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A Look into 2025

So, like, apparently, 2025 is around the corner. Around the corner of what? From what? That’s just semantics. And at the Flyer, we’re basically already in 2025. That’s just how our deadlines are — always working a week ahead, or maybe two days ahead. Because of that, we can see into the future. Not really, but here are some of our predictions/expectations/hopes for the new year in Memphis. 

In the Headlines

Police Reforms

It’s easy to predict that reforms for the Memphis Police Department (MPD) will dominate headlines at least in the early part of 2025. 

The U.S. Department of Justice’s (DOJ) blistering review of the agency said police here used excessive force (which included tons of Tasers and pepper spray), discriminated against Black residents, and used harsh tactics against children. The review came after the beating death of Tyre Nichols at the hands of MPD officers in 2023. 

The DOJ wants to enter into a consent decree with the city. This would install federal monitors to watch and make sure reforms are moving ahead. But, so far, local leaders, including Memphis Mayor Paul Young, have said they don’t want the monitors for various reasons, including the fact that consent decrees cost too much money.

Young has promised to reform MPD in-house. Criminal justice reform advocates say they want the DOJ oversight because the police should not police themselves.     

The need for reform comes, too, as the city prepares to pay what could be a $500-million verdict in the civil suit to the family of Nichols’ for his death.  

Photo: Frank Gaertner | Dreamstime.com

Cannabis Fight

Cannabis will certainly be in Tennessee news in 2025. 

Rules that would ban smokeable products containing THCA were issued from the Tennessee Department of Agriculture (TDA) in January 2024. Industry leaders fought the rules all last year. A lawsuit on the matter was pending as of press time.

TDA says THCA goes over the legal THC limit when it’s burned or smoked. This gets consumers high, which is why a lot of conservatives don’t want “intoxicating” cannabis products. Their ability to get consumers high is why the industry says these products — allowed by laws passed by the legislature — are so popular and are a major portion of their business. 

Those industry leaders complained that bureaucrats, not elected officials, made the new rules. So expect legislation from the Tennessee General Assembly when they reconvene in January 2025. 

Pissed About Reappraisals 

Also, expect your property taxes to go up — maybe way up. 

January will bring a new property tax appraisal in Shelby County. And Shelby County Property Assessor Melvin Burgess began warning locals about this in 2024, maybe to try to get folks used to the idea. 

In an August news release, Burgess said data showed property values increasing. That will likely mean a “significant increase in tax assessments” for homeowners. And that means higher taxes. 

Add higher assessments to the Memphis City Council’s new 49-cent property tax rate hike approved in 2024, and it could mean outrage when those tax bills hit mailboxes. 

Photo: Ford Co.

BlueOval City

More concern and hand-wringing is likely on deck for Ford’s BlueOval City project next year. 

Expectations were high when Ford unveiled the project in 2021. The $5.6 billion manufacturing facility in Tennessee was the largest investment in the state’s history. Since then crews have been hard at work raising the massive plant on six square miles of West Tennessee about an hour from Memphis. 

However, global electric vehicle (EV) demand softened. While the automaker planned to begin production of its all-electric Ford Lightning truck here next year, it pushed production back to 2027. In that time, the company awaits lower-cost battery technology and a higher demand for EVs in general. In that time, too, worries will persist about the future of Ford in West Tennessee. Still, the company did pull Santa behind a Lightning in the recent Brownsville Christmas parade. — Toby Sells

MATA

2024 will be remembered as the year in which conversation regarding transit consistently found its way to the forefront. And Memphis Area Transit Authority (MATA) has faced a tumultuous year — from the revelation of the $60 million deficit that the agency had been operating under, to the route and staff cuts, to the entire board’s dismissal.  

The new board decided to pause proposed changes until February 2025. While this temporarily stalled one problem, questions over MATA’s future and leadership prevail.

On Tuesday, December 17th, the MATA board voted to continue negotiating a contract that could lead to temporary leadership changes. If approved, TransPro employees would take over as interim CEO, CFO, and COO for eight months. The proposal prompted several questions from board members, but they voted to form a committee to gain more clarity.

