特朗普政策重创美国电池产业带

Core Insights - The U.S. battery industry is facing challenges due to the Trump administration's cancellation of electric vehicle tax credits and tightening of subsidy policies [1] - Ford's electric truck and joint battery plant in Tennessee has delayed its production schedule from 2025 to 2027 [1] - By 2030, U.S. battery capacity is projected to meet the demand for 13 to 15 million electric vehicles, but actual production may only reach 3 million [1] - Hyundai's $12.6 billion battery plant project in Georgia is facing a 2 to 3 month delay due to inspections by U.S. law enforcement [1] - Some companies are considering a shift towards hybrid models or energy storage, but the abrupt policy changes have hindered hundreds of millions in investments, impacting rural economies [1] - Industry experts note that despite Trump's claims of not opposing electric vehicles, the cancellation of a 15-year tax incentive and restrictions on domestic subsidies are forcing automakers to reassess their electrification strategies [1]