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Your weekly intelligence on EVs and Transportation Decarbonization
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This week’s Intelligence Report on transportation decarbonization offers different perspectives on some of the narratives being pushed by electric vehicle opponents. 


Do EVs have a weight problem?  


Last year, concerns arose that EVs could prove too heavy for parking garages. Recently, the University of Nebraska gained a lot of attention for a video showing a 7,000-pound Rivan electric truck barely slowing as it ripped through a steel barrier during a test. But Motor Trend suggests the study’s real takeaway should be that modern guardrails are the issue because they can’t contend with the weight of most modern trucks and SUVs — electric or otherwise. 


Half-empty or half-full?  


Many EV skeptics celebrated last year as EV demand fell below manufacturers’ projections. But that obscures the fact that sales are expected to rise a lot in 2024. Inside Climate News notes that forecasts from AutoPacific, Cox and S&P Global Mobility predict increases ranging from 20 to more than 30% over 2023, with growth expected to accelerate in several years as more low-cost EVs enter the market. 


Elections and alliances 


Will EVs become an issue in the 2024 elections? EV opponents appear to hope so. The American Fuel & Petrochemical Manufacturers released poll results showing 60% of likely voters — including majorities in seven battleground states — oppose the EPA proposal to require nearly 70% of new cars sold in the U.S. be electric. 


Competition from EVs is causing former foes Big Oil and Big Agriculture to team up in a push to expand the use of ethanol. Bloomberg reports that the American Petroleum Institute and the National Corn Growers Association are backing legislation to allow year-round sales of E15 — gasoline with 15% ethanol — across the country. 


State news 


States are finding a variety of funding sources to build out their charging networks. Massachusetts said it will spend $50 million in funding from the American Rescue Plan Act on chargers, while Washington pledged $85 million from general funds and the sale of greenhouse gas emission allowances. 


Buyers in Minnesota could save $10,000 on a new EV as the state is offering $2,500 rebates in addition to the $7,500 available from the federal government. 


Ohio hit a milestone as the state’s Turnpike marked its 100,000th charging session. The 241-mile highway has 16 Electrify America charging stations and 64 Tesla Supercharger units at eight service plazas. 


EV critics made hay a few weeks ago over reports of Tesla drivers in Chicago unable to charge their cars in frigid conditions. But in Montana, no stranger to cold weather, one school district is proving its electric buses can handle sub-zero temperatures — sometimes even better than their diesel and gas counterparts. 


Hydrogen up and down 


Hydrogen continues to gain favor as a solution for heavy-duty trucking, but its future in the passenger vehicle segment is murkier. 


Truck manufacturer Nikola opened its first hydrogen refueling station in Southern California, which is capable of fueling up to 40 supply Class 8 trucks daily. Meanwhile, Shell permanently closed all of its hydrogen refueling stations for cars in the state. 


Toyota, which has been slow to embrace EVs, appears to going all in on hydrogen, offering up to $15,000 of complimentary hydrogen with a purchase or lease of its 2024 Mirai sedan. 


Toyota is also banking on hydrogen as a decarbonization solution for trucking, partnering with PACCAR (owner of Peterbilt, Kenworth and other commercial truck brands) on development of a hydrogen fuel cell semi-truck. The two companies have already built and tested a concept vehicle that combined two Mirai powertrains in a Kenworth truck body, replacing its diesel components. 


While many hydrogen efforts are focused on fuel cells, DOE’s Argonne National Laboratory is testing the fuel’s use in combustion, specifically opposed piston, two-stroke compression ignition engines. “Hydrogen may be the best fuel for truly sustainable long-haul transportation,” says Argonne principal engineer Essam El-Hannouny. 


All these stories and more in this week’s Intelligence Report: 


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Electric Vehicles
Heavy-duty Vehicles

 
 

California

Nikola Opens First HYLA Hydrogen Refueling Station in Southern California

The Ontario station will be capable of fueling up to 40 Nikola hydrogen fuel cell electric Class 8 trucks daily. This station is part of a strategic plan to establish up to 60 hydrogen refueling solutions in the coming years. PR Newswire


California

Shell permanently closes all of its hydrogen refuelling stations for cars in California

Oil major cites 'supply complications and other external market factors' in decision to exit market for light-duty H2 vehicles in the U.S. Hydrogen Insight


International

How Toyota Plans To Revolutionize The Trucking Industry With Hydrogen Fuel Cells

Toyota is working with PACCAR, one of the biggest companies in the trucking industry, to make hydrogen-powered trucks. Top Speed


International

Toyota releases new hydrogen-powered Fuel-Cell Electric Vehicle

The 2024 Mirai will include up to $15,000 of complimentary hydrogen with a purchase or lease, Toyota said. The Buzz EV News


U.S.