Looking ahead, the board will need to address the February 2025 changes which could lead to service cuts and layoffs. The agency will also need to identify more funding sources, while potentially welcoming a new team of leadership. — Kailynn Johnson

Political Forecast

The coming year happens to be the one year out of every four-year cycle in which there are no major elections scheduled in Memphis/Shelby County. But that is not to suggest that there will not be intense political activity. In fact, potential candidates for the county, state, and federal offices in the elections of 2026 will be working feverishly during the year to organize and declare their campaigns. At stake will be contests for Shelby County mayor, to succeed the term-limited Mayor Lee Harris, and for the 13 members of the county commission, as well as races for governor, the state legislature, Congress, and the U.S. Senate seat now held by incumbent Republican Bill Hagerty. 

Announcements of candidacies for these offices should be forthcoming early in 2025. 

There will be one more major attempt by Governor Bill Lee and his allies in the Republican legislative supermajority to pass comprehensive school voucher legislation when the Tennessee General Assembly reconvenes in January. Preliminary estimates are that this time the measure to extend taxpayer-funded private school stipends statewide has good chances for passage. Also to be expected are further efforts by GOP members to impose stricter controls (or more severe usurpations) on the law enforcement infrastructure of Shelby County. It remains to be seen if GOP state Senator Brent Taylor gains any traction in his effort to seek legislative removal of Shelby County DA Steve Mulroy.

Both major political parties in Shelby County will be selecting new chairs, the Republicans in January, the Democrats in April. State GOP chair Scott Golden of Jackson was reelected in December, but Democrats will be choosing a new leader in January to succeed Hendrell Remus. One of the major candidates is state Representative Gloria Johnson of Knoxville, who ran unsuccessfully for the U.S. Senate in November. 

The Shelby County Commission will face the new year not only with some last-minute updates in its funding priorities, but with a stepped-up formula for establishing a budget and meting out allocations. In an effort to adhere to previous commitments to build two new schools for Memphis-Shelby County Schools, Mayor Harris and the commission will be seeking means to compensate for lower than anticipated revenue aid from the state government. 

Both local governments may come in for support and new modes for inter-governmental cooperation through the aegis of a newly formed and privately endowed ad hoc organization called More for Memphis. But the mechanics and prospects for such an arrangement remain obscure, for the moment. — Jackson Baker

Memphis Grizzlies guard Ja Morant (12) dunks the ball. (Photo: Wes Hale)

On the Roster

One year without playoff basketball for our Memphis Grizzlies is quite enough, thank you. A trio of healthy star guards (Ja Morant, Desmond Bane, Marcus Smart) and the addition of a towering rookie center (Zach Edey) have the Grizzlies near the top of the NBA’s Western Conference standings. Better yet, the Grizz are among the top scoring teams in the Association, averaging more than 120 points per game. Where might this take a franchise that’s reached the conference finals only once in three decades? Go back to that word: healthy.

Morant only played in nine games a season ago (he served a lengthy suspension before his shoulder injury). Smart only played in 20. Bane barely played half the season (42 games). The end result was a 27-55 campaign. Morant is an All-NBA talent, Smart a former Defensive Player of the Year, and Bane an All-Star-to-be. If they stay on the floor through April, Memphis could well reverse that 2023-24 record and earn a top-four seed for the postseason. Can the West be won? Five different teams have gone to the Finals out of the Western Conference the last five seasons. There’s no current behemoth that would be considered unbeatable in May. The NBA Finals at FedExForum? Let’s believe.

At the college level, coach Penny Hardaway’s Memphis Tigers captured attention in November with an upset of Connecticut — the two-time defending national champions — at the Maui Invitational, bringing enough attention to climb into the Top 25 (16th) before an upset at home to Arkansas State. Is this another fall tease like the 2023-24 season, the Tigers setting up an immense fan base for a middling conference schedule? The answer is in the hands of two more star guards: transfers PJ Haggerty and Tyrese Hunter. A pair of glass-cleaning rim protectors — Dain Dainja and Moussa Cissé — give Memphis something it didn’t have a year ago, suggesting a repeat of the winter blues may be unlikely. A December upset of Clemson on the road and a less-than-intimidating American Athletic Conference are positive signs for a return to the NCAA tournament.

