Virginia Gov. Abigail Spanberger reacts to applause from Lt. Gov Ghazala Hashmi (left), House Speaker Don Scott (center), D-Portsmouth, and Senate President Pro Tempore Louise Lucas (right), D-Portsmouth, on Jan. 19. Photo by Bob Brown.
Virginia Gov. Abigail Spanberger reacts to applause from Lt. Gov Ghazala Hashmi (left), House Speaker Don Scott (center), D-Portsmouth, and Senate President Pro Tempore Louise Lucas (right), D-Portsmouth, on Jan. 19. Photo by Bob Brown.

Gov. Abigail Spanberger delivered her first address to the General Assembly on Monday, outlining how she intends to govern over the next four years. (She used the word โ€œintendโ€ five times.)

Cardinalโ€™s Richmond-based reporter, Elizabeth Beyer, has a separate story on the details that Spanberger laid out. Hereโ€™s my assessment of what I heard โ€” and didnโ€™t hear.

1. Spanberger intends to be the anti-Trump

Virginia Gov. Abigail Spanberger shakes hands with Del. Karrie Delaney (left), D-Fairfax County, after delivering her speech to the joint assembly in the House of Delegates. Photo by Bob Brown.

She has yet to mention the presidentโ€™s name, but doesnโ€™t need to. Itโ€™s very clear who sheโ€™s talking about. She devoted part of her inaugural address to an account of how she believes President Donald Trump has hurt the nation in general and Virginia in particular. She did the same thing Monday, just in different ways. She said Virginians did not โ€œelect me to settle scores or add to the noise in our politics todayโ€ โ€” this on a day where Trump said he was fixated on obtaining Greenland because he didnโ€™t win the Nobel Peace Prize.

When she talked about her โ€œaffordabilityโ€ agenda, she quoted Trump himself: โ€œThere are some who have even called affordability a โ€˜hoax.โ€™ A โ€˜con job.โ€™โ€

Spanberger said that she hoped she and the president would have โ€œa productive relationship built on mutual trust and respect. We are neighbors, after all.โ€ But then: โ€œI also have a responsibility to the 8.8 million people who call Virginia home. So when federal actions attack and threaten Virginia jobs, I will not hesitate to push back. When federal chaos creates uncertainty for Virginia families, I will work to provide stability. When Washington fails to lead with dignity and respect and follow the rule of law, Virginia will. Above all else, my job as governor is to provide what the federal government too often has not: predictability, steadiness and an unrelenting focus on the people we serve.โ€

2. Weโ€™re going to have a debate over what โ€˜affordabilityโ€™ is

Spanberger laid out three areas she wanted to focus on: energy, health care and housing. The way she and fellow Democrats want to make things affordable and the way Republicans want to make things affordable will not always overlap. Spanberger said she would return Virginia to the Regional Greenhouse Gas Initiative; she said Youngkinโ€™s withdrawal from the pact โ€œdid not lower energy costs.โ€ Republicans believe being part of RGGI will raise them. She said she wants to see more battery storage, which she said โ€œallows us to capture cheaper power and use it during peak demand โ€” when prices are highest. That means savings for families and a more reliable grid for everyone.โ€ Republicans say battery storage is expensive to build.

Meanwhile, House Republicans held an event Monday where they rolled out their affordability agenda โ€” repealing the Virginia Clean Economy Act, eliminating the car tax, eliminating the tax on groceries and making permanent the enhanced standard deduction, which otherwise is set to expire. Since Republicans are in the minority โ€” a greatly reduced minority in the House โ€” their ability to enact that agenda is also greatly reduced. However, they have at least done a good job of outlining their policy differences.

3. Her first boos came from Democrats โ€” on right-to-work

Democratic legislators spent a lot of time cheering Spanberger, but went silent โ€” and some even booed โ€” when she said she wouldnโ€™t support a repeal of the stateโ€™s so-called right-to-work law, which forbids compulsory payment of union dues from non-union members working in a union-represented workplace. Many Democratic legislators ran on a platform of repealing right-to-work; Spanbergerโ€™s viewpoint is more in tune with that of the business community than progressive activists. It will be curious to see what happens to this legislation โ€” will it get bottled up in committee or actually get to her desk?

4. Spanberger praised her Republican predecessor on economic development

Just as Spanberger didnโ€™t have to reference Trump in her inaugural address but did, she didnโ€™t have to praise former Gov. Glenn Youngkin for his economic development but did, โ€œparticularly on shovel-ready sites and positioning Virginia for investment.โ€

Youngkin himself could have delivered these lines: โ€œMake no mistake about it: we are competing against 49 other states for the best talent in America โ€” and the businesses that follow that talent. If we do not act, we will lose that competition. On my watch as governor, I do not intend to lose. I intend to dominate.โ€

5. Spanberger said she wanted Virginia to regain its No. 1 ranking as โ€˜best state for business.โ€˜

CNBC issues annual rankings, which Virginia governors love when the state scores well and the party out of power talks about when the state doesnโ€™t. This year, Virginia slipped from first to third and Spanberger correctly identified a big reason: federal job cutbacks. She then said something Iโ€™d have advised her against saying: โ€œOur job now is to put ourselves in a position to reclaim the top spot โ€” and stay there.โ€

Hereโ€™s why I consider that a risky proposition: CNBC changes its formula every year. Virginia could fall under Spanbergerโ€™s watch and it might have nothing to do with her but everything to do with CNBCโ€™s secret math. Thatโ€™s not how the general public would see it, though. For those keeping score at home, we might not even see the impact of Spanbergerโ€™s policies on the CNBC ratings until the 2027 version; a lot of economic data has a big lag time. If Virginia falls again this year, Republicans will surely criticize her even though much of that data is already baked in now. And if Virginia rises, it might not be something she did. Vowing to be No. 1 is stirring rhetoric, but sheโ€™s yoked herself to a proprietary algorithm that nobody outside CNBC knows.

