Automotive
‘A Lot Of Government Coercion’: Study Slams ‘Forced Transition’ To EVs Consumers Don’t Seem To Want

From the Daily Caller News Foundation
By Owen Klinsky
The push for electric vehicle (EV) adoption is largely premised on misleading claims, and could bring enormous costs for U.S. consumers and the economy, a new meta-study shared exclusively with the Daily Caller News Foundation found.
Federal regulators and multinational corporations have attempted to push EVs on the American public in recent years, with the Biden-Harris administration introducing strict tailpipe emissions standards, and major automakers implementing lofty electric production targets. However, widespread EV adoption may not be as feasible as lawmakers and auto executives once claimed, with a new meta-analysis from the Institute for Energy Research (IER) noting EVs can have a variety of drawbacks for consumers when compared to their gas-powered counterparts, including elevated upfront costs, lower resale values, limited driving range and a lack of charging infrastructure.
“We argue the EV transition is going to take a lot of government coercion to make happen,” Kenny Stein, vice president of policy at IER and the study’s lead author, told the DCNF. “It is a very difficult process, and it is not a very desirable process to force.”
When Government Chooses Your Car Study; Institute for Energy Research (IER)
Much of the reason a U.S. EV transition will not occur without government force, according to the study, is cost. The price of an average EV in the first quarter of 2024 was $53,048, compared to just $35,722 for conventional vehicles, according to car shopping guide Edmunds, meaning many EVs continue to be less affordable than their gas-powered counterparts even with the U.S. Treasury Department’s $7,500 tax credit.
The IER study also cites elevated depreciation as a constraint on EV adoption, noting that the average five-year depreciation for an electric car is $43,515 compared to $27,883 for a gas-powered vehicle, according to vehicle valuation company Kelley Blue Book. The rapid depreciation is largely driven by battery replacement costs, which range from $7,000 to as much as $30,000.
In addition to sheer cost, the study found “range anxiety” — the concern among drivers that they will run out of charge before reaching their destination or a charging station — is a major source of consumer reluctance to purchase EVs. While “range anxiety” can be reduced by increasing mileage, expanding an EV’s range requires a larger battery, which in turn drives up vehicle cost and creates a difficult tradeoff for consumers.
A lack of charging infrastructure also contributes to range concerns, and has proven difficult to fix despite ample government funding, the study found. For example, the bipartisan infrastructure bill of 2021 allotted $7.5 billion to subsidize thousands of new EV charging stations, but only seven stations in four states had been built as of April.
The combination of range issues and high costs has helped drive a slackening in EV demand, with EV sales growing 50% in the first half of 2023 and 31% in the first half of 2024, less than the 71% increase in the first half of 2022. Moreover, a June poll from The Associated Press-NORC Center for Public Affairs Research and the University of Chicago’s Energy Policy Institute found 46% of respondents were “unlikely” or “very unlikely” to purchase an EV, while just 21% were “very” or “extremely” likely to make the change.
If thousands of new charging stations are built and demand rises due to the alleviation of range concerns, the transition would create a variety of new infrastructural challenges, namely that it would reduce the reliability of an already constrained U.S. power grid.
“Up until two years ago or so, electricity demand in the United States was flat so nobody worried about running out of electricity. But with the data center boom and AI [artificial intelligence], there’s been a sudden spike in demand for electricity, and demand is expected to continue growing,” Stein told the DCNF. “Now you’re suddenly talking about not having enough electricity to supply everyday use at the same time we are trying to force pre-existing transportation systems to run on electricity. When you combine that EVs are more expensive and less flexible with the possibility we may be running out of electricity to keep homes cool and to operate industrial facilities, the logic of pursuing [the EV transition] gets even worse.”
Electricity demand has grown by 1.3% annually for the past three years — more than double the average growth rate from 2010 to 2019, according to the Federal Reserve Bank of Kansas City. The surge has been driven largely by a boom in artificial intelligence and data centers, with commercial electricity accounting for 60% of growth in total U.S. power demand between 2021 and 2023.
On the supply side, the Biden-Harris Environmental Protection Agency (EPA) has pushed to reshape the power grid by effectively requiring America’s existing coal plants will have to use carbon capture and storage (CCS) technology to control 90% of their carbon emissions by 2032 if they want to stay running past 2039, and certain new natural gas plants will have to cut their emissions by 90% by 2032. The EPA rule “leaves coal-heavy regions, like the one covered by the Midcontinent Independent System Operator, vulnerable to reliability problems in the near future,” Isaac Orr, a policy fellow for the Center of the American Experiment who specializes in grid analysis, previously told the DCNF.
Grid reliability is already wavering, with hundreds of millions of Americans at risk of experiencing power shortages this winter if weather conditions are harsh, according to power grid watchdog the North American Electric Reliability Corporation (NERC).
