Toyota moves Tacoma to San Antonio: what a Pacific-to-corridor shift tells us
A $3.6 billion second line, 2,000 jobs and a plant that doubles by 2030. The production share data stops in 2022. This is what the next chapter of it looks like.
Insights
Analysis, not announcements.
Notes on the corridor, written for people who have to make a decision about it.
The corridor's EV question is a cell question, not an assembly question
Whether this region wins EV assembly will not be settled by the size of an incentive package. It will be settled by whether there is a cell supply answer within trucking distance.
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A site comparison, an incentive conversation, a supplier question. Describe it in a few lines and I will tell you whether I can help and what it would take. I normally reply within two business days, in English or Japanese.
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