A rail strike would have forced GM to close assembly plants within one day because truck frames—large components delivered exclusively by rail—cannot be economically stockpiled, making rail a critical just-in-time supply chain component.

causalpending

Speaker

Mary Barra

Evidence Quote

Frames are delivered to the plant by rail. And if you can think of how big a truck frame is, that's not something you you store many of... that would have had, within the day... an impact that we would have not had the frame to build the truck.

Source

General Motors CEO Mary Barra on future of auto industry (Full Stream 9/15)Washington Post Live
Created: 8/11/2026, 1:50:33 AM

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