The election, fiercely opposed by the state’s political leaders, was seen as a test of the United Automobile Workers’ ability to unionize factories in the South.
President Biden’s 2022 climate act spurred big investments in U.S. battery factories, but it has not similarly boosted E.V. sales.
The three U.S. automakers say they are already at a disadvantage to nonunion rivals while labor leaders hope that big gains in negotiations will inspire workers in Southern states to unionize.
Experts on unions and the industry said the U.A.W. strike could accelerate a wave of worker actions, or stifle labor’s recent momentum.
Carmakers are anxious to keep costs down as they ramp up electric vehicle manufacturing, while striking workers want to preserve jobs as the industry shifts to batteries.
Booming in a depressed market, battery-powered vehicles are a plus for the climate but pose a big threat to carmakers and parts suppliers that are slow to change.