EV charger makers brace for slowdown as new Made In America rules kick in
Companies and some state officials who will manage the federal funds are warning that the country currently lacks the domestic production capacity - particularly on high-speed chargers - and that strict enforcement will slow the rollout, drive up costs and possibly hurt the industry Biden seeks to nurture.
Patel said it typically takes 12-18 months to move production from another country, adding that XCharge, one of the largest sellers of EV fast chargers in the European Union, was accelerating setting up a U.S. facility to comply with the rules, which could push costs up by about 25-30%. "Buy America is likely to be another constraint in terms of how fast we can get the stations out," Thor Anderson, a project manager at the Arizona Department of Transportation, told Reuters."Everybody is going to be looking to install new charging stations at once so that's going to put a lot of pressure on the manufacturing of chargers."
At the behest of the U.S. government, Tesla has started to open its charging stations to non-Tesla cars, but it is not clear whether it will bid for federal funds. Tesla did not respond to a request for comment.
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