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Case File · Green Charter Township, Michigan

$2.4 billion. Then the politics detonated it.

Michigan backed Gotion's $2.4 billion EV battery project with up to $175 million in incentives and 2,350 promised jobs. The site was selected in 2023, a November 2023 recall flipped the township board, Gotion sued in 2024, the state issued a default notice in September 2025, and MEDC demanded the return of $23.7 million on January 30, 2026. The Sixth Circuit later dismissed the appeal as moot after the project became nonviable.

Cited site read: 18/100 before the first incentive application was filed.

Residents protesting the Gotion EV battery plant in Big Rapids, Michigan

Big Rapids residents rally against the $2.4B Gotion battery plant as the project's political opposition intensifies

Bridge Michigan

$2.4B

Project Value

$175M

Incentives Pledged

Nov. 2023

Recall Election

$23.7M

Return Demand

18/100

Feasibility Score

Green Charter Township, Michigan · 2022–2026

The project that unraveled after approval.

September 2022

Michigan approves major incentive support

State officials approve major incentives and public support for Gotion's planned Michigan battery investment, which is later publicly framed as a $2.4 billion, 2,350-job project.

July–August 2023

Site is selected and development agreement is adopted

By mid-2023 the Big Rapids-area site is selected, and in August 2023 Green Charter Township adopts the development agreement that moves the project into implementation mode.

November 2023

Recall flips the township board

A recall election changes control of the township board, turning an already controversial project into an openly unstable political situation.

March–May 2024

Gotion sues and wins preliminary injunctive relief

After the recalled board begins interfering with the project, Gotion sues township officials. In May 2024 the district court grants a preliminary injunction, and that order later heads to the Sixth Circuit.

September 17, 2025

MEDC issues default notice

State records show Michigan issued a default notice as the project continued to stall and the earlier investment narrative unraveled.

January 30, 2026

MEDC demands return of $23.7 million

Michigan formally demands the return of $23.7 million, confirming that the incentives were no longer safe simply because they had once been approved.

February 2026

Sixth Circuit dismisses appeal as moot

The Sixth Circuit dismisses the appeal as moot after the project becomes nonviable, closing the case without a merits win for the development.

The Political Break

Recall flipped the board after approval

This was not a clean up-front zoning impossibility. The project moved forward far enough to secure state backing and a development agreement, then politics turned the ground underneath it into quicksand.

The Community Signal

57.83% chose 'no growth' for heavy industrial

The township's own survey did not show a community eager for heavy industrial growth. That is not the same as a formal referendum, but it was a loud warning signal before the project matured.

The Incentive Risk

$23.7M return demand in January 2026

State support looked locked in until the project stalled badly enough for Michigan to issue a default notice and later demand money back. Incentive approval was not the end of the story.

The Litigation Lesson

Development agreement did not end the fight

After the recall, Gotion sued the township, won preliminary injunctive relief, and still ended up in a moot appeal once the project became nonviable. Early paper approvals did not make the site stable.

“What if you could see an 18/100 before the state pledged $175 million?”

The Pre-Filing Research

What RealClear finds at 18300 220th Street.

Before a single incentive dollar is committed. Before the township organizes. Before $175 million becomes a clawback target.

realclear.ai/analysis/18300-220th-st-green-charter-twp-mi

Site Analysis

18300 220th Street

Green Charter Township, Mecosta County, MI

Full analysis completed
Feasibility Score18/100

Community Opposition

57.83% No GrowthTownship survey on heavy industrial growth

Foreign Ownership Risk

HIGHChinese ownership became a central political issue

Township Litigation

Lawsuit FiledGotion sued township in March 2024

Project Status

Nonviable by 2026$23.7M return demand issued Jan. 30, 2026

Critical Risk — Post-Approval Political Reversal

Early state support and a development agreement did not make this site bankable. After the November 2023 recall, the project slid into litigation, state default, and a moot appeal once it became nonviable.

Recommendation

DO NOT TREAT EARLY APPROVALS AS PROOF OF FEASIBILITY. Recall risk, litigation, and incentive fragility made this an 18/100 project even after the state and developer had already committed heavily.

Whitmer / MEDC announcement · Green Charter Township survey · Sixth Circuit opinion · MEDC default and return-demand letters

The Pre-Flight Checklist

Five source-record factors. All publicly available.

Every factor that killed this project existed in public records before the first incentive application. RealClear reads those records so your team doesn't spend three years finding out.

Chinese ownership was a political risk, not a magic legal shortcut

Zoning review

Ownership and geopolitical scrutiny were plainly going to dominate this project's politics in Michigan. That did not create a clean one-line legal disqualification, but it absolutely changed the risk profile.

Township survey showed weak support for heavy industrial growth

Community risk review

The Green Charter Township survey showed 57.83% selecting 'no growth' for heavy industrial development, with only 11.30% selecting 'encourage growth.' That was a blunt signal that the community base for a mega-factory was weak.

Recall risk in a small township could upend the deal

Approval path review

A small-jurisdiction project can look approved and still be politically fragile if the governing board can change quickly. Once the recall succeeded, the project entered a very different reality.

