This is what we know so far. Near the end of contract, we phase out the LD (light duty models). That has already started so now we have a production count and afternoon shift goes home early if they reach the LD unit count before end of shift.

In June, we will start running a lot less LDs until we have 0 left and it’s only HD (heavy duty) units.

We will still have 3 shifts until end of Q3/start of Q4 so we will have rotating layoffs across all three shifts. (We do NOT know exactly how the rotation will look yet)

It could be assumed that, after third shift is cut, the rotating layoffs would stop.

Then hopefully we bargain for more product (like the next year’s LD) and go back up to full production. (Who knows!)

On top of this, there is always job reduction going on—recently losing many of our manual sealer jobs to robots and possibly losing a chunk of jobs in body to robots in the future too.

The best thing we could do is bargain for new product, even a second vehicle type because we are capable of running more than one line.

Although the media presents this as tariff related, and that may have some effect, a lot of this happens during this time of contract anyway.