Insights
Original analysis of the corridor
Infrequent by design. We publish when there is something to say. Figures carry their source; the reading of them is ours and is labelled as such.
2026 · Analysis
The corridor's EV question is a cell question, not an assembly question
Add up every cell plant announced in North America and the total still falls roughly 653 GWh short of what 2040 demand implies. That shortfall, not incentive packages, decides which regions win EV assembly.
Next: what real dwell time at the crossings does to a siting case.