Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Sparks

It’s Been a Very Weird 24 Hours for Biden in Michigan

Boy, are the politics of electric vehicles complicated.

President Biden on the picket line.
Heatmap Illustration/Getty Images

Is there a better illustration of the tricky politics of the electric vehicle transition than the past 24 hours in Michigan?

The day before President Joe Biden visited a United Autoworkers picket line in the state, Ford, the auto company seen as closest to reaching a deal with the striking union, said it was halting work on the multi-billion-dollar battery plant that had become a flashpoint for Republican concerns that the EV transition was too intertwined with China.

That’s a lot. Let me back up for a second.

Auto companies have announced plans for battery plants all over the country, looking to get a piece of incentives offered by the Inflation Reduction Act. Many of these plants are being planned for states that are hostile to unions and where the UAW has been unable to make inroads. The Ford battery plant in Marshall, Michigan, however, was different.

When the plant was announced earlier this year, the UAW welcomed it, with then-union president Ray Curry saying “Ford got it right by building this plant right here in Michigan.” The plant’s employees would be able to form a union via “card check,” a simpler process than a union election overseen by the National Labor Relations Board.

Almost immediately after the plant was announced, Republicans in Congress criticized Ford and the Biden administration for the company’s relationship with the Chinese battery company CATL, whose technology Ford would use in the plant.

The tussle over the Marshall plant captures in one planned facility just how politically complicated the electric vehicle transition is.


The Biden administration wants to reduce carbon emissions by electrifying the country’s automotive sector. It also wants to make the supply chain in key industries like cars and semiconductors resilient to shocks like a pandemic or escalating conflict with China. It also wants to see good jobs in states like Michigan which were key to its narrow electoral college victory in 2020.

These goals are all in some tension with each other: China is by far the world’s leader in foundational renewable energy technologies like solar panels and batteries. But if American companies are to build factories in the U.S. to try to catch up, they would rather do so in states where unions have less power than they do in Michigan. That typically means states run by Republicans who have made a point of attracting investment, like Georgia or Tennessee. But that goes against the interests of the UAW, which has subsequently grown very nervous about electrification leaving its work force behind.

Some Republicans have seized on the UAW strikes, striving to portray the Inflation Reduction Act as a massive handout to China that threatens union jobs. The Marshall plant would solve at least one, maybe two of these problems for the Democrats, as it was set up in firm UAW territory, with the support of a Democratic governor. But thanks to Republican opposition to working with Chinese companies, it quickly became the most controversial new Ford project.

While Biden’s standing with the UAW has probably received a large boost from his appearance in Romulus and his explicit support for higher wages for UAW members, the question over the Marshall plant shows just how perilous the historic tie-up between the Democratic Party and unionized autoworkers is — for both sides.

Matthew Zeitlin profile image

Matthew Zeitlin

Matthew is a correspondent at Heatmap. Previously he was an economics reporter at Grid, where he covered macroeconomics and energy, and a business reporter at BuzzFeed News, where he covered finance. He has written for The New York Times, the Guardian, Barron's, and New York Magazine.

Sparks

Why the Vineyard Wind Blade Broke

Plus answers to other pressing questions about the offshore wind project.

A broken wind turbine.
Illustration by Simon Abranowicz

The blade that snapped off an offshore turbine at the Vineyard Wind project in Massachusetts on July 13 broke due to a manufacturing defect, according to GE Vernova, the turbine maker and installer.

During GE’s second quarter earnings call on Wednesday, CEO Scott Strazik and Vice President of Investor Relations Michael Lapides said there was no indication of a design flaw in the blade. Rather, the company has identified a “material deviation” at one of its factories in Gaspé, Canada.

Keep reading...Show less
Green
Sparks

Trump’s Suspicious Pivot on EVs

Elon Musk pledged a huge campaign donation. Also, Trump is suddenly cool with electric vehicles.

Trump’s Suspicious Pivot on EVs

Update, July 24:Elon Musk told Jordan Peterson in an interview Monday evening that “I am not donating $45 million a month to Trump,” adding that he does not belong to the former president’s “cult of personality.” Musk acknowledged, however, that helped create America PAC to promote “meritocracy and individual freedom,” and that it would support Trump while also not being “hyperpartisan.”

When former President Donald Trump addressed a crowd of non-union autoworkers in Clinton Township, Michigan, last fall, he came with a dire warning: “You’re going to lose your beautiful way of life.” President Biden’s electric vehicle transition, Trump claimed, would be “a transition to hell.”

Keep reading...Show less
Yellow
Sparks

Wind Is More Powerful Than J. D. Vance Seems to Think

Just one turbine can charge hundreds of cell phones.

J.D. Vance.
Heatmap Illustration/Getty Images

It’s a good thing most of us aren’t accountable for every single silly thing we’ve ever said, but most of us are not vice presidential running mates, either. Back in 2022, when J.D. Vance was still just a “New York Times bestselling author” and not yet a “junior senator from Ohio,” much less “second-in-line to a former president who will turn 80 in office if he’s reelected,” he made a climate oopsie that — now that it’s recirculating — deserves to be addressed.

If Democrats “care so much about climate change,” Vance argued during an Ohio Republican senator candidate forum during that year, “and they think climate change is caused by carbon emissions, then why is their solution to scream about it at the top of their lungs, send a bunch of our jobs to China, and then manufacture these ridiculous ugly windmills all over Ohio farms that don’t produce enough electricity to run a cell phone?”

Keep reading...Show less
Blue