Autonocast #353: Annual Prediction Episode, w/SAFE CEO Avery Ash
Jan 2, 2026
Avery Ash, CEO of Securing America’s Future Energy (SAFE), dives into energy security and transportation policy. He reviews last year's predictions, discussing Tesla's FSD challenges and EV market dynamics. Avery highlights the risks posed by Chinese competition and the need for a domestic supply chain. Predictions for 2026 include evolving AV regulations and the impact of AI on vehicle definition. He also addresses data privacy concerns with foreign-made vehicles and the implications for US-China relations in the automotive sector.
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Demand Signals Drive Battery Supply Chains
- Removing EV tax credits reduced demand and complicates domestic battery supply chain development.
- Avery Ash says demand signals are essential to secure critical minerals and processing capacity in the U.S.
Batteries As A National Security Priority
- A modest EV adoption threshold, not full penetration, can sustain domestic battery capacity.
- Framing batteries as a national security priority will gain traction in 2026, says Avery Ash.
Use AVs To Accelerate Electrification
- Treat AVs as an enabling technology for EV deployment and energy efficiency.
- Shape policy to align AV, AI, and electrification with national security and transport efficiency goals, advises Avery Ash.