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Your weekly intelligence on EVs and Transportation Decarbonization
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NetZero Insider’s transportation decarbonization news for the past week is headlined by reports of a significant spike in vehicle sales in the fourth quarter of 2024, as the incoming Trump administration appears likely to axe EV tax credits for consumers.


Bloomberg reports that industry-wide EV sales increased in the fourth quarter by about 12%, with General Motors’ more than doubling. EVs accounted for about 8% of total U.S. vehicle sales in 2024, compared to about 7.6% in 2023. While overall U.S. EV sales hit a record $1.3 million in 2024, Tesla sales declined relative to their 2023 totals. 


In the leadup to the change in federal administration, the Department of Transportation remained busy, awarding $122.9 million to California for zero-emission vehicle charging and fueling infrastructure. The funding will go to six charging and fueling projects throughout the state. 


Meanwhile, the Pentagon added Contemporary Amperex Technology Co. Limited (CATL), the world’s largest producer of EV batteries, to a list of companies alleged to have connections to China’s military. The move could discourage U.S. companies from partnering with CATL. Although the company typically does not directly sell batteries into the U.S., it has worked with Tesla to develop faster-charging battery cells, and Ford is planning to build a new battery factory using CATL technology. 


In medium- and- heavy-duty news, Amazon announced that it has passed 1 billion deliveries made with its own EVs. The company has over 20,000 electric vans in operation, the company said. It has established a goal of deploying 100,000 electric delivery vans by 2030. 


In hydrogen news, California appears unlikely to meet its goal to build 200 hydrogen refueling stations by the end of 2025. The California Air Resources Board expects that the state will have 87 stations online by the end of the year. The board cited lagging demand, supply chain issues and reliability challenges as key barriers to deployment. 


Finally, a San Francisco startup is attempting to pioneer a method of transporting power via rail in Colorado from renewable generators to Denver-area power plants. The concept is intended to help avoid costs and wait times associated with interconnection upgrades and transmission buildout. The company has raised about $3.2 million to develop the technology and says it is considering similar opportunities in California, Nevada and Texas. 


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


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Electric Vehicles
Fuel Cells
Medium-duty Vehicles
Trains

 
 

Electric Vehicles

California

California is awarded $122M to build EV infrastructure, including chargers in Sacramento

The U.S. Department of Transportation awarded California $122.9 million to build zero-emission vehicle charging and fueling infrastructure across the state for electric cars and trucks, including in Sacramento. The Sacramento Bee


International

Green capitalism and the electric vehicle

Fossil-fuel capital wants to accelerate a transition to private electric cars, but these are by no means a sustainable solution. It is capitalism that has to go, argues anti-poverty activist John Clarke. Counterfire


International

Northvolt owners vote to stay operating while seeking financial rescue

Northvolt went from Europe's best shot at an EV battery champion to seeking bankruptcy protection last year as production problems, dwindling funding and competition from China took their toll. Reuters


International

Pentagon adds world's largest EV battery maker to blacklist, posing problems for Tesla, Ford, and GM

Contemporary Amperex Technology Co. Limited, which controls more than one-third of the global EV battery market, is among dozens of Chinese companies recently added to the Pentagon's "Chinese Military Companies" list. Renewable Energy World


International

Stellantis, Volkswagen Drop After Losing US Electric-Car Subsidy

VW's ID.4 electric crossover lost its full $7,500 tax credit, according to the latest listing by the Department of Energy and Environmental Protection Agency. Stellantis models including two plug-in hybrid Jeep sport utility vehicles that previously received as much as $3,750 are now also ineligible. Bloomberg


International

Tesla, BYD and a two-speed global transition

Two new sets of numbers in the past few days have underscored the extent to which China is pulling ahead of other major economies in electric cars. And even Tesla -- a company that can hardly be accused of being sleepy -- is feeling the effects. The Financial Times


International

What Are Solid-State Batteries, and Why Do They Matter for EVs?

Claims of higher energy density, much faster recharging, and better safety are why solid-state-battery technology appears to be the next big thing for EV batteries. Car and Driver


Kansas

Kansas lawmakers throw up unique barrier to use of state's alternative-fuel vehicle tax credit

Kansas alone in excluding electric vehicles and restricting credit to corporations. The Lawrence Times


New Hampshire

BMW shores up EV rare earth materials source

BMW i Ventures is among the latest investors to financially back mining and minerals company Phoenix Tailings, which is preparing to scale production of rare earth metals to 200 tons annually. Automotive Dive


U.S.

Elon Musk's Cybertruck Is a Best-Seller and a Failure

Tesla has released final production figures for 2024, which saw the EV maker post a rare year-over-year decline in sales growth. It's likely that a slow start for the Cybertruck, Tesla's only new model in recent memory, was a big cause of the slowdown. But we can't tell you exactly how well or poorly the big truck is doing because the company won't tell us. Heatmap


U.S.

EV maker Rivian beats expectations for deliveries as supply snag eases

For 2024, production came in at 49,476 vehicles, down about 13% from a year earlier but above the company's lowered target of between 47,000 and 49,000 units. Reuters


U.S.

