Fast reading
- The threat of US tariffs and weaker ICE phase out regulations in key markets have introduced fresh uncertainty for EV manufacturers.
- US, European and Japanese automakers must compete on EV production costs with their South Korean and Chinese rivals.
The electrification of private transportation represents one of the biggest shifts in the history of motoring, but with some car manufacturers lobbying for more time to phase out their internal combustion engine (ICE) models, the adoption of electric vehicles (EVs) has seen several false dawns. Where governments have provided the right incentives and rolled out charging infrastructure at pace – as in Norway – EV take up has been rapid and widespread.
However, outside certain niche markets there are still significant headwinds, particularly for legacy automakers. In EOS’s Q2 2025 Public Engagement Report, EOS engagers Lisa Lange, Justin Bazalgette and Shoa Hirosato examine how the threat of US tariffs and weaker ICE phase out regulations in key markets have introduced fresh uncertainty for manufacturers, providing a disincentive to launch new EV models.
“US, European and Japanese automakers must compete on EV production costs with their South Korean and Chinese rivals, which are now targeting overseas markets with attractive models at competitive prices,” they say. “In some cases, these EVs are more affordable and have proven track records.”
Antimicrobial resistance (AMR) is a critical global public health concern, but attempts to contain it have fallen short. This is partly due to weak incentives for pharmaceutical companies to develop new antibiotics, and the overuse of antibiotics in humans and animals.
In this quarter’s second feature, Ming Yang and Michael Yamoah explain how EOS engages with companies in exposed sectors such as protein producers and food retailers, healthcare providers, and pharmaceutical companies, to mitigate risks and protect long-term value.
Finally, Dana Barnes and the EOS team highlight some of the key votes from the North American, European and Australian proxy seasons, including German automaker AGMs, child safety proposals at tech companies, and how US shareholder proposals fared in a changing regulatory landscape.
To find out more, read the EOS Q2 Public Engagement Report.
EOS Public Engagement Report Q2 2025
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