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  • A Wild and Dangerous 2024 Experiment

    A Wild and Dangerous 2024 Experiment

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    “We are in this to win it,” No Labels’ chief strategist, Ryan Clancy, told me one morning earlier this month. Clancy and 16 other representatives of the beleaguered centrist group were staring at me through their respective Zoom boxes during a private briefing, electoral maps and polling data at the ready, all in defense of their quest to alter the course of the 2024 presidential campaign.

    He continued: “And that’s a function not only of having a ticket eventually that can accumulate electoral votes—”

    That’s when Nancy Jacobson, the group’s CEO and founder, interjected.

    “But I just want to clarify, this organization is not in it to win it,” Jacobson said, a truly unusual statement for a political operative.

    “This organization is in it to give people a choice.”

    In the coming weeks, No Labels seems poised to intervene in the presidential race with a “unity ticket”—ideally one Republican and one Democrat—meant to appeal to the large number of Americans dissatisfied with the likely major-party nominees, President Joe Biden and former President Donald Trump. Unlike Robert F. Kennedy Jr., Cornel West, Jill Stein, and other independent or third-party contenders, the No Labels candidates will likely be mainstream and, to use No Labels’ preferred language, offer “commonsense” values.

    Even if the forthcoming White House bid ends up as nothing but a sideshow, it is still garnering attention: Polls indicate that a No Labels ballot line may well draw more votes away from Biden than Trump. It could be the deciding variable that secures Trump’s return to power.

    Why is No labels doing this? Some of the group’s opponents allege that No Labels is nothing more than a money-raising grift. Others have suggested that No Labels is a shadowy Republican dark-money group, and that the “unity ticket” is a stalking-horse bid to help Trump. Yet another theory is that No Labels is full of idealists who, whether they realize it or not, are playing Russian roulette with American democracy, as one critic recently put it to me. Jacobson and the organization vehemently deny all of the above accusations.

    I’ve spent the past several weeks talking with No Labels’ leaders, staffers, consultants, and opponents, trying to understand the organization’s endgame. I came away confused, and convinced that the people behind No Labels are confused, too. They’ve correctly diagnosed serious problems in the American political system, but their proposed solution could help lead to its undoing.

    Nancy Jacobson, a longtime Democratic fundraiser who is married to the longtime Democratic pollster Mark Penn, founded No Labels 15 years ago. Back then, her goal was to build the voice of the “commonsense majority” and bring compromise to Capitol Hill during what was then seen as an era of division and dysfunction. (It looks bucolic compared with the present day.) The bipartisan Problem Solvers Caucus, an earnest, relatively uncontroversial coalition of Democrats and Republicans, eventually emerged in the House of Representatives as the result of No Labels’ work.

    So many political observers view Jacobson as a Beltway operator that her colleague and friend of 30 years, Holly Page, who sits on No Labels’ board of advisers, came to our interview prepared to dispute that characterization before I even mentioned it. Page informed me that Jacobson is not, in fact “a conventional creature of Washington,” and instead likened her to a Silicon Valley disrupter who’s willing to “try things” and “challenge conventional norms.”

    Disruptive is certainly one way to describe the group’s recent change in focus from congressional gridlock to the White House, where its leaders saw a much bigger problem. Given the timing of this pivot, one might assume this bigger problem they identified was a dictator knocking at the door. Not quite.

    No Labels’ leaders look at the 2024 race and see failure on both sides underscored by a larger failure of choice. They see Trump lumbering toward another Republican nomination as he faces the possibility of conviction(s) and imprisonment. They view Biden as both far too old and having tacked too far to the left, a man who didn’t keep his campaign promises and abandoned his long-held reach-across-the-aisle mentality. No Labels raised $21.2 million in 2022, up from $11.3 million the year before. (The 2023 figures are not yet available to the public.)

    In mid-January, I sat down for a group interview with three of No Labels’ leaders—Clancy, Page, and a co-executive director, Margaret White. Clancy told me that Biden had abused his presidential power in signing an executive order to forgive student-loan payments. He compared this decision to Trump’s executive action to fund the construction of a southern border wall.

    I asked everyone to share whom they’d voted for in the 2020 election. Clancy and Page both said they’d voted for Biden. White demurred: “Oh, I don’t know if I want to answer that question.” I asked again, this time about 2016. Page voted for Hillary Clinton, Clancy for Gary Johnson. “Yeah, I don’t want to—I’m not interested in putting that out there,” White said once more.

