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

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.

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Publication Details

Journal
npj Climate Action
Published
2026-01-05
DOI
https://doi.org/10.1038/s44168-025-00330-6
Primary Topic
Electric Vehicles and Infrastructure
Type
article
Field-Weighted Citation Impact
0.00

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article

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

Han Hao, Boyu Liu, Zhenyu Dong, Hao Dou et al.
npj Climate Action
Electric Vehicles and Infrastructure
article

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

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

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.

npj Climate ActionVol. 5(1)
University of Groningen (NL), University of Cambridge (GB), Tsinghua University (CN)
National Natural Science Foundation of China, Tsinghua University
Climate action
Openalex Percentile: Top 97%
Electric Vehicles and Infrastructure
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Tariffs on electric vehicles deepen woes of U.S. electrification stagnation — Han Hao, Boyu Liu, et al. · npj Climate Action (2026) | TGRS Research Map | TGRS