Ford is extending its free at-home EV charging promotion

Ford's "Power Promise" will extend through the end of March 2025 following "best-ever" EV sales quarter. The Verge


U.S.

GM surges to become America's number 2 EV seller as electric SUVs, trucks roll out

Outside of Tesla, GM sold more EVs than any other company in the U.S. in 2024. GM's EV sales surged 125% in the fourth quarter as new electric models like the Chevy Equinox and Blazer EVs saw strong demand. Electrek


U.S.

Improvements to Electric Vehicles Ease Concerns About Range Loss in Cold Climates

Features like heat pumps, which prevent significant drops in range, are now standard on newer models. Inside Climate News


U.S.

Is Better, Easier, Public EV Charging Coming to the US in 2025?

Universal Plug & Charge, launching this month, wants to make it easier to plug in, charge, and pay with your credit card. Autoweek


U.S.

Morgan Stanley Says Bankrupt EV Firm Owes $10M Deal Fee

Morgan Stanley claims it wasn't paid most of a $12 million fee for advising now-bankrupt electric-vehicle technology firm Ideanomics Inc. on its acquisition of VIA Motors years earlier. Bloomberg


U.S.

OPINION: The case for killing the tax credit for electric vehicles

It's ineffective at shaping behavior, and it primarily benefits the wealthy while needlessly adding to the deficit. Los Angeles Times


U.S.

OPINION: The case for subsidizing electric vehicles

Ending the tax credits would cede global leadership to China. The Wall Street Journal


U.S.

REC Silicon exits solar, turns to EVs

REC Silicon, a key domestic supplier for both the solar and electric vehicle industries, is shutting down its solar operations and is ramping up its presence in EV batteries. E&E News


U.S.

Rivian reveals how many EVs it built in 2024, capping off a wild year

Rivian had a roller coaster of a year, epitomized by billion-dollar announcements, new electric vehicle reveals, continued production issues and the delay -- and apparent revival -- of its $5 billion Georgia factory plans. The Atlanta Journal-Constitution


U.S.

Tesla sales dropped 1.1% in 2024, its first annual decline in a dozen years

In 2022, Tesla predicted that its sales would grow 50% most years, but the prediction ran into an aging model lineup and increased competition in China, Europe and the U.S. The Associated Press


U.S.

These EV 'Battery Belt' Towns Are Betting Trump Won't Ditch Them

Ford, Hyundai, other carmakers cranking up new EV battery factories while uncertainty looms over Biden-era subsidies for them. The Wall Street Journal


U.S.

Toyota Motor North America lands $4.5M DOE grant for EV battery recycling

Toyota Motor North America scored a $4.5 million Department of Energy grant to help advance electric vehicle battery recycling initiatives, the company announced last month. Automotive Dive


U.S.

US Car Sales Get Year-End Boost From Trump's Threat to End EV Tax Credits

The strength in EVs helped push total car sales up from the year prior. The annualized rate for 2024 rose to 15.9 million cars. BNN Bloomberg


U.S.

US States Are Creating a Pipeline of Trained EV Workers -- Here Are the Emerging Trends

Even with threats from the incoming Trump administration to remove federal support and tax credits for EVs, states -- including many outside traditional auto manufacturing hubs -- are already seeing significant investments that will increase jobs and tax revenues. World Resources Institute


Wisconsin

Wisconsin's new electric vehicle tax sparks mixed reactions from drivers and advocates

Effective Jan. 1, an excise tax of 3 cents per kilowatt-hour is being apply to EV owners who charge their vehicles at public charging stations. The revenue generated is being collected by the Wisconsin Department of Revenue and directed toward statewide road maintenance. WMTW-TV


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Fuel Cells

California

Inside the Challenges Slowing California's Hydrogen Fueling station Expansion

According to a new report from the California Air Resources Board, the state is projected to only have 87 hydrogen fueling stations operational by the end of 2025. Hydrogen Fuel News


International

Hydrogen vans will never take off because battery models meet operators' range needs: analyst

IDTechEx finds that light commercial vehicles and fleets do not require the fast refuelling and extended ranges that would give more-expensive fuel-cell vehicles a possible advantage over BEVs. Hydrogen Insight


Ohio

Why Ohio companies are investing in hydrogen cars despite infrastructure issues

Three Ohio companies are investing in hydrogen fuel cell passenger vehicles even as the U.S. market for electric vehicles continues to grow. Each has an innovative approach to the chicken-and-egg problem of having fuel available when and where drivers need it. Energy News Network


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Medium-duty Vehicles

International

Argo Electric Public Transit System Launches in BWG

Argo Corp. announced Bradford West Gwillimbury, Ontario, as the first to adopt its electric public transit system. Starting this year, BWG residents can book door-to-door rides through the Argo electric public transit system app at regular transit fares. The Buzz - Electric Vehicle News


U.S.

How Amazon Hit One Billion Electric Deliveries in the US

Amazon's journey toward a more sustainable delivery network has been years in the making. EV Magazine


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Trains

Colorado

SunTrain's battery storage technology heads for the rails

SunTrain, a San Francisco company, is designing a method to transport power by rail, moving containerized batteries between solar and wind farms in Colorado to existing rail-served power plants in the Denver area. Trains Magazine


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