The Zero Emission Transportation Association (ZETA) cautioned Wednesday that new U.S. auto tariffs may impact electric vehicle manufacturing timelines, supply chains, and job growth. The statement came shortly before a 25% tariff on imported passenger vehicles took effect, following President Donald Trump’s announcement of expanded tariffs on a wide range of global imports.
ZETA—whose members include Tesla, Rivian, Mercedes-Benz, Waymo, and Panasonic—said tariffs on imports from key trade partners could affect billions of dollars in EV-related factory investments currently underway across the U.S.
In the statement, Albert Gore, ZETA’s executive director, stated:
“The EV and battery sector is working hard to ensure that the American auto industry continues to be an engine of economic growth for generations to come.”
He highlighted the industry’s efforts to build U.S.-based manufacturing capacity and secure supplies of critical minerals used in electric vehicle technologies.
While expressing concern over potential delays or cost increases tied to new tariffs, ZETA also voiced support for President Trump’s March 20 executive order instructing federal agencies to expedite permitting for domestic mining operations. The directive aims to boost the production of key minerals—such as lithium, copper, graphite, and cobalt—critical for battery and clean technology development.
ZETA added that it remains open to working with the administration on trade policies that align with U.S. EV manufacturing goals. Industry experts have noted that while tariffs could create cost pressures, they may also incentivize domestic production over the long term.
However, the tariff concerns come amid massive investment in U.S. EV infrastructure, including Hyundai Motor Group’s $21 billion commitment to expand EV production in Georgia and Alabama and a $5.8 billion steel plant in Louisiana to support those operations.
As the U.S. pushes for EV leadership, ZETA and its members are urging policies that reinforce—not undermine—the momentum.
