How Trump’s China tariffs, retaliation could put the U.S. EV supply chain in a tailspin

A cross section of a Microvast lithium ion EVbattery from the 2024 IAA show in Hanover. — China is a top supplier of many essential battery materials and almost the sole refiner of elements that go into batteries for electric vehicles. (BLOOMBERG)

April 23, 2025 12:00 PM

Three years after the Inflation Reduction Act incentivized the auto industry to build an electric vehicle supply chain in North America, the U.S. EV market is in a jam.

Featured Stories

Porsche

Porsche faces mounting problems, rattled by China slump, weak EV demand and U.S. tariffs

Porsche

Porsche is in crisis mode as a failed EV strategy, slumping China sales and Trump's tariffs weigh on its share price and earnings.

By:

Lois Hoyal

Porsche faces mounting problems, rattled by China slump, weak EV demand and U.S. tariffs

Manufacturing

Critical minerals tariffs loom following this week’s comment deadline

Subaru rethinks electrification, braces for $2.5 billion tariff impact

Ford cutting hundreds of connected-vehicle software jobs

Ford

By:

Michael Martinez

Ford cutting hundreds of connected-vehicle software jobs

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