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The Truth About the EV Mandate

The White House and some media outlets have warned of a 'disastrous EV mandate,' but the reality is far more complex—and could change America’s auto industry for decades to come.

The Truth About the EV Mandate

There was never a gun to your head. No one kicked your door in, held your family hostage, and forced you to buy an electric vehicle. That's not how free-market capitalism works. Technology evolves, new choices are offered, but the choice always comes down to the consumer and what a new technology represents. This happened with home phones, VHS, DVDs, smartphones, and MP3s. It's now happening with cars. If you don't want an electric vehicle, that's fine; if you do, that's also fine. There are still people who use fax machines, pay phones, vinyl records, VHS tapes, and wind-up clocks. You always have a choice, including the choice not to choose.

According to recent analyses from Cox Automotive, BloombergNEF, and S&P Global, the U.S. electric vehicle (EV) market is not collapsing - it’s surging. While President Biden’s administration did set federal targets for automakers - aiming for 50% of all new vehicles to be electric by 2030 and backing this with EPA emissions standards - these policies were designed to accelerate innovation and adoption and help keep American automakers competitive with the rest of the world. States like California which is the home to a great deal of EV innovation went further with mandates to phase out gas cars completely by 2035.

President Trump’s second term began with actions to revoke these federal EV targets and block California’s stricter zero-emission standards - a move described by supporters as ending the “EV mandate.” In speeches and on Truth Social, Trump has called the EV push an “all Electric Car Hoax” and a threat to U.S. auto jobs. Fox News commentary often echoed these themes, questioning the viability of the market.

But the rest of the world disagrees.

  • Year-over-year growth: EVs grew 14.5% in 2024, while gas vehicles declined by about 3.8%, giving EVs an 11–15% annual growth advantage over traditional cars.
  • EV sales hit 1.56 million units in 2024, representing 10% of all new light-duty vehicles in the U.S. - up from just 2% in 2020.
  • In Q1 2025, EVs claimed 7.5% of all new vehicle sales - up from 7% a year earlier - nearly 300,000 vehicles in three months.
  • Gas-powered market share has dropped from 97% in 2016 to 78% by mid‑2024. Meanwhile, EVs and hybrids combined now make up 21.2% of all new vehicle sales.
  • California leads with 22% market share for zero-emission vehicles, a preview of where national adoption is heading.

Far from retreating, Ford and Jeff Bezos–backed Slate Auto are going after the $25,000 EV ring, and global giants like BYD and Stellantis are investing billions into new affordable EV models, battery plants, and charging infrastructure Globally. Non‑Tesla EV sales surged by 20% in 2024 as traditional automakers gained ground, and competition is expanding the number of EV models toward 1,000 globally by 2026.

Political name calling punishing incentives creates uncertainty, and battery supply chains remain a pressure point especially with tariffs. But Globally. these factors haven’t changed the core long term shift - consumer demand, global competition, and clear performance and cost advantages for EVs are pushing the market forward. This is happening, and we may never catch up.

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In the end, the EV transition is following the same path every major technology shift has taken - phones, music, dial up, video, and now transportation. No one’s forcing you to buy an electric car; no doors kicked in, no ultimatums. The market is simply offering new choices, and consumers are deciding for themselves. Fax machines, pay phones, and vinyl records, gasoline cars will be around for a while - but the momentum is shifting. The Global data shows the electric option is growing faster every year, and the industry is investing like it knows where the future is headed. Whether you choose it now, later, or never at all, the road ahead is unmistakably electric - and the wheel is in your hands.

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