Navigating the Macros & the Headwinds

Synopsis

• How tariffs and restrictions on critical materials (e.g., lithium, rare earth metals) affect EV production and pricing
• Examining how national and regional policies shape investment and consumer adoption
• The role of global trade disputes, shifting alliances, and regulatory shifts in EV supply chains
• Balancing domestic manufacturing incentives with the need for international cooperation in the EV sector
• How businesses can adapt to an evolving policy landscape and mitigate risks associated with political uncertainty