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Your weekly intelligence on EVs and Transportation Decarbonization
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This week’s transportation decarbonization news centers around the consequences of the upcoming presidential election.


Following President Joe Biden’s exit from the race, presumptive Democratic nominee Kamala Harris has a record of strong support for electric vehicles, TheStreet reports

Republicans across the country have made opposition to the Biden administration’s EV policies a key part of their platforms, and Republican nominee Donald Trump promised in his convention speech to “end the electric vehicle mandate on Day 1.” 


In Michigan, a recent poll found that 40% of respondents supported the administration’s policies toward EVs, while 55% were opposed. 


A Trump-Vance ticket would likely seek to roll back the EV tax credits created by the Inflation Reduction Act. EV experts told Business Insider that repealing EV subsidies could make the vehicles prohibitively expensive for middle class buyers and may cause the U.S. to lose manufacturing share to China. 


One analyst said ending subsidies “could be potentially fatal to the industry,” and that election uncertainty is already causing companies to slow down their EV ambitions. 


At the same time, Tesla billionaire Elon Musk has endorsed Trump and pledged $45 million per month to the candidate, spurring speculation that Musk is betting that Tesla will have a competitive advantage if subsidies are removed. 


Some industry leaders are projecting confidence regardless of the outcome of the election. The CEO of ChargePoint said the growth of the EV industry will continue even in a second Trump presidency, and that “the overall market forces are a much stronger force than whatever the government can do to accelerate or not accelerate EV adoption.” 


The CEO of General Motors told shareholders that the company’s strategy is based on providing customer choice, but it expects the EV industry to continue to grow. At the same time, the company delayed work on an electric truck plan in Michigan and has lagged in the rollout of Buick’s first EV. 


Meanwhile, Hyundai — which has multiple cheaper EV models available — is ramping up its lobbying spending ahead of the election. 


In state news, a Connecticut EV charging program appears to be back on track. The state’s electric distribution companies had previously announced they were pulling out of the program because of concerns about cost recovery, but recent draft decisions by state regulators would allow them to recover program costs on an annual basis. 


Following major flooding in Vermont from Hurricane Beryl, the state announced incentives of up to $6,000 for residents to replace damaged vehicles with EVs. 


Finally, in trucking news, researchers at the Technical University of Munich unveiled a prototype charger with a power rating greater than a megawatt. These chargers would enable 4.5 hours of operation with no added wait time for charging, they said.  


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


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Biofuels
Electric Vehicles
Fuel Cells
Heavy-duty Vehicles

 
 

Biofuels

International

Biofuel Bentleys are coming for Britain's green king

The king also installed solar panels at Windsor Castle and increased the use of sustainable aviation fuel for royal flights. The Hill


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Electric Vehicles

California

Pasadena Accelerates Electric Vehicle Charging Network Expansion

Pasadena is ramping up its electric vehicle charging infrastructure, with plans to add dozens of new chargers across the city in the coming years. The expansion includes fast-charging hubs capable of serving medium and heavy-duty vehicles, positioning Pasadena as a leader in sustainable transportation. Pasadena Now


Connecticut

Decisions by CT utility regulators could ease major dispute over EV program. What to know.

The state's electric vehicle charging program seemed to be moving back on track after regulators approved a draft plan that would give the electric utilities required to subsidize it an opportunity to recover the millions of dollars they spend more quickly through annual rate adjustments. Hartford Courant


Georgia

Hyundai starts huge EV hiring push, testing Savannah's labor supply

The carmaker has hired 850-plus employees for the new EV factory, with 81% coming from within 60-mile radius. It plans to hire thousands more. The Atlanta Journal-Constitution


Georgia

Hyundai worries growing over a Trump EV disrupt at its new $7.6B Georgia Metaplant

Hyundai's first EV is set to roll off the production line at its new $7.6 billion Metaplant in Georgia later this year. With Trump vowing to end "EV mandates" on day one if elected, Hyundai is preparing for a sudden shift in leadership. Electrek


International

Patented 'Super Battery' Made from Rocks Could Power Future Electric Vehicles

A team of researchers from the Technical University of Denmark has announced the creation of a so-called super battery made from rocks, a technology that may one day replace lithium ion batteries used in electric vehicle production. The Debrief


Michigan

Michigan's EV evangelists luring 'fence-sitters' away from gas cars

Experts say education is key to convincing many gas car drivers to switch to EVs. Across Michigan, groups of happy EV owners have made it their mission to convince friends, neighbors and acquaintances of the benefits. By 2030, Gov. Gretchen Whitmer wants 2 million Michiganders to drive EVs. Bridge Michigan 


Michigan

Poll: How do Michigan voters feel about EV expansion?

