Latest News

CORRECTED: Trump's crackdown against EVs hits the Battery Belt

Stanton in Tennessee, population 450, welcomed two massive new neighbors a few decades ago: A Ford electric-truck plant and a joint venture battery factory that was to employ 6,000 people.

Ford's 2022 groundbreaking has triggered a construction boom in the former cotton and soybean farmlands near Memphis. Hard-hatted construction workers filled the local restaurants. Developers scrambled for homes and fire stations.

Stanton has become quieter. Ford has repeatedly delayed phases of this project over the last 18 months. The EV plant will start initial production in 2027, and begin sending out deliveries the following year. This is several years behind the original schedule of 2025.

Ford stated that it will "be nimble and flexible in adjusting the timing of our product launches to meet market demands and customer demand, while aiming for improved profitability."

Ford's complex is a part of the Battery Belt - a belt of factories that stretches across the heartland of the United States, from Georgia to Indiana. About two dozen battery projects, worth tens billions of dollars in investment, have been announced in the last decade. They promise to create tens thousands of jobs across Republican-dominated states such as Georgia and Kentucky.

Last year, however, the waning interest in electric cars among Americans led to automakers delaying or cancelling some factory projects. The Battery Belt is now feeling the fallout of President Donald Trump's recent changes to policy.

Ford CEO Jim Farley predicted last week that sales of electric cars could drop by 50% after the expiration on Sept. 30, 2015, of the $7,500 tax credits for buyers. This prediction echoed other gloomy predictions for the EV industry.

The uncertain future of these high-tech factories, and the employment they provide, has shaken small rural communities who have spent years tying their economic future to these projects.

Allan Sterbinsky retired in December as the mayor of Stanton, and he had been a proponent for Ford's site for many years, even before Ford arrived. Former mayor Allan Sterbinsky says that some residents are worried Ford won't follow through with the plant. Some residents hope that Ford will repurpose its 3,600-acre plant site if the demand for EVs doesn't rise.

Ford's spokesperson emphasized the company's work with the community in Stanton. This included grants to public safety groups as part of an overall $9 million commitment.

Reviewing the U.S. investment plans for batteries shows that these concerns are well-founded. If all these projects proceed as planned, the industry is headed for a glut of factory capacity.

Benchmark Mineral Intelligence, a research firm, has provided figures that indicate by 2030, battery plants planned for 2030 will have the capacity to produce between 13 and 15 million EVs per year. The industry may only require a quarter of the factory space. S&P Global Mobility estimates that only 3 million EVs would be produced in the year 2020, with some likely using batteries imported from abroad.

The excess battery capacity of roughly 10 million EVs would be used to power hybrids, extended-range EVs, and the booming energy-storage industry. But there is still a large gap, according to Stephanie Brinley. She's an automotive analyst at S&P Global Mobility.

Trump's administration has taken several anti-EV initiatives, but the elimination of the $7500 tax credit – which was in place for over 15 years – is the most prominent. Experts say that when taken together, these measures will further undermine battery projects and investments in electric cars. Several automakers have canceled or delayed EV projects in the past few months.

The federal government has also tightened the restrictions on a pot worth tens or hundreds of millions of dollars that is available to domestic companies that manufacture EV batteries. This will reduce the amount that goes to battery manufacturing sites.

Jennifer Stafeil is the tax auto sector leader at KPMG. Trump said he was not anti-EV but preferred that the consumers choose their cars without government interference. Trump also criticized EV friendly regulations that were implemented by former president Joe Biden. Trump said they were expensive and threatened American jobs. Hyundai Motors' $12.6 billion joint-venture assembly plant near Savannah, Georgia and its battery factory, one of the country's biggest EV projects is progressing. The project was hampered by a federal raid last month. Hyundai said that the fallout will delay the battery factory by at least 2 to 3 months. Since Hyundai announced its megasite three years ago, 21 suppliers have established operations nearby.

Hyundai is committed to offering an extensive product line, which includes internal combustion, hybrids, plug-in hybrids, and electric vehicles. A spokesperson stated that we understand every customer has unique needs and strive to meet them. Trip Tollison is the president of the Savannah Economic Development Authority. He said that the complex plans to hire 8,500 people by 2031 and pay wages 25% higher than the average for the county. Tollison acknowledged some community members are concerned about the future of the nascent EV sector that is driving all this development. He hopes that Hyundai will be able to switch from EV production to hybrid production in the event of a failure by the EV market. He said, "That's the way you give people opportunities like these to lift them out of poverty." (Editing by Mike Colias & Anna Driver)

(source: Reuters)