There will be life after basketball season for Memphis sports. Baseball America’s Minor League Pitcher of the Year, Quinn Mathews, will likely start the 2025 season with the Memphis Redbirds. Another pair of rising stars — pitcher Tink Hence and infielder JJ Wetherholt — have AutoZone Park in their sights. The Redbirds hope to end a postseason drought that dates back to 2018. The club will open the season with an exhibition against the parent St. Louis Cardinals on March 24th.

On the gridiron, the Memphis Tigers will enter their 2025 season on a pair of impressive streaks. The program has reached bowl eligibility 11 consecutive seasons and has scored at least 20 points in 40 consecutive games, tops in the country. Antwann Hill, the highest-ranked quarterback ever signed by Memphis, will don blue and gray for the first time and hope to replicate the success enjoyed by the departed record-setting Seth Henigan. One nugget Hill could grab that Henigan didn’t: a conference championship. — Frank Murtaugh

Mickey 17

Coming Soon

It’s not so much that 2025 is getting off to a slow start as 2024 finished strong. Christmas week brought a torrent of new releases beyond the usual awards season crush. So you can spend your first week of dry January catching up with titles like Disney’s Mufasa: The Lion King, directed by Moonlight’s Barry Jenkins; the Bob Dylan biopic A Complete Unknown, starring Timothée Chalamet and directed by Walk The Line’s James Mangold; and Babygirl, an erotic thriller starring Nicole Kidman. I will never understand the decision to release Robert Egger’s vampire creepfest Nosferatu on Christmas instead of two weeks before Halloween, but you should probably see it if you’re into that kind of thing.

It’s not until January 10th that we get our first new releases of the new year, and that’s Den of Thieves 2: Pantera starring Gerard Butler and O’Shea Jackson Jr. The next week things start to pick up again with Wolf Man, a Blumhouse horror reboot of the lupine Universal monster. One of Them Days is a buddy comedy with Keke Palmer and SZA, which sounds promising. The month closes out with comedy: You’re Cordially Invited starring Will Ferrell, Reese Witherspoon, and an alligator. 

In February, somebody learned the lesson about seasonal programming and scheduled Love Hurts for the week before Valentine’s Day. It’s an action comedy starring Ke Huy Quan and Ariana DeBose. On the holiday proper, we’ve got Bridget Jones: Mad About The Boy and Captain America: Brave New World, a combo which is sure to provoke many lovers’ quarrels over Valentine date night viewing. Then there’s The Monkey from Osgood Perkins, so that’ll be weird/scary. The Day the Earth Blew Up: A Looney Tunes Movie is a sci-fi Bugs Bunny feature aimed directly at me. Paul W. S. Anderson adapts George R.R. Martin’s In the Lost Lands

March comes in with Ryan Coogler and Michael B. Jordan’s dip into horror, Sinners, and the Zambian black comedy On Becoming a Guinea Fowl. March 14th is a showdown between Steven Soderbergh’s techno thriller Black Bag and Avengers maestros Russo brothers’ The Electric State. Disney’s live action Snow White boasts a screenplay by Greta Gerwig and stars Rachel Zegler as the drowsy protagonist. 

In April, many of you will be dragged to A Minecraft Movie. I am eagerly awaiting Bong Joon-ho’s Mickey 17, starring Robert Pattinson as a disposable space hero. Blockbuster season starts in May with Marvel’s first swing of the year, Thunderbolts. The ever-creative Michel Gondry’s first musical, Golden, bows on May 9th, and the millennials’ favorite ambient horror franchise Final Destination: Bloodlines follows on the 16th. The 23rd looks to be a showdown between Tom Cruise’s Mission: Impossible — The Final Reckoning and Disney’s Lilo & Stitch reboot. June’s looking stacked with a John Wick spin-off Ballerina, Pixar’s Elio, the How to Train Your Dragon reboot, and the long awaited zombie capper 28 Years Later. July’s got James Gunn’s Superman, a new Jurassic World film for some reason, and The Smurfs Movie. August closes out the summer with Freakier Friday and the Paul Thomas Anderson crimer One Battle After Another, starring Leonardo DiCaprio. 

October brings Tron: Ares, but besides The Black Phone 2, looks pretty slim on horror. In November, we come back after the intermission with Wicked: For Good, and Edgar Wright’s adaptation of Stephen King’s The Running Man. December will be dominated by Avatar: Fire and Ash. Never bet against James Cameron. — Chris McCoy

Yo-Yo Ma (Photo: Courtesy MSO)

Live Music, Ho!

