A bold statement. It's worth
A bold statement. It's worth pointing out if this does come true that had the auto bailout not happened, Ford's supply chain would have been hosed, and they would not be on this list any more than GM or Stellantis. Might have even been tough for Tesla and Rivian. But frankly, I have a hard time seeing GM being knocked off this list unless there are major technical and quality failures with Ultium. Stellantis is a slightly different story; for the US market they propose to convert from gas to electric in a single cycle, from 2025 to 2028. That's a monster rate of conversion and I have to wonder how they pull it off, considering issues ranging from dealer networks to the very slow rate of rollout of charging networks by all providers, even Tesla and especially everyone else.
And does this mean Honda, Toyota, Nissan, Subaru and others with plants here also bail? That seems doubtful in the current policy environment.