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Feature Coverage
Longer-form reporting on plant operations, manufacturing technology, workforce strategy, and capital decisions.
Honda's $3 billion Union County assembly plant starts in 2029, but the hybrid system work that suppliers feed hits Russells Point in 2027. A map of which powertrain content grows, which shrinks and who has to qualify first.
Volvo's EX60 is far behind its Torslanda production plan. The CEO says megacasting caused "no headaches." The bottleneck is a first-of-its-kind automated line that bonds the battery to the body.
Audi picked the Middle Georgia Megasite for its first US assembly plant, but Georgia's own timeline puts building construction in 2028 and production in 2031. Southeast suppliers should start qualifying now and wait to spend capex until sourcing awards and construction milestones arrive.
A practical guide to running a SMED changeover study on a stamping press. Film and time the die change, separate internal from external work, streamline what is left without skipping the safety rules, and use a worksheet to decide whether the freed minutes go to capacity or to smaller batches.
Nissan says its next step in the US is three shifts and no new factory. Suppliers asked to keep pace need a cost model that covers the shift differential, per-head benefits, support staff, fatigue risk and lost maintenance time, and that accounts for a customer that has changed direction twice in 18 months.
Honda has asked tier-one suppliers for 30% cost reductions on pressings, electricals and SDV parts, according to internal documents reviewed by Reuters. Top-100 supplier EBIT averaged 6.9% last year, so the number cannot come out of margin. Here is the clean-sheet counter, line by line.
Ford says it converted 3 million square feet at Louisville Assembly Plant from combustion to fully electric in under a year, replacing the single moving conveyor with three parallel sub-assembly branches that marry late. The engineering is genuinely novel. The arithmetic that has to follow it is the harder story.
As roughly $1.765 trillion in reshoring commitments pile up on the U.S. industrial map, the domestic EV powertrain buildout is contracting: Honda scrapped its entire North American EV program at up to $15.7B, Ford booked a $19.5B charge, and GM and Samsung SDI idled a $3.5B Indiana battery plant after the federal EV credit expired.
A $5 billion cell plant in Bartow County has begun production just as America's battery belt idles and repurposes EV lines. Here's why Hyundai and SK On are ramping into a glut — and what captive domestic cells do for tariff exposure and the race to become the No. 2 EV brand.
The July 1 joint review produced neither renewal nor termination — it converted a one-time checkup into an open-ended annual-review regime out to 2036. Now the U.S. wants auto regional content raised to 82% with a 50%-U.S. carve-out, and Section 232 tariffs are the stick. Here's the operator math.
Ultium Cells pushed the return of its idled Ohio battery workers from June to August 2026, citing a hard look at the EV market. The slipping date is a cleaner read on demand than any capacity headline — and it sits inside a year-long layoff wave at the gigafactories that anchored the reshoring story.
The 2026 Stellantis-UAW fight has moved past 2023 contract wages into a war over plant allocation — and the Midwest Tier 1 base has sunk capex on the line.
Stellantis and Accenture announced plans — not a signed deal — to build AI-driven, digital-twin manufacturing with NVIDIA. The disclosed scope is narrow and metric-free. The story operators should track is consolidation: the deliverable closely mirrors Accenture's off-the-shelf Physical AI Orchestrator, hardening a de facto reference architecture even as Stellantis runs deeply negative industrial free cash flow.
Stellantis announced plans for an AI digital-twin partnership with Accenture and NVIDIA — with no OEE, scrap, or cost target attached. Here is what comparable programs have actually delivered, and the integration math that decides whether year one moves the line.