A multitude of ways to ring in the new with live bands await you on New Year’s Eve. Growlers will host Blacklist Union, Line So Thin, and Josey Scott, erstwhile lead singer for Saliva who won acclaim as a solo artist with “Hero” from the Tobey Maguire-led Spider-Man. For something completely different, crooner Gary Johns will serenade Beauty Shop patrons that night, while Bar DKDC sports another incredible singer, Jesse James Davis, from big beats to ballads, not to mention the dance-inducing bounce of Bodywerk. For some Beale bounce and soul, aside from the street party, Eric Gales tops the Rum Boogie bill and the B.B. King All Stars shine at their namesake club. Or tribute bands can bring yesteryear alive, with Louder Than Bombs’ Smiths sounds at B-Side, or Play Some Skynyrd and Aquanet at Lafayette’s Music Room. Prefer freshly spun wax? That’s it’s own kind of live. Try DJ Funktual at Eight & Sand.

Once January is underway, our musical arts institutions resume their 2024-25 seasons. The Iris Collective will present the New York-based Overlook Quartet in The Green Room at Crosstown Arts on January 16th, showcasing music’s healing powers through meditative practice. On the edgier tip, Iris’ March 8th concert at Germantown United Methodist Church, with guest violinist Elena Urioste spotlights works by Max Richter, Astor Piazzolla, and Dmitri Shostakovich. Meanwhile, Germantown Performing Arts Center will present the groovier side of innovation with bassist-composer Meshell Ndegeocello’s show, No More Water: The Gospel of James Baldwin, on January 11th. And Opera Memphis brings Carmen in late January.

The Memphis Symphony Orchestra comes out swinging with its tribute to the “American Maestro,” Leonard Bernstein, on January 18th and 19th, in a program culminating with his Symphonic Dances from West Side Story. Another maestro will be celebrated a month later, when the MSO welcomes guest soloist Yo-Yo Ma February 25th at the Cannon Center of Performing Arts. 

On the more rocking side of things, early January marks the 90th anniversary of the birth of Elvis Presley, and Graceland Live will honor it in style with shows spanning January 8th to 10th. Yet the venue has lately embraced some distinctly non-Presley-esque music as well, like the February 6th appearance by 21st-century rockers Theory of a Deadman (an Elvis reference?), experimenting with an unplugged approach to their heavy sound. The unplugged aesthetic will also be celebrated at the Halloran Centre’s Memphis Songwriters Series, with Mark Edgar Stuart welcoming Hannah Blaylock, Rice Drewry, and Raneem Imam on January 6th. Soon after, Sweet Honey in the Rock will bring the raw power of the human voice to the Halloran on January 24th. And speaking of powerful voices, Mary J. Blige will appear “For My Fans” — like some of us who saw her in 1995— at the FedExForum on February 2nd.

But what’s a mere human voice compared to The Man-Machine? Many are laser-focused on Kraftwerk taking over the Overton Park Shell on March 25th. For the Wo-Man-Machine, see the twin-goddess cyber-hybrid multimedia of Marcella Simien and Talibah Safiya at Crosstown Theater January 25th. For everything in between, scan our weekly After Dark listings to see the artists making it happen in our thriving smaller clubs every day. — Alex Greene  

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Analysts: Trump Cuts to EV Tax Credits Could Roil BlueOval City

Uncertainty over President-elect Donald Trump’s plans for federal tax credits and loan programs supporting American electric vehicle manufacturing could stall Tennessee’s fast-growing electric vehicle and clean energy industries, analysts say.

Tennessee has seen an estimated $12.6 billion in investments in new clean energy projects since the passage of the Inflation Reduction Act under President Joe Biden in 2022, according to an October Washington Post analysis of data from the Massachusetts Institute of Technology and energy think tank Rhodium Group.

The Inflation Reduction Act (IRA) created more than 20 tax incentives for clean energy and manufacturing, marking one of the largest climate investments in American history. No Republican lawmakers voted for the act, but the Post’s analysis found “red” states – including Tennessee – have so far received the lion’s share of investment dollars following its passage.

