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Your weekly intelligence on EVs and Transportation Decarbonization
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This weeks’ transportation decarbonization news was again headlined by stories about the Trump administration’s continued efforts to roll back federal programs promoting the deployment of electric vehicles and charging infrastructure.


A new study by researchers at Princeton found that repealing Biden-era EV incentives and emissions regulations may reduce EV sales by nearly 40% by 2030, potentially causing the cancellation of all planned expansions of EV assembly facilities and battery cell production plants. 


This would also threaten about 50% of current EV assembly capacity and between 29 and 72% of existing battery cell production capacity, the study found. This loss of domestic manufacturing would kill a factory boom largely concentrated in Republican-voting states


In Virginia, the rescission of federal guidance on National Electric Vehicle Infrastructure (NEVI) funding has caused the state to pause 51 of 53 planned projects. Some lawmakers have urged the state to proceed with the projects, arguing the removal of guidance “does not supersede law.” 


The freeze on NEVI funds has caused uncertainty for projects across the country and faces court challenges. Transportation Secretary Sean Duffy has said projects with signed contracts “are still going to be funded, but there will be no new funding priorities or projects as we go through a review process.” 


Amid the federal policy uncertainty, Nissan signed a supply deal with a South Korean company for enough batteries to support the build of about $1 million EVs in its plant in Canton, Miss., in 2028-2033. 


In international news, Chinese EV maker BYD announced a new charging system which it says can charge batteries within the time it takes to refill a gas vehicle, and twice as fast as Tesla superchargers. The company also announced plans to build a network of 4,000 charging stations across China. 

Meanwhile, the Financial Times reports that authorities in China have delayed the approval of a massive BYD plant in Mexico over fears the country and the U.S. may “gain unrestricted access to BYD’s advanced technology and know-how.”  


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


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Electric Vehicles
Heavy-duty Vehicles

 
 

Electric Vehicles

California

California Electric Vehicle Sales Rose to 22% Share in 2024, Dominated by (a Declining) Tesla

EV market share in California just barely increased in 2024, from 21.7% to 22%. But Tesla went from 60.1% of EV sales in the Golden State in 2023 to 52.5% in 2024. CleanTechnica


California

Tesla Wins California Permit to Begin Offering Rides

The limited regulatory approval is an early step toward Elon Musk's goal of offering a Tesla self-driving taxi service. The New York Times


Illinois

Chicago community group advances EVs, despite federal setbacks

The Bronzeville Community Development Partnership is working to foster clean transportation innovation in a historic hub for electric vehicles. Canary Media


International

Another luxury automaker is cutting jobs after failing to keep up in the EV race

Another global luxury automaker is cutting jobs after struggling to keep pace as the industry shifts to electric vehicles. With EVs gaining market share in most major regions, some are starting to get left behind. Electrek


International

Chinese EV maker BYD says new fast-charging system could be as quick as filling up a tank

Chinese electric vehicle maker BYD has unveiled a new charging system that it said could make it possible for EVs to charge as quickly as it takes to refill with gas. The Guardian


International

China delays approval of BYD's Mexico plant amid fears tech could leak to US

Beijing is delaying approval for carmaker BYD to build a plant in Mexico amid concerns that the smart car technology developed by China's biggest electric-vehicle maker could leak across the border to the U.S. The Financial Times


International

Should Canada ease its 100% tariff on electric vehicles from China amid trade war with U.S.?

Canada's trade war with the United States has some economists pondering whether the federal government should ease or lift its 100% tariff on Chinese electric vehicles, a move some say could spur EV purchases and deliver a blow to Elon Musk's Tesla. CBC


International

Foxconn closing in on EV collaboration with Mitsubishi: sources

Foxconn is finalizing a deal to collaborate with Japanese automaker Mitsubishi Motors on electric vehicles, sources briefed on the matter told Nikkei Asia. Nikkei Asia


Nevada

FBI investigating Tesla vehicles shot and set on fire at facility in Las Vegas

A person dressed in black shot and set fire to several Tesla vehicles at a repair facility in Las Vegas, police said, in what the FBI is investigating as a possible act of domestic terrorism. CNN


U.S.

Trump's war on Biden's climate policy is creating a new form of EV range anxiety

EV sales continue to grow, if more slowly, and increased EV charging options will continue to be a fundamental driver of the transition away from gas-powered cars. CNBC


U.S.

Is the American Electric Car Already Dead?

Trump is cutting power to the EV industry. It's unclear if it can recover. The New Republic


U.S.

Cadillac expects one of every three vehicle sales to be EVs in 2025

Cadillac expects between 30 and 35% of its U.S. sales this year to be EVs, as the automaker continues to expand its lineup despite industrywide slower-than-expected adoption. CNBC


U.S.

US grids must harness electric vehicle growth to tackle load risks

U.S. deployment of electric vehicles is expected to grow rapidly in the coming years, alongside soaring demand from data centers, changing how utilities and grid operators manage loads and expand their power networks. Reuters


U.S.

Ending EV tax credits would save federal cash but kill red state jobs

Two new studies say a Republican plan to repeal the credits could hobble a manufacturing boom in the Southeast and Midwest. E&E News


U.S.

Nissan just secured enough batteries to build about 1 million EVs in the US

Nissan became the first Japanese automaker to sign a supply deal with South Korea's SK On. Under the new agreement, SK On will supply Nissan with nearly 100 GWh of US-made EV batteries, or enough for around 1 million midsize models. Electrek


U.S.

The electric-vehicle revolution may be on shakier ground than you think

Republican plans to end federal EV tax credits, weaken tailpipe pollution rules and slash funding for charging stations would boost emissions and shut down factories, experts say. The Washington Post


U.S.

What Does Tesla's Slide Mean for the US Electric Vehicle Market?

The dominant EV maker in the nation is now a partisan lightning rod that's losing value fast. But a weakened giant can cause harm regardless of politics. Inside Climate News


Virginia

Plug pulled: Federal funding halt leaves Virginia's EV future in limbo

Virginia's push to expand electric vehicle charging stations has hit a major roadblock -- 51 of 53 planned projects are now on hold after a federal freeze, jeopardizing efforts to build out the state's public EV infrastructure. Virginia Mercury


Wyoming

Lummis bill would redirect EV funds to support Wyoming infrastructure

U.S. Sen. Cynthia Lummis, R-Wyo., has introduced the Highway Funding Flexibility Act. If passed into law, it would free up money "stuck in accounts intended to fund Biden's radical EV charger initiative" and direct those funds to pay for projects critical for travel and commerce throughout Wyoming, a news release from Lummis' office said. Wyoming Tribune Eagle


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Heavy-duty Vehicles

International

Toyota's Electric Truck Tease Is a Turning Point

Combined with other EVs the company unveiled this week, it looks like the world's largest automaker is finally getting its electric act together. Heatmap


U.S.

Tesla Cybertrucks recalled over trim detaching from vehicle

Tesla is recalling most of its Cybertrucks due to loose exterior trim, the electric carmaker announced. Yahoo


U.S.

Tesla confirms it can't sell the Cybertruck even with tax credit and discounts

Tesla has revealed Cybertruck deliveries in the U.S., confirming that it can't sell the electric truck even with federal tax credits and discounts. Electrek


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