EDTA Report September 2025

Top Story

US EV market matures, but charging access is a concern

The US electric vehicle market is showing signs of maturity, with the country entering the early stages of widespread EV adoption despite slowed growth compared to previous years. Economic headwinds, shifting policies and expiring tax incentives have contributed to a more gradual pace, while US consumers remain more hesitant about EV adoption than their European counterparts. Major barriers cited include concerns over charging access and vehicle price, but current EV drivers report high satisfaction.

Full Story: CSCMP Supply Chain Xchange (9/4)

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Technology

Solid-state batteries: Current EVs and future plans

Solid-state batteries are seen as a potential breakthrough for electric vehicles, offering a balance of range, safety and performance. However, manufacturing at scale remains a challenge. Chinese companies are leading in semi-solid-state battery production, while Toyota and Nissan are among the firms developing solid-state batteries independently.

Full Story: InsideEVs (9/8)

Toyota reportedly plans to produce EV SUVs at Ky. plant

Toyota will produce two electric SUVs at its Kentucky plant, based on the RAV4 and Land Cruiser, while ending Lexus ES production there, according to a source. The next-generation Lexus ES will be made in Japan and exported to the US. Toyota has not confirmed these plans but stated it reviews production regularly.

Full Story: Reuters (9/10)

How PoDL, SPE enhance efficiency in EV data management

Power over data line and single-pair Ethernet are emerging technologies that improve data management in electric vehicles by addressing challenges related to data handling and weight reduction. PoDL, when used with SPE, allows for the integration of power and data on a single line, reducing wiring complexity and vehicle weight, writes Bourns' Jed Boyer.

Full Story: Electronic Design (9/4)

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Policy

Report: EV adoption in US to drop further after tax credit ends

Electric vehicles will see a sharper downturn in their adoption in the US after the Sept. 30 expiration of a $7,500 consumer tax credit for purchasing EVs, according to an EY report. In 2039 -- five years later than in EY's prior forecast -- half of US auto sales will be of battery-powered vehicles, the report says. Meanwhile, EV sales accounted for 8.1% of the US market last year, a share that is forecast to reach 11% by 2029, EY says.

Full Story: Bloomberg (9/9)

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Infrastructure

Sunnoo launches solar-powered EV charging station

Sunnoo Inc. has developed a solar-powered EV charging station that can be installed in hours without the need for grid connections, trench digging or permits. The company's first station will be relocated from its Las Cruces, N.M., manufacturing facility to New Mexico State University this year. "We engineered a solution that delivers fast, sustainable charging with no permitting delays, no construction headaches, and no grid dependency," said Sunnoo Chief Technology Officer Martin Gero.

Full Story: The Meadville Tribune (Pa.) (9/9)

Gas stations poised to benefit from revived NEVI program

The Trump administration has revived the National Electric Vehicle Infrastructure program with revised guidelines to streamline the construction of EV charging stations. The new guidance from Transportation Secretary Sean Duffy encourages states to prioritize locations where businesses own the land, benefiting gas station chains.

Full Story: Autoblog (9/3)

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Supply Chain

Battery materials market to reach $148B by 2030

The global market for battery materials is expected to expand from $83.95 billion in 2025 to $147.93 billion by 2030, reports Markets and Markets. This expansion is fueled by increasing demand for electric vehicles, portable electronics, and renewable energy storage solutions, with supportive government policies and infrastructure investments especially strong in the Asia Pacific region.

Full Story: BEST Magazine (UK) (9/3)

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