The Deadly Impact Of Trump's War On EVs

This will kill thousands of people.

Photo by Darren Halstead on Unsplash

Musk didn’t fall out with Trump because of his felonies, his openly anti-democratic behaviours, the fact that he is, legally speaking, a sexual predator, or his obvious and creepy connections to Epstein. No, Elon rejected Trump when he went to war against EVs, putting Tesla’s future in jeopardy — which is another clear example of how morals totally elude the painfully egotistical Musk. But this war on EVs will kill more than just Musk’s empire, and not in the ways you might think. Let me explain.

EV sales figures are going through the roof all over the world. Globally, EV sales are up 21% from July 2025 compared to July 2024, with Europe and China taking the prominent lead. China has sold 6.5 million more EVs so far this year compared to last, which is a 29% increase. However, Europe edged ahead, with a 30% increase in EV sales after shifting 2.3 million units compared to this time last year.

But what about the US? Arguably, this is where the EV market first took off.

Well, EV sales in North America are only up by 2% compared to last year, and a significant portion of that increase came from Canada. So, what is going on?

Ultimately, EVs have a significant global supply chain. So, even if the vehicle, motor and batteries are built in the US, the raw materials, like lithium and aluminium, need to be imported. But often, entire components are imported to the US, given that producing them in countries which support manufacturing is far cheaper. As such, a whopping 60% of the components of US-made EVs, like Teslas, are actually imported.

By comparison, because they require simpler materials and manufacturing, and there is an industry legacy surrounding them, around 30% of US-made combustion vehicle components are imported.