The company delivered just 1,348 Lyriqs and 47 Hummers in the second quarter, far below expectations, in part because of issues with battery module assembly. A longer strike could help GM address and potentially resolve some of those ongoing issues in its EV and battery operations, according to Sam Fiorani, vice president of global vehicle forecasting at AutoForecast Solutions. "A production stoppage could allow GM to solve bottlenecks,” Fiorani said. Wedbush auto analyst Daniel Ives said the strike was "a potential nightmare situation" for GM given it comes exactly at a key period of ironing out EV issues. In addition, the UAW strike in the United States could affect the flow of critical auto parts to GM operations in Canada and Mexico, which would hamper EV production there, Rinna said.

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Persons: Jennifer Granholm, Jonathan Ernst, GlobalData, Mary Barra, Rory Harvey, Hummer, Sam Fiorani, Fiorani, GM's Barra, Bill Rinna, Daniel Ives, Ives, Rinna, GM’s Ramos, Paul Lienert, Deepa Babington Organizations: U.S . Energy, Washington Auto, REUTERS, Rights, General Motors, Ford Motor, UAW, Ford, Chevrolet Silverado, GMC Sierra, GM, GMC, AutoForecast Solutions, EV, Chevrolet Blazer, Thomson Locations: Washington , U.S, United States, Canada, Mexico, Ingersoll, Detroit