The latest Roland Berger Q1 2025 forecast reveals a shifting landscape for electric vehicle (EV) adoption in North America, driven by new regulatory changes under the Trump administration. Executive orders rolling back emissions standards and eliminating EV sales mandates are delaying the transition to battery electric vehicles (BEVs). Instead, automakers are turning to hybrid electric vehicles (HEVs) and plug-in hybrids (PHEVs) as a more gradual pathway to meeting emissions targets.

The global battery industry is at a crossroads, facing intense cost pressures, shifting regulations, and increasing competition. The latest Battery Monitor 2024/25 from Roland Berger and RWTH Aachen University analyzes the entire battery value chain, from raw materials to recycling, highlighting key challenges and opportunities.

With potential tariff hikes looming—some as high as 60% on Chinese imports—businesses must act now to protect their margins and supply chains. Roland Berger’s latest insights reveal actionable strategies to mitigate these risks, from HS/HTS code optimization and supplier diversification to pricing strategies and nearshoring investments.

Global supply chains are at a crossroads. After decades of relying on distant manufacturing hubs like China, businesses are rethinking their strategies amid rising geopolitical tensions, supply chain disruptions, and soaring costs. Enter nearshoring—a game-changing approach that brings production closer to home, offering resilience, cost savings, and environmental benefits.

The automotive sector is accelerating toward a future shaped by four megatrends: Polarization, Automation, Connectivity, and Electrification (PACE). Explore the game-changing shifts and uncover what lies ahead for the industry through 2040.