A New Outlook for Chemistry in the Automobile Market

The Trump administration’s trade policies on imported autos and parts, along with tax deductions for U.S.-assembled vehicles, aim to spur reshoring and domestic manufacturing, moderating EV adoption versus ICE and hybrids amid expired incentives. U.S. vehicle sales forecasts in 2026 anticipate a softening EV demand and rising hybrids/ICE. This is shifting chemistry supply chains—batteries, plastics, flame retardants—from China toward Mexico and the U.S., raising short‑term costs but encouraging long‑term domestic investment. Join ACC, NADA, and S&P Global experts to examine tariff impacts, electrification, regulatory easing, affordability pressures, and global competition shaping the automotive landscape.