Low-cost federal loans and tax credits for U.S.-produced batteries and battery components have helped companies stand up more cost-competitive electric vehicle plants in the United States, said Harrison Godfrey, managing director of clean energy industry association Advanced Energy United. The IRA also changed consumer electric vehicle tax credits to incentivize the industry to anchor in the United States; For the credit to apply, vehicles must have batteries made in the U.S. using materials sourced from the U.S. or some allied nations, Godfrey said.

But Trump’s transition team is reportedly planning to scrap the $7,500 tax credit for buyers who purchase new electric vehicles, Reuters reported Friday. And the fate of Biden-era clean energy programs remains unclear.

This is not a red state, blue state economic development story. This is an all of America economic development and manufacturing resurgence story, and Tennessee is a great example of how this resurgence, this growth, is serving ‘red’ America.

– Harrison Godfrey, Advanced Energy United

Energy industry analysts worry such a rollback would stymie the balance of producer and consumer-facing incentives.

“The fundamental thing to understand about that is that the two work in conjunction,” Godfrey said. “It’s not enough just to have one side of that policy … it’s great if we’re standing up factories, but if there’s nobody buying at the end of the assembly line for those components, for that finished vehicle, because we haven’t also helped support that consumption side of the equation … we see great investments that do not actually bear fruit.”

Dozens of bills seeking to rescind parts of the IRA have been considered in the House of Representatives in the last two years, but 18 members of the House Republican Conference wrote in favor of maintaining the IRA’s energy tax credits in an August letter to House Speaker Mike Johnson.

“Prematurely repealing energy tax credits, particularly those which were used to justify investments that already broke ground, would undermine private investments and stop development that is already ongoing,” the letter states. “A full repeal would create a worst-case scenario where we would have spent billions of taxpayer dollars and received next to nothing in return.”

Jack Conness, a policy analyst at energy and climate think tank Energy Innovation, points to the letter as an example of the difference between rhetoric and reality in discussions about repealing parts of the IRA. The reality, he said, is that post-IRA investments have had “significant impact on economic growth and jobs” in red Congressional districts.

“Businesses have been operating under the assumption and making large investments in places like Western Tennessee on the assumption that this policy survives,” Conness said. “So when you want to potentially shake this up, it causes total chaos and havoc on the private business side.”

Electric vehicle and battery industries flock to Tennessee

These policies helped boost projects like Ford’s BlueOval City and the BlueOval SK battery plant in West Tennessee. The companies announced the plant’s development in Haywood County 2021. The U.S. Department of Energy approved a conditional loan of up to $9.2 billion to BlueOval SK under the IRA to build three battery plants in Tennessee and Kentucky last summer.

Godfrey said the future of the Loan Programs Office and its low-cost loan programs for EV and EV component manufacturers is a “big outstanding question.”

What to know: The new Ford BlueOval City plant poised to reshape West Tennessee

“If you deconstruct that, if you shutter the office or if you greatly reduce the size, shift that mission, I think there’s risk there that we don’t see additional projects like this funded in the future,” he said. 

But while some factories have secured their IRA loans, the ink isn’t yet dry on loans like BlueOval SK’s, which is still in the conditional phase.

U.S. Rep. David Kustoff’s West Tennessee district has seen $7.9 billion in investment since the IRA’s passage, according to the Post analysis, followed by U.S. Rep. Andy Ogles’ Middle Tennessee with $2.9 billion.

Both voted against the IRA. Neither could be immediately reached for comment.

Kustoff said in 2022 that the “radical spending bill” would “hurt energy producers” and “certainly worsen inflation,” among other things. Ogles called it a “gross waste of taxpayer dollars.”

Both have said BlueOval City and BlueOval SK will be transformational for the region.

Since 2022, EV component supplier Magna announced it would build the first two supplier facilities in BlueOval City’s Stanton supplier park, and a stamping and assembly facility in Lawrenceburg. NOVONIX Anode Materials announced a new $1 billion battery plant in Chattanooga. Ultium Cells announced a $275 million expansion of its plant in Spring Hill.