Development agreements and injunctions do not erase execution risk

Comparable outcomes review

The project made it far enough to generate a development agreement and a federal appellate fight, and it still fell apart. That is exactly why 'approved' and 'bankable' are not the same thing.

State incentives can default when the project stalls

Comparable outcomes review

The default notice and January 2026 return demand show the last trap in the process: even after political leaders celebrate a deal, the money can still come back off the table if the project stops moving.

The total cost of this entitlement failure:

A high-profile project, years of legal and political conflict, a default notice, and a $23.7 million return demand. The lesson is not that the site was impossible on day one. It is that early approvals badly overstated how stable it really was.

A RealClear analysis costs less than one hour of attorney time.

Cited Brief

How RealClear built this assessment.

This source review is backed by a traceable source trail — real articles, real officials, real patterns.

11

News records reviewed

5

Officials identified

0/1

Comparable approvals reviewed

1

Opposition groups in record

Event Timeline

Key milestones in the entitlement journey

Approval
Denial / Termination
Hearing / Filing
Election

Sep 2022

Michigan grants are approved to support the project

Jul-Aug 2023

Gotion selects the site and Green Charter Township adopts the development agreement

Nov 2023

Recall election flips the board against the project

Late 2023

New board rescinds support resolutions tied to the project

Mar 2024

Gotion files federal breach of contract lawsuit

May 2024

Judge Beckering orders preliminary injunction

Sep 17, 2025

State issues notice of default over missed project activity milestones

Jan 30, 2026

State demands return of $23.7M already disbursed

Feb 25, 2026

Sixth Circuit dismisses injunction appeal as moot after Gotion says project is no longer viable

Key Actors

Decision-makers and their positions

Jim Chapman

Former Township Supervisor

Supported

Helped negotiate township support before the November 2023 recall election

Lori Gwizdala

New Township Supervisor

Opposed

Elected on anti-Gotion platform, voted to rescind development agreement

Rep. John Moolenaar

U.S. Representative (R-MI)

Opposed

Framed Gotion as CCP-linked national security threat in congressional hearings

Gov. Gretchen Whitmer

Michigan Governor

Supported

Supported the incentive package; the state later issued a default notice and repayment demand after project deadlines slipped

Judge Jane Beckering

U.S. District Judge, W.D. Mich.

Supported

Issued preliminary injunction May 2024, found township likely breached contract

Opposition Record

Organized opposition groups

Anti-Gotion recall organizers and township residents

Green Charter Township's master-plan survey showed 57.83% selecting 'no growth' for heavy industrial development and only 11.30% selecting 'encouraged'

Will opposeDocumented

Tactics

Recall campaign, board takeover, public meetings, foreign-ownership framing

Track Record

Flipped the board in Nov. 2023 and helped turn the project into a contract and funding fight

Engagement Strategy

Price board-control risk and project-milestone risk from day one. Transparency on ownership and state-funding dependencies is essential, but it does not neutralize a hostile board.

Risk Triggers

What activates opposition

  • Chinese ownership becoming a dominant political issue
  • Large-scale industrial use in a rural township
  • State incentives committed before local politics stabilized
  • Board-control election risk

Potential Allies

Groups that may support the project

Michigan Economic Development Corp

State economic development

Will support

$175M in committed incentives and 2,350 jobs

Building trades unions

Jobs coalition

Conditional support

Construction employment during build phase

Jurisdiction Pattern

What history tells us about this jurisdiction

Approval history

0 of 1 EV battery plant proposals advanced in Mecosta County

Recent Shifts

Township enacted interim zoning ordinance specifically to block industrial development after Gotion announcement

Source read

The failure here was not a clean initial zoning denial. It was post-agreement political reversal, followed by state-funding default that made the injunction fight moot.

Cited research compiled from the Sixth Circuit opinion, the preliminary injunction order, the federal docket, Green Charter Township survey materials, and supporting reporting on the default and repayment demand.

Community Record · Source ReviewLinked source documents — sourced case file

A signed development agreement collapsed into a federal lawsuit and, by February 2026, a Sixth Circuit mootness dismissal.

Michigan's incentive package and Green Charter Township's July–August 2023 development agreement were followed by a November 2023 board-recall election, reversal of township support resolutions, a March 2024 Gotion breach-of-contract suit, a May 2024 preliminary injunction, and — after the state's September 2025 default notice and January 2026 repayment demand — a Sixth Circuit dismissal of the appeal as moot after Gotion said the project was no longer viable. The township's own master-plan survey carried the critical-stance signal in the record: 57.83% selected 'no growth' for heavy industrial development.

Historical record: Blocking patternSource support: strong·4 linked source documents·4 source outlets

Theme distribution

foreign ownership (CCP framing)4 mentions
agricultural preservation3 mentions
state incentive exposure3 mentions

How this was assembled: Every source record ties to a public source you can verify yourself — news coverage, hearing records, court filings, public testimony. No scraped gated platforms, no invented engagement numbers, no attributions that aren’t on the page. RealClear surfaces source records; your team decides. See our methodology for the full sourcing standard.

Primary Source Documents

13 Documents

Every finding cited to the source. Click any document to preview it directly. Source-record patterns visible to experienced entitlement analysts months before the hearing.

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Cited research summary · Not legal advice · Verify independently before making investment decisions

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