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一 |     DETROIT -- United Auto Workers union President Shawn Fain is expected to update members Friday afternoon on progress in contract talks with Detroit's three automakers as movement was reported with General Motors.Fain is scheduled to do a live video appearance, where he could call on more workers to walk off their jobs, joining the 34,000 already on strike at six vehicle assembly plants and 38 parts distribution warehouses. The union's strikes at targeted plants at each company began on Sept. 15 and are nearing the start of their sixth week.A person briefed on the talks says the union is exchanging offers with GM and will meet again Friday with the company. The person didn't want to be identified because they’re not authorized to speak on the record about the bargaining. There also were meetings on Thursday with Jeep maker Stellantis.On Thursday, GM posted a video indicating that bargainers are still some distance apart. Gerald Johnson, the company's global head of manufacturing, said GM has offered a total wage and benefit package that averages $150,000 per worker. It includes a 20% pay increase over four years and a company contribution of 8% per year in 401(k) accounts, cost-of-living increases, and it brings most workers to a top wage of $39.24 per hour by September of 2027, the company said.GM already has agreed to pull new electric vehicle battery plants into the national UAW contract, essentially making them unionized, a key point for Fain and the union. The UAW is seeking 36% wages, restoration of defined benefit pensions that workers gave up in the Great Recession, pension increases for retirees, an end to varying tiers of wages for workers and other items.“You might might be asking yourselves why can't General Motors meet every demand Shawn Fain is asking for?” Johnson said on the video. “Simple answer is we need profits to invest in our future.”He goes on to say that during the past decade, GM had net income of $65 billion but invested $77 billion in the business. “If we don't have those profits to continue our investments in our plants, our people and our products, we will be facing declining market share, an inability to fund the EV transition, and an inability to compete with a growing number of competitors right here in America,” Johnson said.Ford and Stellantis have made similar comments, with Ford saying it has reached the limit on how much it can spend to settle the strike. The union, however, says labor expenses are only about 5% of a vehicle's costs, and the companies can divert money from profits and stock buybacks to pay for raises that cover inflation and make up for years of contracts without significant increases. The strikes started with one assembly plant from each company after contracts expired at 11:59 p.m. Sept. 14. The union later added the parts warehouses, then one assembly plant each from Ford and GM.Last week the union made a surprise move, escalating the strikes by adding a huge Ford pickup truck and SUV plant in Louisville, Kentucky. But Fain told workers Friday that the union added the Kentucky plant after Ford presented an economic offer with no more money than a proposal from two weeks ago.About 23% of the union's 146,000 members employed by the three automakers are on strike.Stellantis said Friday that it canceled displays and presentations at the upcoming Specialty Equipment Market Association show and the Los Angeles Auto Show as strike costs continue to grow. Earlier this week the company pulled out of the CES gadget show in January.。

二 |         文 |无羽    本文为深度观点解读,仅供交流学习    不少人向来都觉得,美国与加拿大是关系牢不可破的铁杆盟友,边界不设防、经贸深度绑定,双方的亲密程度几乎不分彼此。    但最近局势彻底反转,两国多年的友好合作关系一夜崩盘,贸易谈判在最后关头紧急叫停,双边贸易战正式打响,北美自贸区的和谐假象彻底被撕碎。

三 |     开撕    8月21日深夜,加拿大总理卡尼直接官宣重磅决定,紧急叫停所有对美贸易谈判,连夜召回全部谈判代表团。

四 |     次日,他更是发表全国电视讲话,直面国民剖析谈判破裂真相,正式拉开对等反制美国的大幕。        加拿大总理卡尼(左一)    

     依照官方披露的相关安排,针对美国对加拿大200亿美元商品加征50%关税的霸道做法,加拿大将于9月8日落地等额报复关税,直接回击美方霸凌行径。

五 |     

    这场贸易战来得十分突然,所有人都毫无防备,早前双方谈判明明眼看就要敲定框架协议,怎么在最后关头忽然直接谈崩了?    根本缘由完全不是经济分歧,反而是美国贪得无厌步步紧逼,企图借着贸易谈判彻底掌控加拿大主权,将盟友转为自身附庸。    卡尼在电视讲话中直言,这次谈判破裂,本质是加拿大遭遇了美国的经济袭击。        谈判步入收尾阶段,双方此前已达成互利共识,加拿大更是主动示好,打算取消部分行业报复关税、恢复上架美国酒类产品,尽显十足协商诚意。    可美方谈判团队贪心不足,临门一脚突然加码大量霸王条款,提出一堆毫无逻辑、赤裸裸侵犯加拿大主权的无理要求。    卡尼公开点明美方三项不合理要求:强行限制加拿大自主对外签署贸易协定的权限、插手加拿大语言文化保护相关事务、出台极度不公的汽车行业专属条款。