    No Labels’ leaders are hardly alone in hating their 2024 options. In late January, a Decision Desk HQ/NewsNation poll showed that 59 percent of voters are “not too enthusiastic” or “not at all enthusiastic” about the prospect of a 2020 rematch. A separate poll in December found roughly the same thing.

    But unlike all the people sitting around complaining about the coming election, No Labels is trying to do something. And sometimes that something is described in grandiose terms. In one email to me, Jacobson shared that her college-age daughter had decided to enlist in the Israeli Defense Forces upon graduation. “I am scared for her as a parent. Terrified,” Jacobson wrote. “But how can I not celebrate her when I myself am risking so much for a cause I believe in?”

    Over the past two years, her group has been working to place its name on ballots around the country. It has succeeded in 16 states so far, and aims to reach 33 in the coming months. In the remaining states, No Labels is leaving the task of getting on the ballot up to its eventual “unity ticket” candidates. Though No Labels would dispute that these candidates would really be “its” candidates in any meaningful sense.

    The group insists that it is merely a 501(c)(4) social-welfare organization and not, as one might assume, a nascent political party. But not everyone at No Labels is on message. At the private briefing this month, one team member shared their screen with a chart boasting that 110,000 people were “No Labels Party Members.” When I asked about that specific word—party—which contradicts the organization’s central argument, Clancy, the chief strategist, said, “To the extent that this is convoluted, we can blame our campaign-finance laws.” A day later, a No Labels representative emailed me a lengthy statement explaining the difference between what a political party does and what No Labels is doing. I can’t say I was able to discern a clear distinction.

    Perhaps oddly for an organization dedicated to political choice, No Labels also insists on keeping secret the selection process for the “unity ticket” candidates. Guessing the eventual ticket has become a sort of parlor game during an otherwise boring primary season. While still not official, Clancy told me it was looking “pretty likely” that No Labels would announce a ticket, though he added that no politician has “an inside track” to the ballot line. Larry Hogan, the former governor of Maryland and a former No Labels co-chair, was believed to be in consideration, but he is instead pursuing a Senate bid. So was Senator Joe Manchin of West Virginia, a centrist Democrat, who this month went so far as to float Senator Mitt Romney as a potential running mate. “Third-party run, everything is on the table,” Manchin told reporters. A day later, he announced that he wouldn’t run for president at all. Dean Phillips, the Minnesota congressman challenging Biden for the Democratic nomination, is already a member of the Problem Solvers Caucus, and recently said he’d consider running on a “unity ticket” if the conditions were right.

    Back in November, the organization’s leaders scuttled plans for an April 2024 in-person convention in Dallas. My request for details about a rumored replacement “virtual convention” went unanswered, perhaps under the logic that they can’t plan a convention if they don’t have candidates. So the conversations are happening quietly.

    More generally, the group is cagey about its internal operations, and won’t even share the names of its donors. (Harlan Crow, the Texas real-estate tycoon who has financially supported conservative Supreme Court Justice Clarence Thomas, is one.)

    Even once the ballot-access work is finished and the candidates are secured, No Labels’ plan seems quixotic. In the United States, it remains nearly impossible for a third-party candidate to win a presidential election. The most successful third-party candidate of the modern era, Ross Perot, whom No Labels often name-drops, received just less than 19 percent of the popular vote in 1992 despite briefly dropping out of the race, but didn’t secure a single electoral vote.

    In an email to me, Jacobson alluded to the idea that “winning” a majority of the vote is not necessarily No Labels’ main goal. “Abraham Lincoln was actually a winner with 39% running on the No Labels of his day—the little-known Republican Party,” Jacobson wrote. “Ross Perot in 1992 before he pulled out was actually polling at 39%, ahead of both Bush and Clinton. Most people don’t realize that you don’t need 50% to win—you only need 35% or slightly above that.”

    Back in December, Clancy raised the head-scratching idea of creating a “coalition government.” He noted that if no candidate secured the requisite 270 electoral votes to claim the presidency, certain “unbound electors” could be “traded” among candidates. This sounded a bit like something out of a West Wing episode.

    Around this time, another No Labels co-founder, former Representative Tom Davis, told NBC News that No Labels candidates could potentially “cut a deal” with another party’s ticket and offer electors in exchange for Cabinet positions, or even the vice presidency. A different path, Davis said, was that a contingent election could simply be decided by the House. Such an outcome would almost certainly throw the election to Trump.

    Rick Wilson, one of the founders of the “never Trump” Lincoln Project, is a vocal No Labels critic. He believes the formerly centrist group has evolved into yet another cadre of Trump enablers, and that its ballot-access plan is far from benevolent.

