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<p>Despite the U.S. climate ambitions requiring a 24% annual growth in EV sales, its EV market has experienced slow growth. Affordable EV imports could help break this stagnation, but the U.S. imposed high tariffs, to protect domestic auto industry. We argue that localizing foreign production capacity in the U.S. could reignite the electrification momentum without sacrificing other priorities. This strategy is also crucial for many other countries facing similar dilemma.</p>

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Tariffs on electric vehicles deepen woes of U.S. electrification stagnation

  • 期刊论文

  • 出版模式：

    开放获取

  • 发表日期：

    2026年1月5日

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  • Ming Liu,
  • Xin Sun,
  • Han Hao,
  • Boyu Liu,
  • Hao Dou,
  • Haoyang Li,
  • Zhenyu Dong,
  • Yunfeng Deng,
  • Lang Mai

摘要

Despite the U.S. climate ambitions requiring a 24% annual growth in EV sales, its EV market has experienced slow growth. Affordable EV imports could help break this stagnation, but the U.S. imposed high tariffs, to protect domestic auto industry. We argue that localizing foreign production capacity in the U.S. could reignite the electrification momentum without sacrificing other priorities. This strategy is also crucial for many other countries facing similar dilemma.