Stellantis reportedly weighs closing or selling Brampton Assembly
Unifor says Stellantis is seriously considering closing and selling its idled Brampton, Ontario, plant. Stellantis says it has nothing to announce and remains focused on finding a sustainable manufacturing solution, but the possibility represents a significant risk for the region’s tooling, component, logistics, and skilled-labor ecosystem.
https://www.cbc.ca/news/canada/windsor/stellantis-brampton-contract-federal-government-funding-windsor-9.7136409
SpaceX commits $16.8 billion to first phase of Texas semiconductor complex
SpaceX plans to begin construction this year on the first phase of its 100-million-square-foot Terafab campus, intended to integrate chip design, fabrication, packaging, and production for SpaceX and Tesla. The initial phase is expected to create 3,000 jobs, with the full project potentially representing $55 billion to $119 billion in investment.
https://www.manufacturingdive.com/news/spacex-to-invest-16b-first-phase-terafab-project-grimes-county-texas/827422/
Ford will phase out China-built Lincolns and expand U.S. production
Ford plans to end U.S. imports of China-built Lincoln vehicles and increase domestic Lincoln production beginning in 2030. The decision responds to 52.5% tariffs and connected-vehicle restrictions, creating a multiyear opportunity for U.S. tooling, automation, components, and supplier localization.
https://www.supplychaindive.com/news/ford-plans-to-phase-out-china-built-lincoln-models-for-the-us/827850/
Pentagon commits more than $2 billion to batteries and critical materials
The Department of Defense signed agreements valued at $2.03 billion with Sila Technologies, Niron Magnetics, Sunrise Energy Metals, and Strategic Bauxite USA. The investments cover battery cells, rare-earth magnets, bauxite processing, and related domestic capacity essential to defense, aerospace, automotive, and energy programs.
https://www.supplychaindive.com/news/pentagon-signs-over-2b-in-deals-securing-batteries-critical-minerals/827485/
Daimler Truck plans a new greenfield U.S. manufacturing facility
Daimler Truck North America expects the highly automated plant to begin production in late 2029. The announcement follows its decision to close the Portland manufacturing operation and shift existing work to North and South Carolina, signaling a broader reconfiguration of its North American footprint.
https://www.truckingdive.com/news/daimler-truck-to-build-new-us-manufacturing-facility/827467/
Stanley Black & Decker pledges $1 billion for U.S. manufacturing and R&D
Approximately half of the commitment will support domestic manufacturing and capital investment through 2028, with the remainder directed toward next-generation tools and technology development. The company is also expanding skilled-trades training as workforce availability becomes a constraint on industrial growth.
https://www.manufacturingdive.com/news/stanley-black-decker-invest-1b-across-us-manufacturing-rd-training/827788/
New drone tariffs arrive with an explicit onshoring incentive
The U.S. will impose tariffs of up to 100% on certain imported drones and components beginning September 3, with lower rates for some smaller systems and allied-country products. The proclamation also directs the Commerce Department to establish incentives for domestic drone and component manufacturing.
https://www.supplychaindive.com/news/trump-imposes-100-tariffs-on-some-drones-and-components/827941/
Teledyne agrees to acquire Varex Imaging for $1.1 billion
Varex manufactures X-ray tubes, photon-counting detectors, flat-panel detectors, and control components used in medical and industrial imaging. The combination will give Teledyne a broader position in healthcare and high-radiation imaging while bringing together largely complementary manufacturing portfolios.
https://www.medtechdive.com/news/teledyne-inks-11b-takeover-of-varex-imaging/827526/
Drone stocks rally after Trump orders tariffs on foreign-made components
Shares of U.S. drone and component manufacturers, including Unusual Machines, Red Cat, Ondas, AeroVironment, and Kratos, rose following the new tariffs on imported drones and parts. The market response signals expectations that domestic manufacturers could benefit from accelerated localization, government procurement, and investment in U.S. component capacity.
https://www.cnbc.com/2026/08/14/drone-stocks-trump-tariffs.html
BMW turns its Spartanburg X5 line into an iFactory proving ground
BMW’s retooled Spartanburg operation can build the new X5 with five powertrain configurations on one line, allowing production mix to follow demand without separate factories. Digital twins, AI-based quality inspection, direct cell-to-pack battery assembly at nearby Woodruff, and humanoid robots in logistics are being integrated as one operating system rather than isolated pilots. BMW is also evaluating whether to extend its AI quality platform into the supplier base.
https://www.automotivemanufacturingsolutions.com/smart-factory/bmws-ifactory-the-blueprint-behind-the-new-x5/2715051
GE Appliances expands U.S.-made semiconductor sourcing
GE Appliances plans to source one-third of the chips used at its new Louisville laundry-equipment operation from Texas Instruments facilities in Texas and Utah, nearly doubling its spending with TI. The agreement illustrates what practical localization increasingly looks like: regional capacity, diversified supply, shorter lead times, and direct collaboration between product-development teams. It also creates a useful model for suppliers seeking to align domestic sourcing with upcoming U.S. production launches.
https://www.supplychaindive.com/news/ge-appliances-deepens-texas-instruments-sourcing-for-resilience/827455/