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Beyond Borders: Global Trade, Tariffs, and the Future of EVs

Thursday, 15 May 2025

As tariffs and shifting trade policies reshape global supply chains, the EV industry faces new uncertainties. From the Inflation Reduction Act in the US to EU-China tariff disputes and critical minerals security, this session explores how trade policies are reshaping investment, production, and market access. Can Europe maintain a competitive EV sector amid protectionist policies, and what are the implications for OEMs and suppliers navigating this turbulent landscape?

Key Themes:

  • How US, EU, and China trade policies are redefining EV market dynamics
  • Are tariffs accelerating or hindering Europe’s path to EV supply chain independence?
  • Will localisation policies force automakers to rethink global production strategies?
  • How can European companies secure critical mineral supply chains amid geopolitical shifts?

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