Ford, Stellantis, General Motors Plant Investments Promised to Win UAW Contracts

Nov. 7, 2023
In addition to wage increases, a faster track to top wages for newer workers and retiree benefits, the UAW won investment guarantees from Detroit's automakers in recent contract talks.

Workers at Ford, Stellantis and General Motors plants are voting on the United Auto Workers new tentative deals with the automakers, lucrative contracts that call for 27% wage increases and significant improvements in retiree benefits and wage progression for younger workers. In contract summaries sent out to workers, the UAW also spells out how much and where it will invest in its plants, offering job commitments to employees. The following tables come from those UAW contract summaries, in order of when the companies reached a tentative deal with the UAW.

Ford Investments

As with GM and Stellantis, lower down in this story, some of the Ford investments mentioned in the UAW deal aren't exactly new. In 2022, Ford announced a $1.5 billion EV truck investment for its Ohio Assembly Plant in Avon Lake, Ohio, so the new $2.1 billion figure includes that investment plus other upgrades to the plant. Still, the company plans more than $8.1 billion in plant spending throughout the life of the contract, offering job security to workers at several plants. 

Plant

Investment

Products

Ohio Assembly$2,100,000,000All new EV van to be added; Medium Truck will continue; Super Duty will continue; E-Series Cutaway and Stripped Chassis will continue
Louisville Assembly $1,200,000,000Escape will continue through its planned product lifecycle; Corsair will continue through its planned product lifecycle; All new EV product will be added
Kansas City Assembly $1,000,000,000F-150 will continue, including HEV and Police; Transit will continue; Transit EV will continue through its planned product lifecycle
Dearborn Truck$900,000,000F-150 will continue, including HEV and Raptor; F-150 Lightning will continue through its product lifecycle; All new EV truck will be added
Kentucky Truck $750,000,000Super Duty will continue; Expedition will continue, including HEV; Navigator will continue, including HEV
Chicago Assembly $400,000,000Current Explorer will continue, including HEV and Police; Aviator will continue through its product lifecycle
Michigan Assembly$250,000,000Current Ranger will continue, including Raptor; Current Bronco will continue, including Raptor; 3rd production crew will be added; Stamping for Mustang, Bronco including Raptor, Ranger including Raptor, F-150, Expedition, Navigator, and Super Duty will continue; Stamping for Escape, Corsair will continue thru their planned lifecycle
Van Dyke Electric Powertrain Center $230,000,000All new EV Power unit will be added; Current EV Power unit will continue; 8F57 transmission will continue; HF55 transmission will continue; 6F & HF45 will continue through their planned lifecycles
Rawsonville Components $200,000,000GEN IV Battery will continue and add additional capacity; BEV H and BEV G batteries will continue through their planned lifecycle; All new Hybrid battery; AIS, Carbon cannisters, sequencing, and 10R oil pump will continue; Coil on plug and 6R oil pump will continue thru their planned lifecycles
Sharonville Transmission $160,000,00010R transmission will continue; Current gear families will continue; 6R transmission will continue through its planned product lifecycle
Dearborn Stamping /Dearborn Diversified Manufacturing$150,000,000Stamping for F-150, Expedition, Navigator, Bronco, and Super Duty will continue; Stampings for Lightning will continue through their planned lifecycle; Stampings for all new EV at REVC; Hydroforming for F-150, Expedition, Navigator, and Super Duty will continue, Axle, shock, tire and wheel, front wheel end assembly for F-150, Tire and wheel will continue for Edge through planned lifecycle
Woodhaven Stamping $150,000,000Stampings for Explorer, Bronco, Mustang, and service parts will continue; Stampings for new EV will be added; Stampings and hot metal forming for Escape, Corsair, and Aviator will continue through their planned lifecycle; Stampings and hot metal forming for Explorer will continue
Sterling Axle $130,000,000Axle production will continue for the following vehicles: F150, Super Duty, Mustang, Expedition, Navigator, Explorer, Transit with Aviator axle production continuing thru its product lifecycle
Livonia Transmission$120,000,00010R transmission will continue; 8FM transmission will continue; 6R transmission will continue through its planned product lifecycle; Current gears will continue
Cleveland Engine $100,000,000Duratec engine will continue; Cyclone engine will continue
Lima Engine $90,000,000Cyclone engine will continue; Nano engine will continue
Buffalo Stamping$80,000,000Stampings for Edge and Nautilus will continue through their planned product lifecycles; Stampings for all new EV will be added; Stampings for Super Duty, Expedition, Navigator, E-Series and Medium Truck will continue
Flat Rock Assembly $50,000,000Mustang will continue; Pending program approval new product will be added
Chicago Stamping $30,000,000Stampings for Explorer, Transit, and Super Duty will continue; Stampings for Aviator will continue through their planned lifecycles
Dearborn Engine $20,000,000Duratec engine will continue; 5.2L SC engine will continue; All new EV Battery Pack
Woodhaven Forging$3,000,000Current engine family forgings will continue; Forged Steel Crankshaft for 7.3L Engine Program will be added

