Overview

• President Trump signed an executive order to terminate Biden’s EV sales target and halt federal funding for EV chargers, but its full implementation faces legal and procedural challenges.
• Automakers, having committed billions to EV production and infrastructure, are unlikely to reverse course despite potential regulatory changes.
• States like California and eight others, which plan to ban gas-only car sales by 2035, may face prolonged legal battles over their regulatory authority.
• Environmentalists warn that slowing the EV transition risks undermining efforts to combat climate change, though the industry’s long-term trajectory remains intact.
• The U.S. auto industry cites competition with China’s EV dominance as a key reason for continuing EV investments, even as Trump’s policies attempt to bolster gas-powered vehicles.