WATCH: A wave of manufacturing investments promised to build a US supply chain for electric vehicles, but policy changes since Trump's return have upended the boom, costing thousands of jobs. Carmel Crimmins speaks with Mike Colias about the fallout https://t.co/EyCgS95vv9 https:
Why now
Thesis: EV supply-chain investment reversal signals job losses and weaker capex.
Catalyst to watch: Policy changes affecting EV incentives.
Main risk: Continued EV manufacturing capex decline.
Why it matters
EV supply-chain investment reversal signals job losses and weaker capex in EV manufacturing.
Details
WATCH: A wave of manufacturing investments promised to build a US supply chain for electric vehicles, but policy changes since Trump's return have upended the boom, costing thousands of jobs. Carmel Crimmins speaks with Mike Colias about the fallout https://t.co/EyCgS95vv9 https://t.co/cE5I6h1MIt
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- x · 2026-09-17 00:45 UTC