Stellantis Investments

The parent company of Jeep, Chrysler, Dodge, Fiat, Citroen and other brands is promising the largest investments in future plants, just under $19 billion. Some of that, such as the Samsung battery plant joint venture in Kokomo, Indiana, had already been announced, but the $3.2 billion Belvidere, Illinois, battery plant covered by the contract is new.  

Plant

Investment

Products

Kokomo Battery$6,200,000,000Previously announced: Launch two new JV battery operations with Samsung SDI with the first scheduled to being production in 2025 and the second in 2026.
Belvidere Battery$3,200,000,000Launch a new JV battery operation in 2028 with a yet to be identified business partner.
Belvidere Assembly$1,500,000,000All New Midsize Trucks in 2027 (80,000 – 100,000 Units Projected)
Toledo Assembly Complex North & South $1,500,000,000Current Jeep Wrangler (JL) will continue into 2028; Current Jeep Gladiator (JT) will continue into 2028; Mid-Cycle Action updating the Jeep Gladiator (JT) in 2023; Jeep Wrangler (JL) PHEV Upgrade in 2025; Jeep Gladiator (JT) PHEV Upgrade in 2025; Next generation Jeep Wrangler (J70) including BEV and REPB in 2028
Detroit Assembly Complex $1,500,000,000Current Dodge Durango (WD) will continue through 2025; Current Jeep Grand Cherokee 2 row (WL 74) will continue through 2027; Current Jeep Grand Cherokee 3 row (WL 75) will continue into 2028; Mid-Cycle Action updating the Jeep Grand Cherokee 2 row (WL 74) in 2024; Mid-Cycle Action updating the Jeep Grand Cherokee 3 row (WL 75) in 2024; Next generation Durango (D6U), including ICE and BEV in 2026; Next generation Grand Cherokee (J6U), including ICE and BEV in 2027
Sterling Heights$1,400,000,000Current Ram 1500 Light Duty (DT) will continue through 2024; Mid-Cycle Action updating the RAM 1500 Light Duty (DT) in 2024; New RAM 1500 Light Duty (DT) including BEV and REPB STLA Frame in 2024
Indiana Transmission$900,000,000Current product 948TE will continue into 2028; Current product 68RFE will continue into 2024; Launch Phase I of Electric Drive Motor Gear Machining & Assembly in 2024; Launch Phase II of Electric Drive Motor Gear Machining & Assembly in 202; Launch e-Motor Assembly in 2026
Dundee Engine Plant North & South$770,000,000Launch the GME – T4 EVO in 2024; Launch the EP6 in 2025; Introduce production of STLA Frame & Large Battery Trays in 2024; Introduce Production of STLA Large Beam Machining in 2025
Warren Truck$600,000,000Current RAM 1500 (DS) will continue through 2024; Wagoneer/Grand Wagoneer (WS) will continue into 2028; Mid-Cycle Action Wagoneer/Grand Wagoneer (WS) in 2025; Introducing Wagoneer/Grand Wagoneer (WS) REPB STLA Frame in 2025; Introducing Wagoneer/Grand Wagoneer (WS) BEV STLA Frame in 2027; 2nd Mid-Cycle Action Wagoneer/Grand Wagoneer (WS) in 2027
Kokomo Transmission$450,000,000Current product 850RE Gen 2 will continue into 2028; Current product SI-EVT will continue into 2028; Launch the 880RE Gen4 in 2024; Introduce Electric Drive Motor Gearbox Covers in 2024
Toledo Machining$270,000,000Current 850RE Torque Converters will continue into 2028; Current 948TE Torque Converters will continue into 2028; Current HD Truck Steering Columns will continue into 2028; Current Jeep Wrangler/Gladiator (JL/JT) Super-Module will continue into 2028; Introduce Production of STLA Large Front Cradles; Introduce Production of STLA Medium Cradles; Introduce Production of Halfshafts
Sterling Stamping$165,000,000Continue current products to support Detroit Assembly Complex Jefferson, Warren Truck, Toledo and Sterling Heights Assembly facilities.; Introduction of future products to support Detroit Assembly Complex Jefferson, Warren Truck, Toledo and Sterling Heights Assembly and other North American facilities
Kokomo Casting$160,000,000Continued production of various engine blocks and components, transmission cases and components & chassis components; Launch WL & LB Crossmembers in 2024; Launch EDM Gearbox Cover in 2024; Launch GME T6 Oil Pan in 2024; Launch the EP6 Bedplate in 2025; Launch the EP6 Block in 2025; Launch eMotors Housing and Cover in 2026
New Belvidere Consolidated Mopar Mega Hub$100,000,000Launch in 2024 through the consolidation of work from the Marysville, Chicago, and Milwaukee PDCs; Introduce Stamping operations in support of replacement parts for the Belvidere Mega Hub in 2025.
Warren Stamping$85,000,000Continue current products to support Detroit Assembly Complex Jefferson, Warren Truck, Toledo and Sterling Heights Assembly facilities.; Introduction of future products to support Detroit Assembly Complex Jefferson, Warren Truck, Toledo and Sterling Heights Assembly and other North American facilities
New Fishkill, NY Mopar Hub$30,000,000Launch in 2025 with the consolidation of work from the New York and Boston PDCs.
New Macon, GA Mopar Hub$30,000,000Launch in 2026 with the consolidation of work from the Orlando and Atlanta PDCs.
New Metro Detroit Region Mopar Hub$30,000,000Launch in 2026 with the consolidation of work from the Centerline PDC, Centerline Warehouse & Packaging, Warren PDC, and Sherwood PDC.
New Reno, Nevada PDC$30,000,000Launch projected in 2027 with the consolidation of work from the LA PDC
New South Central Texas PDC$30,000,000Launch projected in 2026 with the consolidation of work from the Dallas PDC.
Kokomo Engine$0Current product GME T4 DOHC will continue into 2028
Trenton Engine$0Pentastar Classic continues through 2024; Pentastar Upgrade continues through 2028

