The election of Donald Trump as President of the United States has led to policy predictions based on his obvious political coloration and his favorable or unfavorable tendencies in various fields. As the world's largest economy, the U.S. energy policy and industry planning will have a profound impact on the global electric vehicle (EV) industry. As an open supporter of fossil fuels, a skeptic of climate change, and an open opponent of EV subsidies, the president-to-be has publicly stated several times during his campaign that he would drastically reduce the Biden administration's "Inflation Reduction Act," which he called "detrimental to U.S. auto workers," and has promised to end the tax credits and infrastructure investments provided by the relevant bill. But on the other hand, he has a close relationship with Tesla founder Musk, who has been confirmed as the head of the government's efficiency department in the new administration. As an important direction for the future of the automotive industry, electric vehicles not only carry the global mission of reducing carbon emissions, but are also a competing strategy for major economies such as the United States, China and Europe. Against this backdrop, it is particularly important to re-examine the U.S. strategy in the global EV market and explore the possible impact of Trump's policies on the industry.