Trump’s trade war threatens to short-circuit EV truck industry

By Mike Lee | 05/12/2025 06:58 AM EDT

The administration’s tariffs have squeezed an industry already under assault from the White House.

A WattEv Tesla Semi electric truck sits next to BYD electric trucks at the Port of Long Beach in California.

A Tesla Semi electric truck owned by transport company WattEV sits next to BYD electric trucks on April 10 at the Port of Long Beach in California. Patrick T. Fallon/AFP via Getty Images

ANAHEIM, California — The Trump administration has walloped the electric trucking industry with a one-two punch to start the year — and it’s unclear how long the sector will be reeling from the blows, business leaders say.

Since returning to the White House, President Donald Trump has moved to cut regulations and financial incentives that were put in place to help grow the new industry, undercutting its base of support.

At the same time, the administration’s embrace of tariffs is poised to disrupt a sector of the trucking industry that’s been one of the earliest adopters of electric vehicles.

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Short-haul truck operators who serve ports, particularly in Southern California, say electric trucks are perfect for their business. The trucking companies typically drive short distances and can charge their rigs overnight.

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