However, Detroit's cost advantage could erode if it makes significant concessions to the United Autoworkers Union, said Dan Ives, analyst at Wedbush Securities. And a prolonged strike could delay the timing of GM, Ford and Stellantis' EVs coming to market. "A strike lasting longer than 4 weeks would be a body blow to the EV ambitions of GM and Ford in [the first half of 2024] and delay many aspects of this initial important EV push," Ives said. "The clear winner in this Game of Thrones Battle between the UAW vs. GM/Ford is Tesla, which sits in a nonunion position."