September 15, 2025
The pillars supporting the U.S. electric vehicle (“EV”) sector are facing significant strain. Financial incentives, including subsidies and tax credits, have been repealed, while long-standing fuel economy and emissions standards are being reconsidered and redirected toward alternative priorities. Policy volatility, including on-and-off again tariffs and the removal of incentives, is undermining the stability needed for strategic planning. In a short period of time, the discourse has shifted from scaling the EV supply chain to fundamental questions about the sector’s viability. Navigating this period of uncertainty presents substantial challenges across the EV value chain, yet strategic foresight and planning can enable successful adaptation.
