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

npj Climate Action 2026 Open access

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Authors: Ming Liu, Xin Sun, Han Hao, Boyu Liu, Hao Dou, Haoyang Li, Zhenyu Dong, Yunfeng Deng, Lang Mai
DOI: 10.1038/s44168-025-00330-6
Cited by: 1
References: 8

Abstract

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.

Fields of Study & Subjects

Electric Vehicles and Infrastructure Energy Environment and Transportation Policies Global Energy and Sustainability Research

Publication details

Journal / source
npj Climate Action
Publisher
Springer Science and Business Media LLC
Volume
5
Issue
1
Publication date
5 January 2026
Language
EN