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00:20
Welcome to Daily Drive for Friday, September 12, 2025.
00:24
I'm Jake Nier in Detroit, in for Kellan Walker.
00:28
Stay on the show, Hyundai LG workers return home after being detained by ICE, while South
00:33
Korea asks for a new visa program.
00:36
We'll hear from attorney Charles Cook, who's representing some of the workers arrested in
00:42
Two automotive folks have reached out that produce automotive parts.
00:45
How do we make sure this doesn't happen to us?
00:49
GM CEO, Mary Bara, says agility and resiliency are key to navigating a changing industry,
00:56
and GM is forced to close part of its text center over Legionnaires' disease cases.
01:02
Let's run through all the news you need to know to keep up in the auto industry.
01:07
South Korea Foreign Minister Cho Hyun is calling on Congress in the U.S. to support a new
01:12
visa for Korean businesses.
01:15
That says some 300 Hyundai LG workers returned home to emotional reunions with families
01:22
one week after being detained in a U.S. immigration raid that left some questioning whether they
01:27
would ever be willing to work in the U.S. again.
01:31
The ministry said in a statement that during his meetings with U.S. senators in Washington,
01:36
Cho reiterated concerns among South Koreans over the arrests of Korean professionals that
01:42
participated in investment projects in the U.S.
01:45
The South Korean workers were held for a week by U.S. immigration and customs
01:50
enforcement before flying back to their home country.
01:53
We'll hear more about this story in a minute with attorney Charles Cook.
01:58
On Thursday at Automotive News Congress, General Motors CEO Mary Bara credited the automaker's
02:04
agility and resiliency for helping it make long-term decisions in a time of uncertainty
02:12
Bara says GM has stayed focused on what she called no-regret moves that set it
02:17
up for the future, including its transition toward electric vehicles.
02:21
How do you make those big bets but do it in a way where in some cases it's how long can
02:26
I wait before I have to make the final decision?
02:29
We spent a lot of time as a leadership team looking at those tradeoffs and really trying
02:34
to say no matter what we know we want to do this for these reasons.
02:38
At the same time, she added GM executives have taken the lead from customers as they
02:43
weigh how and when to make big bets on future technology.
02:48
We'll hear more from Mary Bara's conversation at Automotive News Congress with publisher
02:52
Casey Crane in just a minute.
02:55
And GM has closed one of its main engineering buildings on its Warren Technical Center campus
03:01
near Detroit after two of its employees tested positive for Legionnaires' disease.
03:06
The automaker says it closed Cole Engineering Center Wednesday evening after being notified
03:12
by the McComb County Health Department of the positive tests.
03:16
While the building has not been confirmed as the source of the disease, it will remain
03:21
closed until at least September 22nd, pending further results.
03:26
And those are today's headlines.
03:28
You can find more details on all of those stories at AutoNews.com.
03:33
As I mentioned a minute ago, our publisher Casey Crane sat down Thursday with GM CEO
03:39
Mary Bara on stage at Automotive News Congress in Detroit, which happened to take place inside
03:45
the building GM will soon call its global headquarters.
03:49
They talked about the state of flux in the industry at the moment and the role of the
03:53
consumer in GM's decision making.
03:56
Here's an excerpt from their conversation.
03:58
I was talking a little bit about uncertainty and I think it's fair to say you've
04:02
led General Motors through a lot of different industry shifts.
04:06
But at the moment with tariffs and trade realignments, supply chain changes, it's a little unique
04:14
and I think our times are a little bit unprecedented.
04:17
General Motors have kept products flowing to customers, invested billions in US manufacturing,
04:23
and you've done a nice job sourcing parts to stay competitive.
04:27
So this is a very large question.
04:32
But how do you think about leading in this environment?
04:35
What's your framework for making long-term decisions so that General Motors can manage
04:39
to stay strong no matter how this evolves?
04:43
Well, if you go back five years, we've been through so much as a country, as a world,
04:49
as an industry, think about COVID.
