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Biden’s Ambitious EV Charging ‘Fantasy’ May Be On A Collision Course With Reality

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From the Daily Caller News Foundation

By NICK POPE

 

President Joe Biden has pledged to install 500,000 public electric vehicle (EV) chargers around the U.S. by 2030, but logistical hurdles may be too much to overcome.

The Biden administration landed $7.5 billion to build out a network of public EV charging stations around the country in the bipartisan infrastructure package of 2021, but those funds have only led to a handful of operational charging stations to date. Transportation Secretary Pete Buttigieg reaffirmed the administration’s goal to build 500,000 chargers with the money by 2030 during a May television appearance on CBS News, but challenges like adding transmission lines, navigating the permitting process and coordinating with utility companies figure to make the goal improbable.

As of April 1, the administration’s $7.5 billion push had only led to seven operational charging stations combining for less than 40 chargers around the U.S., a pace that has drawn criticism from House Republicans and even Democratic Oregon Sen. Jeff Merkley. While other projects are on their way to being built and operational, the nation’s EV charging infrastructure remains mostly concentrated in more densely-populated, coastal areas of the country, according to the Department of Energy (DOE).

While results have been slow to materialize, federal funding should be sufficient to build approximately 25,000 charging spots at about 5,000 stations, according to Atlas Public Policy, a policy analysis organization that focuses specifically on EVs. In order to reach those figures by 2030, the administration’s funding will have to spur the construction of more than 900 stations each year until then, a big step up from the program’s output of less than 10 stations over nearly three years.

“Our programs are accelerating private sector investment that puts us on track to deploy 500,000 charging ports well ahead of schedule and continue to expand a convenient and reliable charging network,” a Department of Transportation spokesperson told the DCNF. “There are currently projects underway in partnership with states and local grantees for 14,000 federally-funded EV charging ports across the country under the [National Electric Vehicle Infrastructure (NEVI)] and [Charging and Fueling Infrastructure (CFI)] programs that will build on the 184,000 chargers operational today.”

Of the 184,000 chargers in operation today, more than 107,000 were already in circulation as of 2020, the last full year before the Biden administration took office, according to the DOE. Moreover, there are only about 10,000 fast charger stations in the U.S., a number that EV proponents would like to see increase to alleviate the public’s concerns about EV range and recharging wait times, according to The Washington Post.

Some of the biggest logistical hurdles are ones that may not be immediately obvious, such as enduring the process of building out needed transmission lines and upgrading existing utility infrastructure to accommodate hundreds of thousands of new chargers, according to experts who spoke with the Daily Caller News Foundation about whether such a number of chargers will be operational by 2030.

One skeptical expert is Dr. Jonathan Lesser, a senior fellow at the National Center for Energy Analytics and president of Continental Economics. Lesser estimates that “hundreds of thousands of miles” of new transmission lines will be needed to deliver enough electricity to the right places to meet the administration’s goal, a tall order given that the U.S. managed to complete less than 700 miles of transmission projects in 2022, according to data aggregated by Statista.

Lesser wrote his own analysis of the challenges the administration’s EV charger push faces for The Hill on Monday.

“The administration’s efforts to mandate EVs without considering the physical infrastructure to charge them (to say nothing of the cost), not only highway charging stations but also the necessary upgrades to millions of miles of local distribution circuits and transformers for home charging – is either an exercise in green virtue signaling or a cynical effort to restrict Americans’ mobility,” Lesser told the DCNF. “If EVs are the wave of the future then consumers will purchase them without the need for mandates and the private sector will develop the necessary infrastructure, just as it did a century ago and just as Tesla has done for its vehicles, without the need for government intervention.”

“If all those chargers were in place, you would need hundreds of thousands of large transformers and transmission lines along highways to provide the electricity,” Lesser continued. “You would also need linemen to install everything – and they are already in short supply. Of course, none of this addresses the issue of where the electricity comes from – if it is to be from renewables (e.g., wind and solar), there would have to be a massive building effort.”

Lesser believes there is “not a chance” that the 500,000 charger goal is met by 2030, and added that Buttigieg’s suggestion the administration will reach that target amounts to “pure fantasy.”

In addition to the billions of dollars meant to subsidize public charging infrastructure, the administration is also spending big to help manufacturers produce more EVs and to blunt the higher costs of EVs for consumers. Further, federal agencies have also promulgated aggressive fuel economy standards and tailpipe emissions rules that will force significant increases in EV sales over the next decade for light-, medium- and heavy-duty models.

