The new White House zero emission vehicle target of 50% of new car sales by 2030 has a long way to go, a short time to get there, and big challenges along the way.

Transitioning transportation, the nation’s biggest source of carbon emissions, to clean electricity is urgent, but it will not be easy, according to charging companies, auto industry analysts and others. President Joe Biden’s Aug. 5 executive order calls for 50% of annual U.S. new car sales to be zero emission vehicles (ZEVs) by 2030. But of the estimated 14.5 million U.S. new car sales in 2020, only about 306,000, or 2.1%, were ZEVs, and only about 2 million of the nearly 290 million registered vehicles on U.S. roads are EVs. Newer numbers, however, suggest “an exponential ZEV uptake” has started, said Garrett Fitzgerald, electrification principal at the Smart Electric Power Alliance (SEPA). “New ZEV sales increased from 1.5% in H1 2020 to 2.5% in H1 2021” and “were 3.6% of Q2 2021 new car sales.”

Ford, General Motors and Stellantis combined are planning a total of over 50 new ZEV models “because they see they will lose market share if they don’t,” Commissioner Tremaine Phillips of the Michigan Public Service Commission said. “Those […]

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