Over the course of a few years, China became the absolute juggernaut of the world’s electric vehicle industry. That includes full electrics (BEVs) and plugin hybrids (PHEVs). Regarding the latter, Chinese companies added a lot more battery capacity and range to PHEVs while improving efficiency, technology, charging, etc. So, when … [continued]
Imports of Chinese batteries, which face virtually no tariffs, increased seven fold. The EU’s electric car tariffs succeeded in reducing the market share of EVs made in China, according to T&E analysis of the trade measures. But while the share of electric cars produced in China by western brands fell, imports … [continued]
ChatGPT generated illustration showing how tariff and political volatility in the United States is creating financial headwinds for wind, solar, batteries, and EV deployment
The Supreme Court’s decision limiting presidential tariff authority should have reduced uncertainty. Instead, it introduced a new layer of it. The Court narrowed the use of one statute for imposing broad tariffs. The response from the administration was immediate. Tariffs would continue under other authorities, and tariffs already collected would … [continued]
The Trump administration has imposed double-digit tariffs on automobiles and auto parts for virtually all of the world’s largest vehicle manufacturers. And, boy, are global automakers and their supply chains starting to feel the effects of the tariffs, which range from 7.5%–25%. The tariffs are severely disrupting the automotive industry, … [continued]
ChatGPT generated panoramic image of two hands pulling on opposite sides of a US dollar bill—one tattooed “Clean Tech” and the other “US Tariffs.”
The storm over tariffs continues as the so-called president keeps talking out of both sides of his mouth at the same time.
Naturally, Trump’s massive tariffs on Chinese-produced goods is aimed at hurting China and helping the US. However, aside from the basic logic of the tariffs being in serious question, there are typically side effects to all of our actions that we didn’t initially consider, and even more so in complicated, … [continued]
Donald Trump has been talking about the US putting tariffs on allies for decades, since at least the 1980s. He’s been obsessed with this topic in recent years, but it’s been a top political target for him for about half of his life. He jacked up tariffs on some countries … [continued]
According to Elon Musk, a top economic advisor and key “tariff whisperer” of Donald Trump, who he helped to elect, is “dumber than a sack of bricks.” A little bit of a rift has surfaced between Tesla CEO Elon Musk and Donald Trump tariff leader Peter Navarro, aka Ron Vara … [continued]
At first, it seemed like it was little more than another automaker press event. General Motors announced yesterday that it has expanded its global footprint with the official opening of a new advanced design studio in Royal Leamington Spa, about 20 miles from Birmingham, England. The Big 3 company revealed … [continued]
ChatGPT generated panoramic image of a massive trade war “battle map” with toy tanks and arrows, but it’s laid out on a child’s playmat
In 2025, amid a sea of tariffs, tweets, economic brinksmanship, and cries of “Drill, baby, drill,” one man’s name keeps surfacing as the supposed brains behind the Trump administration’s latest moves: Stephen Miran. He’s a Harvard-trained economist, former Treasury official, and newly appointed Chair of the Council of Economic Advisers. … [continued]
