Automotive Manufacturing in Transition: EVs, Tariffs & the Rebuilding of U.S. Supply Chains

Shaheen Chohan

Michael Bergen

Angela Hudson

From rising EV demand and record investment in U.S. battery capacity to reshoring, raw material shortages, and tariffs — the U.S. automotive industry is facing one of its most transformative periods in decades. In this episode of Navigating the Currents of Change, Shaheen Chohan, VP of Global Analytics, is joined by Mike Bergen, Executive Vice President, and Angela Hudson, North American Research Manager for Industrial Manufacturing at IIR, to break down how manufacturers are adapting.

They cover:

• Where EV growth is real — and where expectations fell short
• The regions attracting the most investment across EV, ICE, and hybrid
• How tariffs, trade agreements, and battery minerals are shaping OEM strategies
• Whether reshoring is a long-term solution or short-term story