New report finds it’s too soon to gauge Trump’s impact on EV industry

From left to right: Jerry Silvio, Chairman of the Joint Development Authority of Jasper, Morgan, Newton & Walton Counties of Georgia, Georgia Gov. Brian Kemp, Rivian founder and CEO RJ Scaringe, Georgia House Speaker Jon Burns and Pat Wilson, Commissioner of Georgia Department of Economic Development participate in a groundbreaking ceremony at the future site of Rivian’s manufacturing plant outside of Social Circle, Ga, on Tuesday, September 16, 2025. (Matthew Pearson/WABE)

This coverage is made possible through a partnership between WABE and Grist, a nonprofit environmental media organization.

As electric truck and SUV maker Rivian broke ground on its Georgia factory Tuesday, questions swirled about electric vehicle manufacturing in the U.S. in light of Trump administration policies. A report released the same day found that, so far at least, the Southeast is still investing in EVs — though there are some wobbles.

Georgia has seen a bonanza in new factories making EVs, batteries and parts in recent years. But between the Trump administration’s rollbacks of EV tax credits and the recent immigration raid at a battery plant near Savannah, some analysts have worried the EV boom is headed for a bust.