Station to Station
Thursday, June 30, 2022
Remember as a child trying to learn the difference between “electric” and “electronic,” two words separated only by that “ON” switch in the middle?
Today — with a surge in EV demand and a shortage of semiconductors — they are the two most operative words in the automotive industry. How they twist together to alter the DNA of mobility is a story best told by an array of projects now flipping the “ON” switch. The billions of dollars in investment are coming in big chunks: Rivian’s $5 billion in Georgia; Mercedes’ 6 million sq. ft. in Alabama, Ford’s planned BlueOval mega campus in Tennessee with a sister battery plant in Kentucky.