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Your weekly intelligence on EVs and Transportation Decarbonization
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Despite their increasing popularity on the West Coast and some metro areas, electric vehicles remain a tiny minority in many regions, reports The New York Times in “Where E.V.s Are (and Aren’t) Taking off Across the US.” While EVs accounted for more than 30% of auto registrations in the San Francisco Bay Area in 2023, they were just 3% of registrations in Detroit and only 1% in the Bismarck, N.D., area. 


The Wall Street Journal had its own take on EVs’ geographic disparities, calling EV taxes “The Next Red-Blue State Divide.” The Journal reports that some Republican-led states are charging EV owners higher fees and taxes to make up for lost gasoline-tax revenue. (Republicans also want to have a say in D.C.: They voted to prevent the district from adopting California’s more stringent tailpipe pollution standards, which would require a shift to EVs.) 


But blue states also are struggling with how to fund road repairs as fuel tax revenues drop. NetZero Insider’s Hugh Morley reports that a committee in New Jersey’s Democratic-controlled Assembly approved legislation to set a $250/year fee on EV registrations — higher than any other state — despite criticism from car sellers and environmental groups that it would be excessive. 


Next, we turn to the debate over how to decarbonize heavy-duty trucks and buses. U.K. commentator David Blackmon makes clear where he stands, saying “electric 18-wheelers are even stupider than electric cars” and will require “ruinously expensive technical miracles.” 


But economist Chris Busch says new research indicates that electric heavy-duty vehicle cost declines have accelerated, meaning electric trucks will be cheaper than diesel decades faster than expected.  


CNBC weighed in with a look at how the iconic Mack Trucks is looking to decarbonize, starting with an electric garbage truck that has seen a “slow but steady” increase in sales. 


We also have a report on Mack competitor Cummins, which is revamping one of its factories to accommodate a new “fuel agnostic” engine that can use hydrogen or biogas instead of diesel, with up to a 90% carbon reduction. Cummins also is funding research on fuel cells and battery electric engines. 


All this and much more in this week’s Intelligence Report:  


Jump To

Electric Vehicles
Fuel Cells
Heavy-duty Vehicles
Medium-duty Vehicles
Trains

 
 

Electric Vehicles

California

EVs will put more stress on California's grid. Smart charging can help

What's the best way to get millions of EV owners not to charge all at once or sign their cars up as grid backup batteries? A new program will test different approaches. Canary Media


Connecticut

CT follows D.C.'s lead in slowing rapid electric vehicle transition

Democrats in the Connecticut General Assembly are joining the Biden administration in an election-year retreat from controversy over how hard to push automakers away from gas engines to electric vehicles to mitigate climate change. Connecticut Mirror


International

Do electric cars have an air pollution problem?

Heavier cars almost certainly produce more tire particulates, but tire pollution appears roughly comparable among gasoline, diesel and electric cars. The other benefits of switching to electric cars -- most notably lower carbon pollution -- are huge. So fighting air pollution is an important cause, but it does not appear to offer a reason to delay the transition to electric cars. The Guardian


International

EVs emerge as latest U.S.-China flashpoint

EVs represent the deepest tensions between White House climate ambitions, economic goals and foreign policy. Axios


International

Toyota says it would rather buy credits than 'waste' money on EVs

The CEO of Toyota isn't mincing words, saying that he believes EVs will only make up 30% of the US new-vehicle market in 2030, half of the target the EPA sought last year. Electrek


New York

Gravity Mobility opens fastest EV charger in U.S. in New York City

Major fleet operators will have access to 24 of Gravity Mobility's 500 kW chargers. The devices can charge at a rate of 2,400 miles of range per hour or 200 miles in five minutes. Reuters


New York

New York's Newest Public EV Charger Could Add 200 Miles Of Range In 5 Minutes

Gravity, a Google-backed start-up that began as an electric taxi fleet operator back in 2021, has inaugurated what it claims to be the fastest DC charging station in the U.S. The chargers are located in a parking lot in the heart of Manhattan, just a block away from Times Square at 401-471 West 42nd St. It's one of the densest and the most crowded areas on the planet where installing dozens of DC fast chargers is anything but easy. InsideEVs


U.S.

1 in 5 new car sales globally were EVs in 2023, and that's curbed oil demand -- IEA

Without EVs, solar, wind, and nuclear, the global rise in emissions in the last five years would have been three times larger, new International Energy Agency analysis shows. Electrek


U.S.

