green auto industry will hasten the demise of the unions. But Friday’s remarks are an indication that he remains as committed as ever to the political organizations that have been at the center of his governing coalition for years.In his remarks on Friday, he hinted at the tension inherent in the technological transition from one mode of propulsion to another.“I believe that transition should be fair, and a win-win for autoworkers and auto companies,” he said. But he added: “I also believe the contract agreement must lead to a vibrant ‘Made in America’ future that promotes good, strong middle class jobs that workers can raise a family on, where the U.A.W. remains at the heart of our economy, and where the Big Three companies continue to lead in innovation, excellence, quality and leadership.”The targeted strike is designed to disrupt one of America’s oldest industries at a time that Mr. Biden is sharpening the contrast between what rivals and allies call “Bidenomics” and a Republican plan that the president warns is a darker version of trickle-down economics that mostly benefits the rich.“Their plan — MAGAnomics — is more extreme than anything America has ever seen before,” Mr. Biden said on Thursday, hours before the union voted to strike.Mr. Biden was joined on Friday by several of the more liberal members of his party, who assailed the automakers and stood by the striking workers.Representative Alexandria Ocasio-Cortez, Democrat of New York, sent out a fund-raising appeal accusing the companies of refusing “to meet the demands of workers negotiating for better pay” despite having “netted nearly a quarter trillion dollars in profit over the last decade.”Senator Sherrod Brown, an Ohio Democrat, visited striking Jeep workers at a Toledo plant that makes the popular Wrangler sport-utility vehicle and declared that “Ohioans stand in solidarity with autoworkers around our state as they demand the Big Three automakers respect the work they do to make these companies successful.”How Mr. Biden navigates the strike and its consequences could have a significant impact on his hopes for re-election. In a CNN poll earlier this month, just 39 percent of people approved of the job he is doing as president and 58 percent said his policies have made economic conditions in the United States worse, not better.The fact that the strike is centered in Michigan is also critical. Mr. Biden won the state over Mr. Trump in 2020 with just over 50 percent of the vote. Without the state’s 16 electoral votes, Mr. Biden would not have defeated his rival.Unlike previous strikes involving rail workers or air traffic controllers, Mr. Biden has no special legal authority to intervene. Still, he is not exactly just an observer either.Just before the strike vote, Mr. Biden called Shawn Fain, the president of the U.A.W., as well as top executives of the car companies. Aides said that the president told the parties to ensure that workers get a fair contract and he urged both sides to stay at the negotiating table.Economists say a lengthy strike, if it goes on for weeks or even months, could be a blow to the American economy, especially in the middle of the country.Still, the president is unwavering on policies toward both unions and the environment. In a Labor Day speech in Philadelphia, Mr. Biden renewed both his vision about what he called a “transition to an electric vehicle future made in America” — which he said would protect jobs — and his rock-solid belief in unions.“You know, there are a lot of politicians in this country who don’t know how to say the word ‘union,’” he said. “They talk about labor, but they don’t say ‘union.’ It’s ‘union.’ I’m one of the — I’m proud to say ‘union.’ I’m proud to be the most pro-union president.” More

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    Lo que hay que saber sobre la huelga contra tres fabricantes de automóviles en EE. UU.

