Impact of UAW strike on Shipping

[Guest]

The biggest consumers of automotive grade steel would be in-house stamping plants. Plus whoever makes truck chassis. Steel will pile up quickly if they aren't running.

That being said - both Honda and Toyota used American steel for their Ohio, Indiana, and KY facilities. Not sure about the plants down south.

One area of growth - the demand for high tensile strength steel used in the production of artillery shells must be going thru the roof. Looks like the demand for steel used in shell production will triple from 2021 levels.

[Guest]

another UAW/UNIFOR strike and there will be more manufacturing off shore. as eric clapton sang "one day the bottom will drop out"

I worked in manufacturing for over twenty-five years (mid-1980s to 2000s) with tier one automotive suppliers, I would argue that the bottom dropped a very long time ago.

[guest]

another UAW/UNIFOR strike and there will be more manufacturing off shore. as eric clapton sang "one day the bottom will drop out"

[Guest]

How a strike impacts the Great Lakes shipping industry depends on how many of Detroit 3 are struck, and how long it goes on.

Unifor (former CAW) are also in a strike position with the Detroit 3. Looks like Ford Canada will be impacted by a strike with Unifor.

[Guest]

Was wondering how quickly a UAW strike would have an impact on the steel mills and then Great Lakes shipping.

In the past, US steel mills had plenty of other users of flat rolled steel - e.g. appliances. But alot of that manufacturing is now offshore.


I have a bad feeling that this strike may be longer lasting than those in the recent past. Are the Canadian autoworkers going out too?