Media Coverage
Source: Law360
Media Coverage
Press Contacts: Erik Cummins, Matt Hyams, Taina Rosa, Olivia Meyer
02.18.26
The Trump administration has proposed requiring electric vehicle charging stations that receive federal funding to use 100 percent American-made components, up from the current 55 percent standard set by the Federal Highway Administration. Experts say the U.S. EV supply chain still depends on foreign parts, so the stricter rule could delay projects and make it harder to access federal funds. The proposal also creates uncertainty for the $5 billion National Electric Vehicle Infrastructure program, potentially leaving many projects on hold.
In an interview with Law360, Pillsbury partner Stephen Humes, who advises clients on clean energy project development and finance, said the policy may be outpacing current manufacturing capacity.
“Unfortunately, we’re not there yet…you can’t get 100% domestic sourcing of the ‘Level 3’ charging because equipment like power electronics, transformers, the liquid-cooled charging cables, display circuit boards, communication modules—those parts of the system are manufactured at scale in Asia or Europe, but not yet produced in sufficient volume in the United States,” Humes said.
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