From Minerals to Markets: How Trade Policy is Impacting EV Supply Chains

As the electric vehicle (EV) industry accelerates worldwide, trade policy has become a defining factor in where—and how—the EV supply chain grows. From sourcing and processing critical minerals for batteries, to vehicle assembly and charging infrastructure, shifting tariffs and new trade agreements are transforming the strategic landscape for industry leaders and policymakers alike.

The ZETA Education Fund hosted a timely conversation on the evolving dynamics of trade and the EV industry featuring Ambassador Jayme White, Senior International Trade Advisor; Joshua Kagan, Special Counsel at Kelley Drye & Warren LLP; and ZETA's Executive Director, Albert Gore. Together, they shared insights on current tariff developments, ongoing trade negotiations, and the implications of forthcoming policy decisions—such as the upcoming USMCA review—for the EV supply chain.

As the U.S. EV transition reached a pivotal moment, the discussion provided an opportunity for industry stakeholders and policymakers to better understand how trade policy decisions were poised to shape the competitiveness and resilience of electric transportation.