    “While No Labels has every right in the world to try to put somebody on the ballot, we have an equally sacred right under the First Amendment to object to it,” Wilson told me. “I feel like No Labels is doing something dangerous and definitely stupid,” he added. “Probably extremely dangerous. Likely to cause the return of Donald Trump. And in those things, I’m going to speak out.”

    But it’s not just No Labels’ opponents who are questioning the group’s recent actions. Former Senator Evan Bayh, a personal and political ally of Jacobson’s for 25 years, whom she recommended I interview for this story, is fully supporting Biden. “It’s possible to be friendly with someone and disagree with them—or even occasionally strongly disagree,” Bayh told me. He spoke highly of Jacobson’s character and her integrity, but he also told me that several months ago, he expressed concern about her approach. “Look, I know you’re doing what you think is the right thing here,” Bayh said he told his friend. “But the consequences of error could be profound.”

    In that warning, Bayh articulated the most common criticism you tend to hear of No Labels: that its leaders are, to use a tired political metaphor, way out over their skis. As the “unity ticket” unveiling supposedly approaches, more veteran Democrats and Republicans are beginning to take notice, and voice concerns. On February 5, a bipartisan group of 11 former members of Congress sent a letter to three No Labels leaders warning them that a contingent election would be “calamitous.”

    Although it’s stocked with former elected officials and veteran Washington power brokers, No Labels can seem naive about the ugly contours of contemporary American politics. On a Thursday morning last month, the organization held an event at the National Press Club. All the No Labels luminaries were there: former Senator Joe Lieberman, the civil-rights activist Benjamin Chavis, former North Carolina Governor Pat McCrory. I thought the group might finally announce its candidates, and I suspect that many of the roughly two dozen other reporters in attendance assumed the same. No such luck. We were handed a purple folder containing a letter sent to the Department of Justice alleging an “illegal conspiracy to use intimidation, harassment, and fear against representatives of No Labels, its donors, and its potential candidates.”

    The letter claims that Melissa Moss, a consultant associated with the Lincoln Project, told Page, “You have no idea of the forces aligned against you. You will never be able to work in Democratic politics again.” And: “You are going to get it with both barrels.” (Page told me that this happened last summer over lunch in a public setting; Moss declined to comment for this story.) In a video screened at the press conference, Rick Wilson can be heard saying on a podcast that “they”—No Labels—“need to be burned to the fucking ground.” Jonathan V. Last, the editor of The Bulwark who has contributed to The Atlantic and other outlets, is also heard saying, “Anybody who participates in this No Labels malarkey should have their lives ruined,” and “The people who are affiliated with No Labels should be publicly shamed to society’s utmost ability to do so.”

    As the clip rolled on a flatscreen TV, the No Labels representatives looked out at the assembled reporters, solemn-faced. McCrory, the group’s national co-chair, raised his voice in disbelief when it was his turn to speak from the dais. “I mean, did you see that video? Did you listen to that video?” he asked. “Who do they think they are, Tony Soprano?”

    Though scheduled to last an hour, the event ended after 45 minutes when the Q&A portion was abruptly cut short without apparent reason. The No Labels brass exited the room. Out in the hallway, journalists were told that a follow-up “gaggle” was imminent. But it never happened. Several reporters stood around talking for a bit, then, one by one, dispersed.

    Later, when I spoke with Wilson about his comments in the clip, he said the video screened for reporters had been disingenuously edited.

    “I am not a person who is known for holding back,” Wilson said. “I was shocked, though, when they elided a quote of mine in their press conference, where I said they had to be burned to the effing ground. But then I said the next word. The word they cut off was politically.”

    The full quote does appear in the DOJ letter. But the whole episode seemed, to me, less an example of bad faith and mendacity than a simple loss of focus. Why spend all this time and effort complaining about your opponents’ tactics when you’re supposed to be selling the public on your ability to beat them?

    As of now, the top of the “unity ticket” seems likely to go to a Republican—if it goes to anyone. During last month’s press conference, Lieberman said that the current Republican candidate and former United Nations ambassador Nikki Haley could be a No Labels contender of “the most serious consideration.” Haley’s campaign immediately said she’s not interested. On Sunday, Joe Cunningham, No Labels’ national director, raised the prospect again. Once more, her campaign immediately said no thanks.

    Nevertheless, Haley’s name keeps coming up in conversations.