Energy Secretary Jennifer Granholm described the chargers covered by the $7.5 billion program as “the hardest ones because they’re going to places where the private sector hasn’t gone because there’s no electricity, because they’re remote” at Politico’s 2024 Energy Summit remarks on Wednesday.

Aidan Mackenzie — an infrastructure fellow at the Institute for Progress with particular expertise covering energy, transportation and housing policy — agreed that logistical challenges are likely to hinder the administration’s goal for charger deployment by 2030. Specifically, he highlighted securing complementary infrastructure, like transmission lines, as likely to sap time and resources away from the effort to construct a national network of public chargers.

“It seems like it’s going to be hard to meet this target,” Mackenzie told the DCNF. “Different utility regions do not necessarily have an incentive to plan or build large capacity transmission lines that share power. They often interrupt the way that utilities want to control the generation in their region. So, I would very much expect that to be the binding constraint.”

However, Mackenzie added that the administration could achieve the desired results of its $7.5 billion program and its broader goal of 500,000 charger goal if regulators and builders are able to develop “muscle memory” in the earlier stages of rollout so that officials from both sectors can more easily and quickly navigate complex processes in the near future.

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Canada’s EV gamble is starting to backfire

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Things have only gone from bad to worse for the global Electric Vehicle industry. And that’s a problem for Canada, because successive Liberal governments have done everything in their power to hitch our cart to that horse.

Earlier this month, the Trump Administration rolled back more Biden-era regulations that effectively served as a back-door EV mandate in the United States. These rules mandated that all passenger cars be able to travel at least 65.1 miles (and for light trucks, 45.2 miles) per gallon of gasoline or diesel, by the year 2031. Since no Internal Combustion Engine (ICE) vehicle could realistically conform to those standards, that would have essentially boxed them out of the market.

Trump’s rolling them back was a fulfillment of his campaign promise to end the Biden Administration’s stealth EV mandates. But it was also a simple recognition of the reality that EVs can’t compete on their own merits.

For proof of that, look no further than our second bit of bad news for EVs: Ford Motor Company has just announced a massive $19.5 billion write-down, almost entirely linked to its aggressive push into EVs. They’ve lost $13 billion on EVs in the past two years alone.

The company invested tens of billions on these go-carts, and lost their shirt when it turned out the market for them was miniscule.

Ford’s EV division president Andrew Frick explained, “Ford is following the customer. We are looking at the market as it is today, not just as everyone predicted it to be five years ago.”

Of course, five years ago, the market was assuming that government subsidies-plus-mandates would create a market for EVs at scale, which hasn’t happened.

As to what this portends for the market, the Wall Street Journal argued, “The company’s pivot from all-electric vehicles is a fresh sign that America’s roadways – after a push to remake them – will continue to look in the near future much like they do today, with a large number of gas-powered cars and trucks and growing use of hybrids.”

And that’s not just true in the U.S. Across the Atlantic, reports suggest the European Union is preparing to delay their own EV mandates to 2040. And the U.K.’s Labour government is considering postponing their own 2030 ICE vehicle ban to align with any EU change in policy.

It’s looking like fewer people around the world will be forced by their governments to buy EVs. Which means that fewer people will be buying EVs.

Now, that is a headache for Canada. Our leaders, at both the federal and provincial levels, have bet big on the success of EVs, investing billions in taxpayer dollars in the hopes of making Canada a major player in the global EV supply chain.

To bolster those investments, Ottawa introduced its Electric Vehicle mandate, requiring 100 per cent of new light-duty vehicle sales to be electric by 2035. This, despite the fact that EVs remain significantly more expensive than gas-and-diesel driven vehicles, they’re poorly suited to Canada’s vast distances and cold climate, and our charging infrastructure is wholly inadequate for a total transition to EVs.

But even if these things weren’t true, there still aren’t enough of us to make the government’s investment make sense. Their entire strategy depends on exporting to foreign markets that are rapidly cooling on EVs.

Collapsing demand south of the border – where the vast majority of the autos we build are sent – means that Canadian EVs will be left without buyers. And postponed (perhaps eventually canceled) mandates in Europe mean that we will be left without a fallback market.

Canadian industry voices are growing louder in their concern. Meanwhile, plants are already idling, scaling back production, or even closing, leaving workers out in the cold.

As GM Canada’s president, Kristian Aquilina, said when announcing her company’s cancellation of the BrightDrop Electric delivery van, “Quite simply, we just have not seen demand for these vehicles climb to the levels that we initially anticipated…. It’s simply a demand and a market-driven response.”