六 |         简单来说,美国的目的一目了然:不止要赚加拿大的钱,还要彻底锁死其发展空间,剥夺外交自主权,变相把加拿大变成美国“第51个州”。

七 |     加拿大无论处于何种情形下,都不可能接受这类丧权辱国、极不对等的协议。正如卡尼所言,谈判的底线是国家主权,绝不会为了一纸协议出卖国家核心利益。    很多人觉得加拿大硬刚美国是自讨苦吃,但从经济层面来看,加拿大并非盲目冲动。    

     加拿大皇家银行分析认为,美方落地的新一轮关税即便不会彻底拖垮其本国经济,也会对塑料制品、电气机械等优势产业造成沉重打击。    
        更致命的是,美国反复无常的关税政策,彻底击碎了贸易市场信心,让整个外贸行业陷入观望恐慌。    既然退让换不来尊重,那就硬碰硬正面反击。    加拿大敲定的报复性关税精准对准美国要害,涉及乳制品、钢铁、家电、纸浆、电子等多个美国核心出口门类,针对性极强,专门冲击美国本土优势产业的对外销路。    更关键的是,此次对美反击,加拿大国内实现了罕见的全民、全党派高度团结。    
     反对党、各省省长、普通民众空前统一,没有任何争议杂音。    
    
     朝野一致认为,面对美国的单边霸凌,妥协只会换来更多压榨,强硬反制才是唯一出路。    
    
     民调数据更是直观体现,绝大多数民众支持政府的反击举措,求和妥协的声音寥寥无几。    
        反观美国这边,似乎根本没觉得这事情有多重,依然全程一副霸权傲慢姿态。    8月23日,特朗普政府公开下场警告加拿大,直言其硬刚美国是“犯傻”,甚至狂妄预判贸易战将给加拿大带来毁灭性打击。    美国交通部长更是放话,卡尼很快就会服软低头,主动重回谈判桌认输。

八 |         特朗普本人更是亲自下场嘲讽,吐槽加拿大想享受美国州级待遇,却不愿并入美国,还翻旧账指责加拿大长期对美农业产品加征关税,扬言就此终结过往局面,霸道心态展露无遗。    可美国显然没能正确预估本届加拿大政府所抱持的坚定决心。    奉陪到底    卡尼在2025年就任后,完全抛弃此前单方面向美国妥协让步的外交策略,核心施政方向是减少对美经济依存度、推进贸易多元布局,牢牢捍卫主权与利益边界,绝不受美国操控盘剥。    卡尼看得十分透彻,如今的美国早已变了,不再是互利共赢的合作伙伴,而是把经济一体化、贸易协定当成打压盟友的武器。        美方加征关税的相关说辞反复摇摆、毫无严肃性可言,持续消耗双边互信,此前双方默契共处的相处模式早已彻底成为过往。    此外加拿大手握关键筹码,作为美国核心能源供应国,几乎承接美国全部进口天然气、大量原油与电力供给,完全掌控美国的能源刚性需求。    

     卡尼也隐晦警告美方,美方根本承受不起加拿大切断能源供应的代价。    
    目前双边谈判彻底停摆,美方明确表态暂无重启谈判计划,北美盟友裂痕彻底公开化。        这场由美国主动挑起的贸易冲突,早已不是简单的经贸博弈,而是一场主权尊严的对抗。    说到底,美国的霸权逻辑向来简单粗暴:不允许身边有独立自主的盟友,只允许绝对服从的附庸。

九 |     但这一次,长期温顺的加拿大彻底觉醒,宁愿打贸易战承受短期损失,也不愿放弃主权、俯首称臣,这场北美贸易博弈,后续只会越演越烈。    参考资料:    

     《加拿大和美国,为啥谈崩了?》——人民日报,2026-08-23;返回,查看更多    

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Published on:12:44:24


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