US EV Industry Shifts Back Into Reality Gear

From the Daily Caller News Foundation

At the start of each year, I write a piece in which I make a set of predictions about what will happen in the energy space during the coming 12 months. One prediction I made in this year’s story focused on the likelihood of a big fallout in America’s EV manufacturing industry.

Citing Fisker and Rivian as examples, I questioned whether any of the pure-play electric vehicle companies based in the United States had the ability to compete with Tesla in that market.

I took some heat from viewers that same week after I predicted on a podcast that every one of the U.S. pure-play EV makers besides Tesla would be either in bankruptcy or teetering on the brink by the end of 2024. As things are turning out, my only regret there is that I did not predict they would all be in that state by the middle of 2024 instead of the end of the year.

This week, Fisker filed for bankruptcy, becoming the latest in a series of casualties in the growing falling-out in the EV sector. As The New York Times noted in its story on the matter, Fisker was one of a number of pure-play EV makers who were able to raise billions in startup funds from investors who got caught up in the EV frenzy during 2020 and 2021.

Several of those firms, like Proterra, Arrival, and Lordstown Motors already preceded Fisker down the bankruptcy path. Others, like Rivian, are right on the verge of taking the same plunge.

Lucid makes just one model, a luxury sedan, and is struggling to find buyers. It boasted about setting a new delivery “record” in the first quarter of this year, but a closer search reveals that was for only 1,967 units. The carmaker followed that announcement with another in May that it would lay off 400 employees in an apparent effort to conserve cash.

Oof.

EV truck maker Nikola, meanwhile, saw its stock price hit a record low this week amid ongoing softening in the US EV market. At the close of June 20 trading, Nikola’s price had dropped to just 33 cents per share. The stock collapse comes months after the company had delivered its first hydrogen fuel cell heavy truck during Q1, but that amounted to sales of just 42 units.

These and other pure-play EV makers are not in any way serious competition for Tesla.

Note also that Tesla is having major struggles of its own as the pace of EV adoption growth slows to a snail’s pace. The company laid off 10% of its workforce in May amid the ongoing slowing of the EV market. Tesla’s rollout of its radically designed Cybertruck has been plagued by recalls, technical issues and customer complaints, and the company’s overall Q1 2024 sales numbers fell dramatically from both Q4’s numbers and year-over-year.

But its decade-long head start on the competition, vertical integration of supply chains and diversification into other ventures give Tesla advantages these other pure-play EV companies do not and cannot enjoy. It remains uniquely situated among its peer group to survive the market contraction.

Traditional automakers like Ford and GM have been able to placate investors about their stunning losses in EV ventures (Ford somehow managed to lose $132,000 per unit sold in Q1 2024) by offsetting them against major profits from their traditional gas and diesel-powered car divisions. But even those companies have invoked an array of strategic shifts over the past six months in which they have delayed or cancelled planned new investments in their EV dreams.

What we are seeing here is a rapid shifting back to reality in the US auto industry. EVs always have been, are today, and will remain a niche product that can fill specific needs for a limited segment of our population, mainly the wealthy. The reason why the traditional, gas-and-diesel-powered auto segments at companies like Ford and GM remain wildly profitable is because that is where the real auto market remains.

No amount of Soviet-style central planning, industrial policy and command-and-control edicts and regulations coming down from Washington, D.C., are going to change that reality.

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.

The views and opinions expressed in this commentary are those of the author and do not reflect the official position of the Daily Caller News Foundation.

Featured image screenshot: (Screen Capture/PBS NewsHour)

Related Topics:#DailyCaller #DavidBlackmon #EVIndustryShiftsIntoRealityGear #Fisker #Rivian #Tesla #USEVIndustry feature

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Major automakers push congress to block California’s 2035 EV mandate

Published on April 28, 2025

Todayville

MxM News

Quick Hit:

Major automakers are urging Congress to intervene and halt California’s aggressive plan to eliminate gasoline-only vehicles by 2035. With the Biden-era EPA waiver empowering California and 11 other states to enforce the rule, automakers warn of immediate impacts on vehicle availability and consumer choice. The U.S. House is preparing for a critical vote to determine if California’s sweeping environmental mandates will stand.