There's been a lot of talk about electric vehicle production from both sides of the aisle. A recent poll of active and likely Michigan voters reflected some of the population's favorability toward EV manufacturing expansion. WLNS


Oregon

With $197 million to fight climate change, Oregon doubles down on cars

The State of Oregon has received a $197 million grant from the federal government to reduce greenhouse gas emissions. According to the Oregon Department of Environmental Quality, all the funds devoted to the transportation sector -- which is Oregon's largest source of GHG emissions -- will be spent to help people purchase and drive electric cars. BikePortland


Rhode Island

Rhode Island first state in the country to complete Phase 1 of NEVI

There are currently eight DCFCs and six Dual-Port Level 2 charging stations located along the Alternative Fuel Corridor on I-95. Daily Energy Insider


U.S.

Between Attacks on Electric Cars, Trump Says They're 'Incredible'

The former president's comments on E.V.s have shifted since he has grown more friendly with Elon Musk, the billionaire head of Tesla. The New York Times


U.S.

Elon Musk's Novel and Polarizing Cybertruck

Since the electric behemoth started rolling off the Tesla factory floor last November, its hard-edged geometric form has indeed proved to be a love-it-or-hate-it proposition. The New York Times


U.S.

GM CEO Mary Barra on EV strategy as 2024 election heats up

General Motors CEO Mary Barra discussed GM's strategy for electric vehicles as the presidential election approaches and casts a shadow of uncertainty over the future of EV regulations. Fox Business


U.S.

GM slows its EV plans again even as sales grow

The delay also means the company will not achieve a prior target of having North American production capacity of 1 million EVs by 2025. CNBC


U.S.

Here's what a Trump victory could mean for the entire EV industry

Trump has been critical of EVs and Biden's policies to encourage manufacturing and sales. The potential loss of a $7,500 tax credit has sparked concern in the EV industry. Still, Trump has gained the support of Elon Musk, who may be betting that his presidency will benefit Tesla. Business Insider


U.S.

OPINION: Trump and oil companies are lying to you about electric cars to serve their own interests

Instead of offering constructive solutions to help make America's auto industry globally competitive, such as under President Biden's Inflation Reduction Act, Republicans are promising only to turn back the clock and let car companies churn out gas guzzlers, the Los Angeles Times' editorial board writes. Los Angeles Times


U.S.

Study: Fleet Operators Prefer EVs

Fleet operators learn a lot about what's wrong with a design and how easy a vehicle is to live with. They're starting to prefer electric vehicles. A new study from Cox Automotive finds that "fleet owners operating both electric vehicles (EVs) and their traditional, fuel-burning counterparts have higher levels of satisfaction with their EVs." Kelley Blue Book


U.S.

The road to electrifying America's personal vehicles starts with the USPS EV fleet

Federal News Network Executive producer Eric White spoke to Amanda Stafford, deputy assistant inspector general for the USPS' IG office, on Postal Service fleet electrification. Federal News Network


U.S.

The US Will Have More EV Fast Chargers Than Gas Stations In Less Than A Decade

According to data from the Department of Energy compiled by Bloomberg, the number of fast-charging stations for electric vehicles in the United States is expected to surpass the number of gas stations in just eight years. InsideEVs


U.S.

This US election is an EV referendum

At the Republican National Convention this week, electric vehicles got thrown under the bus -- with a bit of help from someone who got rich selling them. Semafor


U.S.

Trump says he'll end the EV mandate. The only problem: there isn't one.

In his Republican National Convention speech, former President Donald Trump declared that he'll "end the electric vehicle mandate." The only problem is, there is no electric vehicle mandate. Electrek


U.S.

Trump Speech Spooked Electric Car Investors

A recent Trump speech spooked electric car investors. But such a reaction is unwarranted. Energy and Capital


U.S.

Trump Win Wouldn't Stop EV Transition, ChargePoint CEO Says

Rick Wilmer, CEO of ChargePoint Holdings, says EV sales will continue to grow even if Trump returns to the White House. Bloomberg


U.S.

Trump: Musk never asked me to 'lay off' EVs

Trump has railed against subsidies for electric vehicles as well as initiatives to increase the proportion of EVs manufactured in the U.S. The Hill


U.S.

With Joe out, where does Kamala stand on EVs?

Vice President Kamala Harris has a clean record when it comes to electric vehicles and polluters. TheStreet


Vermont

Vermonters get up to $6K to swap flood-damaged cars for EVs

These incentives waive the usual age and drivability requirements and offer enhanced support specifically for flood victims. Electrek


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Fuel Cells

International

Coca-Cola trials Toyota heavy-duty hydrogen fuel cell truck

Toyota Motor Europe, says that the manufacturer is expanding the use of its Toyota fuel cell module beyond passenger cars and into trucks, buses, coaches, trains and boats. FleetNews


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Heavy-duty Vehicles

International

First megawatt charger for electric trucks unveiled

The Technical University of Munich is trying to make battery-powered trucks viable for long-distance cargo transport. Megawatt charging represents an important step toward this goal. TechXplore


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