    El sindicato y General Motors, Ford Motor y Stellantis siguen teniendo grandes diferencias en materia de salarios.[Lee aquí, en inglés, el minuto a minuto de la huelga automotriz en EE. UU.]El sindicato United Auto Workers (UAW), que representa a alrededor de 150.000 trabajadores de plantas automotrices estadounidenses, decretó una huelga ‘limitada y dirigida’ contra tres de las mayores fabricantes de automóviles del país la madrugada del viernes cuando el sindicato y las empresas no llegaron a un acuerdo para suscribir nuevos contratos.Las tres fabricantes —General Motors, Ford Motor y Stellantis, propietaria de Chrysler, Jeep y Ram— habían dicho que podrían verse obligadas a suspender o ralentizar la producción si no era posible llegar a un acuerdo para la medianoche del jueves. El presidente del UAW, Shawn Fain, enfatizó que el jueves es la “fecha límite, no un punto de referencia”.El sindicato buscaba negociar un contrato independiente a cuatro años con cada fabricante de automóviles. El UAW nunca se ha ido a huelga en las tres empresas al mismo tiempo, sino que ha preferido hacerlo una por una. Pero Fain había dicho que, en esta ocasión, tanto él como sus colegas están dispuestos a irse a huelga en las tres empresas.¿Cuál es el punto de desacuerdo en el conflicto laboral?La remuneración es el tema principal de las negociaciones.El UAW exige un aumento salarial del 40 por ciento en un periodo de cuatro años, lo cual, según Fain, no dista del aumento en el sueldo de los directores ejecutivos de dichas empresas en los últimos cuatro años.Hasta el pasado 8 de septiembre, la postura de ambas partes era muy distinta: las empresas ofrecían un incremento en los sueldos de entre un 14 y un 16 por ciento en cuatro años. Fain calificó la oferta de “ofensiva” y señaló que el sindicato está firme en su objetivo de un aumento del 40 por ciento.¿Qué papel desempeña el cambio a los autos eléctricos en las negociaciones?La industria automotriz se encuentra en plena transición masiva a los vehículos operados con batería, por lo que GM, Ford y Stellantis están invirtiendo miles de millones de dólares en el desarrollo de nuevos modelos y la construcción de fábricas. Las empresas han dicho que esas inversiones les dificultan pagarles salarios más altos a los trabajadores. Afirman que ya de por sí se encuentran en gran desventaja competitiva con respecto a fabricantes de automóviles no sindicalizadas como Tesla, que domina el mercado de los vehículos eléctricos.Al UAW le preocupa que las empresas aprovechen la transición a los automóviles eléctricos para recortar empleos o contratar más trabajadores no sindicalizados. El sindicato busca que las fabricantes de automóviles cubran a los trabajadores de las fábricas de baterías en sus contratos nacionales con el UAW. En este momento, esos trabajadores no tienen representación sindical o bien se encuentran en negociaciones de contratos independientes. Pero las empresas argumentan que legalmente no pueden aceptar esa solicitud porque esas plantas son proyectos de coinversión.¿Qué ocurrió en la última huelga del UAW?La huelga más reciente del UAW ocurrió en 2019, y fue contra General Motors. Casi 50.000 empleados de General Motors dejaron de trabajar durante 40 días. La empresa informó que la huelga le había costado 3600 millones de dólares.La huelga concluyó después de que ambas partes llegaron a un acuerdo que le puso fin a una estructura salarial de dos niveles conforme a la cual a los empleados más nuevos se les pagaba mucho menos que a los veteranos. GM también convino en pagarles más a los trabajadores.¿Cómo afectaría a la economía una huelga contra las tres fabricantes de automóviles?Una pausa prolongada en la producción de automóviles podría producir una reacción en cadena en muchas partes de la economía estadounidense.Una huelga de 10 días podría costarle a la economía 5000 millones de dólares, según cálculos de Anderson Economic Group. Una huelga más prolongada podría comenzar a afectar los inventarios de automóviles en las distribuidoras, lo que elevaría el precio de los vehículos.La industria automotriz se encuentra en una situación más vulnerable que en 2019, la última vez que el UAW se fue a huelga. Al principio de la pandemia, la producción de automóviles se detuvo y produjo una reducción marcada en la oferta de vehículos. Los inventarios de autos nacionales se mantienen en aproximadamente una cuarta parte del nivel que tenían a finales de 2019.¿Una huelga tendrá ramificaciones políticas?Definitivamente podría tenerlas.El presidente Joe Biden se ha descrito como “el presidente más partidario de los sindicatos laborales” e intentó cimentar sus relaciones con los sindicatos laborales antes de arrancar su campaña de reelección. Pero el UAW, que por lo regular apoya a los candidatos demócratas, como lo hizo con Biden en su contienda en 2020, no ha declarado que vaya a apoyarlo en la campaña de 2024.El sindicato teme que la decisión de Biden de promover los vehículos eléctricos pueda erosionar más la cantidad de miembros de los sindicatos en la industria automotriz. Fain ha criticado al gobierno por otorgar grandes incentivos federales y préstamos para nuevas fábricas sin exigir que esas plantas empleen a trabajadores sindicalizados.El expresidente Donald Trump, que muy probablemente conseguirá la candidatura republicana, ha intentado ganarse a los miembros del UAW. Ha criticado las políticas de Biden para la industria automotriz y el clima por considerarlas negativas para los trabajadores y los consumidores.J. Edward Moreno es el becario David Carr 2023 en el Times. Más de J. Edward Moreno More

