David Welch

Stay informed with David Welch’s coverage and analysis for Fortune.

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Mary Barra, chair and chief executive officer of General Motors Co., gestures during an Automotive Press Association event in Detroit, Michigan, US, on Monday, Dec. 4, 2023. The financial arm of General Motors Co. joined a rush of borrowers selling high-grade debt Monday ahead of a seasonal late-December slowdown after signing a term loan agreement last week. Photographer: Jeff Kowalsky/Bloomberg via Getty Images

GM orders workers back in the office 3 days per week, ending a flexible pandemic-era policy of ‘work appropriately’

By David Welch and Bloomberg

Mary Barra, chief executive officer of General Motors Co., during an interview in New York, US, on Thursday, Feb. 16, 2023. Barra discussed electric vehicles and global economics. Photographer: Victor J. Blue/Bloomberg via Getty Images

GM announces record $10 billion stock buyback—more than it’s spending on UAW raises—as its electrification push stalls

By David Welch and Bloomberg

CHICAGO, USA – FEBRUARY 09: Chevrolet shows Blazer car during the Chicago Auto Show at McCormick Place convention center on February 09, 2023 in Chicago, Illinois, United States.The show will open to the public on February 11 and run through February 20. (Photo by Jacek Boczarski/Anadolu Agency via Getty Images)

Carmakers are struggling to make electric vehicles affordable for pinched consumers—and rethinking their investments amid sagging demand

By David Welch and Bloomberg

Autoworkers picketing a an auto plant in Ohio.

GM and Stellantis are nearing a tentative contract with autoworkers and ending a costly six-week strike after agreeing to a 25% pay hike

By David Welch, Gabrielle Coppola, and others

SAN FRANCISCO, CALIFORNIA – OCTOBER 24: ‘Cruise’ driverless robot taxis are seen at a parking lot as California Department of Motor Vehicles (DMV) revokes its self-driving car permit and citing ‘unreasonable risk to public safety’ in San Francisco, California, USA on October 24, 2023. The self-driving service of ‘Cruise’, the autonomous vehicle company owned by General Motor, is thought to be a step towards wider commercial deployment of a long-promised autonomous alternative to ride-hailing services such as Uber or Lyft in the US. (Photo by Tayfun Coskun/Anadolu via Getty Images)

GM’s Cruise grounds its entire fleet of driverless vehicles to ‘earn public trust’ after California suspension over high-profile accidents

By Dana Hull, David Welch, and others

LOUISVILLE, KENTUCKY – OCTOBER 14: Factory workers and UAW union members form a picket line outside the Ford Motor Co. Kentucky Truck Plant in the early morning hours on October 14, 2023 in Louisville, Kentucky. UAW leadership announced that the Kentucky Truck Plant would be the latest automotive manufacturing facility to join the nationwide strike. (Photo by Michael Swensen/Getty Images)

Ford reaches tentative deal with striking autoworkers, marking a huge breakthrough in a work stoppage that’s cost the industry billions

By Keith Naughton, David Welch, and others

SAN FRANCISCO, CA, UNITED STATES – JULY 24: People travel with a Cruise, which is a driverless robot taxi, in San Francisco, California, USA on July 24, 2023. The self-driving service of âCruiseâ, the autonomous vehicle company owned by General Motor, is thought to be a step towards wider commercial deployment of a long-promised autonomous alternative to ride-hailing services such as Uber or Lyft in the US. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)

California suspends Cruise self-driving cars from operating in the state after series of high-profile accidents

By Dana Hull, David Welch, and others

SAN FRANCISCO, CA, UNITED STATES – JULY 24: A Cruise, which is a driverless robot taxi, is seen during operation in San Francisco, California, USA on July 24, 2023. The self-driving service of âCruiseâ, the autonomous vehicle company owned by General Motor, is thought to be a step towards wider commercial deployment of a long-promised autonomous alternative to ride-hailing services such as Uber or Lyft in the US. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)

Federal regulators are investigating whether Cruise robotaxis are risky to pedestrians following several accidents

By Keith Laing, David Welch, and others

STERLING HEIGHTS, MICHIGAN – JULY 12: Breaking with the long-standing tradition of the “handshake ceremony” with the auto executives of the Big Three auto makers to open contract talks, United Auto Workers president Shawn Fain instead speaks with and does “members’ handshakes” with Stellantis workers at the Stellantis Sterling Heights Assembly Plant on July 12, 2023 in Sterling Heights, Michigan. The UAW opens auto contract negotiations with Stellantis today, Ford on July 14, and General Motors on July 18. (Photo by Bill Pugliano/Getty Images)

UAW will use tactics GM, Ford, Stellantis ‘have never seen before’ if deal not reached, says union leader

By David Welch, Keith Naughton, and others

A United Auto Workers (UAW) supporter holds a sign during a Labor Day parade in Detroit, Michigan, US, on Monday, Sept. 4, 2023. The UAW’s 150,000 members are threatening a strike on General Motors, Ford Motor Co. and Stellantis NV, maker of the Jeep and Chrysler brands, if a deal with Detroit’s big three legacy carmakers is not reached by a September 14 deadline. Photographer: Jeff Kowalsky/Bloomberg via Getty Images

With deadline looming, autoworkers union says it’s ready to strike ‘in a way they have never seen before’

By David Welch, Keith Naughton, and others

Semi TrailerTrucks on Parking with The Sunset Sky. Shipping Container Truck. Delivery Transit. Engine Diesel Truck Tractor. Industry Freight Trucks Logistics Cargo Transport.

SoftBank places big bet autonomous trucks will ‘fundamentally change’ supply chains

By Keith Naughton, David Welch, and others

CHICAGO – FEBRUARY 07: 2019 Cadillac Escalade is on display at the 111th Annual Chicago Auto Show at McCormick Place in Chicago, Illinois on February 7, 2019. (Photo By Raymond Boyd/Getty Images)

One of the biggest gas-guzzling SUVs—the Cadillac Escalade—is going electric. But it will cost you $130,000

COLMA, CALIFORNIA – APRIL 25: A Chevrolet Bolt EV sits parked at a charging station at Stewart Chevrolet on April 25, 2023 in Colma, California. Chevrolet announced plans to phase out production of its Chevrolet Bolt electric vehicles as the company paves the way for a new generation of electric vehicles. (Photo by Justin Sullivan/Getty Images)

Chevy Bolt won’t be killed off after all. In a surprise move, GM reverses itself and says a new EV model is coming

By David Welch and Bloomberg

ANKARA, TURKIYE – JUNE 08: A Tesla car and Ford car park at a Tesla charging station in Ankara, Turkiye on June 08, 2023. (Photo by Osmancan Gurdogan/Anadolu Agency via Getty Images)

Tesla’s charging deals with GM and Ford will set the U.S. standard and bring in an estimated $3 billion annually by 2030, analyst says

By David Welch and Bloomberg

AUSTIN, TEXAS – MARCH 14: Mary Barra speaks onstage at “Featured Session: Self-Driving Cars: From Science Fiction to Scale” during the 2023 SXSW Conference and Festivals at Austin Convention Center on March 14, 2023 in Austin, Texas. (Photo by Stephen Olker/Getty Images for SXSW)

GM joins Ford in plugging into Tesla’s EV charging network and making it the defacto U.S. standard

By David Welch and Bloomberg