Benchmark’s Bryan Bille measures Trump impact on EVs and battery supply chain

Shift: A podcast about mobility

Automotive News

Business

4.8 • 31 Ratings

🗓️ 4 May 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Benchmark Mineral Intelligence principal analyst Bryan Bille assesses policy changes in the first 100 days of President Donald Trump’s second term that affect critical mineral developments, batteries and the electric vehicle supply chain. Amid tariffs and a geopolitical rivalry with China as the backdrop, Bille compares and contrasts Trump’s plans to develop domestic mining and processing options with those of former President Joe Biden. Further, Bille details new seabed mining developments a...

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0:00.0	How will we move, charge, and power our world in the next decade?
0:04.7	Join TechBrews event on May 29th to hear from the experts shaping transportation and energy.
0:10.4	Get 25% off with code AN25 at EmergingTechBrew.com slash events.
0:28.8	Hi, everybody. Welcome to Shift, a podcast about mobility. I'm Pete Bigelow, your host and reporter at the automotive news.
0:38.3	My guest on the podcast today is benchmark mineral intelligence principal analyst Brian B. We're going to be talking about President Trump's first hundred days in office and its impact on critical mineral development and the rest of the
0:44.2	EV supply chain. Folks, they focus a lot on tariffs themselves and the cost. But I think
0:50.0	one of the biggest key takeaways of the Trump policies is the uncertainty around you.
0:55.5	But first, we've got to look at this week's headlines. For that, I'm joined by my colleague,
0:59.9	John Irwin. John, welcome back to the podcast. Thanks for having me, Pete. You bet. Hey, it's been a doozy
1:06.0	of a week. Lots of news to discuss. Let's kick it off.
1:12.9	You were at Act Expo this week.
1:15.9	A lot of storylines like anywhere else.
1:17.3	Tesla was a prominent one.
1:20.0	So what was going on with the Tesla semi?
1:21.3	Did you get a chance to check it out?
1:24.0	Yeah, I got to see it at least a little bit from a distance. But yeah, Tesla is a big talk of the Act Expo this year, as it usually is.
1:30.7	Dan Priestley, who leads Tesla's semi-project.
1:35.1	He gave an update kind of on where things stand right now as it relates to the semi.
1:40.3	They basically are pointing to signs of pretty tangible progress.
1:44.8	You know,
1:45.0	the semi was first announced way back in 2017 by Elon Musk,
1:49.5	who promised that it would be ready to go by 2019.
	...

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