As U.S. policy takes a sharp turn toward protectionism and deregulation, the auto industry faces massive uncertainty. From rising tariffs and weakened EV incentives to potential rollbacks on emissions rules, speakers explored how changing political winds could reshape manufacturing, compliance, investment, and consumer behavior — with no clear roadmap in sight.
Thank you for your interest in this event. Full presentations and recordings are reserved for our affiliates for one year. In the meantime, explore key insights and highlights below. Full materials will become public in April 2026.
Bruce M. Belzowski
Managing Director of the Automotive Futures Group
Mike Hartrick
Senior Director and Executive Advisor for Energy and Environment Policy at the Alliance for Automotive Innovation (Auto Innovators)
Mike Jackson
Executive director of Strategy and Research at MEMA, The Vehicle Suppliers Association
Dr. Greg Keoleia
Peter M. Wege Professor of Sustainable Systems at the University of Michigan and co-Director of the Center for Sustainable Systems
Guido Vildozo
Associate Director, Automotive Consulting at S&P Global Mobility
Tariff pressures are mounting, threatening every vehicle sold in the U.S. due to limited domestic content. Automakers may shift production, renegotiate trade deals, or explore joint ventures to reduce costs.
EV incentives are drying up. Proposed cuts to consumer tax credits and charging infrastructure threaten EV adoption, making it harder for OEMs to meet emissions standards.
Policy is swinging back toward internal combustion, with potential rollbacks of fuel economy and greenhouse gas rules — possibly retroactive — that favor traditional vehicles and oil interests.
Compliance costs are rising, especially for EV-focused automakers. Many are struggling to meet regulatory targets amid policy reversals and unclear future standards.
Sustainability progress is at risk. Experts warned that decades of environmental gains — from cleaner air to reduced fuel use — could be undone, while the industry is left without stable rules to plan ahead.
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