Chrysler Bailout is "capitalism at work"

May 23, 2009 4 Replies

Chrysler Bailout is "capitalism at work"

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The Chrysler Bailout is "capitalism at work," writes private equity macher Scott Sperling in the WSJ. Here are some of the more questionable sentences in his essay:



Without a drastic restructuring neither Chrysler nor GM would have a chance for long-term success ...



These decisions include "right sizing" industry capacity by cutting many union and white-collar jobs and closing numerous manufacturing plants and dealerships; making the unions accept lower wages and benefits so that these companies can compete ... [E.A]



The cuts current union members were forced to accept were not impressive. Before the deal, Chrysler's UAW workers made $28 an hour. After they deal, they'll make $28 an hour. They gave up a scheduled increase in wages, plus a couple of scheduled bonuses. That explains why Chrysler's Belvidere, Illinois workers told TV station WIFR that "the plan is not nearly as drastic as they expected." ...



As for Chrysler's "chance for long-term success," it appears vanishingly small. Italian manufacturer FIAT is supposed to save Chrysler with new products, but according to a recent Automotive News article, "four of the six new vehicles from Fiat will enter the small-car segment," which is highly competitive but "covers only 14 percent of the entire U.S. light-vehicle market."



"The volumes need to be big for Chrysler to survive," [market analyst Tracy Handler] said. "Will they be? I have doubts about that."



See also this BBC article ("it's madness"). Pathetically, Chrysler hopes that even if they don't save the company the new small cars will "[b]urnish the environmental image of Chrysler brands," says Automotive News. Unfortunately, the pipeline for those brands' other, larger, products--burnished or not--is pretty much empty.



If Chrysler workers were paid, say, not $28 an hour instead of $24--still not bad--the firm might actually have a "chance for long term success" through charging lower prices. But that wasn't a sacrifice Obama was ready to ask (even if Belvidere workers were apparently willing). ...



Final obvious point: I don't want to sound like Veronique de Rugy here, but who will pay the price if when this half-baked "restructuring" fails? In normal "capitalism at work," those who would pay the price will be those who made the deal and put up their money--the capitalists. (Query: Would Scott Sperling invest his firm's money in this dubious proposition?) If When Obama's plan fails, the monetary loss will fall not on Obama, but on the taxpayers. It will likely be made up somehow by the taxpayers (via higher tax assessments or inflation). That's not "capitalism at work." It's something else at work. But I'd be all for it, if I thought it really would work. It won't, and it will be Obama's fault. (He'd certainly get credit if it succeeded.) ... 6:05 P.M.



Wasn't Sperling the president of the "hair club for men" ?

The real problem for US automakers is that they have enormous costs associated with paying the health care costs for their current and retired employees. They contracted themselves into that corner years ago and at the time they probably didn't know that US health care costs would spiral out of control.

In most other countries (especially Japan) health care is delivered and paid for differently and although we here in north america don't know a lot about how Japan works, it's safe to say that Honda, Toyota, Nissan, etc, aren't faced with crippling costs associated with their retired auto workers. Probably same for Korean auto makers too.

European car makers too also enjoy the fact that health care is, more or less, a public service, so they need not make special provisions to provide health care services to their retired workers.

Also, it's probably the case that for the Japanese operations here in north america, that again the jap companies are probably not facing huge costs relating to their retired workers because of how they've structured their employment contracts (and they probably don't have a lot of retired workers in north america at this point anyways).

The US health care industry, costs and delivery structure will be looked at years from now as one of the biggest reasons why many well established US manufacturing companies went out of business during the

2000 - 2010 decade.

Curiously, that aspect is receiving little to no critical examination or press coverage currently, most likely because the health care industry is a powerful lobby and seems able to control and squash any bad press coverage.

If you are curious here is a link to PBS Frontline for "Sick Around the World", a summary of how several countries handle healthcare (a *lot* better than we do).

Sick Around the World

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If you want the whole shot then look at these:

Sick Around the World

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The World Health Organization's ranking of the world's health systems

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"The world health report 2007 - A safer future: global public health security in the 21st century"

Full report download as a .pdf file:

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Healthcare For All: In Western Europe Its a Reality

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France: Health Care for All
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Germany: Health Care for All
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Great Britain: Health Care for All
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Netherlands: Health Care for All
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Switzerland: Health Care for All
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Health Care: An International Comparison

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Netherlands' Health Care Reflects National Values
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Keeping German Doctors On A Budget Lowers Costs
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France At Forefront Of Free, Innovative Cancer Care
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While the U.S. Spends Heavily on Health Care, a Study Faults the Quality
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After-Hours Doctor Calls Save Holland Money
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I would not worry that much about what Russia might say. In the fifties Khrushchev said "we will bury you" to the US and the West.

Obviously times have changed but still....

DAS

To send an e-mail directly replace "spam" with "schmetterling"

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