On 14 March 2025, protesters held a press conference and picketed in front of the Hyundai Motor Ulsan Factory (Ulsan - Buk). They protested against the company's violent intervention into the dismissed workers' setting up a tent protest demanding reinstatement.

Supply-chain Risk Briefing

1. Summary

On March 14, 2025, peaceful protests demanding reinstatement of dismissed workers occurred in front of Hyundai Motor's Ulsan plant. Workers protested the company's actions to prevent tent sit-ins through press conferences and picketing, with the current risk level assessed as low.

2. Supply-chain impact

• Hyundai Motor Ulsan plant operations: Labor-management conflict at Ulsan plant, the nation's largest automotive production hub, creates potential for future production disruptions
• Automotive parts supply chain: Potential impact concerns on delivery schedules for primary and secondary suppliers connected to Ulsan plant
• Export logistics: Possible disruption to finished vehicle export schedules through Ulsan Port if labor disputes spread
• Semiconductor and battery procurement: High sensitivity in core component supply timing due to Ulsan plant's characteristics including electric vehicle production lines

3. Watch points

• Labor-management negotiation progress: Need to track negotiation results regarding dismissed worker reinstatement and whether additional labor actions spread
• Production line utilization rates: Monitor changes in Ulsan plant daily production and shipment volumes to measure actual impact