Seraphhat einen Beitrag geschrieben.17. Oktober 2023
The UAW struck the largest Big 3 plant by volume, Ford's Kentucky Truck Plant (KTP). This both accelerates the depletion of the strike Fund (shortening the possible duration) and takes a significant bite out of Ford's profit. But the impact will be even bigger in the supply base. Last week MEMA published data that 30% of suppliers have laid off workers and 60% expected to by mid-October. KTP on strike will stop the flow of at least $150M per week to suppliers, which will inevitably trigger suppl...