Hydrogen vehicles could finally have their moment

Despite its reputation as an abundant and pollution-free energy source, hydrogen so far has failed to take off as a fuel for many practical reasons. Axios


U.S.

New progress developing hydrogen-powered engine for decarbonizing long-haul trucking

Argonne scientists demonstrate that modernized opposed-piston engine can run on zero-carbon hydrogen Argonne National Laboratory


U.S.

Postal Service, once chided for slow adoption of EVs, announces plan to cut greenhouse gas emissions

Sweeping plans include diverting more parcels from air to ground transportation, boosting the number of electric vehicles, cutting waste sent to landfills and making delivery routes more efficient. TechXplore


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Electric Vehicles

Connecticut

Senator wants Connecticut state vehicle fleet to go all-electric

The issue of electric vehicles will be front and center in the 2024 legislative session. Democrats called for a ban on the sale of new gas-powered vehicles by 2035, a proposal Republicans objected to. WTNH


U.S.

Are EVs Too Heavy for America's Guardrails? So Are Popular Trucks and SUVs

The study on guardrails by the University of Nebraska in conjunction with the Army Engineer Research and Development Center is a lot of bunk. The study's real takeaway should be that modern guardrails themselves are the issue, not EVs, because if vehicle mass is to blame, those guardrails likely can't contend with most modern vehicles, electric or otherwise. MotorTrend


U.S.

U.S. Electric Vehicles Sales Are Poised to Rise a Lot in 2024, Despite What You May Have Heard

We examine forecasts to get an idea of how much EV sales will grow, and what factors are driving growth. Inside Climate News


U.S.

Raimondo Says Chinese EVs Are a National Security Risk For US, EU

Commerce Secretary Gina Raimondo said Jan. 29 the expanding sales of Chinese electric vehicles in the West were a national security risk for the United States and the European Union. Asia Financial


U.S.

Poll show 7 states oppose electric vehicle mandates

Polling from the American Fuel & Petrochemical Manufacturers, the leading trade association of fuel, shows seven states oppose gas car bans. Polling from the presidential and senate battleground states of Arizona, Michigan, Montana, Nevada, Ohio, Pennsylvania and Wisconsin shows most registered and likely general election voters oppose government efforts to ban new gas cars and impose electric vehicle mandates. The Center Square


U.S.

OPINION: Why Americans don't want electric vehicles

Electric cars are inferior products. They are also bad for the environment and damaging to the economy in hidden ways that their biggest cheerleaders have not been honest about. The Biden administration should get out of the way and let the free market tell auto dealers what it is consumers want, writes Jason Isaac, founder and CEO of the American Energy Institute and a distinguished fellow for Life: Powered at the Texas Public Policy Foundation. The Hill


U.S.

Is the EV revolution over?

Reports of inventory sitting on lots, production cuts and cold weather issues, as well as ongoing concerns about a lack of charging infrastructure, have raised questions about the future of EVs. Utility Dive


U.S.

EV charging stations are turning into indoor lounges in San Francisco as companies look to prop up interest among flagging sales

Electrify America will open an indoor charging station that lets drivers relax in a lounge while their electric vehicle batteries are being filled. The 20-plug direct-current fast-charging station is part of a trend toward more appealing neighborhood stations, designed to serve EV owners who can't charge at their homes, as well as owners who are low on juice. It's also designed to allay fears among potential EV buyers that charging stations are too scarce or that they will have no safe place to wait as their vehicles charge, spending far longer than it takes for a gasoline fill-up. The Associated Press


U.S.

Did GM Just Kill the Electric Car Again?

Chief Executive Mary Barra couched the change as a way to help the company meet increasingly stringent fleet emissions requirements as the EV rollout gained momentum. New York Sun


U.S.

Big Oil Embraces Corn as Former Foes Unite Against EV Threat

Big Oil is joining Big Agriculture in a push to expand use of the corn-based biofuel. Yahoo


Ohio

Ohio Turnpike hits milestone for electric vehicles

The Ohio Turnpike has hit a milestone in making it easier to use an electric vehicle on the roadway. Charging sessions have surpassed 100,000 along the 241-mile turnpike. according to the commission. The Ohio Turnpike has 16 Electrify America charging stations and 64 Tesla Supercharger units at eight service plazas. WKBN-TV


Georgia, Colorado

OPINION: We're utility commissioners for Georgia and Colorado. Here are key issues we see for an EV future.