04:53
You think about the semiconductor shortage.
04:55
You think about the impact that that had on our suppliers.
04:59
And we're still, I think, working through that while we're dealing with tariffs
05:02
and you didn't mention a fairly big shift from a regulatory perspective,
05:07
from a GHG and emissions perspective.
05:09
But one of our senior leaders said as we were in a meeting planning,
05:14
he said, you know, I think through all this, one of our superpowers has become agility
05:17
and resiliency of, OK, here's the situation.
05:20
So I think to answer your question, it starts by having a great team.
05:24
And, you know, we've got really strong leaders.
05:26
We have a mixture of people who have joined the company over the last few years.
05:29
We have people who have been there a long time like I have.
05:32
And then it's looking at what are those no regret moves?
05:36
I personally believe from an EV perspective that is still our North Star
05:40
because I think fundamentally as the charging infrastructure builds out the vehicles,
05:44
they're fun to drive, cost of ownership is lower from a gas perspective.
05:48
You never have to go to a gas station.
05:50
So I think we're on that journey, but we've got to be led by the customer.
05:54
And so staying focused on the customer, you know, looking at how do you make those big bets
06:00
but do it in a way where, in some cases, it's how long can I wait
06:04
before I have to make the final decision?
06:07
And that's what a lot of, we spent a lot of time as a leadership team looking at those tradeoffs
06:11
and really trying to say, no matter what, we know we want to do this for these reasons.
06:15
Yeah, speaking of customers, you might have to build a few more of those corvettes
06:19
because there's been a couple of questions about whether that one's for sale or not.
06:23
That one, I am so proud, I'm so proud of the whole product development team
06:27
that works together to do that, but the Corvette, it's pretty special.
06:32
So in all seriousness, you've talked a lot about putting the customer at the center of what you guys do.
06:38
Whether they want an EV, a hybrid, ice engines, your strategy pretty much reflects that.
06:45
You're growing EV volumes, you're also investing in ice where it makes sense.
06:49
How do you think about balancing that portfolio and how do the company's investments fit what the customers want
06:56
and what you're hearing from them?
06:57
Well, I think for the most part, I mean, obviously, up until a year ago,
07:01
we were on a journey to be in a regulatory environment where we had to drive EV adoption much faster.
07:08
And with the IRA going away, we're still all going to learn where we're at once that ends
07:14
and we get through the pull ahead volume.
07:16
But again, I think one of the great things we've done is, if you look at our Springhill, Tennessee plant
07:21
that builds both ice and EV, so we can flex between what the customer wants.
07:25
We've been very focused with our, as we put together the EV portfolio,
07:29
not just to replicate what we had from an internal combustion,
07:32
but to say how do we make sure we have affordable, we have luxury, we have the right segments.
07:38
So it was a very strategic portfolio and I'm very pleased right now that we've got this portfolio
07:44
that still meets the customer where we are and each of them are beautifully designed vehicles.
07:49
So from an ice perspective, we've looked the same way and to that point,
07:52
there was a couple of decision points over the last couple of years where if we started a new program,
07:59
we said, okay, when do we need to really make the decision of what we're going to do
08:03
and what were the milestones along the way?
08:05
As we gained more information, we're like, yes, we're going to do that program from an internal combustion.
08:10
So it's really, you've got to kind of do things under a number of scenarios
08:16
and then you do find a common set though.
08:18
Yeah, it wasn't always the easiest with all the pressure.
08:21
It wasn't always the easiest, but that's the industry we're running.
08:25
It's such an exciting industry.
08:27
GM CEO Mary Bara spoke with publisher Casey Crane at Automotive News Congress in Detroit.
08:34
After the program, she gave our own Lindsay Van Holley and Nick Bunkley an exclusive interview
08:40
which you'll hear on Monday and Tuesday, right here on Daily Drive.