    At the virtual briefing earlier this month, one No Labels adviser, Charlie Black, a Republican strategist who worked on presidential campaigns for John McCain, Ronald Reagan, and both Bushes, told me he was personally rooting for Haley in the Republican primary and hopes she pulls off “a miracle.” Were this to happen, it’s unlikely that No Labels would launch a ticket. I asked whether it had been more difficult than anticipated to secure candidates for the No Labels ballot line. Black replied that the group had only begun talking to prospective candidates this month—an assertion contradicted by prior reporting.

    No Labels’ recent shift in priority from Congress to the executive branch has caught many by surprise, and some of the group’s supporters are asking questions about the pivot. Last month, two members of the Durst family sued the organization over breach of contract and “unjust enrichment.” Douglas and Jonathan Durst, who are cousins in a real-estate dynasty, allege that No Labels pulled a “bait and switch” with their $145,000 donation in pursuing this third-party presidential project. In an email to me, a lawyer representing the Dursts wrote, “The commitment No Labels made to its donors was that it would not be a third party but, rather, a facilitator of bipartisanship to bridge the political divide. It has now broken that commitment and must be held accountable for it.”

    Clancy, for his part, told me that the Durst lawsuit lacks credibility, and described it as part of a broader effort to make his and his colleagues’ lives “difficult” during the current ballot-access push. “I mean, they might have a leg to stand on if they gave money six months ago with some expectation this is only going to congressional work,” Clancy said. “They gave money six years ago and three years ago, respectively. We didn’t even start this 2024 project until two years ago.”

    Clancy also dismissed criticism of the organization as fundamentally unjust. “Look, I don’t mean to keep pleading the refs, saying our opponents are being unfair,” Clancy told me. “Though they are.”

    “The way that, just repeatedly, the worst motives are ascribed to No Labels, and to Nancy—it’s very frustrating,” Clancy said a bit later. “Nancy and No Labels are very comfortable operating quietly, and just hoping that good stuff gets done.”

    During the private briefing, Andy Bursky, the group’s chair, told me unprompted: “No Labels’ ballot-access infrastructure is not the work of crackpots or crazy dreamers or amateurs. Rather, it’s an effort led and staffed by clear-eyed, sober professionals, animated by a shared concern for our democracy and, in particular, the choices that the two-party duopoly is shoving down the throats of the electorate.” A few minutes later, Jacobson chimed in with a more macro, and more confusing, thought: “No Labels will never, ever be involved in politics.”

    Perhaps they assumed that everyone viewed the 2024 election through No Labels’ lens: that once ballot-access was secured, some patriotic, high-profile politician would be grateful to be tapped for the third-party nomination. So far, that hasn’t happened.

    Near the end of my in-person interview with Page, Clancy, and White, I asked them point-blank if they’d lose sleep at night if No Labels ran a candidate and, as a result, Trump won the election. Clancy virtually repeated my words back to me, as if articulating them gave them extra weight.

    “I’d lose sleep if I thought I was part of an effort that was responsible for getting Trump back in the White House,” he said.

    “Me too,” Page added.

    “Yeah, absolutely,” White said.

    In an email, Jacobson told me, “Personally, I would never vote for Trump ever, nor would the leaders or the donors to the group.”

    Her email signature features an animated GIF of Washington Crossing the Delaware with the words BE BRAVE and her group’s logo hovering above the painting’s choppy waters. Jacobson and her allies seem to earnestly feel they are doing just that—being brave—but in the fog of presidential-election war, they may also have lost sight of their enemy.

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    John Hendrickson

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  • The Real Issue in the UAW Strike

    The Real Issue in the UAW Strike

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    The United Automobile Workers’ strike against the Big Three manufacturers that began earlier today is exacerbating the most significant political vulnerability of President Joe Biden’s drive to build a clean-energy economy.

    A trio of bills Biden passed through Congress during his first two years in the Oval Office has generated a torrent of private-sector investment into clean-energy projects. But so far most of that green investment and the jobs it will create are flowing into red-leaning communities that are generally hostile to both the Democratic Party and labor unions.

    Congressional Democrats provided all the votes for the legislation that is catalyzing the rapid growth of the new green economy. But with so many of the new energy projects benefiting red places, many people in progressive circles worry that this historic transformation will fail to generate either sufficient political rewards for the president and congressional Democrats, or as many good-paying, blue-collar jobs as Biden has repeatedly promised.

