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UAW strike's three-pronged attack focuses on popular midsize trucks, SUVs

The United Auto Workers announced at midnight last night that they would begin targeted strikes at Ford's Michigan Assembly, Stellantis' Toledo Assembly and GM's Wentzville Assembly — all three home to midsize pickups and, in the case of Toledo and Michigan, popular midsize SUVs.  The Ford Ranger, Jeep Gladiator (just updated for 2024), Chevy Colorado and GMC Canyon are all built on lines that have been shut down by the strike. The Ford Bronco and Jeep Wrangler, which share fundamental underpinnings with the Ranger and Gladiator, respectively, are also in on the party. GM's Wentzville Assembly also builds the GMC Savana and Chevy Express vans, neither of which is a big player in the retail market. While midsize pickups may not move in the quantities we see from the half-ton segment, all of these are fairly high-volume models. Ford sold nearly 120,000 Broncos along with more than 55,000 Rangers in 2022; Wrangler and Gladiator combined for nearly 260,000 units last year (181,000 of those were Wranglers) and the Colorado/Canyon represented more than 117,000 sales for General Motors. Throw in the nearly 80,000 units for Chevrolet Express and GMC Savana, and production from these facilities equated to more than 500,000 units sold in 2022.  Ford has been struggling since launch to deliver its wildly popular Bronco to waiting enthusiasts. With supply woes largely easing last year, the company caught up to a great deal of its pre-existing demand, but lingering supply chain and quality control issues have continued to plague the manufacturer even as general constraints have eased. Even earlier this year, Ford said it was selling every unit it could produce. The Ranger, freshly redesigned for the U.S. market, is still getting its feet wet.  Jeep likewise has been on a tear. Sales of the 4x4 have remained so steady that the Wrangler 4xe became the country's best-selling plug-in hybrid vehicle pretty much by accident. Jeep just formally confirmed this week that a 4xe variant of the Gladiator pickup is on the way by 2025 — and they said you couldn't sell hybrids to truck and SUV buyers.  At GM, meanwhile, the Colorado and Canyon are sporting fresh redesigns for the 2023 model year, with production of both still ramping up. And while the Chevy Express and GMC Savana vans may not be popular consumer models, GM still sold more than 77,000 of them last year combined.  Related video: Plants/Manufacturing UAW/Unions Chevrolet Ford GMC Jeep Truck SUV

Mixed sales results, but automaker stocks rise on need for cars in Houston

DETROIT — The Big Three Detroit automakers on Friday reported better-than-expected August sales and issued optimistic outlooks for demand as residents of the Houston area replace flood-damaged cars and trucks after Hurricane Harvey, sending their stocks higher. General Motors, Ford and Fiat Chrysler posted mixed August U.S. sales, with GM up 7.5 percent and Ford and Fiat Chrysler down. Japanese automaker Toyota improved sales by nearly 7 percent, while Honda fell 2.4 percent. Still, analysts focused on the potential for Detroit automakers to cut inventories and stabilize used vehicle prices as residents of Houston, the fourth largest city in the United States, are forced to replace tens of thousands, perhaps hundreds of thousands, of vehicles after the devastation from Hurricane Harvey. Mark LaNeve, Ford's U.S. sales chief, told analysts on Friday that following Hurricane Katrina in 2005 "we saw a very dramatic snapback" in demand. That said, Ford sales fell 2.1 percent in August. It sold 209,897 vehicles in the United States, compared with 214,482 a year earlier. Sales were down 1.9 percent in the Ford division and off 5.8 percent at Lincoln. Demand was down for cars, crossovers and SUVs. It was not clear how many vehicles in the Houston area will be scrapped, LaNeve said, saying he had seen estimates ranging from 200,000 to 400,000 to 1 million. Ford's Houston dealers may have lost fewer than 5,000 vehicles in inventory, he said. Ford is the No. 1 automaker in the Houston market, with 18 percent share, according to IHS Markit. The company plans to ship used vehicles to Houston dealers and has "every indication we would have to add some production" of new vehicles to meet demand, LaNeve said. Investor concerns about inventories of unsold vehicles and falling used car prices have weighed on Detroit automakers' shares most of this year. Now, automakers can anticipate a jolt of demand from a big market that is a stronghold for Detroit brand trucks and SUVs. "It's got to be a positive for the industry," LaNeve said. Investors appeared to agree. GM shares rose as much as 3.3 percent to their highest since early March. Ford increased 2.8 percent at $11.34, and Fiat Chrysler's U.S.-traded shares were up 5.2 percent $15.91, hitting their highest in more than five years. GM reported a 7.5 percent increase in U.S. auto sales in August, helped by robust sales of crossovers across its four brands.

2024 GMC Canyon AT4X AEV Edition pushes the limits even higher

The GMC Canyon AT4X is already a formidable off-road pickup truck, but now it’s getting even more capable with the addition of the 2024 GMC Canyon AT4X AEV Edition. If youÂ’re familiar with the Chevrolet Colorado ZR2 Bison, then by proxy youÂ’re familiar with GMCÂ’s version of it already. Like the bow-tie version of the pickup, the AT4X AEV Edition is lifted an additional 1.5 inches beyond the regular AT4X, giving it 12.2 inches of ground clearance, which is identical to the ZR2 Bison. You also get to work with a 38.2-degree approach, 26.0-degree departure, and 26.9-degree breakover angle. ItÂ’s fitted with AEV beadlock wheels wrapping 35-inch Goodyear Wrangler Territory mud-terrrain tires and uses hot-stamped boron steel skid plates for the radiator, steering gear, transmission, transfer case, fuel tank and rear differential. Appearance-wise, the AEV Edition sports a new front fascia with integrated fog lights and larger fender flares that facilitate the bigger tires. It uses AEV stamped-steel front and rear bumpers that include heavy-duty recover points, and the front bumper is compatible with a winch. The rear bumper (below) is particularly clever, as it has easily removable plastic corners that can be replaced with 10 millimeter-thick steel skid plates for a little extra protection on the trail. YouÂ’ll find an AEV in-bed mount for the spare tire, too, as the big 35-inch tire doesnÂ’t fit in the usual under-bed storage spot. GMC wasnÂ’t ready to provide hard numbers for payload or towing, but expect the Canyon AT4XÂ’s specs to go down in a similar manner as the ZR2 Bison that lost 230 pounds of payload capacity and 500 pounds of towing. And yes, the AEV Edition retains the AT4XÂ’s high-output four-cylidner that produces 310 horsepower and 430 pound-feet of torque. You get all the other AT4X goodies, too, including things like the Multimatic spool valve shocks and electronic-locking front and rear differentials. It also gets the sweet off-road launch control system that initially debuted on the Bison that can adjust power in real-time based on the traction available off-road. On the inside, the AEV Edition adds three standard auxiliary switches that you can hook up off-road or overlanding accessories to. The truck is also fitted with AEV-embroidered headrests and AEV all-weather floor liners. Pricing for the AT4X AEV Edition isnÂ’t available quite yet, but GMC says itÂ’s expected to be available for customer orders later this year.