Nora Eckert
Reporter
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APPEARANCES
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Sep 28, 2026
Ep. 287: From EV Boom to Bust in the Battery Belt with Nora Eckert from Reuters
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Elena CiccotelliHOST
So Nora, were you and your team able to find out how maybe some of the local lawmakers in the communities are really reacting to the support for the federal rollbacks with the loss of so many of these manufacturing jobs in their districts?

Nora EckertGUEST
It's obviously a different conversation depending on the party of either the governor or the legislature.

Nora EckertGUEST
And then obviously very different conversation that you have on the local level with the workers.

Nora EckertGUEST
There was initially started by Ford and SK under their joint venture, Blue Level SK.

Nora EckertGUEST
And in Glendale, this town of about 400 people, they were expecting an influx of thousands and thousands of new residents and about 5,000 jobs at these plants.

Nora EckertGUEST
And at the time, and still there's a Democratic governor, a Republican-led legislature.

Elena CiccotelliHOST
And then on the other hand, it's like, okay, how do we future proof? We've got a lot of things to contend with.
AAH #806 - AI Compute Platforms and ADAS Tech
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Chris PredigerGUEST
Do you want to be responsible for everything what is happening in the field? Or do you want to have your supply base who is helping you out and is partnering with you to solve this situation?
14 MINS LATER

Gary VasilashHOST
Speaking of small pickup trucks, the word came out that Ford plans on selling a lot of
U.S.-Canada Tariff Talks Jolt the Auto Industry; Drive to Decision Day at the Iowa State Fair
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Brian CheungHOST
There are negotiations happening right now between the US and Canada, but there's a broader question over what's going to happen with the USMCA, that trade agreement between Mexico, Canada, and the US, which was es- es- essentially allowed to, uh, expire earlier this year.

Nora EckertGUEST
For a long time, we were wondering if there was going to be a bilateral agreement with each country or a trilateral agreement.

Nora EckertGUEST
I think that all three parties are still pushing to have some sort of joint resolution.

Nora EckertGUEST
But there's, there's this sense in Detroit, I think, that we're not going back to the way things were, which might seem incredibly obvious to everyone who's been following this industry.

Nora EckertGUEST
But I remember just starting, um, following when the levies were enacted in the last year.
AAH #760 - Key Tech Aumovio is Bringing to Automakers
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Nora EckertGUEST
And this is more a discussion of if Ford is going to export vehicles there as well.

Nora EckertGUEST
But there's a question of if those customers even want those vehicles, EV or not.

Nora EckertGUEST
But yeah, that's a massive conversation we've been having just at Reuters and beyond with our industry colleagues as well.

Nora EckertGUEST
do, yeah, do GM or Ford even have a place in that region, you know, kind of outside the U S in general, that's the bigger question.

John McElroyHOST
But Reuters had a big story on this, Nora, that there's a lot of signs that the Chinese industry is headed for some trouble here.