    Fear that the shift to electric vehicles will reduce the number of quality jobs in the auto industry is the backdrop for the strike the UAW launched at midnight today. In both public and private, union officials have made clear their belief that the auto industry is using the technological transition to mask a second, economic, transition. They worry that the companies are using the shift from internal-combustion engines to carbon-free electric vehicles to simultaneously shift more of their operations from high-paying union jobs mostly in northern states to lower-paying, nonunion jobs mostly in southern states.

    Moreover, the union and its allies worry that the massive federal subsidies Biden’s agenda is providing the companies for the EV transition is inadvertently underwriting that transition toward lower-wage and nonunion plants. As Shawn Fain, the UAW’s new president, put it earlier this week: “There’s a lot with the EV transition that has to happen, and there’s … hundreds of billions of our taxpayer dollars that are helping fund this, and workers cannot continue to be left behind in that equation.”

    As the strike approached, the Biden administration took conspicuous steps to respond to those concerns by announcing a suite of multibillion-dollar Department of Energy loans and grants designed to  incentivize the auto companies to convert existing, unionized plants to EV production.

    “The president’s policy position is absolutely clear: He’s pro-union,” one senior White House official, who asked not to be identified while describing internal discussions, told me. “He thinks that companies that are receiving the benefits should respect the right to organize, should not interfere with workers’ ability to exercise that right, and he wants to see these jobs be good union jobs. From a policy perspective there is no daylight between the president’s policy preferences and where the UAW is, or the other unions are.”

    The challenge for the Biden administration in delivering on that pledge is the decisions that the auto companies and other industries are making in response to the bills he signed to promote more domestic investment: the bipartisan infrastructure law, a measure to encourage more U.S. production of semiconductors, and the Inflation Reduction Act, which contains federal assistance for the domestic manufacture and deployment of low-carbon energy sources.

    The tax subsidies and federal grants and loans in those bills have triggered a towering wave of new domestic investments across a broad range of industries producing clean energy. The big auto manufacturers alone have announced nearly $90 billion in spending on manufacturing facilities to produce EVs in just the past two years, according to the Center for Automotive Research, a nonpartisan Michigan-based think tank. Suppliers to the companies, including firms producing semiconductors for automotive use, are investing billions more in the EV transition. Brookings Metro, a nonpartisan think tank, calculated that total private-sector investment in EV manufacturing under Biden has reached nearly $140 billion. This building surge dwarfs the typical amount of annual investment in the auto industry over the past quarter century, but still likely represents only a down payment on what’s ahead. “There’s a lot of innovation that is going to happen over the next 20 years, in terms of product, process, technology,” Alan Amici, the center’s president and CEO, told me.

    For Democrats, the rub is how much of this capital is flowing into red places hostile to unions and represented by House and Senate Republicans who voted against the legislation that triggered the investments. (Every House Republican this spring also voted to repeal all of the Inflation Reduction Act’s incentives for clean-energy production.) The biggest recipients of the new investments include more red states than blue ones, Brookings has determined.

    Red states are receiving so many of the new projects partly because they have lower tax rates and electricity costs. But most analysts agree that companies have also channeled so much of their new investments toward red states because most of them have “right to work” laws that make it more difficult for unions to organize.

    In the auto industry, this preference for states resistant to unions has translated into a surge of investment in the South. Brookings Metro calculated that the South has attracted 55 percent of the total private investment in electric vehicles and batteries under Biden. That’s more than double the portion of the new clean-vehicle investment that has flowed into the Midwest, whose existing auto plants are largely unionized. That torrent of new money includes plans to build EVs or their batteries by Hyundai and Rivian in Georgia, Toyota in North Carolina, Tesla in Texas, BMW in South Carolina, Mercedes-Benz in Alabama, General Motors in Tennessee, and Ford in Tennessee and Kentucky.

    The EV investments announced so far are projected to generate at least 65,000 jobs across the region, Stan Cross, the electric-transportation-policy director for the Southern Alliance for Clean Energy, told me. Far more job growth is virtually certain in the years ahead, Cross said, largely because such investment patterns are self-reinforcing: Companies that provide parts for the big manufacturers are already locating around their new southern plants, such as the $1 billion in investment announced by suppliers near Hyundai’s Georgia facility.

    This southern EV boom is reinforcing a long-term shift in the auto industry’s center of gravity that has weakened the UAW’s position. Heavily unionized, Democratic-leaning Michigan still employs many more people in the industry than any other state. But starting in the mid-1990s in plants by Mercedes in Alabama and BMW in South Carolina, the industry’s employment has steadily shifted to the South. Since the early ’90s, the South’s share of total auto-industry employment has roughly doubled from 15 to about 30 percent, while the Midwest’s share has fallen, from 60 to about 45 percent, Karl Kuykendall, a regional economist at S&P Global Market Intelligence, told me. Kuykendall said he “would not be surprised” if the pace of this regional transition accelerates as the companies move deeper into the technological transition to electric vehicles.