General Motors Investments

GM plans to invest a little more than $13 billion throughout the contract with about $9.1 billion of that going into battery plants and other electric vehicle investments. Most of the GM investments have already been announced, but there were a handful of new projects, such as the $1.25 billion investment planned for Michigan's Lansing Grand River plant. 

Plant

Investment

Products

Orion Assembly$4,000,000,000Future EVs
Springhill Assembly$2,000,000,0002 GM EV’s (1 implemented) & future partner EV
Lansing Grand River $1,250,000,000Future EV
Flint Assembly$851,000,000 Additional volume capacity & next gen truck
Toledo Propulsion$760,000,000Drive unit production
Ft. Wayne Assembly$687,000,000Support volume capability & next gen truck
Flint Engine$579,000,000Gen 6 V8
Arlington Assembly$555,000,000Support volume capability & next gen large SUV
Marion Metal$491,000,0002 new presses, press lines & die refurbishment
Fairfax Assembly$391,000,000Future EV
Tonawanda Engine$300,000,000Drive Unit Production
Flint Metal$233,400,000New dies
Bay City$216,000,000Gen 6 V8 parts
Lockport GMCH$154,000,000Electric motor stator module
Bedford Casting$103,700,000EV drive unit casting; Additional die casting capability
Lansing Delta Township$100,000,000Next-generation SUV
Defiance Casting$87,000,000Casting for Gen 6 V8; EV Casting cell
Warren Technical Center$81,000,000Cadillac Celestiq
Parma Metal$71,400,000Press upgrades, volume increase and future program
Rochester GMCH$68,000,000Battery cooling lines; Gen 6 V8 parts
Pontiac Stamping$40,000,000Flexible fabrication machining
Factory Zero$0Future electric full-size SUV

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