Practising future‐making: Anticipation and translocal politics of Tesla's Gigafactory in Shanghai as assemblage

Abstract

Abstract Human geographers are increasingly concerned with how ‘futures’ are imagined and rendered governable, yet mostly their methods lack the sensitivity to explore the functioning of complex relations between heterogeneous actors across places. The world's electric vehicle (EV) sector is booming, presaging a widely expected decarbonised future, associated with a restructuring of the automobile industry as anticipated by proactive players. This paper interrogates the spatiality and politics of the EV future‐making through disentangling the translocal practices involved in realising Tesla's Gigafactory in Shanghai (TGS) as assemblage. Informed by interviews with industrial insiders and opensource information in Chinese and English, the article finds that, first, TGS's imagined future embodies a multiplicity of interdependent but divergent expectations, the coherence of which underlies the formation and operation of the TGS assemblage by virtue of the concerted actions of its member‐actors. Second, such coherence is conditional as designed by TGS's central planners—namely, Tesla and Chinese government agencies at central and local levels—for their differentiated but overlapping interests. The TGS's imagined future is rendered actionable, enrolling other agents at certain moments, through anticipatory practices of regulatory changes, strategic arrangements interweaving land and financing, firm acquisition and intra‐firm reorganisation linking up places in and outside China, as well as the selection of key suppliers and technological use of critical raw materials. Concluding after a sketch on the TGS's ‘possible futures’ and broader implications, the paper contributes an assemblage‐informed approach to disentangle futuremaking practices and generates timely insights into the ‘future‐oriented’ restructuring of the automobile industry.