This past week brought more news on the Trump administration’s efforts to undermine the electric vehicle industry, including an announcement that the General Services Administration, which manages federal buildings across the country, is shutting down all of its EV chargers. 

The GSA operates more than 8,000 EV plugs nationwide, which were available for federally owned vehicles and the personal use of government employees. The move could affect the fleets of other federal agencies that rely on the chargers. The GSA is also looking to offload its EV fleet. Under the Biden administration, the GSA ordered more than 58,000 EVs and begun installing an additional 25,000 charging ports, the Verge reports. 

According to Politico, the GSA spent nearly $900 million procuring EVs in recent years. 

The Trump administration is also taking aim at California’s EPA Clean Air Act waivers. Republicans intend to use the Congressional Review Act to revoke the waivers, which would bypass the need for a lengthy review process. While the Government Accountability Office ruled in 2023 that the waivers are not subject to congressional review, Republicans argue the state is setting de facto national policy because other states can adopt California’s standards. 

The administration also announced a review of California’s high-speed rail project, which would enable riders to travel from Los Angeles to San Francisco in less than three hours. The project is already struggling with a funding shortfall, and a $3.1 billion grant approved by the Biden administration now appears to be in jeopardy. 

In industry news, Rivian recorded its first quarter of positive gross profit in the fourth quarter of 2024. The company’s core automotive operations posted a $110 million gross profit during the quarter, compared to a $611 million loss in the fourth quarter of 2023. 

Meanwhile, Tesla is struggling with the collapse of its European sales, as new vehicle registrations declined by 45% year over year in January. This contrasts with the 37% year-over-year growth of the European EV market; Tesla’s European market share dropped from 15% to just 6%.

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