    Hardly any of the auto plants in the South are unionized. And wages even for manufacturing workers are much lower in the region and in other red states than in the Midwest, as Michael Podhorzer, a former political director for the AFL-CIO, has calculated. The disparity between largely union and nonunion regions across the U.S. creates an enormous challenge for the UAW. In the strike that began this morning, it is seeking a raise of about 40 percent over the next four years, and the restoration of automatic pay increases for inflation, as well as health and retirement benefits that it surrendered when the companies faced bankruptcy amid the 2008 financial crisis. But even if the union succeeds at winning a favorable contract, that could just increase the incentive for the auto industry to shift more jobs to nonunion plants across the South.

    While foreign automakers have invested heavily in the South, the fabled Big Three domestic auto manufacturers (General Motors, Ford, and Stellantis) still mostly rely on facilities across the industrial Midwest. But the announcements by Ford and GM that they plan to build battery plants in Kentucky and Tennessee may signal a shift in that strategy. As important to the UAW, Ford, GM, and Stellantis are structuring their EV-battery plants, in the North and the South, as joint ventures with foreign partners that are not subject to the national labor agreement the companies are now negotiating. The union has to negotiate separate contracts with those plants—where the companies are offering much lower wages than in their unionized facilities.

    “From all evidence, automakers appear to be utilizing the shift to electric vehicles to do everything in their power to lower job quality for the very workers they are relying on to make this transition happen,” Jason Walsh, an executive director of the BlueGreen Alliance, a coalition of labor unions and environmentalists, told me. Those concerns have prompted the UAW to demand in the contract talks that the auto companies guarantee that workers now building internal-combustion-engine vehicles will be assured jobs as the companies switch toward manufacturing more EVs.

    Early on, the Biden administration appeared somewhat obtuse to these concerns, even though Biden has sympathized more overtly with organized labor than any other Democratic president in decades. Speaking before a Silicon Valley industry group in early June, Energy Secretary Jennifer Granholm turned heads among labor leaders when she said the administration was “agnostic” about where companies choose to site their clean-energy investments.

    Her department, perhaps reflecting that perspective, a few weeks later approved more than $9 billion in federal loan guarantees to Ford and a Korean partner to build their EV-battery plants in Kentucky and Tennessee, two right-to-work states. Fain, the union president, immediately issued a statement condemning the loan guarantees and declaring that the administration was “actively funding” a “race to the bottom” in wages and benefits “with billions in public money.”

    Fain’s message appears to have been received. The administration’s tone was different in late August, when the Energy Department announced that it was making available $2 billion in grants and $10 billion in loan guarantees under the Inflation Reduction Act (as well as another $3.5 billion in grants under the infrastructure bill) to subsidize the conversion of existing plants to make electric vehicles and their batteries. “We are going to focus on financing projects that are in long-standing automaking communities, that keep folks already working on the payroll, projects that advance collective bargaining agreements, that create high-paying, long-lasting jobs,” Granholm told reporters at the time.

    That message reflected Biden’s own priorities, the senior White House official told me this week: “All I would say is, the president is not ‘agnostic’” about where the clean-energy investments are flowing. “He’s the president for all of America. But all of America ought to respect the right to organize. He is trying to move the system toward good-paying jobs and more union density.”

    Labor allies agree the administration is now focusing more on the potential challenges for workers in the EV transition than it did earlier in Biden’s presidency. The late-August Energy Department announcement “is a very clear indication that the Biden administration is hearing what union workers are saying and is trying their best to be responsive to that,” Walsh said.

    The problem for the administration is that it has limited tools to shape how the auto companies make their investments. Generally, under the kind of federal loan and grant programs that Granholm made available in August, the administration can encourage companies to preserve existing plants and also to remain neutral in labor organizing campaigns when the firms open new clean-vehicle facilities. All indications point to Biden using that leverage more aggressively than he did earlier in his presidency. Over time, the senior White House official said, the administration “has strengthened its negotiating posture” to demand “stronger community benefits” from companies seeking the loans or grants.

