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Trump’s tariffs stall US battery momentum as China powers ahead

US battery storage tariffs

China has reclaimed the No. 1 spot on BloombergNEF’s annual Global Lithium-Ion Battery Supply Chain Ranking, bumping Canada to second place, as its low electricity prices and strong infrastructure gave it the edge in 2024.

The report ranks 30 countries based on how well they’re positioned to build a secure and sustainable battery supply chain, and this year’s reshuffling says a lot about where the market’s headed.

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Bespoke British sports car manufacturer RBW EV Cars breaks ground on new US facility

A relatively young, handcrafted British EV automaker, RBW EV Cars, is celebrating an $8 million milestone as it expands its vehicle production to North America to deliver its two flagship models to US consumers. These bespoke BEVs with British design heritage in mind look like they are extremely fun to zip around in. See more below.

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Smartphone manufacturer Foxconn plans to bring two EV models to the US

Foxconn US

Remember Foxconn? It’s been years since we’ve spoken the name, so it was a big surprise that the automotive division of the behemoth electronics manufacturer would be one of the first Chinese (technically Taiwanese) brands to come to the States. A Foxconn executive recently detailed a full offensive of new BEV models in the works, two of which will hit the US market and one as early as late 2025.

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Global EV sales surge 18% y-o-y – but speed bumps lie ahead

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London-based Rho Motion just dropped the latest numbers on global EV sales for January 2025, and here’s the headline: 1.3 million electric vehicles were sold worldwide. That’s down by more than a third from December’s record-breaking numbers, but don’t let that fool you – January 2025 still saw an 18% jump compared to the same month last year.

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US sticks to its guns on ‘tough, targeted’ 100% tariffs on Chinese EVs that will begin this month

US EV battery

Four months after the Biden Administration announced plans for the Office of the United States Trade Representative to quadruple tariffs on certain Chinese imports, including EVs, to 100%, the White House has confirmed the action, which will go into effect in two weeks. China has threatened retaliation as the trade war continues to intensify.

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US DoD expands EV battery supply chain with Canada by awarding $20M toward cobalt production

US Canada Cobalt

The United States Department of Defense announced it has allocated $20 million to Electra Battery Materials Corporation – a young but growing provider of sustainable raw materials for North America’s EV industry. Through the investment, Electra will finish its refinery plant in Ontario, Canada, to begin cobalt production to support a localized supply chain for US automakers.

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China threatens tariffs up to 25% on imports in retaliation for EU probe, US tariffs on EVs

EU China tariffs

Ten days after the Biden administration introduced a 100% tariff on on several categories of Chinese goods, including EVs, China has threatened to retaliate with tariffs on its own vehicle imports. Those threats are also targeted at the EU, as China’s Ministry is requesting the results of a recent probe while imploring Europe not to take the same action as the United States.

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China files lawsuit with World Trade Organization against US, citing ‘discriminatory policies’ for EVs in the IRA

China US EVs

China has filed a formal complaint with the World Trade Organization (WTO) against the US Inflation Reduction Act (IRA), claiming its subsidy policies discriminate against foreign automakers and disrupt the global goal of expediting EV adoption while distorting fair competition. A spokesperson for China’s Ministry of Commerce spoke to reporters and shared the details behind the filing.

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NIO CEO cites Tesla’s warm welcome in China as it demands equal access from US gov’t

NIO US

As an American automaker, Tesla continues to grow its production footprint (and sales sheet) in China, but the same opportunities are not currently available to Chinese EV automakers, like NIO, hoping to enter the US market. NIO CEO William Li hopes that will soon change as both he and Elon Musk stress the need for improved relations between the US and China.

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Fisker finally kicks off first US Ocean deliveries, where else but California

Fisker US deliveries

Two and a half years after beginning development of its flagship EV, the Ocean, Fisker Inc. is delivering it to its first US customers. As a Southern California-based automaker selling an EV named after the water it’s headquartered near, it is quite on-brand that the first US deliveries of the Fisker Ocean begin in the Golden State. Here’s the latest.

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Volkswagen plans to sell 25 BEV models in US by 2030 that qualify for full $7,500 tax credit

US EV investments

German automaker Volkswagen Group is looking to more than double its current share of the US market by prioritizing EV production in North America. By adhering to new terms laid out in the Biden Administration’s Inflation Reduction Act, Volkswagen intends to deliver at least 25 all-electric models over the next seven years that will qualify for the entire $7,500 federal tax credit.

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VW’s Cupra mulls entering US market in quest to become a globally recognized EV brand

Cupra US

Volkswagen Group sub-brand Cupra has been market testing the possible entry into the US market, according to SEAT Cupra CEO Wayne Griffiths. Cupra has expanded to new markets outside of Western Europe recently and has multiple all-electric models in its production pipeline in Spain as it looks to grow its recognition as its own standalone EV brand.

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Audi considers first US production plant so its EVs qualify for tax credits

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German automaker and VW Group subsidiary Audi is flirting with the idea of implementing EV production on US soil, so its vehicles can once again qualify for federal tax credits under new terms outlined in the Inflation Reduction Act. Audi CEO Markus Duesmann recently shared a couple of possibilities Audi is considering in a potential move to the states.

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Alfa Romeo hopes to grow US sales by delivering new EVs that will compete with BMW

Alfa Romeo US

Italian legacy automaker Alfa Romeo recently outlined details of its upcoming all-electric segment in which its CEO said it intends to bolster sales in North America, expressing the need to “transfer the concept of performance” to its EVs. To do so, however, Alfa Romeo believes it needs something bigger and all-electric to attract US consumers, stating that it’s working on an SUV to compete with the BMW X5.

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Alpine CEO sees US as crucial market, will bring two ‘Porsche-like’ EV models stateside

Alpine EV

Renault’s revived sports car brand Alpine could make a huge resurgence this decade through ambitious production and sales goals under the marque’s CEO Laurent Rossi. Rossi sees the US as a crucial market in reaching its sales targets and intends to bring two bespoke Alpine EVs to the US market that will be positioned similarly to Porsche’s two SUV models. It may take a few years though.

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EU and US discussing an exemption that would include EVs from European members in US tax credits

European EV tax credits

The European Union has asked the United States to include EVs, batteries, and other sustainable products sold on US soil in federal tax credits, similar to benefits it currently offers its North American neighbors. According to a recent report, the US and EU are in discussions about what’s possible.

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Panicking about the UN’s scary Emissions Gap Report is a waste of time – here’s what to do instead

Emissions Gap Report

The UN Environment Programme (UNEP) just released its Emissions Gap Report 2022 – and let’s just say, the news isn’t good. So brace yourselves: You’re likely to see a slew of frightening, doom-mongering headlines about it today, unleashing a fresh wave of terror over those of us who care about the planet. But rather than panicking, here’s what to do instead.

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