08:45
Coming up, an attorney representing some of the South Korean workers who were detained by ICE last week
08:51
joins the show to talk about what they experienced
08:54
and what it means for foreign companies thinking about making big investments in the U.S. going forward.
09:00
We'll hear from Charles Cook next on Daily Drive.
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increase your product offerings and work to improve per vehicle revenue
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Contact your local Ally account executive to get started today.
09:41
Welcome back to Daily Drive. I'm Jake Neer.
09:44
With hundreds of Hyundai LG workers now back in South Korea after being detained by ICE last week,
09:51
questions now swirl about what happened leading up to and during the immigration raid
09:57
and what it means for foreign companies that are thinking about investing in the U.S.
10:01
Earlier this week, our own Molly Boygon spoke with attorney Charles Cook,
10:06
founding partner at Cook Baxter, who represents some of the Hyundai LG workers.
10:12
Charles Cook, founding partner at Cook Baxter, thanks so much for joining us.
10:16
My pleasure to be here. Thank you for inviting me.
10:18
How many clients of yours were impacted by the raid at the Hyundai LG site last week?
10:25
We had 12 individual clients that we've been asked to assist as part of this raid.
10:29
Two of them were actually DACA recipients. They weren't Koreans.
10:32
They were DACA recipients working in construction on the site,
10:36
legally allowed to do what they were doing, and the rest were
10:39
individuals employed within the fabrication part of the plant
10:44
as they rigid it for operations.
10:47
Can you tell us a bit more about the type of work that your clients were doing
10:51
and why these different companies were relying on,
10:56
in some cases, DACA recipients and in other cases, foreign workers?
11:00
Well, let's look at the different part. I'll do DACA as far as that's easy.
11:04
They're construction workers. They're living in South Georgia.
11:06
They lived here since they were two. That's what they do.
11:08
So if you want to build a building, those are the kind of guys you're going to hire.
11:13
But the Koreans and some Japanese that were on site,
11:17
they are subcontractors of Hyundai, and they provide the specialized equipment
11:23
that's used to fabricate batteries. We don't make that equipment in the United States.
11:29
You can't go to New Jersey and buy a battery plant or parts for that.
11:33
You import that from abroad, whether that's Japan or Germany or Korea.
11:38
And so if Hyundai, as part of the $7 billion plant,
11:43
wants to get that plant up and operating as quickly as possible,
11:47
they're going to go to the source of the labor and the product as quickly as they can.
11:52
Now, of course, we live in the United States, and our immigration laws are at best antiquated,
11:59
keeping in mind the last time we revised them was 1990.
12:03
So what kind of cars they were making in 1990, that's our immigration laws.
12:08
And so there isn't really a visa that's a special visa for, hey, I'm going to come in,
12:15
and I'm bringing this giant piece of equipment, and I'm going to get it bolted to the floor,
12:19
and I'm going to make sure it's operating, and I'm going to service it,
12:23
what we would call after-sales service and installation.
12:25
We don't really have a visa for that.
12:28
But we need that. Obviously, we need to have that type of person be able to come to the
12:31
United States, because we don't have them here. We can't provide that labor.
12:34
So we put this under the B-1 business visitor program.
12:40
B is just a category that we describe people who are coming temporarily to the United States
12:44
either for tourism, which is a B-2, or business, B-1, and that type of business
12:50
a lot of people think of, well, that's just meetings.
12:52
Well, no, it's not just meetings. It can be for investment purposes.
12:56
You can be coming for oversight. You can be coming for project reviews.
13:01
But you can also come and do after-sales installation and service.
13:06
And so there was a number of individuals that had actual B-1s.
13:10
They'd actually gone to the consulate and said, here is why I need to go to America.
13:15
Letter from their employer, consulate, you're right. I agree. You can go.
13:19
And then when they landed in Atlanta, and then they appeared in front of customs and water
13:23
protection, you know, the friendly guys in black uniforms and the guns that are behind
13:27
the glass, they also said, hey, I'm coming for this. I said, great, come on in.