    But the Inflation Reduction Act’s biggest incentives for building electric vehicles are generous tax credits for both producers and consumers. And those credits are available to companies that build and source a specified share of their materials for EVs domestically whether or not they use union labor. When the House passed its version of the Inflation Reduction Act in 2021, it included another $4,500 tax credit to consumers for EVs built largely with union labor, but Senator Joe Manchin of West Virginia, a Democrat, insisted on the removal of that provision as one price for his vote that allowed the overall package to pass the Senate.

    That now looks like an extraordinarily consequential concession. “This is happening because Joe Manchin pulled the union requirements out of the IRA and that really opened the door to this perverse situation where, by law, the administration has constraints about how far it can push to ensure that there are going to be good quality jobs in this transition,” says Adam Hersh, a senior economist at the Economist Policy Institute, a left-leaning think tank.

    Looming over all these maneuvers is former President Donald Trump’s relentless attack on Biden’s clean-energy agenda. In speeches, Trump has repeatedly declared that Biden’s intertwined proposals to promote EVs will “kill countless union autoworker jobs forever, especially in Michigan and the Midwest.” Trump, and some of the other 2024 GOP candidates, have pledged to repeal the IRA’s clean-energy incentives as well as Biden’s proposed fuel-economy standards for cars and light trucks, which would require the companies to massively shift their sales toward EVs over the next decade. In effect, Trump is presenting the transition to EVs as another example in his broader claim that the left is seeking to uproot and transform America as his supporters know and understand it.

    While many labor leaders have endorsed Biden for a second term, Fain has pointedly withheld the UAW’s endorsement. And Fain has publicly warned that Trump’s denunciation of the EV transition could find a receptive audience among his members if the union can’t win a generous contract and strong guarantees of job security. Given the importance of the industrial Midwest to the president’s reelection hopes, Biden may have nearly as much at stake as Fain in the outcome of this strike.

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    Ronald Brownstein

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  • Joe Lieberman Weighs the Trump Risk

    Joe Lieberman Weighs the Trump Risk

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    Joe Lieberman wants to make one thing clear. “The last thing I’d ever want to be part of,” the former Connecticut senator and onetime vice-presidential nominee told me by phone last week, “is bringing Donald Trump back to the Oval Office.”

    Democrats have their doubts. Lieberman and his former party have been warring for years, ever since he won a fourth Senate term, in 2006, as an independent after Connecticut Democrats dumped him in a primary. Suddenly liberated, Lieberman endorsed the Republican John McCain over Barack Obama in 2008 and proceeded to tank the Democrats’ dreams of enacting a public health-insurance program through the Affordable Care Act.

    He’s now a co-chair of No Labels, the centrist group that, to the growing alarm of Democrats, is preparing to field a third-party presidential ticket in 2024. The organization’s leaders say they’re trying to save voters from a binary rematch between Trump and President Joe Biden that most Americans have told pollsters they don’t want. But Democrats and more than a few Republicans fear that such a plan might ensure exactly what Lieberman insists he would hate to see: Trump’s return to the White House. Both No Labels’ own polling and independent surveys have shown that a “moderate, independent” candidate could capture as much as 20 percent of the popular vote and would pull more of that support from Biden than from Trump. If the 2024 election is as close as 2020’s—and pretty much every political prognosticator believes it will be—that could be decisive.

    No Labels has already lost one of its co-founders, William Galston, over its push for a third-party ticket; Galston resigned in protest this spring over the possibility that the bid could tip the election to Trump. Democratic members of the No Labels–backed Problem Solvers Caucus in the House have disavowed the effort for the same reason. The moderate Democratic group Third Way is adamantly opposed to the idea, and a new bipartisan group is forming to stop it.

    For now, Lieberman is undeterred. “I think people in both parties, particularly the Democrats, are greatly overreacting,” Lieberman told me. “They really would do better to try to build up support for their own ticket and adopt a platform that’s more to the center.”

    Founded by the Democratic fundraiser Nancy Jacobson, No Labels launched in 2010 with an initial focus on promoting centrist policies and breaking partisan gridlock in Congress during the Obama presidency. It formed the Problem Solvers Caucus in 2017 and has touted some of the major bipartisan bills that have passed with Biden’s support, including the 2021 infrastructure law. It is now putting significant money behind an idea—a so-called unity ticket featuring one Democrat and one Republican—that has come up repeatedly over the past two decades but never actually materialized. Leaders of No Labels have said they won’t decide whether to nominate a ticket until the spring, when they would assess the major-party nominees and see what polling shows about the effect a third-party bid might have. So far they’ve refused to discuss who their actual candidates might be.

