Policy changes to slow EV sales but cost, charging improvements will buoy sector

Shift: A podcast about mobility

Automotive News

Business

4.6 • 37 Ratings

🗓️ 14 September 2025

⏱️ 23 minutes

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Summary

The elimination of the federal electric vehicle tax credit, scheduled for Sept. 30, will reduce EV sales initially, but charging infrastructure improvements, supply chain efficiencies and more EV options will push the sector forward long term and open the door to more efficient vehicles across powertrains, panelists said at Automotive News Congress in Detroit Sept. 11. Elaine Buckberg of Harvard University’s Salata Institute for Climate and Sustainability, Elizabeth Krear of the Center ...

Transcript

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0:00.0	Hi everyone. Welcome to the Automotive News Shift podcast, where we bring you the latest on
0:09.1	automotive technology, trends, and transformation. I'm Hannah Lett's, Director of Technology and
0:15.2	Innovation coverage, and the new co-host of the Shift podcast. And I'm Molly Boygan,
0:20.3	tech and innovation reporter, and also co-host this podcast Shift podcast. And I'm Molly Boygan, tech and innovation reporter, and also
0:22.2	co-host of this podcast. A big thank you to our former colleague Pete Bigelow, who has crafted
0:27.7	these episodes over the last few years. Hannah and I are excited to take the helm and start the next
0:33.1	chapter of shift. And as we do that, we want to hear from you. Tell us the formats, topics, and
0:38.2	guests you'd like on the show. You can email us at H.Lutz at crane.com and molly.com.
0:45.5	So, Molly, let's get into one of the biggest stories of the week. And that's the ice raid at the
0:50.2	Hyundai and LG Energy plant in Georgia. Give us the details on that.
0:54.4	Yes.
1:00.9	So last week, Immigration's Customs Enforcement conducted a significant raid on the Hyundai LG Energy Battery Plant, which is located at a larger facility in Georgia.
1:07.3	The government rounded up more than 400 people, and the reporting shows that some of them
1:14.8	were individuals who had overstayed their visas, some had come over on business visas that the
1:20.8	government said could not apply to the work that they were doing at the plant, and also mixed up in there
1:25.7	were some DACA recipients and other people of different
1:29.8	immigration status. So it's been, you know, as you said, a huge news story and raised some
1:36.0	really interesting questions about labor in the industry. Yeah, there's a lot to unpack there for
1:40.9	sure. That was a big deal and continues to be. How common is that practice of
1:44.7	bringing in labor from overseas for manufacturing facilities? It's quite common. I was talking to
1:51.0	experts this week to try and sort of move the story forward. And for a lot of these plants that have
1:57.0	sort of high technical needs, the companies rely on forward workers who are familiar with
	...

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