Impact of US Election on Battery Electric Vehicle Adoption

This technical report outlines the anticipated effects of the recent US election results on the adoption of Battery Electric Vehicles (BEVs) in North America. The Roland Berger team forecasts that the Trump administration's approach to emissions regulations will delay BEV adoption, as it is expected to maintain a less stringent stance on emissions standards. The report details how the administration's executive orders may challenge existing regulations set by the EPA and California's Air Resources Board, potentially prolonging the profitability challenges for electrification-focused players in the automotive industry. The report also discusses how automotive OEMs may pivot towards Hybrid Electric Vehicles (HEVs) and Plug-in Hybrid Electric Vehicles (PHEVs) to comply with emissions targets, leading to a more gradual transition to BEVs. Additionally, it presents various scenarios for BEV adoption, emphasizing the importance of regulatory support for advancing electrification in the automotive market.