    Citing a large poll the group commissioned in December, No Labels has argued that a third-party ticket could win enough states—including some that are deeply red and deeply blue—to capture the Electoral College. Lieberman acknowledged that that remains a tall order. He said No Labels wanted a potential unity ticket to play “a constructive role” even if it didn’t win, drawing both parties back toward the ideological middle. They are hoping, for example, that one of the two parties will embrace the “Common Sense” policy agenda it released yesterday. It’s not clear, however, that this would make Biden or Trump any more palatable to voters.

    The group’s lodestar is the late Ross Perot, who captured 19 percent of the vote in 1992 and was the last third-party candidate to draw significant popular support. Lieberman credits Perot’s bid for prompting President Bill Clinton to embrace policies that led to a balanced federal budget; many Republicans believe the Texas businessman cost George H. W. Bush a second term. More recent third-party candidates such as Jill Stein in 2016 have garnered much less support but played more obvious spoiler roles, delivering Republican presidential victories. And Lieberman, who was Al Gore’s running mate in 2000, is well aware of the impact that Ralph Nader had in that election, when he took crucial votes away from the Democratic ticket in Florida.

    “When I look at the data next year, I’m going to be very cautious about interpreting it,” Lieberman said. “If it appears that, notwithstanding our goals, we may create a real risk of inadvertently helping to reelect Donald Trump, I will be strongly opposed to running a third-party ticket. And I think I’m reflecting a majority of people in No Labels, including the leadership.”

    For all of Lieberman’s talk about caution, however, the group is aggressively laying the groundwork for what it calls a national “insurance policy” against a Biden-Trump rematch. No Labels is pursuing a $70 million effort to secure ballot access in every state and has already made progress in a few important battlegrounds. Today, Senator Joe Manchin of West Virginia and former Utah Governor Jon Huntsman will headline the formal launch of the group’s “Common Sense” agenda in New Hampshire. Manchin has not ruled out running for president on a No Labels ticket, although he insisted to CNN that his high-profile visit to the early-primary state was no indication that he’s warming to the idea.

    Lieberman is clear about his distaste for Trump, but he’s hazier on the question of why—or even whether—Biden has fallen short. He’s said repeatedly that if the choice came down to Biden or Trump, he’d vote for the Democrat, and he speaks affectionately of a man he first met nearly 40 years ago and with whom he served for 20 years in the Senate. Yet he’s still hunting for a better option. I asked him whether he supported a third-party ticket because Biden had done a bad job or because voters think he’s done a bad job. “I think it’s both,” Lieberman replied. “He’s an honorable person, but he’s been pulled off his normal track too often” by pressure from the left. That’s a frequent talking point from Republicans and a complaint Manchin has made from time to time.

    The perception that Biden has veered too far to the left, though, is not what has driven his low approval ratings. Indeed, in many ways Biden is the kind of president for whom moderates like Lieberman have long been clamoring. Yes, he signed two major bills that passed along purely party-line votes (the American Rescue Plan Act in 2021 and the Inflation Reduction Act a year later), but he has repeatedly prioritized negotiating with Republicans, most recently over the debt ceiling. Lieberman credited Biden for his bipartisan infrastructure law and the budget deal he struck with House Speaker Kevin McCarthy this spring. “He’s done some significant things,” Lieberman said, also praising the president’s initial handling of the coronavirus pandemic. When I asked him what specifically Biden had veered too far left on, he initially declined to list any issues. Then he pointed to No Labels’ policy plan, noting that it included “commonsense” proposals on guns and immigration.

    Although he’s been out of office for more than a decade, Lieberman, at 81, is less than a year older than Biden. He said he believes the president remains up to the job, both physically and cognitively, and he was reluctant to call on him to stand down. But Lieberman gently suggested that might have been the better course. “I’m struck by how intent he is on running again,” he said with a chuckle. “It would have been easier for him not to run, and he could retire with a real sense of pride and just an enormously productive career in public service.”

    Lieberman’s response subtly pointed to No Labels’ hope that, come springtime, their decision will be an easy one. Perhaps Biden will change his mind and withdraw, or Trump’s legal woes will finally persuade Republican voters to look elsewhere. At the moment, neither of those scenarios seems likely.

    Lieberman and his allies might decide that nominating a third-party ticket won’t help reelect Trump, but that’s not something they can know for sure. I asked Lieberman: If he was so intent on keeping Trump out of office, wasn’t that too big a risk to take? He didn’t have a clear answer. “Yeah,” he replied. “I mean, we’ll see.”

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    Russell Berman

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