EV Industry Shifts: US Subsidies End, Europe Thrives, and Nissan-Foxconn Partnership Reshapes Manufacturing Podcast Por arte de portada

EV Industry Shifts: US Subsidies End, Europe Thrives, and Nissan-Foxconn Partnership Reshapes Manufacturing

EV Industry Shifts: US Subsidies End, Europe Thrives, and Nissan-Foxconn Partnership Reshapes Manufacturing

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 The electric vehicles industry is experiencing rapid change, with significant developments in the past 48 hours shaping its immediate future. Most notably, the US has officially ended its longstanding $7,500 federal tax credit for new EVs and $4,000 for used EVs, effective September 30, 2025. This move, signed into law by President Trump on July 4, removes a critical financial incentive that has supported US EV sales since 2008. The leasing loophole for EVs will also close, and future buyers may only benefit from new auto loan interest deductions for American-assembled vehicles. These changes are expected to disrupt consumer demand and accelerate a market correction, particularly as automakers face high interest rates and persistent policy uncertainty.

In Europe, EV momentum remains stronger. In the UK, battery electric vehicles accounted for 25 percent of new car sales in the first half of 2025, a 35.1 percent increase versus the same period in 2024. Germany saw BEV registrations rise by 8.6 percent year over year, reaching a near 20 percent market share. Despite this positive trend, industry leaders warn the growth is heavily reliant on manufacturer discounts and channel strategies, raising questions of sustainability once incentives fade.

A key industry development is the emerging partnership between Nissan and Foxconn. Nissan, struggling with overcapacity and weak EV adoption, is set to convert its underutilized Oppama plant in Japan into a Foxconn-branded EV manufacturing hub. This deal safeguards almost 4,000 jobs and could cut production costs by up to 20 percent, thanks to Foxconn's integrated supply chain. Foxconn aims for a 5 percent global EV market share and is leveraging its experience with partners like Stellantis. This shift to contract manufacturing marks a major departure from traditional automotive models, with supply chain resilience and operational efficiency at its core.

Supply chain strategies and job preservation have come to the fore as competitive pressure from new entrants and price wars intensify. Leaders are doubling down on scale, flexibility, and partnerships to address thin EV margins and shifting global demand.

In summary, the EV industry is at a major inflection point. Market growth in Europe contrasts with the looming subsidy rollback in the US, while new business models and alliances like Nissan-Foxconn signal how incumbents are repositioning for the next phase of electrification.

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