As a global leader in the automobile industry, General Motors (GM) is uniquely positioned to set the industry standard for supply chain decarbonization. In 2021 GM announced they planned to become carbon-neutral by 2040 and eliminate tailpipe emissions from new light-duty vehicles by 2035. In April of 2022, GM invited suppliers to pledge to advance global climate action and protect human rights.
However, three recent reports have connected GM to producers in the Xinjiang region of China linked to forced Uyghur labor. In April of 2022, Horizon Advisory released a report that found all aluminum producers in the Xinjiang region of China using forced Uyghur labor. Reporting identified GM as one of three auto companies associated with these suppliers. China produces more than half of primary aluminum worldwide, 90% of which is produced with electricity from coal. The eight aluminum producers linked to forced Uyghur labor represent 17% of China’s total production and if treated as one company the Xinjiang region would rank as the world’s largest aluminum producer.
In December of 2022, Sheffield Hallam University released a new report, Driving Force: Automotive Supply Chains and Forced Labor in the Uyghur Region, which connected GM to aluminum and steel producers connected to forced Uyghur labor. China is the world's largest steel producer accounting for 52.9% of global steel in 2021. Over 90% of China's steel is produced using dirty coal-powered blast furnaces. In 2021 GM delivered 2.9 million vehicles in China making it uniquely positioned to lead the transition to clean steel and aluminum by committing to only source from producers using renewable energy and free of forced Uyghur labor.
According to the February 2024 Human Rights Watch report the Chinese government has made Xinjiang a hub for heavy industry and automotive production, including aluminum production, even as it has expanded abuses against Uyghurs. GM has partnered with Chinese automaker SAIC and other companies, which have been at the center of that growth:
“The US imported $2.33 billion worth of passenger motor vehicles from China in 2022, up from $92 million in 2013… General Motors (GM), the biggest US carmaker by volume of sales in 2021, manufactures vehicles in China through joint ventures with SAIC and other Chinese companies. GM, through its joint ventures, delivered 2.3 million vehicles in China in 2022, with GM selling 2.27 million vehicles in the US the same year. GM owns between 25 and 50 percent of its joint ventures with SAIC, including 50 percent of the joint venture, SAIC-GM (known as SGM), that manufactures well-known GM brands such as Buick, Chevrolet, and Cadillac.”
Despite years of being linked to forced Uyghur labor in China GM insists it has “a robust Supplier Code of Conduct that sets clear expectations for our suppliers and contractors to uphold human rights, including the elimination of forced labor.”