13:31
Now there was a large group, however, that didn't have B-1 visas.
13:35
Well, why? Well, they have ESTA. So the best way to describe this, Molly, is if you go to
13:41
Paris, you don't go to the French embassy here to get a visa, you just go to Paris,
13:44
hop on a plane. That's ESTA. It's just, that's our version of it. And to get ESTA,
13:50
as you're a foreign national, you have to go online at least three days before your flight,
13:54
fill out a form, pass a quick background check, and then you can come to America,
13:59
either as an ESTA-T, I'm coming to Disneyland, I'm a tourist, or an ESTA-B, I'm coming for business.
14:07
It is exactly the same thing as a B-1 issued at a consulate. And you can do exactly the same
14:13
things under an ESTA that you can do under a B-1 visa. Except these guys didn't go to the consulate,
14:18
but they did go to the friendly CBP officer at the airport, presented their documents,
14:24
showed the letter from their employer, and they were allowed in. So the reason we had them,
14:28
instead of US workers, is that they weren't any US workers. I did ask one of my clients about this,
14:35
one of the companies, they said, well, why don't you have US workers? He said, well, we could.
14:39
And after they've worked three to five years in Korea, we will let them go on site and do service
14:43
and installation. But since Hyundai wanted this plant this year, and not in 2029,
14:49
we have our regular guys. What did your clients describe about the scene of the raid
14:55
last week? It's chaos. First of all, it was raid because there was no advanced notice.
15:01
Keep in mind, ICE could have just issued a notice of inspection of I-9s and done an audit
15:06
and discovered the same problem with workers that didn't have actual papers.
15:11
So ICE showed up in buses, they had a federal search warrant. That search warrant was based
15:17
on ICE claiming that there was four undocumented workers working on the site.
15:23
That's the whole basic. But they showed up with multiple buses,
15:27
believing they were going to arrest about 200 Latino workers. That's what they thought.
15:32
They ended up arresting about 175 Latino workers, including people that were legally working.
15:38
So we've got that problem. And then all the Koreans, now the Koreans were not
15:43
doing construction. They weren't putting up walls, they weren't putting on ceilings,
15:47
they weren't pouring concrete. They were inside the already completed part of the factory,
15:53
either installing equipment or many of them were actually in a meeting in a conference room. One
16:00
of my young clients had literally arrived the night before and was showing up for a meeting. He was
16:06
planning to be there a week as part of his job as an engineer. And then he was going back
16:11
to Korea. He didn't even know what was going on. What is this? It's like a welcome party
16:15
to America. So it was chaos as they lined them all, you see in the videos, they lined them all
16:19
of outside. They then began chaining them, not just handcuffs, but body chains, ankle, ankle irons
16:28
as they tried to get them on buses. They had to bring in extra buses because they didn't have
16:31
enough people there. But it's clear they did not intend to go there to pick up Korean workers
16:37
because they had no Korean speakers. They had no translator. They ended up using an app
16:43
on their telephone to try to communicate with the people when the very few Korean English speakers
16:49
were already off the scene, were already in a bus or gone. It appears that somebody thought, wow,
16:57
these could be really big numbers for this week. Stephen Miller will be very happy,
17:02
perhaps would just arrest everybody and sort it out later. And now we're in the later
17:07
part of the problem. What type of communication have the companies had with your clients?
17:14
Almost none. You can only visit them on Saturdays and Sundays and they couldn't get in on Saturday
17:20
and Sunday. So the principal contact has been through the consulates. So the Japanese consulate
17:26
and the Korean consulate have both had access to the individuals there and have communicated
17:29
on behalf of the companies. And so the companies themselves have literally not had a chance
17:33
to talk to their employees about what's going on, nor to advise them about the offer,
17:38
the quote offer that ICE is now currently making to resolve what is clearly an international incident.
