TuesdayFeb 03, 2026 10:00 am

US Auto Industry to Suffer as America Falls Behind in EV Transition

The American auto industry is set to suffer as the country continues to fall behind in the global transition to electric vehicles, with consequences that stretch far beyond slower EV sales and into jobs, competitiveness and long term industrial relevance. While rivals push ahead with aggressive electrification strategies, U.S. automakers are increasingly caught between political pressure, uneven consumer adoption and a supply chain that is no longer moving at global speed.  Across Europe and China, electric cars are no longer treated as niche products or future bets. They are becoming the backbone of industrial policy. Governments are tying emissions rules, subsidies and infrastructure spending directly to EV adoption, forcing manufacturers to commit or fall…

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