According to the Post’s analysis, post-IRA investments have spanned multiple Congressional districts in Tennessee:

Diana Harshbarger (R), District 1: $17 million
Charles Fleischmann (R), District 3: $746 million
Scott DesJarlais (R), District 4: $146 million
Mark Green (R), District 7: $672 million
Steve Cohen (D), District 9: $189 million

“This is not a red state, blue state economic development story,” Godfrey said. “This is an all of America economic development and manufacturing resurgence story, and Tennessee is a great example of how this resurgence, this growth, is serving ‘red’ America.”

Industry Turbulence

The EV industry’s expansion in Tennessee — and the United States — has not been without setbacks.

Ford announced it would push back production of its new, all-electric pickup truck from 2025 to 2027 as part of its response to heightened competition in the EV market and slowing demand. But BlueOval SK is expected to begin producing battery cells in late 2025.

Nissan announced it will cut 9,000 jobs and 20% of its global manufacturing capacity in November after a drop in profit. It’s not clear if the Nissan Smyrna Vehicle Assembly Plant will be impacted.

Production at Ford’s West Tenn. plant delayed to 2027 in attempt to improve profitability

General Motors announced it will lay off 1,000 employees — mostly from its global technical center in Warren, Michigan — on Nov. 15. The company’s largest facility in North America is in Spring Hill. 

Godfrey said all industries see “waxes and wanes” during growth, and the EV industry has been under a microscope in recent years. Progress doesn’t tend to be illustrated quarterly, but over years or decades, he said.

Conness said flirting with the idea of a repeal of IRA programs causes uncertainty to flare.

“The private market wants to know what’s happening on the policy side, and the private market has been pretty outspoken about keeping IRA,” he said.

Tesla Motors CEO Elon Musk, who has become a close associate of Trump, has spoken in favor of stripping the tax credit.

Musk wrote, “Take away the subsidies. It will only help Tesla. Also, remove subsidies from all industries!” on his social media site X in July. In a Tesla earnings call that month, he mused that ending the tax credits would be “devastating” for Tesla competitors but “long-term probably actually helps Tesla.” (Tesla has reaped some benefits from federal loan programs, tax credits and carbon credits).

The Alliance for Automotive Innovation —  which represents 42 U.S. automotive companies including GM, Ford, Nissan and Volkswagen — penned a letter to Republican lawmakers in October asserting that the IRA’s EV tax credits are “critical to cementing the U.S. as a global leader in the future of automotive technology and manufacturing.”

“We think about the recent decades where we’ve seen much of the heartland of America, and particularly some of the industrial cities that were really prosperous and vital in the 20th Century collapse on themselves. It’s about the shrinking and departure of these anchor tenants … the major manufacturers there,” Godfrey said. “So the real risk is … if we see a pullback on the industrial policy that is helping support that resurgence, I think we could see a replay of what we’ve seen in a lot of these towns over the past 40-plus years, admittedly for slightly different reasons.”

Tennessee Lookout is part of States Newsroom, a nonprofit news network supported by grants and a coalition of donors as a 501c(3) public charity. Tennessee Lookout maintains editorial independence. Contact Editor Holly McCall for questions: info@tennesseelookout.com. Follow Tennessee Lookout on Facebook and X.

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Report: Tennessee Ranks High in Projected Electric Vehicle Jobs, Lags In Charging Ports

As the Southeast continues to draw in electric vehicle and battery manufacturers, Tennessee ranks near the top of the list for anticipated jobs and investment, according to a new report examining electric transportation in the region.

But despite seeing the highest rate of growth in publicly accessible electric vehicle chargers — rapid charging ports increased 60 percent over last year in Tennessee — the state still lags well behind national and regional figures for chargers per person.

The report was the fifth annual study prepared by Washington, D.C.-based data analysis firm Atlas Public Policy for the Southern Alliance for Clean Energy, a renewable energy advocacy nonprofit. It explores the momentum of the electric transportation industry in Alabama, Georgia, Florida, North Carolina, South Carolina, and Tennessee.

Those six states have more than 100 facilities dedicated to electric vehicle (EV) and battery manufacturing, making up 31 percent of the 238,000 EV jobs announced in the U.S. as of June. Of $205 billion in announced investments in the EV industry in the United States, 38 percent will land in the Southeast region, according to the report.