Even back-of-the-envelope math shows that both states may have massive load growth in the future, even beyond individual car owners charging at home, where 80% of charging occurs, write Tim Echols, vice chairman of the Georgia Public Service Commission, and Eric Blank, chairman of the Colorado Public Utilities Commission. Utility Dive


New Mexico

Proposed electric vehicle tax credit will either surge or die in coming days

A proposed tax credit designed to make electric vehicles more affordable and give a jolt to New Mexico's clean car transition is heading toward a critical juncture in this year's legislative session. The EV credit will be part of the legislative tax package, which the House Taxation and Revenue Committee is expected to review this week. Members can vote to modify it, leave it as is or remove it from the package. Santa Fe New Mexican


Minnesota

Minnesota rolls out rebates of up to $2,500 for EV buyers

With the debut of a state rebate this week, Minnesotans who buy or lease electric or hybrid vehicles could get up to $10,000 off the purchase price in combined government incentives. Minnesota consumers purchasing or leasing new electric or hybrid vehicles may receive a state rebate up to $2,500. For used electric vehicles, the rebate is up to $600. Vehicles must have been purchased or leased on or after May 25, 2023, and titled in Minnesota. Minnesota Star Tribune


Massachusetts

Massachusetts plans to spend $50 million on electric vehicle charging projects

Massachusetts is directing $50 million toward EV charging projects in the state, with a goal of making it easier for residents to charge their electric vehicles. The money from the American Rescue Plan Act will go toward adding and improving EV charging stations, electrifying the state vehicle fleet, and helping Uber and Lyft drivers charge their cars. The Healey administration has pledged to put 1 million electric vehicles on the road by 2030. CBS News


Maine

In comments to state regulators, opposition to Maine electric vehicle rule outpaces support 4-1

Maine environmental officials have received more than 1,700 comments from the public -- just since December -- about a state proposal to limit the sale of new gas-powered cars and expand electric vehicles. Jeff Crawford, director of the Bureau of Air Quality at the Department of Environmental Protection, said in an email that the comments will be posted online in the next week or two after they are reviewed for content and sorted for relevance. Portland Press Herald


International

White House warns that Chinese EVs could collect your data and send it back to China

The White House is also preparing a separate executive order to prevent foreign adversaries from gaining access to "highly sensitive" personal data. Electrek


International

Volvo's Polestar troubles signal 'shakeout time' for EV industry

The shakeout in the global electric vehicle industry is picking up speed. Chinese automaker Geely's move Feb. 1 to take over funding of struggling EV maker Polestar from Volvo Cars is the latest consolidation among EV brands since Tesla's historic financial surge in the early 2020s. Reuters


International

This $1B EV nickel plant will be North America's largest

The plant will have the capacity to produce more than 80,000 tons of nickel a year destined for EV batteries, with operations scheduled to begin in 2027. Electrek


Illinois

A gold star for EV Readiness: Chicago-area program prepares communities for electric vehicle adoption

An EV Readiness program developed by the Chicago-area Metropolitan Mayors Caucus helped University Park catapult to being a leader in electric vehicle adoption, with the program offering a "blueprint" for preparing charging infrastructure, accessing grants and doing community outreach. University Park earned the second-highest score of a dozen municipalities participating in the first cohort to finish the EV Readiness program last year, and they were the only municipality in the region's "Southland" to complete the program. Energy News Network


Washington

WA announces $85M to help build thousands of EV chargers, with funding coming to Yakima area

About $85 million in grants announced by Gov. Jay Inslee and the state Department of Commerce on Feb. 1 will help nonprofits, electric utilities, tribal nations and public agencies install thousands of electric vehicle chargers across Washington. The grants were funded with $65 million in state general funds and $21 million from the state's sale of greenhouse gas emission allowances, according to state officials. Last session, lawmakers budgeted about $2 billion from the carbon market revenue for projects intended to reduce climate-warming emissions and other air pollution in the state. The Seattle Times


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Heavy-duty Vehicles

Montana

Montana school district finds its electric buses can handle sub zero weather

Frigid weather this winter has been causing problems for some electric vehicle owners, who find that their cars do not do well in the cold. Now, that might make some school districts think twice about switching to electric buses, but one district in Montana finds that its electric buses do keep running even when temperatures fall far below zero. NPR


U.S.

America's Guardrails Can't Handle Hefty EV Trucks

The rise of electric vehicles is, overall, a very good thing for the planet and its inhabitants. But any technological upheaval like this is bound to have some less-than-savory side effects. The enormous weight of some new EVs has road safety experts looking into whether America's highway guardrails need a major overhaul to keep up with the times. InsideEVs


U.S.

OPINION: How Ford's F-150 Lightning, Once in Hot Demand, Lost Its Luster

One truck driver's short trip from excitement to frustration regarding his electric truck's range reflects the recent ups and downs across the electric vehicle sector. Twelve months ago, sales of battery-powered cars seemed poised for a sustained takeoff in the United States. But by the final three months of 2023, the pace of sales had slowed, and automakers' optimism had turned to caution. The New York Times


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