New UAW Analysis Shows U.S. Can Create Tens of Thousands of Auto Jobs Using Existing Capacity

Detroit, MI — Today, the UAW released a new deep-dive report, Unlocking the Potential of U.S. Auto Manufacturing Capacity, revealing that America’s auto industry has the infrastructure and skilled workforce to build millions more vehicles — and create tens of thousands of good-paying union jobs — if companies invest at home instead of offshoring production and funneling more money to Wall Street.

In 2024, the United States had the capacity to manufacture over 14.7 million vehicles at active, existing plants, but produced only 10.2 million, leaving 4.5 million units of unused capacity. Plants across the country are underutilized because of high-exploitation race to the bottom practices that kill U.S. jobs and suppress wages for workers overseas, with the difference going straight to Wall Street.

Instead of using existing capacity, the Big Three and the rest of the auto industry loot the Rust Belt for stock buybacks and special dividends. Revitalizing the auto industry’s dormant capacity could create up to 90,000 new U.S. auto manufacturing jobs in short order, according to UAW estimates.

“We don’t need to break ground on a single new plant to rapidly grow auto manufacturing capacity — it’s already right in front of us, in the plants we’ve built, the skills of our members, and the communities that depend on these jobs,” said UAW President Shawn Fain. “Instead of offshoring jobs to low-wage, high-exploitation countries, auto companies must invest here at home and rebuild the middle class with union labor.”

The analysis shows that major automakers — GM, Ford, Stellantis, and Volkswagen — have steadily cut U.S. production even as they expanded output in Mexico. Since 2015, these companies have reduced annual U.S. vehicle production by 1.8 million units, hitting communities nationwide with plant closures, layoffs, and underutilized facilities.

“The working class built the auto industry — and we’re ready to build its future,” Fain continued. “Auto companies should be using this moment to scale up and add good jobs by investing in workers instead of Wall Street.”

View the full report here: https://uaw.us/ExcessCapacityPaper