17:45
And in terms of the responsibility or obligation or assistance that the companies may or may not
17:55
want to provide to their employees, I understand that there's a bit of a complex structure in
18:02
terms of Hyundai, LG, the joint venture, subcontractors. So are you saying that
18:08
none of those companies have really had the opportunity to engage with their employees
18:14
because of the limitations placed on visitation? Yes, that's correct. I mean, they've all wanted
18:19
to. I have five different employers that I'm working with. They all are super concerned
18:25
about their employees, really worried about their employees. But long before Korea says
18:29
I'm sending a plane, they were like right away, this happened, they're calling. And
18:34
they're very upset that they don't have access to their employees. We have figured out a way,
18:37
at least to get them some money so they can buy extra food instead of eating
18:41
bologna sandwiches. I mean, it's a jail. This is not like, oh, it's a nice holding facility
18:46
with the tennis court. No, this is a jail. So they've been very concerned, but the consulates
18:52
have been excellent at communication and in working with the companies and with the employees
18:57
themselves. What impact do you see this having on foreign companies that are
19:04
trying to establish manufacturing in the United States? That's kind of the $100,000 question,
19:11
isn't it? I know when I've spoken to different reporters about this, that work in the financial
19:18
industry, they've expressed deep skepticism that companies would be willing any longer
19:25
to even risk that this thing would happen to their German or their other Korean or their
19:31
Peruvian workers. Why would I even risk this at this point? So I think it's going to have
19:37
a chilling effect, at least temporarily, and at least until ICE can develop better parameters
19:43
on issues like this. You hear, of course, from the radical anti-immigrationists that they
19:49
should deport everybody. America is going to be doing these jobs. They can't because we simply
19:54
do not have the product on which these people can work. It's not like, hey, I'm going to,
20:00
here's how to sweep. Get a broom, you can sweep. These are not sweeping jobs. These are highly
20:05
technical, highly sophisticated pieces of machinery. One, I was reading an article about this plant
20:10
in a visit that had occurred just last week before the raid, and the reporter described
20:15
it as space age, just completely futuristic. We don't have stuff like that. We just
20:23
don't. We're not building it. So we import that. Can we? Of course we can. We have the ability,
20:29
but we need folks to help us get there, which is ironic in many ways. But that's how far we've
20:34
let manufacturing slip out of our hands, so we can't do what these companies can do in 2025.
20:42
So yes, I see, and it's not just cars. Two automotive folks have reached out about this,
20:50
but it's other industries as well that are thinking, oh my goodness,
20:54
Trump, I promise Trump, I'm going to invest a half a trillion dollars. How? I can't invest that without
21:00
my people running things, teaching things, servicing things, and your immigration laws stink.
21:07
When you say that two automotive folks have reached out about this, do you mean that
21:12
automotive companies have reached out to you about the security of their immigrant workforce
21:18
in the US or what do you mean by that? Two manufacturing parts that produce automotive
21:24
parts have reached out. How do we make sure this doesn't happen to us? How do we better protect
21:30
our employees that come in? We've got people that come and go all the time on B1s and ESTA.
21:36
How do we protect them? How do we make sure that this doesn't happen to us? So,
21:40
yeah, it's a learning opportunity, but it's also very scary.
21:43
You know, nobody wants to spend time in American jails. It's not a pleasant experience.
21:50
Charles Cook, thank you so much for joining us. Thanks for having me.
22:13
Come back over the weekend for our weekend drive edition of the show.
22:18
Our own Molly Boygon and Larry Veliquette talk more about the ice raid near Savannah
22:23
and about what happens if the Supreme Court rules President Trump's tariffs illegal.
22:28
Consumers who paid these tariffs that were put on your MSRP, do you refund that money?
22:34
No, you're not going to refund that money. You've already declared it on your P&L statements.
22:39
It's going to be a mess. We'd love to hear from you.
22:42
Let us know what you think of the show and the topics we covered today.
22:46
Send us an email at dailydrive at autonews.com
22:50
or leave us a voicemail at 313-444-2774. And if you enjoy the podcast, remember to like,
22:58
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