What to know: The new Ford BlueOval City plant poised to reshape West Tennessee

Georgia ranks highest in the region with 27,394 total anticipated EV manufacturing jobs, with Tennessee’s 16,164 expected jobs coming in second.

Tennessee’s high ranking is in large part due to a Ford electric vehicle plant and battery manufacturing plant under construction in rural West Tennessee. BlueOval City and BlueOval SK, a joint venture of Ford and SK On, represents a $5.6 billion investment and accounts for 5,800 anticipated jobs once the site is up and running.

While growth in EV manufacturing continues, the report notes that Southeastern states have struggled with engaging utilities and expanding charging infrastructure. 

“Addressing these areas will be crucial for the region to fully capitalize on its potential in the evolving EV landscape,” the report states.

Market share

Tennessee’s 4.5 percent EV sales market share for light-duty vehicles in the Southeast falls near the middle of the pack, above Alabama and South Carolina but significantly below North Carolina, Georgia and Florida, which ranks first with an 8.9 percent market share.

Tennessee logged 43,319 cumulative EV sales between July 2023 and June 2024, the report states. That’s an annual growth of 42 percent, exceeding the national average of 37 percent.

New light-duty EV sales dipped in the first quarter of 2024, nationally and in the Southeast, but sales have begun to trend back up in most southeastern states, according to the report.

Charging ports

Tennessee saw the highest rate of growth in publicly accessible rapid EV chargers, increasing by 60 percent compared with last year. But the state’s 0.31 chargers per 1,000 people still falls well under the national average of 0.53, and 0.40 in the Southeast.

Tennessee has 583 fast-charging ports and 1,558 other charging ports, according to the report.

Tennessee and Georgia are the only two states in the study area to award federal National Electric Vehicle Infrastructure (NEVI) funding to build chargers where they are lacking along busy thoroughfares.

Tennessee awarded $21.9 million from the first round of NEVI funds for 31 fast-charging sites along the state’s major highways in January 2024. The money was matched by $10.7 million in private-sector investments.

Construction and production delays

The report notes that a Rivian plant in Georgia and a VinFast facility in North Carolina have delayed construction “due to unforeseen challenges or barriers to starting up production,” while Hyundai’s Metaplant in Georgia is moving ahead of schedule.

Ford announced in August that it would delay production at BlueOval City until 2027 as the company shifts its strategy toward prioritizing hybrid vehicles and lowering battery production costs. Ford initially planned to launch production of its next-generation pickup truck in 2025.

BlueOval SK at BlueOval City will begin producing battery cells in late 2025 to power electric commercial vans produced at the company’s Ohio assembly plant. BlueOval SK will begin manufacturing batteries for Ford’s E-Transit and F-150 Lightning at its Kentucky battery plant in mid-2025.

Public funding

Only Alabama increased state funding for electric transportation in the last year, the report states. 

Tennessee ranks second in the region for public funding per capita with a total $277 million approved, $266.5 million which comes from federal government programs.

The report doesn’t include loans or tax credits in states’ public funding totals.

Tennessee lawmakers approved a $900 million incentive package for Ford in October 2021, including a $500 million reimbursement for construction work on the megasite. The funding is contingent on job creation.

The federal government also offers tax credits through the Inflation Reduction Act for production of batteries and battery materials and advanced energy products, the report notes. Thus far, two projects in Alabama and one project each in Tennessee, Georgia, and South Carolina will take advantage of those credits, according to the report.

Union activity

The last 12 months have seen aggressive campaigning from the United Auto Workers union in auto manufacturing plants throughout the country. Following UAW’s strike against Detroit’s “Big Three” (Ford, General Motors, and Stellantis) in 2023, the UAW announced that it would commit $40 million toward organizing through 2026, focusing on the South, the report states.

Republican lawmakers make vocal push against Chattanooga VW plant union effort

The unionization campaign drew opposition from Tennessee Gov. Bill Lee in addition to the governors of Alabama, Georgia, Mississippi, South Carolina, and Texas.

“Unionization would certainly put our states’ jobs in jeopardy,” the governors wrote in a joint statement issued in April. 