EV Charging Stations Are Getting Busy Enough to Make Money in the US

As electric car sales pick up in the U.S., the average use rate of many of the country's fast-charging stations nearly doubled last year. Bloomberg


U.S.

The Next Red-Blue State Divide: EV Taxes

A number of Republican-led states are charging higher fees and taxes for electric-vehicle owners to make up for lost gasoline-tax revenue that helps fund roads and highways, prompting pushback from EV industry groups and drivers who say they are being squeezed more than owners of gas-guzzling cars. The debate goes to the heart of one of the thorniest transportation challenges the country faces: how to pay for highway construction and maintenance when the traditional funding mechanism for such work is slowly collapsing. The Wall Street Journal


U.S.

Where E.V.s Are (and Aren't) Taking off Across the US

Last year, Americans bought more than 1 million fully electric cars, trucks and SUVs, a record and a milestone for the country's transition away from gas-powered vehicles. Electric vehicles grew to 8.5% of new auto registrations nationwide. Hybrids, which are gaining popularity among those who still want gas as a backup, accounted for an additional 10%. But enthusiasm for plugging in hasn't spread equally across the country. The New York Times


Virginia

Bill to help build electric vehicle infrastructure in rural areas moves along

A bill that would create a state fund to help pay for building public electric vehicle charging stations in rural areas is trucking along after a near death in a Senate finance subcommittee Feb. 29. House Bill 107, from Del. Rip Sullivan, D-Fairfax, who has introduced similar measures the past two sessions, initially got carried over to next year, the same fate for a version that Sen. Dave Marsden, D-Fairfax, had introduced earlier this session. Virginia Mercury


Washington, D.C.

House committee approves bill to block DC tailpipe rule

House Republicans amped up their attacks on electric vehicles Thursday by passing a bill that would prevent the District of Columbia from adopting stringent tailpipe emission standards. E&E News


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Fuel Cells

U.S.

GM is developing a fleet of hydrogen-powered medium-duty trucks for DOE pilot

The goal is to prove out the capabilities of hydrogen, the most abundant element in the universe, as a viable alternative to diesel vehicles. The Verge


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Heavy-duty Vehicles

International

Electric 18-wheelers are even stupider than electric cars

How much more of a load will we force our future generations to bear before someone in a position of authority has the good sense to demand an accounting and reconsideration of this headlong rush into a green debtor's prison, asks commentator David Blackmon. The Telegraph


International

Electric Trucks Will Be Cheaper Than Diesel -- Decades Faster Than Expected

Electric trucks are a crucial solution to diesel pollution, but just like the electric vehicles accelerating onto roads today, electric trucks still depend on affordable batteries to make economic sense. Passenger EV costs have fallen so fast that they're now cheaper off the lot or over a vehicle's lifetime compared to gasoline powered cars, and new Energy Innovation research shows electric HDV cost declines have accelerated, meaning they are on track to be cheaper than diesel decades faster than expected. Forbes


New York

Work Progressing On Jamestown Engine Plant As Cummins Prepares For New Model

The fuel-agnostic architecture of the new 15-liter platform utilizes a common base engine with cylinder heads and fuel systems specifically tailored for it to use carbon-free hydrogen or biogas with up to a 90% carbon reduction. Post-Journal


U.S.

For century-old Mack Trucks, the 18-wheeled, bulldog-big rig future is still going to be EV

In 2021, Mack Trucks iconic bulldog hood ornament debuted in copper, rather than its usual gold hue, signifying the century-old manufacturer's first battery-electric vehicle, a heavy-duty garbage truck. The company, now headquartered in North Carolina and part of Volvo Group, has delivered around 35 LRe's to a growing number of cities, and orders have picked up by 200%, an adoption rate it describes as "slow but steady." CNBC


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Medium-duty Vehicles

U.S.

Fuel cell electric buses up 75% in transit fleets last year

Battery-electric bus fleets also grew last year, but at a slower rate than in 2022, according to Calstart's annual report on zero-emission buses. Utility Dive


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Trains

Florida

OPINION: In Florida, the best way to cut pollution is passenger rail, not EVs

Support for EV adoption is an important endeavor. But given the large portion of carbon pollution caused by the transportation sector, much more focus needs to be given to promoting transportation modes that cause the least environmental damage. This is an especially important moment in time given the historic levels of funding available for passenger rail expansion, both in Florida and nationwide, writes Bob O'Malley, president of Right Track Public Affairs. The Invading Sea


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