electric vehicles

Deregulatory Theater of the Absurd

Black-and-white drawing of people walking on a series of interconnected staircases that defy gravity and perspective, forming an impossible architectural structure with people walking in different directions.

The new CAFE standards are a master class in pretending you’re implementing a law while totally sabotaging it.

The Department of Transportation (DOT) recently issued CAFE standards — fuel efficiency standards for new cars.  Rolling back more rigorous standards from Biden, DOT applied considerable ingenuity to ensuring that fuel efficiency will stagnate for the foreseeable future.  Like an Escher drawing, you have to step back from all the intricate details to appreciate just how weird the overall design is.  

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Some (Very) Modest Progress on EV Charging Policy

Three new bills address challenges, but bigger opportunities await

Last week, Governor Newsom signed a batch of legislation intended to promote installation of electric vehicle (EV) chargers around the state. California is home to over 200,000 publicly accessible EV chargers, which is both an outstanding infrastructure achievement and a far cry from the million chargers that the California Energy Commission estimates we will need …

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What Explains Trump’s Energy Policy?

A green tinted photo of oil drilling pump jacks.

There’s no plausible economic explanation. It’s all about politics.

Trump’s energy policy rests on promotion of U.S. fossil fuel production and use. The instruments include orders forcing coal-fired generators to keep operating, relaxed air pollution standards for power plants, and repeal of as many energy efficiency standards as possible. Trump’s overall economic policy centers on mercantilism, the belief that countries get rich by exporting more than they import.  That fits pieces of his energy policy but not others.  There’s also some rhetoric about free choice by consumers, but Trump clearly is not a believer in free markets as a matter of principle.

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The Dim Outlook for Trump Energy Dominance

A green tinted photo of oil drilling pump jacks.

About the best he can hope for in the long run is to maintain the status quo.

U.S. oil is seeing a future of declining U.S. and global demand for gasoline and diesel, with U.S. production also remaining stagnant.  The future for natural gas production is looking rosier given increasing energy demand and possible growth in U.S. exports.  From the perspective of the oil industry, this is probably an optimistic forecast. It assumes that there are no major advances in battery technology that would further accelerate adoption of EVs or sharp decreases in the price of solar. It also assumes that nuclear power doesn’t expand globally, and that other countries are willing to trust the U.S. as a source of a vital energy resources.  

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Word on The Street

A Wall Street sign is in focus with a blurred American flag in the background. A Broad Street sign is partially visible below the Wall Street sign.

The Wall Street Journal’s news coverage of EVs is surprisingly positive.

You might expect the Wall Street Journal to take a dim view of electric vehicles, given the paper’s conservative slant. You’d be wrong. The Journal’s news coverage, which is less ideological than the opinion page, tells us something important. In a newspaper designed for businesspeople, electric vehicles are taken very seriously. That’s good news for the industry.

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Consumer Clean-Energy Sovereignty

Consumers seem to be voting with their wallets for clean energy.

In the second quarter (Q2) of 2026, “clean energy and transportation investment in the United States totaled $75 billion, a 22% increase from Q1 2026 and a 4% jump from Q2 2025.”  Considering Trump’s effort to summon all the power of the federal government to destroy clean energy, that’s not bad. One surprise: consumer spending accounted for more than half the total.

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Strategies for the 2030s

We lost the Battle of 2025. But we haven’t last the fight for sustainability.

Two recent models have some welcome news: Trump’s rollbacks and assault on the Inflation Reduction Act have not been as cataclysmic as feared. At least not yet.  The models come from different sources — an MIT researcher and the Rhodium firm — using different methodologies.  The models also have implications about the next steps in climate policy.  Both models highlight the critical need to rip down barriers to clean energy and transmission build out. 

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China’s Climate Policies: A Timeline

How has China has gone from climate action’s problem child to a promoter of clean energy?

China has long been the world’s top emitter of greenhouse gases, making its climate and energy policies crucial for the rest of the world.  It initially took the position that Westerners had caused the problem and should carry the entire burden of fixing it. Over time, however, it has shifted into a position of leadership in clean technology and cooperation on climate issues. 

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A Compendium of Good News

Sunbeams shine through dramatic clouds over a grassy landscape with a distant metal powerline tower. The sky is lit with purple, pink, and orange hues, creating a warm and serene atmosphere.

Hey, it’s not all gloom and doom out there.

We don’t lack for bad news these days. Still, there are also good things happening. I’ve been putting together a list of things that are good news for the environment.  EVs, battery storage, and solar are growing around the world. So put on your happy face! 

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Protecting Consumers in the Electric Vehicle Transition

A person drives a car on a highway in daylight, following a white car. A smartphone with a navigation app is mounted on the dashboard. The scene is viewed from the back seat, showing part of the driver’s arm and steering wheel.

Paul Hanaoka via Unsplash

UC Berkeley paper highlights opportunities for California to strengthen consumer protections in the EV transition.

Guest contributor Jackie Dall is a UC Berkeley School of Law student (J.D. Candidate, ’27) Personal vehicles are one of the most significant financial commitments American households make, providing mobility and access to economic opportunity in most communities. The electric vehicle (EV) transition is underway and has the potential to directly impact consumers through the entire …

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