Electric vehicle policies

In June 2019, then-presidential candidate Joe Biden tweeted: “Trump doesn’t get the basics. He thinks his tariffs are being paid by China. Any freshman econ student could tell you that the American people are paying his tariffs.” Fast-forward five years to May 2024, and President Biden has announced a hike in tariffs on a variety of Chinese imports, including a 100% tariff that would significantly increase the price of Chinese-made electric vehicles. For a nation committed to reducing greenhouse gas emissions, efforts by the U.S. to block low-cost EVs might seem counterproductive. At a price of around US$12,000, Chinese automaker BYD’s Seagull electric car could quickly expand EV sales if it landed at that price in the U.S., where the cheapest new electric cars cost nearly three times more. As an expert in global supply chains, however, I believe the Biden tariffs can succeed in giving the U.S. EV industry room to grow. Without the tariffs, U.S. auto sa...

Electric vehicle sales are growing faster than expected around the world, and sales of gas- and diesel-powered vehicles have been falling. Yet, the U.S. government still forecasts an increasing demand for oil, and the oil industry is doubling down on production plans. Why is that, and what happens if the U.S. projections for growing oil demand are wrong? I study sustainability and global energy system transformations. Let’s take a closer look at the changes underway. EVs’ giant leap forward On Sept. 12, 2023, Fatih Birol, director of the International Energy Agency, an intergovernmental organization that advises the world’s major economies, drew global attention when he wrote in the Financial Times that the IEA is now projecting a global peak in demand for oil, gas and coal by 2030. The new date was a significant leap forward in time compared with previous estimates that the peak would not be until the 2030s for oil and even later for gas. It also stood out...

More than 3.6 million electric cars are driving around the U.S., but if you live in an apartment, finding an available charger isn’t always easy. Grocery stores and shopping centers might have a few, but charging takes time and the spaces may be taken or inconvenient. Several states and cities, aiming to expand EV use, are now trying to lift that barrier to ownership with “right to charge” laws. Illinois’ governor signed the latest right-to-charge law in June 2023, requiring that all parking spots at new homes and multiunit dwellings be wired so they’re ready for EV chargers to be installed. Colorado, Florida, New York and other states have passed similar laws in recent years. But having wiring in place for charging is only the first step to expanding EV use. Apartment building managers, condo associations and residents are now trying to figure out how to make charging efficient, affordable and available to everyone who needs it when they need it....

One big question keeps surfacing after the Biden administration announced plans to raise auto standards so sharply they would likely boost electric vehicle production to 67% of all new passenger vehicle sales in under a decade: Can automakers pull that off? The proposal would require a huge change in production and consumer choice. To put it in perspective, in 2022 about 6% of U.S. passenger vehicle sales were all-electric. I study the electric vehicle industry and policy. Here’s why I think the Environmental Protection Agency’s plan can succeed. Automakers have met tough targets before Automakers typically push back against tougher rules and often lobby to get standards relaxed. However, U.S. car companies have also shown that they can meet ambitious goals. When California began requiring that car companies sell a certain percentage of zero-emissions vehicles, its initial target translated to about 15% of all new car sales by 2025. Automakers quickly exceeded tha...

A nationally representative survey of 8,027 Americans shows that across all racial demographics, overall interest in purchasing electric vehicles is high. Among those surveyed, 33% of white respondents, 38% of Black respondents, 43% of Latinos and 52% of Asian Americans say they would “definitely” or “seriously consider” purchasing or leasing an EV as their next vehicle. The survey was conducted by Consumer Reports, with input from the nonprofit advocacy groups GreenLatinos, the Union of Concerned Scientists and EVNoire and administered between Jan. 27 and Feb. 18, 2022, by NORC at the University of Chicago, an objective, nonpartisan research organization. Electric vehicles are critical for reducing transportation emissions, but communities of color currently adopt this key technology at lower rates than white drivers. This survey, for which I was an adviser, helps to shed light on some of the reasons for this disparity. Cleaner air for all Air pollut...