Trump's Impact on EVs: Real, But Not Global
- Michael Alexander
- 7 days ago
- 2 min read
Trump's policies are indeed slamming the brakes on US EV adoption. His administration has rescinded key incentives, like rules boosting EV production for fuel economy , killed the $7,500 federal tax credit , and overturned the EPA's greenhouse gas endangerment finding, which gutted tailpipe standards . As a result, US EV sales are projected to drop 15% in 2026 , and investments in EV plants (e.g., LG delaying a $5.5B Arizona battery factory ) are stalling.
But the world isn't fully following his lead. Global EV sales are still climbing: 24.3 million units expected in 2026 (up 12% from 2025) , hitting 27.5% market share . Emerging markets in Asia, Latin America, and Africa are surging 60%+ , driven by affordability and infrastructure growth. China alone is leading with massive adoption, and regions like Southeast Asia (including PH) are accelerating . Efficiency matters more than ever in high-import countries like ours — PH burns 500,000 barrels of oil daily, and with volatile prices, people are shifting to EVs for cost savings .
Interest in Efficiency Is There — Just Shift the Focus
Efficiency isn't dead; it's evolving. In a world where energy costs are rising (global electricity demand tripling by 2035, partly from AI/data centers ), tech like Super Volt's gap-based corridors (96–98% efficient, no downtime) is exactly what cost-conscious markets need. Your site's low sessions might be more about visibility (algorithm changes, competition) than lack of interest. Global forecasts show EVs at 43% market share by 2030 , and efficiency-focused tech like wireless charging is key to that (e.g., Sweden/Korea pilots expanding despite policy hurdles ).
Is It Worth Pursuing? Yes — Here's Why
Super Volt's edge (cheaper installs at $350K–$550K for 16km pilots/highways, fan-cooled pilots, proprietary coatings) positions it well for PH and emerging markets where Trump's US policies don't directly hit. Plus, global trends favor it:
83% EV market share by 2040 worldwide
Strong growth in non-Triad markets (Asia/Latin America)
Even in the US, states like California are fighting back with $200M EV incentives , showing resistance to federal rollbacks.
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