The IER study also identifies a set of “myths fueling electric vehicle policy,” including that EVs are necessarily better for the environment.
“One of the biggest sources of emissions from vehicles is tire wear, because tires are made primarily from oil, and as your tires roll along the ground, they degrade and release particulates into the air,” Stein told the DCNF. “Electric vehicles are much heavier than gas-powered cars due to their batteries, which requires them to have heavier tires that wear faster, so EVs actually have much higher particulate emissions than comparable internal combustion engine vehicles.”
A 2020 study from environmental engineering consultancy Emissions Analytics found particulate wear emissions were 1,000 times worse than exhaust emissions, with later research conducted by the consulting firm finding a Tesla Model Y produced 26% more tire emissions than a comparable hybrid vehicle.
Additionally, the IER study notes EVs require six times the mineral inputs of conventional cars, which in turn calls for emissions-intensive mining processes that produce toxic waste.
“For average Americans, the tradeoff calculation obviously is not working,” the study’s authors wrote. “This is not due to misinformation; indeed… there is plenty of pro-EV misinformation. It is simply that…there are negative tradeoffs to EVs. In designing policy, these negative factors must be considered rather than simply ignored.”
Automotive
Canada’s EV house of cards is close to collapsing

By Dan McTeague
Well, Canada’s electric vehicle policies are playing out exactly as I predicted. Which is to say, they’re a disaster.
Back in November, in the immediate aftermath of Donald Trump’s re-election, I wrote in these pages that, whatever else that election might mean for Canada, it would prove big trouble for the Justin Trudeau/Doug Ford EV scam.
The substance of their plot works like so: first, the federal and provincial governments threw mountains of taxpayer dollars in subsidies at automakers so that they’d come to Canada to manufacture EVs. Then Ottawa mandated that Canadians must buy those EVs — exclusively — by the year 2035. That way Ford and Trudeau could pat themselves on the back for “creating jobs,” while EV manufacturers could help themselves to the contents of our wallets twice over.
But the one variable they didn’t account for was a return of Donald Trump to the White House.
Trump had run on a promise to save America from their own back-door EV mandates. Though Kamala Harris had denied that any such mandates existed, they did, and they were founded on two acts of the Biden-Harris administration.
First, they issued an Executive Order setting significantly more onerous tailpipe regulations on all internal combustion engine (ICE) vehicles, with the explicit goal of ensuring that 50 percent of all new vehicles sold in America be electric by 2030.
Second, they granted California a waiver to make those regulations more burdensome still, so that only EVs could realistically be in compliance with them. Since no automaker would want to be locked out of the market of the most populous state, nor could they afford to build one set of cars for California (plus the handful of states which have — idiotically — chosen to align their regulations with California’s) and another set for the rest of the country, they would be forced to increase their manufacture and sale of EVs and decrease their output of ICE vehicles.
Trump’s victory took Canada’s political class completely by surprise, and it threw a spanner into the workings of the Liberals’ plan.
That’s because there just aren’t enough Canadians, or Canadian tax dollars, to make their EV scheme even kinda’ work. Canada’s unique access to the world’s biggest market — America — was a key component of the plan.
After all, vehicles are “the second largest Canadian export by value, at $51 billion in 2023, of which 93 percent was exported to the US,” according to the Canadian Vehicle Manufacturers Association, and “Auto is Ontario’s top export at 28.9 percent of all exports (2023.)”
It further depended on Americans buying more and more EVs every year. But since, when given a choice, most people prefer the cost and convenience of ICE vehicles, this would only work if Americans were pushed into buying EVs, even if in a more roundabout way than they’re being forced on Canadians.
Which is why the plan all began to unravel on January 20, the day of Trump’s inauguration, when he signed Executive Order 14154, “Unleashing American Energy,” which, among other things, rescinded Joe Biden’s pro-EV tailpipe regulations. And it has continued downhill from there.
Just last week, the US Senate voted to repeal the Biden EPA’s waiver for California. Not that that’s the end of the story — in the aftermath of the vote, California governor Gavin Newsom vowed “to fight this unconstitutional attack on California in court.” (Though don’t be surprised if that fight is brief and half-hearted — Newsom has been trying to leave his lifelong leftism behind recently and rebrand as a moderate Democrat in time for his own run at the White House in 2028. Consequently, being saved from his own EV policy might only help his career prospects going forward.)
But it’s worth noting the language used by the Alliance for Automotive Innovation, which represents car companies like Toyota, GM, Volkswagen and Stellantis (several of whom, it should be noted, have received significant subsidies from the Liberal and Ford governments to manufacture EVs), which said in a statement, “The fact is these EV sales mandates were never achievable.”
That’s worth repeating: these EV sales mandates were never achievable!
That’s true in California, and it’s true in Canada as well.