Prime Minister Mark Carney, while sharing much of the same environmental outlook as his predecessor, has already been compelled by economic realities to make a small adjustment – delaying the enforcement of the 2026 EV sales quotas by one year.

But a one-year pause doesn’t solve the problem. It kicks the can down the road.

Mr. Carney must now make a choice. He can double down on this troubled policy, continuing to throw good money after bad, endangering a lot of jobs in our automotive sector, while making transportation more expensive and less reliable for Canadians. Or he can change course: scrap the mandates, end the subsidies, and start putting people and prosperity ahead of ideology.

Here’s hoping he chooses the latter.

The writing is on the wall. Around the world, the forced transition to EVs is crashing into economic reality. If Canada doesn’t wake up soon, we’ll be left holding the bag.

 

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Automotive

Ford’s EV Fiasco Fallout Hits Hard

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From the Daily Caller News Foundation

By David Blackmon

I’ve written frequently here in recent years about the financial fiasco that has hit Ford Motor Company and other big U.S. carmakers who made the fateful decision to go in whole hog in 2021 to feed at the federal subsidy trough wrought on the U.S. economy by the Joe Biden autopen presidency. It was crony capitalism writ large, federal rent seeking on the grandest scale in U.S. history, and only now are the chickens coming home to roost.

Ford announced on Monday that it will be forced to take $19.5 billion in special charges as its management team embarks on a corporate reorganization in a desperate attempt to unwind the financial carnage caused by its failed strategies and investments in the electric vehicles space since 2022.

Cancelled is the Ford F-150 Lightning, the full-size electric pickup that few could afford and fewer wanted to buy, along with planned introductions of a second pricey pickup and fully electric vans and commercial vehicles. Ford will apparently keep making its costly Mustang Mach-E EV while adjusting the car’s features and price to try to make it more competitive. There will be a shift to making more hybrid models and introducing new lines of cheaper EVs and what the company calls “extended range electric vehicles,” or EREVs, which attach a gas-fueled generator to recharge the EV batteries while the car is being driven.

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In an interview on CNBC, Company CEO Jim Farley said the basic problem with the strategy for which he was responsible since 2021 amounts to too few buyers for the highly priced EVs he was producing. Man, nobody could have possibly predicted that would be the case, could they? Oh, wait: I and many others have been warning this would be the case since Biden rolled out his EV subsidy plans in 2021.

“The $50k, $60k, $70k EVs just weren’t selling; We’re following customers to where the market is,” Farley said. “We’re going to build up our whole lineup of hybrids. It’s gonna be better for the company’s profitability, shareholders and a lot of new American jobs. These really expensive $70k electric trucks, as much as I love the product, they didn’t make sense. But an EREV that goes 700 miles on a tank of gas, for 90% of the time is all-electric, that EREV is a better solution for a Lightning than the current all-electric Lightning.”

It all makes sense to Mr. Farley, but one wonders how much longer the company’s investors will tolerate his presence atop the corporate management pyramid if the company’s financial fortunes don’t turn around fast.

To Ford’s and Farley’s credit, the company has, unlike some of its competitors (GM, for example), been quite transparent in publicly revealing the massive losses it has accumulated in its EV projects since 2022. The company has reported its EV enterprise as a separate business unit called Model-E on its financial filings, enabling everyone to witness its somewhat amazing escalating EV-related losses since 2022:

• 2022 – Net loss of $2.2 billion

• 2023 – Net loss of $4.7 billion

• 2024 – Net loss of $5.1 billion

Add in the company’s $3.6 billion in losses recorded across the first three quarters of 2025, and you arrive at a total of $15.6 billion net losses on EV-related projects and processes in less than four calendar years. Add to that the financial carnage detailed in Monday’s announcement and the damage from the company’s financial electric boogaloo escalates to well above $30 billion with Q4 2025’s damage still to be added to the total.

Ford and Farley have benefited from the fact that the company’s lineup of gas-and-diesel powered cars have remained strongly profitable, resulting in overall corporate profits each year despite the huge EV-related losses. It is also fair to point out that all car companies were under heavy pressure from the Biden government to either produce battery electric vehicles or be penalized by onerous federal regulations.

Now, with the Trump administration rescinding Biden’s harsh mandates and canceling the absurdly unattainable fleet mileage requirements, Ford and other companies will be free to make cars Americans actually want to buy. Better late than never, as they say, but the financial fallout from it all is likely just beginning to be made public.

  • David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
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