27 August 2025 | 8:52PM JST Global Automobiles Electric Vehicles: What's Next X: US Environmental Regulations Easing; Major upside to N. America margins Global BEV penetration rates are likely to enter a period of decline outside certain regions, such as China. In particular, we think the shift in the direction of US environmental regulations will have a major positive earnings impact on traditional automakers. In this report, the 10th installment in our "Electric Vehicles: What's Next" series, we update ou ...