Tennessee had two major union developments at automotive plants in 2024. In April, 4,300 Volkswagen Chattanooga employees became the first Southern auto workers outside of the Big Three to unionize. In September, Spring Hill’s Ultium plant, a joint venture from General Motors and LG Energy Solution, notched another union victory. The plant shipped its first battery cells to General Motors in March, two and a half years after breaking ground at the new facility.

Outside of Tennessee, United Steelworkers ratified their first contract at the Blue Bird facility in Georgia in 2024. But a union vote at an Alabama Mercedes-Benz plant failed in May.

Tennessee Lookout is part of States Newsroom, a nonprofit news network supported by grants and a coalition of donors as a 501c(3) public charity. Tennessee Lookout maintains editorial independence. Contact Editor Holly McCall for questions: info@tennesseelookout.com. Follow Tennessee Lookout on Facebook and X.

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Ford Pauses West Tennessee Truck Production Until 2027

Production of Ford Motor Company’s electric next-generation pickup truck at its new West Tennessee plant will be delayed until 2027, the company announced Wednesday.

Construction on the new campus continues, and the Tennessee Electric Vehicle Center where the truck will be manufactured still plans to employ 3,000 workers, a Ford spokesperson confirmed. The campus’ battery plant — a joint venture between Ford and SK — will make up the remaining jobs needed to fulfill Ford’s promise that the campus would create 5,800 jobs. Tennessee lawmakers approved nearly $1 billion for the $5.6 billion project three years ago.

A spokesperson said Ford remains confident it will meet requirements set in that incentives deal.

“West Tennessee is a linchpin in our plan to create a strong and growing Ford in America. BlueOval City will be one of the most advanced manufacturing complexes anywhere in the world, and we are counting on the workforce in West Tennessee to produce advanced batteries starting next year, and then our most innovative pickup ever starting in 2027,” Ford President and CEO Jim Farley said in an emailed statement.

The postponement decision is part of a shift in the Michigan automaker’s electric vehicle strategy, which will scrap plans for an all-electric three-row SUV and prioritize hybrid vehicles. The company will reduce its yearly capital expenditures for pure electric vehicles from 40 percent to about 30 percent, according to a Wednesday news release.

When Ford announced its plans for the BlueOval City campus in Stanton in 2021, the company set an initial production goal in 2025.

Dimming electric vehicle market may delay start of full production at Ford’s new West Tenn. plant

But a down-shift in electric vehicle demand and swelling market competition pushed Ford to reassess, the company stated.

Ford will now focus its electric vehicle efforts “where it has competitive advantages,” with plans to roll out production on a new all-electric commercial van in 2026 in Ohio, followed by a mid-sized pickup truck designed by Ford’s California skunkworks team, and the next-generation pickup, to be assembled at BlueOval City’s Tennessee Electric Vehicle Center in 2027.

Talk of a delay at BlueOval has been swirling since early June amid slowing demand for electric vehicles, including the company’s F-150 Lightning electric pickup truck. In late 2023, Ford CFO John Lawler said the company’s electric vehicle unit was on track to lose $1.3 billion that year.

Pushing back the timeline allows Ford to implement lower-cost battery technology in the next-generation pickup to make it more price-competitive, the release states.

Lower-cost battery production is a major underpinning of Ford’s revised strategy to make their new electric vehicles profitable within the first 12 months of launch. In Kentucky, BlueOval SK will begin manufacturing batteries for Ford’s E-Transit and F-150 Lightning in mid-2025.

BlueOval SK at BlueOval City in Tennessee will begin producing cells in late 2025 for the new electric commercial van slated for production at Ford’s Ohio Assembly Plant. Those batteries will also be used in the next-generation electric truck when it production begins in 2027.

Ford also aims to move some Mustang Mach-E battery production from Poland to Michigan in 2025 to take advantage of Inflation Reduction Act benefits, according to the release. Plans are on track to produce Lithium iron-phosphate batteries at BlueOval Battery Park Michigan in 2026.

The shift toward hybrid technology for its planned three-row SUVs will mean a “special non-cash charge of about $400 million for the write-down of certain product-specific manufacturing assets” for the now-scrapped all-electric SUVs. Other expenses resulting from the shift could total up to $1.5 billion (which will be reflected as “special items” when they are incurred).

Ford stated the company will provide an update in the first half of 2025 on its electrification, technology, profitability, and capital requirements.

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