Kelty: Tariffs to force domestic battery production increase EV prices and stifle demand
Kurt Kelty · GM's big new battery tech push · Jun 26, 2025 · at 14:18
Kurt Kelty, VP of Battery Propulsion at General Motors, discusses the unintended economic consequences of tariff policies on EV adoption.
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“Like, if you want, if you're really trying to encourage domestic production, ah, in the US, you would put in tariffs to increase the cost overseas, and you'd, you'd incentivize local production. The problem with that is that your cost would end up going up higher, and your EV cost, your EV prices would end up being higher, You'd stifle the EV demand, and that's not accomplishing what you want to accomplish.”
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