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Your weekly intelligence on EVs and Transportation Decarbonization
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This week’s transportation decarbonization news was dominated by President Donald Trump’s first steps to unravel federal regulations and programs boosting zero-emission vehicles. On his first day in office, Trump signed an executive order declaring an end to the “electric vehicle mandate.”


The “Unleashing American Energy” order directs agencies to review and rescind regulations that are “unduly burdensome” for consumer choice. The administration is poised to roll back Biden-era rules regarding tailpipe emissions and vehicle efficiency, though this will take time. The first Trump administration took more than three years to rescind vehicle efficiency rules, Wired notes


Legacy carmakers have lobbied to keep the emissions and efficiency regulations in place and have urged policy stability. As the leaders of major automakers skipped the inauguration, Tesla CEO Elon Musk took a front-row seat and spurred outrage for an apparent Nazi salute at a post-inauguration rally. 


Trump’s executive order also takes aim at California’s Clean Air Act waiver, which enables the state to set stricter emissions rules. The looming legal battle over California’s waiver could end up in the Supreme Court, which declined to rule on a challenge to the state’s waiver authority in December


While EV incentives included in the Inflation Reduction Act, including the $7,500 consumer tax credit, can only be repealed by Congress, Trump ordered all agencies to “immediately pause the disbursement of funds appropriated through the Inflation Reduction Act … or the Infrastructure Investment and Jobs Act.” 


He specifically took aim at the National Electric Vehicle Infrastructure Formula Program and the Charging and Fueling Infrastructure Discretionary Grant Program. Repealing these could hurt the rollout of new zero-carbon charging and fueling infrastructure. 


Potential 25% tariffs on Mexico and Canada could also create significant challenges for the auto industry, including increased vehicle costs and job losses. 


In other industry news, Stellantis scrapped plans for a Ram electric pickup with a 500-mile range. The company said the decision was driven by consumer interest, and that it will focus its attention on a version of the truck with a 350-mile range. 


In heavy-duty vehicle news, some California charging stations are turning to microgrids and local power to meet their charging needs as they cope with interconnection delays. Utilities in the state are also working on flexible interconnection programs, which could ease interconnection challenges for charging stations able to decrease their demand on the grid during peak hours. 


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


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Electric Vehicles
Heavy-duty Vehicles
Shipping
Trains

 
 

Electric Vehicles

Maryland

State officials tout progress on electric cars -- but acknowledge the Trump 'elephant in this room'

Top Moore administration officials told state lawmakers they're committed to implementing aggressive mandates for the sale of electric vehicles in the years ahead. Maryland Matters


Michigan

The EV charging company that runs on faith

Dunamis Charge seeks customers through churches and aims to give Black Detroiters an on-ramp to the riches that attend a new EV age. Energywire


Mississippi

Nissan halts US production plans for compact EVs

Change affecting Mississippi plant comes amid wide-scale restructuring. Nikkei Asia


U.S.

Army's Transition to Zero-Emission Non-Tactical Vehicles Faces Roadblock

The Army's effort to comply with the Biden administration's 2021 executive order to transition to 100 percent acquisition of zero-emission vehicles for the federal vehicle fleet by 2035 will likely be shut down swiftly by the Trump administration, according to some defense analysts. National Defense Magazine


U.S.

EV sales grew slowly in 2024 -- but still set new records

Last year, automakers sold 1.3 million new electric vehicles in the U.S., up just 7 percent from 2023. Canary Media


U.S.

Five ways Trump's new policies will impact electric vehicles in the US

The new president appears to be coming down hard on electric vehicles and the infrastructure surrounding them. TechRadar


U.S.

Ram cancels 500-mile 1500 REV electric truck

The report to drop the bigger battery leaves the 168-kwh pack--also double-layer--which Ram previously estimated would deliver up to 350 miles of range. Green Car Reports


U.S.

Trump Says He Ended the 'EV Mandate.' What Does That Mean?

Policy experts say the implications of Donald Trump's executive order for EV owners--and the EV-curious--won't be clear for a while. WIRED


U.S.

Trump Waged a Multi-Front Blitz on EVs

Among other actions, he overturned an electric vehicle mandate that, well, doesn't exist. Heatmap


U.S.

Trump's EV Policy Rollback Sparks Debate on Adoption Paths

President Trump's reversal of EV policies shifts focus from regulations to free-market principles, reigniting the debate about incentives versus mandates. EV Magazine


U.S.

Trump's Executive Order to End EV Subsidies Draws Pushback

Automakers and even some Republicans may fight to preserve funds, and environmental activists will likely sue, but some experts said that some changes may not survive legal challenges. The New York Times


U.S.

Trump's war on electric cars has only just begun

The EV tax credit is still alive and kicking -- but for how long? The Verge


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Heavy-duty Vehicles

California

Without enough utility power, California EV truck depots try microgrids

Truck-charging depots that need more power are installing solar, batteries, and fossil-gas generators. Could these types of microgrids serve the grid at large? Canary Media


International

Cummins Shows Off Its First Turbocharger for Hydrogen Combustion Engines

Slapping a turbo on a hydrogen-burning engine could give truckers a realistic alternative to diesel... if we can ever figure out the infrastructure. The Drive


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Shipping

International

Global maritime shipping is aiming to reach zero emissions by 2050

The International Maritime Organization has vowed to eliminate global shipping emissions to net-zero by 2050. Now, an international effort is underway to reach that goal. The World


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Trains

U.S.

Panel: Railroads have lots of questions, some skepticism about zero emissions

Alternative fuels have long way to go to displace diesel, say participants at Transportation Research Board meeting. FreightWaves


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