Tuesday, September 16, 2025

Rivian Breaks Ground On New EV Factory -- Will Georgia, A Swing State, Go All Blue In The Mid-Terms? September 16, 2025

Locator: 49129RIVN.

Rivian's new East Coast headquarters to be located in Atlanta, Georgia. Announced in July, 2025.

Georgia has become a swing state. Atlanta is the key. So, where should be build a huge factory built with federal loans? LOL. How about Atlanta?

US senators representing Georgia:

  • Jon Ossoff, democrat
  • Raphael Warnock, democrat

Governor: Brian P Kemp, began second term in 2023; first elected in 2018

  • term limits in Georgia; two consecutive terms; must wait at least four years after end of second term to run again
  • next Georgia governor election: 2026, mid-terms national election
  • Kemp: said he won't run but was seen as a strong contender;

2026: Offoff is the incumbent running for re-election

  • In the January 5, 2021, Georgia Senate runoff election, Jon Ossoff defeated Republican David Perdue with a margin of victory of 1.2% . Ossoff received 50.6% of the vote to Perdue's 49.4%

Massive GOP blunder: a massive Immigration and Customs Enforcement (ICE) raid on September 4, 2025, detained hundreds of workers at a Hyundai-LG battery plant under construction in Ellabell, Georgia, near Savannah. South Korea oversees of project detained and returned to South Korea.

As of mid-September 2025, there is no public polling data that shows how the recent Immigration and Customs Enforcement (ICE) raid at a Georgia Hyundai factory directly affected politicians' poll numbers.
However, the raid has created significant political fallout, highlighting a conflict between economic development and immigration enforcement, especially for Republicans.
If Georgia becomes a strong blue state, rather than a swing state, blame will be placed at the feet of the president who allowed this to happen, under his watch. My hunch: GOP needs to correct this debacle soon and soon may not be soon enough.
There were better ways to do this.

Specific location for new Rivian EV factory: 

The new Rivian EV factory will be built in Morgan and Walton Counties, near Social Circle, Georgia, approximately 40-50 miles east of Atlanta.
This approximately 5 billion dollar manufacturing campus is expected to create over 7,500 on-site jobs and significant economic benefits for the region. Construction was previously halted but has since restarted with the help of a large federal loan, with production slated to begin in 2026.

Ticker RIVN: RIVN up about 3% today.