And yet, our political class has refused to accept this reality. Doug Ford actually doubled down on his commitment to heavily subsidizing the EV industry in his recent campaign, saying “I want to make it clear… a re-elected PC government will honour our commitment to invest in the sector,” no matter what Donald Trump does.
Except, as noted above, Donald Trump represents the customers Doug Ford needs!
Meanwhile, our environmentalist-in-chief, Mark Carney, has maintained the Liberal Party’s commitment to the EV mandates, arguing that EVs are essential for his vacuous plan of transforming Canada into a “clean energy superpower.” How exactly? That’s never said.
These are the words of con artists, not men who we should be trusting with the financial wellbeing of our country. Unfortunately, in our recent federal election — and the one in Ontario — this issue was barely discussed, beyond an 11th-hour attempted buzzer-beater from Pierre Poilievre and a feeble talking point from Bonnie Crombie about her concern “that the premier has put all our eggs in the EV basket.”
Meanwhile, 2035 is just around the corner.
So we can’t stop calling attention to this issue. In fact, we’re going to shout about our mindless EV subsidies and mandates from the rooftops until our fellow Canadians wake up to the predicament we’re in. It took some time, but we made them notice the carbon tax (even if the policy change we got from Carbon Tax Carney wasn’t any better.) And we can do it with electric vehicles, too.
Because we don’t have the money, either as a nation or as individuals, to prop this thing up forever.
Dan McTeague is President of Canadians for Affordable Energy.
Automotive
EV fantasy losing charge on taxpayer time

From the Fraser Institute
By Kenneth P. Green
The vision of an all-electric transportation sector, shared by policymakers from various governments in Canada, may be fading fast.
The latest failure to charge is a recent announcement by Honda, which will postpone a $15 billion electric vehicle (EV) project in Ontario for two years, citing market demand—or lack thereof. Adding insult to injury, Honda will move some of its EV production to the United States, partially in response to the Trump Tariff Wars. But any focus on tariffs is misdirection to conceal reality; failures in the electrification agenda have appeared for years, long before Trump’s tariffs.
In 2023, the Quebec government pledged $2.9 billion in financing to secure a deal with Swedish EV manufacturer NorthVolt. Ottawa committed $1.34 billion to build the plant and another $3 billion worth of incentives. So far, per the CBC, the Quebec government “ invested $270 million in the project and the provincial pension investor, the Caisse de dépôt et placement du Québec (CDPQ), has also invested $200 million.” In 2024, NorthVolt declared bankruptcy in Sweden, throwing the Canadian plans into limbo.
Last month, the same Quebec government announced it will not rescue the Lion Electric company from its fiscal woes, which became obvious in December 2024 when the company filed for creditor protection (again, long before the tariff war). According to the Financial Post, “Lion thrived during the electric vehicle boom, reaching a market capitalization of US$4.2 billion in 2021 and growing to 1,400 employees the next year. Then the market for electric vehicles went through a tough period, and it became far more difficult for manufacturers to raise capital.” The Quebec government had already lost $177 million on investments in Lion, while the federal government lost $30 million, by the time the company filed for creditor protection.
Last year, Ford Motor Co. delayed production of an electric SUV at its Oakville, Ont., plant and Umicore halted spending on a $2.8 billion battery materials plant in eastern Ontario. In April 2025, General Motors announced it will soon close the CAMI electric van assembly plant in Ontario, with plans to reopen in the fall at half capacity, to “align production schedules with current demand.” And GM temporarily laid off hundreds of workers at its Ingersoll, Ontario, plant that produces an electric delivery vehicle because it isn’t selling as well as hoped.
There are still more examples of EV fizzle—again, all pre-tariff war. Government “investments” to Stellantis and LG Energy Solution and Ford Motor Company have fallen flat and dissolved, been paused or remain in limbo. And projects for Canada’s EV supply chain remain years away from production. “Of the four multibillion-dollar battery cell manufacturing plants announced for Canada,” wrote automotive reporter Gabriel Friedman, “only one—a joint venture known as NextStar Energy Inc. between South Korea’s LG Energy Solution Ltd. and European automaker Stellantis NV—progressed into even the construction phase.”
What’s the moral of the story?
Once again, the fevered dreams of government planners who seek to pick winning technologies in a major economic sector have proven to be just that, fevered dreams. In 2025, some 125 years since consumers first had a choice of electric vehicles or internal combustion vehicles (ICE), the ICE vehicles are still winning in economically-free markets. Without massive government subsidies to EVs, in fact, there would be no contest at all. It’d be ICE by a landslide.
In the face of this reality, the new Carney government should terminate any programs that try to force EV technologies into the marketplace, and rescind plans to have all new light-duty vehicle sales be EVs by 2035. It’s just not going to happen, and planning for a fantasy is not sound government policy nor sound use of taxpayer money. Governments in Ontario, Quebec and any other province looking to spend big on EVs should also rethink their plans forthwith.
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