Key Details:

Automakers argue California’s rules will raise prices and limit consumer choices, especially amid high tariffs on auto imports.
The House is set to vote this week on repealing the EPA waiver that greenlit California’s mandate.
California’s regulations would require 35% of 2026 model year vehicles to be zero-emission, a figure manufacturers say is unrealistic.

Diving Deeper:

The Alliance for Automotive Innovation, representing industry giants such as General Motors, Toyota, Volkswagen, and Hyundai, issued a letter Monday warning Congress about the looming consequences of California’s radical environmental regulations. The automakers stressed that unless Congress acts swiftly, vehicle shipments across the country could be disrupted within months, forcing car companies to artificially limit sales of traditional vehicles to meet electric vehicle quotas.

California’s Air Resources Board rules have already spread to 11 other states—including New York, Massachusetts, and Oregon—together representing roughly 40% of the entire U.S. auto market. Despite repeated concerns from manufacturers, California officials have doubled down, insisting that their measures are essential for meeting lofty greenhouse gas reduction targets and combating smog. However, even some states like Maryland have recognized the impracticality of California’s timeline, opting to delay compliance.

A major legal hurdle complicates the path forward. The Government Accountability Office ruled in March that the EPA waiver issued under former President Joe Biden cannot be revoked under the Congressional Review Act, which requires only a simple Senate majority. This creates uncertainty over whether Congress can truly roll back California’s authority without more complex legislative action.

The House is also gearing up to tackle other elements of California’s environmental regime, including blocking the state from imposing stricter pollution standards on commercial trucks and halting its low-nitrogen oxide emissions regulations for heavy-duty vehicles. These moves reflect growing concerns that California’s progressive regulatory overreach is threatening national commerce and consumer choice.

Under California’s current rules, the state demands that 35% of light-duty vehicles for the 2026 model year be zero-emission, scaling up rapidly to 68% by 2030. Industry experts widely agree that these targets are disconnected from reality, given the current slow pace of electric vehicle adoption among the broader American public, particularly in rural and lower-income areas.

California first unveiled its plan in 2020, aiming to make at least 80% of new cars electric and the remainder plug-in hybrids by 2035. Now, under President Donald Trump’s leadership, the U.S. Transportation Department is working to undo the aggressive fuel economy regulations imposed during former President Joe Biden’s term, offering a much-needed course correction for an auto industry burdened by regulatory overreach.

As Congress debates, the larger question remains: Will America allow one state’s left-wing environmental ideology to dictate terms for the entire country’s auto industry?

Also Interesting

Top Used Ford SUVs for Families and Adventurers

Published on April 28, 2025

Todayville Content Team

Finding the perfect SUV that balances comfort, safety, and adventure-ready performance can be a challenge, but Ford’s lineup of used SUVs offers some of the best options available. Whether you need a spacious vehicle for your growing family or an all-terrain companion for weekend getaways, there’s a Ford SUV to match your lifestyle. Let’s explore the top choices that deliver reliability, versatility, and affordability.

What to Look for in a Used Ford SUV?

Before diving into specific models, it’s essential to know what features matter most when shopping for a used Ford SUV. Here are key factors to consider:

● Safety Features – Look for models equipped with Ford Co-Pilot360, which includes automatic emergency braking, blind-spot monitoring, and adaptive cruise control.
● Reliability and Maintenance Costs – Research common issues and ensure the SUV has a solid maintenance history.
● Fuel Efficiency – Choose a model that aligns with your commuting or road trip needs.
● Cargo and Passenger Space – Ensure the SUV has enough room for your family, gear, and pets.
● Off-Road Capability – If adventure is your goal, opt for models with all-wheel drive (AWD) or four-wheel drive (4WD).

If you’re ready to explore available options, check out https://stampedeauto.com/used-ford/ for a selection of quality used Ford SUVs.

1. Ford Escape – The Compact Family Favorite

The Ford Escape is a practical, fuel-efficient SUV perfect for small families and urban explorers. With a history of strong safety ratings and a spacious interior, it strikes a balance between convenience and performance.

