Why EVs Might Not Be Easy

Why EVs Might Not Be Easy

From Trading Perspectives: An Economic Podcast by John Norris

December 19, 2025 · 27 min

About this episode

The episode discusses the challenges facing the electric vehicle sector and the implications of a major automaker's write-down on its investments in EVs.

This week, a major American automaker announced a significant write-down on its investments in electric vehicles (EVs). Does this mean the company overinvested or simply invested too early? Are American consumers fundamentally resistant to EVs? Or have various governments pushed EVs faster than the sector, market and infrastructure can truly support? In this week's Trading Perspectives, Sam Clement and John Norris discuss the current turmoil in the domestic EV sector and make some predictions about what the future may hold.

People in this episode

Host: John Norris

Guest: Sam Clement

Topics covered

  • electric vehicles
  • automotive industry
  • investment analysis
  • consumer behavior
  • government policy
  • market predictions

Keywords

  • electric vehicles
  • investment
  • automaker
  • consumer resistance
  • government policy
  • market infrastructure

Mentioned in this episode

Organizations: American automaker

Products: electric vehicles

Places: America

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