6. Spanberger said Virginia is now seeing more people move out than move in

Youngkin was focused on migration data, more so than any other governor Iโ€™ve seen. He spent a lot of time talking about those numbers in his 2021 campaign โ€” and how Virginia was seeing more people move out than move in. He was rightly proud when trends shifted and Virginia started seeing net in-migration again. A few weeks ago, U-Haul issued its annual report on migration trends and said Virginia had fallen 19 spots and was now beginning to export people again, by a slight margin.

Spanberger referenced this in her speech: โ€œRecent data indicates that in 2025, Virginia saw more people leave the state than move in.โ€

I give Spanberger credit for noticing this, but Iโ€™d caution that U-Haulโ€™s list is not formal demography; itโ€™s based on the companyโ€™s customers, who may or may not be representative of the population as a whole. As regular readers know, Iโ€™m a demographics nerd, but Iโ€™ve intentionally not written about the U-Haul rankings because later this month weโ€™ll get the annual population report from the Weldon Cooper Center for Public Service at the University of Virginia. Spanberger, as governor, might even get an advance copy (Youngkin did). Iโ€™d rather wait and see what actual demographers have to say.ย 

However, weโ€™ve seen other data that shows whatever Virginiaโ€™s population trends are, they wonโ€™t be big ones either way, so Spanberger (like Youngkin before her) is right to focus on migration. She also cited a statistic I intend to dig into for a future column: โ€œNearly half of college students who graduate from Virginia universities leave the commonwealth within five years โ€” above the national average.โ€

We cannot build a strong economy if what weโ€™re really doing is educating some other stateโ€™s workers.

7. For someone who grew up in the suburbs, Spanberger talks a lot about agriculture

During the campaign, Spanberger mentioned agriculture more than most, often referencing her congressional service on the House Agriculture Committee. Iโ€™ve learned to be somewhat cynical about what candidates say, but her frequent invocation of agriculture did catch my ear. She referenced agriculture again on Saturday in her inaugural address, but itโ€™s always hard in those speeches to tell whatโ€™s boilerplate and whatโ€™s not.

On Monday, though, Spanberger cited agriculture again, with a specific directive: โ€œCargo traffic at the Port of Virginia is already down nearly 9%. That tells a story of broader struggles โ€” for our farmers trying to get their products to market, for our forestry industry, for businesses large and small across the commonwealth. With that, I have directed our Secretary of Commerce and Trade Carrie Chenery and our Secretary of Agriculture and Forestry Katie Frazier to work together in a coordinated effort to help Virginiaโ€™s farmers and producers expand their reach โ€” domestically and internationally โ€” and make sure that communities in rural Virginia can reap the benefits of trade.โ€

That may just be boilerplate, too โ€” no governor is going to call for fewer sales of ag products, and citing agriculture seems a good way to show that a governor is in touch with rural Virginia (even if most rural residents arenโ€™t farmers). Still, Iโ€™ve heard Spanberger say โ€œagricultureโ€ enough now that perhaps we really ought to expect some kind of action.ย 

If she really wants to work across the aisle, sheโ€™s got some Republican legislators who are actual farmers that she can work with: Mitchell Cornett of Grayson County, Justin Pence of Shenandoah County, Michael Webert of Fauquier County.ย 

8. Pay attention to what Spanberger didnโ€™t say on redistricting

The governor addressed the four constitutional amendments going to the voters. She made clear, unmistakable endorsements on three of them: abortion, civil rights restoration, same-sex marriage. She did not do that on the amendment that would allow a midcycle redrawing of congressional lines to produce more favorable Democratic results. Maybe thatโ€™s just a dodge, or maybe Spanberger is playing chess here.ย 

โ€œVirginiaโ€™s proposed redistricting amendment is a response to what weโ€™re seeing in other states that have taken extreme measures to undermine democratic norms,โ€ Spanberger said. โ€œThis approach is short-term, highly targeted and completely dependent on what other states decide to do themselves. For those who may oppose Virginiaโ€™s response, I call on you to make clear your opposition to what is happening in other states. โ€œ

Hereโ€™s a hint of daylight I see: If other states call off their redistricting, Spanberger would have a reason to call on Virginia Democrats to stand down. I donโ€™t really expect this to happen โ€” passions are too high on all sides โ€” but Spanberger seems to be preserving some options for herself in case, by some political miracle, some of these other states come to their senses.ย 

As with many things, weโ€™ll see. But sometimes what we donโ€™t hear is just as important as what we do โ€” and all this is what I heard.

Yancey is founding editor of Cardinal News. His opinions are his own. You can reach him at dwayne@cardinalnews.org...