Why Choose a Used Ford Escape?

● Fuel Efficiency – Older models with the 1.5L EcoBoost engine offer up to 30 MPG highway.
● User-Friendly Technology – Equipped with Ford SYNC infotainment and smartphone connectivity.
● Versatile Cargo Space – Fold-flat rear seats provide ample room for groceries, sports equipment, or luggage.
● Best Model Years to Buy – 2018-2021 models have modern safety features and improved fuel economy.

2. Ford Edge – The Perfect Mid-Size Balance

For those who want more space without stepping into full-size territory, the Ford Edge is an ideal midsize SUV. It offers a roomy two-row layout, strong engine options, and a smooth ride.

Why Choose a Used Ford Edge?

● Spacious Cabin – More rear legroom than many competitors.
● Powerful Engine Choices – Available 2.0L EcoBoost and 2.7L V6 for extra performance.
● Advanced Safety Features – Includes lane-keeping assist and pre-collision assist in newer models.
● Best Model Years to Buy – 2019-2022 models offer a modern design and strong reliability.

3. Ford Explorer – The Ultimate Family SUV

If you need three rows of seating without sacrificing performance, the Ford Explorer is a top contender. It’s an excellent SUV for large families and those who need extra passenger capacity.

Why Choose a Used Ford Explorer?

● Seating for Up to Seven – Third-row seats offer flexibility for larger families.
● Strong Towing Capacity – Can tow up to 5,000 lbs when properly equipped.
● Powerful Yet Efficient – The 2.3L EcoBoost engine delivers a balance of power and fuel savings.
● Best Model Years to Buy – 2017-2022 models feature advanced driver assistance and improved comfort.

4. Ford Expedition – The Full-Size Powerhouse

For those who need maximum space and towing capability, the Ford Expedition is a standout choice. It’s built for large families, cross-country road trips, and hauling heavy loads.

Why Choose a Used Ford Expedition?

● Room for Eight – A full-size SUV with unmatched passenger space.
● Towing King – Can tow up to 9,300 lbs, ideal for boats and trailers.
● High-Tech Features – SYNC 3 infotainment and multiple USB ports keep everyone connected.
● Best Model Years to Buy – 2018-2022 models have turbocharged efficiency and refined interiors.

5. Ford Bronco Sport – The Adventurer’s Compact Choice

For outdoor enthusiasts, the Ford Bronco Sport is a rugged compact SUV designed for off-road fun while still being a practical daily driver.

Why Choose a Used Ford Bronco Sport?

● Trail-Ready Performance – Standard AWD and off-road modes for different terrains.
● Compact Yet Spacious – Clever storage solutions for camping and gear.
● Turbocharged Engines – 1.5L and 2.0L EcoBoost options for strong performance.
● Best Model Years to Buy – 2021-2023 models provide the latest tech and rugged styling.

Before purchasing a used Ford Bronco Sport, be sure to check for any recalls. For example, certain Ford Bronco Sport and Maverick models have been recalled to fix faulty batteries. To learn more about this, visit Consumer Reports’ coverage on the recall.

Buying Tips: How to Get the Best Deal on a Used Ford SUV

● Certified Pre-Owned (CPO) Options – Ford’s CPO program includes extended warranties and inspections.
● Check Vehicle History Reports – Avoid SUVs with major accidents or unresolved recalls.
● Test Drive and Inspection – Always inspect brakes, transmission, and suspension.
● Compare Prices – Look at local dealerships and online marketplaces for the best deals.
● Negotiate Smartly – Research market value and be prepared to walk away if needed. It also helps to choose a used car dealer with transparent pricing and a solid reputation.

Conclusion

Choosing the right used Ford SUV depends on your specific needs. If you want fuel efficiency and city-friendly size, the Escape is a great choice. For those needing extra space and towing power, the Explorer or Expedition are top contenders. If adventure is a priority, the Bronco Sport
offers unbeatable off-road capability.

No matter which Ford SUV you choose, you’ll get a reliable vehicle that blends comfort, technology, and performance—without the high price tag of a new model. Start your search today and find the perfect used Ford SUV for your family or next adventure.