“Politics giveth and politics taketh away. May political risk become more of a constraint for those companies (think battery, wind, and solar) that feast off special government favor instead of fundamental consumer demand.”
The domestic EV market–and the battery industry serving it–is in steep decline. The latest? “SK Battery America cuts 958 jobs at Georgia plant amid EV sales slowdown.” Subtitle: The South Korean battery manufacturer reduced its workforce at its Commerce, Georgia, facility by about 37% as EV demand weakens and policy changes reshape the market.
Author Ashby Lincoln explained how shifting market and political winds resulted in the malinvestment.
“… at least 18 brands have now decided to drop existing models, scrap upcoming plans or, at the least, stretch their launches out, hoping to see demand rebound…. [And] don’t be surprised if some other brands join the club in the near future.” – Autoblog, March 15, 2026
“After years of rapid growth,” a recent article in Autoblog stated, “the electric vehicle boom is hitting turbulence.” Paul Eisenstein’s “These 18 Automakers Are Walking Away from EV Plans,” continued:
With demand slowing and incentives fading, at least 18 automakers are now canceling, delaying, or scaling back EV plans in the U.S., including major brands like Ford, Honda, Nissan, and Volkswagen.
“Humans aren’t rational…. How, then, can we combat misinformation when simply presenting the facts is no longer enough – and may even backfire?” – Nate Hagens (below)
Climate messaging is in turmoil. “Maybe the problem is not climate denial,” Gilad Regev observed:
Maybe it’s climate messaging. We’ve been attempting to scare or shame people into caring, and it’s not effective. Is it time to completely rethink how we talk about climate and sustainability? We’ve spent years trying to influence people through fear, data, and moral urgency. The results? Mixed.
Joe Romm in a comment dissed Regev, complaining about a huge, well-funded public disinformation campaign by Big Oil. (If only some of that mega-money was really flowing to think tanks such as IER or CEI or Heartland….)
Another Take
Enter Nate Hagens, Director of The Institute for the Study of Energy & Our Future (ISEOF).…
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