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    What to Know About the Potential Autoworkers Strike

    The union and the carmakers remain far apart on wages.The United Auto Workers union, which represents about 150,000 workers at U.S. car plants, could strike against three of the country’s largest automakers on Friday if the union and the companies are unable to reach new contracts.The three automakers — General Motors, Ford Motor and Stellantis, which owns Chrysler, Jeep and Ram — could be forced to stop or slow production if an agreement isn’t reached by midnight on Thursday. The president of the U.A.W., Shawn Fain, said that Thursday was the “deadline, not a reference point.”The union is negotiating a separate four-year contract with each automaker. The U.A.W. has never struck against all three companies at once, preferring to target one at a time. But Mr. Fain has said he and his members are willing to strike against all three this time.What’s at issue in the labor dispute?Compensation is at the forefront of negotiations.The U.A.W. is demanding 40 percent wage increases over four years, which Mr. Fain says is in line with how much the salaries of the companies’ chief executives have increased in the past four years.As of last Friday, the two parties remained far apart, with the companies offering to raise pay by 14 to 16 percent over four years. Mr. Fain called that offer “insulting” and has said that the union is still seeking a 40 percent pay increase.What role is the switch to electric cars playing in the negotiations?The auto industry is in the middle of a sweeping transition to battery-powered vehicles, and G.M., Ford and Stellantis are spending billions of dollars to develop new models and build factories. The companies have said those investments make it harder for them to pay workers substantially higher wages. Automakers say they are already at a big competitive disadvantage compared with nonunion automakers like Tesla, which dominates the sale of electric vehicles.The U.A.W. is worried that the companies will use the switch to electric cars to cut jobs or hire more nonunion workers. The union wants the automakers to cover workers at the battery factories in their national contracts with the U.A.W. Right now those workers are either not represented by unions or are negotiating separate contracts. But the automakers say they cannot legally agree to that request because those plants are set up as joint ventures.What happened in the last U.A.W. strike?The U.A.W. most recently went on strike in 2019 against General Motors. Nearly 50,000 General Motors workers walked out for 40 days. The carmaker said that strike cost it $3.6 billion.The strike ended after the two sides reached a contract that ended a two-tier wage structure under which newer employees were paid a lot less than veteran workers. G.M. also agreed to pay workers more.How would a strike against the three automakers affect the economy?A long pause in car production could have ripple effects across many parts of the U.S. economy.A 10-day strike could cost the economy $5 billion, according to an estimate from Anderson Economic Group. A longer strike could start affecting inventories of cars at dealerships, pushing up the price of vehicles.The auto industry is in a more vulnerable place than it was in 2019, the last time the U.A.W. staged a strike. In the earlier part of the pandemic, car production came to a halt, sharply reducing the supply of vehicles. Domestic car inventories remain at about a quarter of where they were at the end of 2019.Will a strike have political ramifications?It definitely could.President Biden has called himself “the most pro-labor union president” and sought to solidify his ties with labor unions ahead of his re-election campaign. But the U.A.W., which usually endorses Democratic candidates including Mr. Biden in his 2020 run, has held off endorsing him for the 2024 race.The union fears that Mr. Biden’s decision to promote electric vehicles could further erode union membership in the auto industry. Mr. Fain has criticized the administration for awarding large federal incentives and loans for new factories without requiring those plants to employ union workers.Former President Donald J. Trump, who is most likely to secure the Republican nomination, has been seeking to win over U.A.W. members. He has criticized Mr. Biden’s auto and climate policies as bad for workers and consumers. More